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 in a separate email notification to the Owner.
Select the files you want to share (see the highlighted checkbox) 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 Messages.
Enter the Owner Approval Dollar Amount you are requesting the Owner approve and click REQUEST APPROVAL.
NOTE: The owner will receive an email notification that an Approval is required at one of their properties.
NOTE: To view the Owner instructions for approving requests, refer to Approving Work Request.