Reviewing Board Action Items in the Homeowner App
Reviewing Board Action Items in the Homeowner App
Action Items are assigned to the board from the management company in CINC Accounting. Board members with the proper permissions can view both open and completed Action Items. Board members can also send the management company a message for an Action Item that can include a note and attachments.
Open the Menu and tap Board Action Items Review.
From the Open Actions tab of the Board Action Items Review screen, you can:
Tap the Category option and select a new category to filter the action items.
Some action items have additional details. Tap More on the action item, then tap Violations, Collections, Work Orders, or Ledger to see related details.
Tap the action item to view details of the action item on the Portfolio Action Item screen.
On the Portfolio Action Item screen, you can:
Tap a note on the view the note.
Tap an attachment to view, download, or share the attachment.
To send a message back to the management company, tap New Message on the Portfolio Action Item screen
On the New Message screen, complete the Date, Subject, and Note fields.
To add attachments to the message, tap Add Attachment. Browse and select the files.
Tap Submit, and then tap OK on the Confirmation popup. The management company will be notified that the action item is updated.
To view closed action items, tap the Completed Actions tab.