NOTE: It is recommended that you add additional Dashboard Filters discussed in Processing Owner Approvals so that you can quickly filter Owner Approvals before you initiate your first approval request.
As a Property Manager, you can request that an owner approve a cost (or expenditure) associated with a repair or replacement at one of their properties. This article outlines the process for initiating an owner approval for a Meld.
To see how to process an approved (or denied) owner approval, refer to Processing Owner Approval.
From a Meld, click Request Approval.
If desired, click CHOOSE FILES to send one or more files already uploaded and associated with the Meld.
NOTE: All currently shared files will be listed, with the option to share additional files. Files will be sent to the owner in a separate email or appear on the approval request in the Owner Hub depending on the owner’s notification access level. For more information on owner notification access levels, refer to Changing Owner Notification Access Levels.
Check the checkboxes next to the files you wish to share and click ADD SELECTED
Change and/or add information to the message as needed.
To change the default Owner Approval Message, see How to Customize Owner Email Notifications.
Enter the Owner Approval Dollar Amount you are requesting the owner approve and click REQUEST APPROVAL.
NOTES: The owner will receive an email or a notification within the Owner Hub that approval is required at one of their properties, depending on the owner’s notification access level.
To view the owner instructions for approving requests, refer to Approving Work Request or Approving or Rejecting Work Requests in Owner Hub - Owner depending on the owner’s notification access level.