Help center / Work orders + approvals
Handing something to a board member
Every work order, change request, violation, and vendor bill has a card that asks "Who's got this?". Pick a name, press the button, and that person now has it.
What happens next
They get one email with a link that opens the item and signs them in, with no password to remember. The item appears under Yours at the top of their dashboard, and it comes off the board's shared list, so nobody else has to wonder whether they should be handling it. Their name shows on the row in the list, so the whole board can see how the work is spread.
Who is in the list
Your admins, your board members, and anyone carrying a tag in the Directory. That is how committees get in: tag someone "landscape committee" in the Directory and they become someone you can hand landscape work to, whether or not they are on the board.
Handing it back or handing it on
Pick a different name to hand it over, or pick "Nobody yet" to put it back with the board. Handing it back sends no email. Pressing the button again on the same person sends nothing either; a second email only goes out when the person actually changes.
Nothing happens on its own
By default nothing is assigned automatically: you hand each item to someone and no email goes out until you press the button. If your board sets up routing rules (More, then Who handles what), a matching request is assigned and its owner emailed automatically. Every hand-off, by hand or by rule, is written into the item's own history with who or what did it and when.
Did this answer it? If not, email us; a human replies, usually same day.
This is the how-to. If you want the why, work orders has its own page explaining what it does and what it replaces.