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🛠️ Admin Guide: Managing ACC/ARB Requests

How administrators process, review, and manage architectural change requests.

ACC/ARB Form Setup Guide can be found HERE

Managing ACC Requests (Admin Guide)

This guide covers ACC request administration for ACC/ARB Members.

Viewing Requests

  1. Go to ACC in your left navigation → then All Requests

    • (Exact terminology will depend on your settings)

  2. See all requests with filters:

    (Your statuses can be customized and may be different)

    • Pending Review

    • Under Review

    • Approved

    • Denied

    • All

Processing a Request

  1. Click on a request to open details

  2. Review all submitted information:

    • Project type and description

    • Attachments and photos

    • Property information

  3. Check against CC&Rs and guidelines

  4. Add internal notes if needed or add a message top the submitted

Requesting More Information

  1. Click "Request More Info"

  2. Specify what additional information is needed

  3. Submit - homeowner is notified automatically

👉 Assigning Reviewers

Assign ACC reviewers/Setup committee in the General Settings -- ACC Request Setup page. See Reviewers. You will also need to adjust the permissions for these reviewers so they are both added as reviewers AND have the correct capabilities.

The Default roles of ACC Member and ACC Lead contain common capabilities but you can adjust your roles as needed.

Adjust the capabilities for any specific role to include ACC/ARB style capabilities and optionally violations related if your ACC is responsible for reviewing violations as well.

Here are the relevant capabilities in the Compliance section.

Making a Decision

To Approve:

  1. Click "Approve"

  2. Add any conditions (optional)

  3. Set completion deadline (optional)

  4. Confirm

To Deny:

  1. Click "Deny"

  2. Select or enter reason(s)

  3. Reference specific CC&R sections

  4. Confirm

Notifications

Homeowners are automatically notified according to your automation settings, but generally - notifications are available when:

  • Request status changes

  • More information is requested

  • Decision is made

  • Comments are added

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