Association > Manage Associations - Work Order Tab


Use this Tab to establish default parameters for Work Orders.


 

A work order is a resident initiated task that can be assigned to a management company User, Association assigned user or outside personnel. Use this page to establish defaults for notification and approval of Work Orders. 


Notifications Section


Use this section to set up notifications for various stages in the Work Order process. For each stage select the User or Users who need to receive notifications by checking the corresponding box.


  • Work Order Created- Send Notification when the Work Order is created.


  • Work Order Approved- Send Notification when the Work Order is Approved. 


  • Work Order Assigned- Send Notification when the Work Order is Assigned for completion. 


  • Work Order Completed- Send Notification when the Work Order is Completed. 


  • Work Order Closed- Send Notification when the Work Order is Closed. 


  • Work Order Note Added- Send Notification any time notes are added.  


  • X Days without being approved- This will send a Notification when there is a delay in approval of the Work Order greater than the number of days entered. 


  • X days without being completed- This will send a Notification there is a delay in completion of the Work Order greater than the number of days entered. 



Approvals Section


Use this section to set Approval guidelines for Work Orders. 


Auto Approve Amount- Enter an amount to automatically approve Work Orders. For example, $250 would auto approve all WO’s equal to or less than $250. 


Approvers- Select who has authority to approve Work Orders.


  • Use Firm Approvers- Check this box to authorize Firm Level (Management Company) approvers to approve Work Orders. 


  • Use Association Approvers- Check this box to authorize only Association Approvers to approve Work Orders.