Activities > Resident Request > Setup > Manage Resident Request Types 


Use this page to set up Resident Request Types.



To Add a New Resident Request Type


Step 1. Navigate to Activities > Resident Request > Setup > Manage Resident Request Types.

 

Step 2. Select Add Type from the Page Actions drop down menu.



Step 3. Complete the information in the Resident Request Type window. 


General Section


  • Title- Enter a Title for the Request Type


  • Board Request- Check if the request will require Board interaction. For example, if a Board is required to approve a fee waiver request, this box should be checked. 


Allow Create Section- Check all boxes that apply. Select if the Type should apply to Violations, Tasks, Work Order or Passes. 



Notification Section- Select who will receive notification of this Type of Task at various stages. Manager, Assistant 1, Assistant 2, Accounting, Accounts Receivable, Homeowner, Board or Assigned User.


  • Resident Request Added- Select all boxes that apply.

 

  • Resident Request Updated- Select all boxes that apply. 


  • Resident Request Discussion Added/Updated- Select all boxes that apply. 


  • Resident Request Assigned- Select all boxes that apply. 


  • Auto Assign To- Select a User from the dropdown menu if this Request Type should automatically be assigned to a particular User.


Additional Form Fields Section - Additional fields can be added to customize the request with information specific to the Association. 


Step 1. Click the Add Field button. 

Step 2.  Complete the Resident Request Field window. 


  • Label- Enter a name for the field. 

  • Type- Select the field type from the drop down menu. 

  • Enabled- Check to Enable the field. 

  • Required- Check to require the field is completed. 

Step 3. Click the Save button. 


Related Associations Tab


Use this Tab to select Associations that will need this Type available. To select an Association or multiple Associations, highlight the name(s) and use the up arrow to move it to the Related Associations pane. 


If it will apply to All Associations, click the checkbox. 



Portal Settings Tab


  • Show Title on Form- Select to show the Title on the Form on the Portal. 

  • Show Description on Form- Select to show the Description on the Form on the Portal. 

  • Use Disclaimer- Click this box to add a Disclaimer to the information the Owner sees when making this request. 

  • Disclaimer- Use this field to add the Disclaimer, if needed. 

  • Use Confirmation- Click this box to add a Confirmation after submitting a request. 

  • Confirmation- Enter text for the Confirmation.