You will manage your resident's requests from the Manager's Dashboard. Your residents will submit requests through the Mobile App by populating custom Forms. (Click here to learn about creating new Workflow Form Templates.) After a resident submits a new request, their request will be shown on your Dashboard as well as on the Request page.
You will use the Manager's Dashboard to manage the request process from start to finish.
Community Requests
Dashboard
Navigate to your Dashboard.
Click Dashboard.
Filter Request submissions
Use the list filters to quickly determine which requests need your attention. The Dashboard will show all of your resident's requests in one place. This will allow you to
prioritize your attention as well as helping you make sure no requests slip through the cracks.
Dashboard Filter Options:
Submission Title - Search by the request name. Start typing in the box to filter.
Form Type - Show only requests of a specific type. Select one or more form types.
Date Lodged - Show requests entered during a specific date range.
Follow Up Date - Show requests with a follow up date falling in a date range.
Assignee - Show only requests assigned to a specific user(s). Select one or more Assignees.
Community -Show only requests from a select community or communities. Select one or more communities.
Status - Show only requests at a specific Status or Statuses. Select one or more Statuses.
View and Edit a Request
You can view and edit a request from your Dashboard as well as the Requests module.
To view and edit a request from the dashboard click anywhere on the request.
To access the Requests module, click Workflows. This screen allows you to view active and closed requests. The requests shown here are the same as on the dashboard.
To access a specific request, click the eye icon in the Action column.
From this screen you can edit/update the request information. You will see the resident's submitted form on the left.
If the form template is configured to allow it, you will be able to edit the information on the submitted form.
The request's properties are displayed on the right.
The request's properties are displayed on the right.
In the next few steps, we will walk you through managing your requests.
Requestor
Click the Requestor name to open a pop up that will display the user summary.
From the User Summary clicking the View Profile button will open that user's system profile.
The user's profile from Resident Managment will be displayed.
Assignee
Assignees are stakeholders for this request. They may be the party responsible for processing the request or you may simply wish to keep them informed of the progress.
Click the Plus Sign to add an Assignee to the request.
The Change Assignee popup box will open.
Click Select Admins to open a dropdown menu. Check the boxes corresponding to the desired assignee(s).
Based on the Template settings, the Assignee may receive an email notification when assigned.
After all the desired Assignees have been selected, Click Save.
Your Assignee(s) has been updated.
Status
The Status is the request's current workflow stage.
You will update the Status as the request progresses through the workflow. Click the Status box to change the form's current Status. Choose the new Status from the drop down. Keep in mind the available statuses are set on the workflow template.
The request Status has been updated.
Priority
Click the current priority to change it. If no Priority is currently set the word None will be displayed. Choose the new priority from the drop down.
Set a Follow up date
Use the Request Follow-up date to track any deadlines, due dates, or simply as a reminder to check in. Click the calendar icon to select a Follow up date.
Insurance claim
Check this box if the request is related to an insurance claim.
Visible to community
Click the slider to display this submission on the Community Requests section of the Mobile App. This option needs to be enabled on the request template. If this option was not enabled on the template this option will be greyed out.
Share to community
Live Link
Generating a Job Link will create a document containing a summary of the request that can be printed or saved. This document is commonly provided to a maintenance tech or third party that does not use the myCCMC app. To generate a Job Link, click the Generate icon. Click Copy to copy the URL to your clipboard. You may wish to paste the link into an email.
Activity Log
This section will display all the updates and changes (activity) made to the request as well as any messages sent or received (Comments). You may need to scroll down to see the full list.
Notes
The final section in the bottom right corner will allow you to add internal notes to the form, send messages to the requestor, and upload files.
Add Note to the request
To add an internal note to the request, type the note in the box and click Add Note. Be sure that the Internal comment slider is enabled.
Your note will be displayed in the Action Log above. You have the ability to Edit or Hide your comments.
Send a message to the requestor
Click the Internal comment slider button to disable. In the Type a comment... box. Enter the desired message and click Comment.
The message will be sent to the requestor and will also be displayed in the Activity log.
Upload a file
You are able to attach a file to the request. Click the Upload Files button. Select the desired file and click Open.
The file will be added to the request. The attached files will be listed below.
Close Request
Once the request has been completed, click the Action button and select Close request from the dropdown.
Clicking Close Request will open a confirmation pop up. Click Ok to confirm.
The request is now closed.
To reopen the request, click the Action button and select Reopen request.
Click the left arrow to return to the Dashboard.
You will be brought back to your Dashboard. If you closed the request, it will have been moved to the Closed tab.
View Closed Requests
Closed requests will be removed from the Inbox tab. They can be viewed from the Closed tab.
Reopen a closed Request
Navigate to closed request by clicking the CLOSED tab. Then click on the desired request to view it.
Click on Action button and select Reopen request from the dropdown.
A Confirmation popup box will open. Click OK to reopen the request.
Your request will now be open again.
Click the left arrow to return to your Dashboard Inbox.
The Dashboard Inbox will be displayed.
