| Create a New User for the New Co-Owner |
- Enter all their relevant contact data (form/instructions).
- Be sure to enter the relevant purchase date (this is
what transfers the unit from the prior owner)
|
| Create a "Contact Manager" Request |
The purpose of this is to have a listing of co-owner
data that can be manipulated for various purposes OUTSIDE the CCIS.
- Create a New Request
- Requester:
New Unit Owner
- Regarding:
Their Unit
- Request
Title: Create Contact Request
- Request
Description: This
request is used to generate a CSV file with the co-owner contact
information. Contact Information can then be retrieved by running
a Requests Report where Manager = "Contact Manager" then
Export it
to a
CSV. Sort/Select the appropriate fields and use that information
accordingly.
- [Submit Request]
- Reassign the New Request
- Open the New Request
- [Reassign
Request]
- Assign
to: Select "Contact Manager"
- Message: This
"Contact Manager" user is only for the purpose of filtering co-owners
for a list of their contact information.
- [Reassign]
- Close the Request
- Open the Request (no longer "New")
- [Close Request]
- Closing
Message: Contact Record.
- [Resolve]
|
| Remove the "Contact Manager" Request for the Prior Owner |
The purpose of this is to remove the prior owner from
any future co-owner data used outside CCIS.
- Re-Open the Contact Manager Request
- Run a Requests Report
- Requester:
Select the prior owner
- Manager:
Select "Contact Manager"
- [Apply]
- Locate and Open the Request with Title: Create
"Contact" Request
- [Re-Open
Request]
- Re-Opening
Message: Sold Unit
- [Re-Open
Request]
- Reassign the New Request
- If necessary, locate the Request in the Current
Requests listing
- [Reassign
Request]
- Assign
to: Select the Management Company
- Message:
Contact record no longer needed.
- [Reassign]
- Close the Request
- If necessary, locate the Request in the Current
Requests listing
- [Close Request]
- Closing
Message: Closing Contact Record.
- [Resolve]
|
| Disable the prior Owner |
- Open the prior owner's record (If the prior owner
isn't obvious, open the unit record. The prior owner
should be listed under Past Owners. Follow the link to their record.)
- [Edit User]
- If any forwarding information is available for the
prior owner, enter it now.
- [Disable
User]
|