Activities > Architecturals > Setup > Manage Firm ARC Plan Types


Use this page to create ARC Plan Types at the Firm Level to be available to all Associations. 


ARC Plan Types are used to create categories for Architectural requests to assist in organizing and tracking. 


Create a new Firm ARC Plan Type


Step 1. Navigate to Activities > Architecturals > Setup > Manage Firm ARC Plan Types.


Step 2.  Select Add Type from the Page Action menu. 



Step 3. Complete the fields in the ARC Plan Type window. 


ARC Plan Type - Overview Tab


Title- Enter a Title for the ARC Type.


Show on Mobile- Check this box if the Type needs to be available on the Mobile App.


Show on Desktop- Check this box if the Type needs to be available on the Desktop.



ARC Plan Type - Document Tab


Use this Tab to upload documents for the Plan Type. 


Submittal Documents


Step 1. Click the Add Document button for Submittal Documents. These are the documents provided to the Owner to complete when making an ARC request. 

 

Step 2. Complete the fields in the pop up window. 


  • Title- Enter a Title for the Document

  • Required- Check if this is a required document. If selected, the Owner must download this document in order to complete their request. 

  • File Name- Upload the document. The File name will auto populate. 

  

Step 3. Click the Save button to finalize.



Finalized Document

 

Step 1. Click the Add Document button for Finalized Documents. These are the documents that will be sent to the Owner when their request is approved or denied. 


Step 2. Complete the fields in the pop up window. 


  • Title- Enter a Title for the Document

  • File Name- Upload the document. The File name will auto populate. 

  • Deny- Check if this document is included in Denials. 

  • Approve- Check if this document is included in Approvals. 

Step 3.  Click the Save Add button to complete the new record.