General Concepts
This system ensures that business matters requiring action are adequately documented and managed.
What is the purpose of a Project/Task in community association management?
This button must be clicked to initiate a new Project/Task entry.
What is "Add New Project/Task"?
This document should be used for tasks involving physical repairs.
What is a Work Order?
If an email cannot be fully answered within 1-business day, it should be converted into this.
What is a Project/Task?
This tool helps link related emails directly to a Project/Task.
What is the "Link Project Tasks" option in CiraMail?
These two groups have permission to create and track Projects/Tasks in CiraNet.
Who are board members and management company employees?
This individual is responsible for completing the assigned Project/Task.
Who is the "Responsible Party"?
A Work Order can be created directly from this communication tool.
What is CiraMail?
This action allows a task to be reassigned to another responsible party.
What is updating the "Responsible" field?
This automation ensures that assigned users stay updated on task progress.
What are system-generated email notifications?
Unlike standard task tracking, this module is specifically designed to manage repairs and maintenance issues.
What is a Work Order?
A due date should be set based on this consideration.
What is a realistic timeframe for task completion?
A task that involves multiple Work Orders can be managed using this feature.
How can a single Project/Task track multiple repairs?
This feature allows users to enter comments or updates that cannot be modified once saved.
What is the Notes section (Clipboard)?
This feature extracts task data into a spreadsheet for further analysis.
What is the Excel export function?
A task will no longer appear in the "Open Tasks" list when it has one of these two final statuses.
What is Closed or Cancelled?
A Project/Task assigned to a board member can also be viewed by these individuals.
Who is anyone with access to the Community?
If a vendor is unresponsive, this feature helps document follow-up attempts.
How do task notes help with vendor accountability?
In addition to standard updates, users can attach these to a Project/Task for reference.
What are supporting documents?
This setting allows board members to view all tasks instead of just their own.
How does changing the view to "All Tasks" improve task visibility?
This platform allows board members to create and update Projects/Tasks in real-time.
What is the CiraNet Board Portal?
Users can track changes made to a Project/Task using this feature.
What is the Log column?
If a repair request comes in via email, this action can quickly turn it into a Work Order.
What is selecting "Generate New Work Order" from the Actions menu?
Tasks not updated within this time frame will have a Red Flag on the management report.
What is 90 days?
This report allows users to generate a list of all active and completed tasks.
What is Report #369?