Director- Voting on Architectural Requests
We’re updating this article. Some screenshots or names may look older than what you see in the product.
Architectural Request Approval on the FRONTSTEPS Community Portal
Homeowners with approval rights (also referred to as Board Members or Directors) can approve or reject Architectural Requests.
Note: Approvals rights are managed by Community Managers.
After the vote, the status on the Architectural Request changes to Voted.
For a video showing what the process is when reviewing an Architectural request click here.
If a note needs to be added to a request before casting a vote, board members (directors) now have the ability to add Notes to any architectural request, regardless of status.
When viewing a request, scroll down to the 'Notes' section and type the note into the ‘Comments’ section.
Next choose whether you want to limit who this note is visible to.
The “Internal view only” checkbox will limit this note to be visible ONLY to community managers.
If you would like other board members (directors) to view the note, you will also need to check the box for “Board members ok”.
If you do not check either of these boxes, the note will be visible to all managers, board members (directors) and the resident who submitted the request.
When complete click the ‘Add Note’ button.
Homeowners with approval rights (also referred to as Board Members or Directors) can approve or reject Architectural Requests.
Note: Approvals rights are managed by Community Managers.
- Select Community Records.
- Select Architectural Requests.
- Using the status dropdown select ‘Ready for Committee’. This will filter to show any requests awaiting approval.
- Select the ‘View’ button to view the details.
- To vote on the request, select Approve or Reject from the dropdown menu. If the Architectural Request is rejected, a comment must be added.
- Select Cast Vote to submit the vote.
After the vote, the status on the Architectural Request changes to Voted.
For a video showing what the process is when reviewing an Architectural request click here.
If a note needs to be added to a request before casting a vote, board members (directors) now have the ability to add Notes to any architectural request, regardless of status.
When viewing a request, scroll down to the 'Notes' section and type the note into the ‘Comments’ section.
Next choose whether you want to limit who this note is visible to.
The “Internal view only” checkbox will limit this note to be visible ONLY to community managers.
If you would like other board members (directors) to view the note, you will also need to check the box for “Board members ok”.
If you do not check either of these boxes, the note will be visible to all managers, board members (directors) and the resident who submitted the request.
When complete click the ‘Add Note’ button.