Approved and Rejected Requests Keep Their Steps
What’s New
Approved and Rejected Requests Keep Their Steps
Finish every request in Manager, including the final letter.
Feature Overview: After a request is approved or rejected, a compact banner shows who decided and when, and the closing stage’s steps stay on the page so the final letter, fee or board step can still be completed.
Benefits:
- No more stuck requests: Every step of the closing stage can be completed, whatever its type.
- Homeowners get their final notice: The decision letter is sent from the same page.
- A counter you can trust: “Stage X of Y” stays accurate.
Add or Remove a Step on One Request
Handle the one-off case without changing the process.
Feature Overview: EDIT STEPS on a request adds a step to the current stage, or removes one, for that request only.
Benefits:
- One-off fees and approvals: Add exactly what this request needs.
- Process stays clean: The Master and community processes never change.
Per-Community ARC Process Overrides
Tailor a community’s ARC process in Manager.
Feature Overview: Community → Management Setup → ARCs lets administrators include or exclude stages, set durations, choose which request types each stage applies to, and add, edit or remove steps for that community. Clear overrides resets it to the Master process.
Benefits:
- No Caliber trip for setup changes: Community-specific ARC setup lives where the rest of the community setup lives.
- Shared with Caliber Desktop: Changes show in both places.
Reverting a Step Keeps the Letter and the History
Undo safely.
Feature Overview: Reopening a completed step no longer hides letters that were already sent or printed, and the activity log keeps the step’s earlier entries plus a new “Step reverted” entry with who and when.
Benefits:
- A complete audit trail: You can always see what was sent, and who reverted it.
- Letters stay on record: Sent and printed letters stay in the Letters panel.
Better Notes
Delete, skip the category, or write to the homeowner only.
Feature Overview: ARC notes can be deleted, no longer require a category, and have a new “Homeowner Only” option that emails just the homeowner.
Benefits:
- Fewer clicks: Save a quick note without picking a category.
- The right audience: Ask the homeowner for a missing item without notifying the committee.
Clearer Requests
See instructions, submissions and setup problems at a glance.
Feature Overview: Steps show their Caliber instructions from an info button; documents uploaded through a workflow step are tagged “Submitted with request”; a request type that is not set up now gives a message naming the type, process and community; and the activity log always reads in the order things happened.
Benefits:
- Less guesswork: Staff see the instructions and the homeowner’s submissions right away.
- Faster fixes: Administrators know exactly what to change.