How a manager or admin of an HOA can create a request

A manager or an administrator of an HOA can create a new request by clicking on Requests on the left hand side of the page and then by clicking on “Create New Request”

This tool is sometimes used when an owner reaches out to the manager or administrator of the HOA and would like some sort of action to take place.

Example: Owner reaches out to the board and says that he wants to build a new shed in his backyard and the CC&Rs state that he must fill out an ACC form.

When you are on the new request page, you can give the new request a title, assign a type, add details, assign it to a unit, and then assign a form to the request.

In the example above about an owner wanting to build a shed, the admin would add the project name in as the title, the type would be relating to some sort of Architectural name i.e ACC request, the details section would include the details of the project, the unit would be which unit that belongs to the owner who reached out, and the form would be the required form that the owner would need to fill out in order for the request to have validation. Forms can be required based on the rules stated in the CC&Rs.

Note: Based on the type of request selected in the dropdown, the software will identify the type selected and automatically assign the correct form if you have properly setup the correct form to be associated with the proper type of request. You must setup your request types and forms prior to doing this step. For more information on how to setup your request types and associated forms, visit this page of the EasyHOA support site:

https://support.easyhoa.com/requests/requests-how-to-setup-requests

When you select the type of request, if you have done the steps discussed above, the software will ask you whether or not you want the owner to fill out the required form or if you want to fill out the form for the owner. See screenshot:

After you decide who will fill out the form you can slide the button to “Send Notification with this request” and the software will unlock the notification section of the request and allow you to select an email template to send to the owner via email and/or text.

Remember to click on “Create and Send”