Question: A homeowner's association has an on-site maintenance manager. Shouldn’t all facilities manager action items be directed to him?
Navigate to the Association > Association List page, search for the association in the Association Name column. (This is searching for the association Portfolio name). Presidential Valley is in the CLT Presidential Valley portfolio.
Now, let's look to see the Responsibility for the Facilities Manager role for the CLT Presidential Valley Portfolio.
Going to the Settings > Responsibilities page, we search in the Role column for: “Facilities”. This yields 15 results.
Scanning through the relevant entries, and then clicking on the Portfolios tab, we scroll through the Portfolio assignments of the listed Responsibilities until we find CLT CLT Presidential Valley assigned to the Facility Manager – CLT Responsibility. No other Responsibilities in this list have been assigned that Portfolio.
Now, we click on the Users tab to see which user has been assigned this responsibility. Because the on-site maintenance manager is not assigned as a user to this Responsibility, we will create a new Responsibility specific to the CLT CLT Presidential Valley role and assign the appropriate User to that Portfolio through our new Responsibility.
For more information about Roles, Responsibilities and Portfolios, check out our informational article by clicking HERE.