This guide is for version two of the asset management feature. If the images below do not match your view, refer to the version one user guides.
Asset Management allows communities to track and manage their community-owned assets. Residents submit requests to purchase, lease, or use these assets and administrators review and respond to them accordingly. This user guide outlines how to approve, decline, or delete a community asset request. The steps below apply to both paid and free community asset requests but the status for free requests will not have reference to payment.
For an overview of the Asset Management feature, refer to the guide below:
Asset Management Overview
1. Select Asset Management from the main menu.
2. Select the Approve/Decline icon beside the applicable community asset request.
3. Review the request details and make any necessary updates. Be sure to fill in any staff level fields as required (e.g., the permit number being assigned to the request). If all the details are in order, select Approve.
4. The request has now been approved and the status will be updated. If the resident paid by credit card, the status will be changed to Approved & Paid.
If the resident paid by bank transfer, the status will be changed to Approved & In Progress. Once the funds have been collected, the status will be updated to Approved & Paid.
5. If the community asset request details are incorrect or incomplete, select Decline. Enter the reason for declining the request and click Decline.
Note: Residents will see the explanation for declining the request and can resubmit the request with the appropriate information.
6. The asset request has now been declined and the status will be changed to Declined & Canceled.
7. If the community asset request was created or submitted in error, select Delete to remove the request from the resident's record. Click I understand, Delete to finalize the deletion.
8. The request has now been deleted and the status will be changed to Deleted & Canceled.
Note: If you delete a request after it was approved, a refund will not be initiated. You must manage the refund independently outside of Condo Control. In this event, the status will be changed to Deleted & Paid.
Bonus
The following diagrams outline the typically flow for the asset management feature:
Paid Community Assets
Free Community Assets
For an in-depth overview of the process, refer to the following guide: Asset Management Request, Approval & Payment Process
Additional Resources
- How to Enable Asset Management Permissions
- How to Create a Community Asset Type
- How to Request a Community Asset on Behalf of a Resident