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Review renovation requests

Review owners’ renovation permit requests, approve them with or without conditions, settle the deposit when the works end and record breaches.

For:Complex AdminOrg AdminGlobal AdminStaff

Owners ask the management before renovating their home (Renovation requests). The management reviews each request in Operations › Renovations, decides on it, follows the works and, when they are done, settles the deposit. Complex Admins and, by default, Board members do this; Org and Global Admins can too, inside the complex.

The queue

Renovations lists the requests in four tabs:

  • To review: new requests and those under review.
  • Approved: approved works that have not started yet.
  • In progress: works the owner has started.
  • Closed: completed, rejected and withdrawn requests.

Filter by Kind of works or by the month the works start, or search the description or the number (#7). Save a filtered list as a view to come back to it. A new request also notifies you; the notification opens the request directly.

A request

Click a request to open it. You see:

  • the unit (click it to open the unit card), the works’ dates, who asked and the contractor with their phone;
  • the description, and any conditions or note already given;
  • the files: photos open inline, a plan or a PDF opens when you click it;
  • the unit’s owners, the other requests for the same unit, and the breaches recorded against these works;
  • the deposit, once one was charged, and what came back of it.

Decide

  1. Click Start review. The owner sees that the request is under review.

  2. Then choose one of:

    • Approve: the works may go ahead as requested.
    • Approve with conditions: write the conditions the owner must follow, for example no drilling after 18:00. The owner sees them on the request.
    • Reject: give the reason. The owner sees it.

    You can add a note to any decision. When the renovation rules set a deposit, the dialog says how much an approval charges to the unit’s account.

You never decide a request you made yourself, or one about a unit you own: those buttons are not shown, and another manager decides. Withdraw and Mark works started stay available, so you can act for an owner who asks you to.

Complete the works and settle the deposit

When the works in progress are done, click Complete. If a deposit was charged, choose what comes back of it:

  • Returned in full: the whole deposit is credited back to the unit.
  • Partly kept for damage: the deposit is credited back and the damage you enter (above zero, at most the deposit) is charged to the unit.
  • Kept: the deposit stays charged. Say why in the note.

Record a breach

When the owner or their contractor breaks the rules during works in progress, or you find damage after they are completed, click Report a breach. Choose the category, when it happened and what happened, then click Record the breach. It becomes a violation about the unit, listed on the request and decided in Violations with its own warning or fine.

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