Before You Start - Permissions

Before you download and begin using the Vantaca Manage app, make sure that your Administrator has granted the correct permissions (see the following procedure on how to do so):

• To Log In and use the app:
  • CCR > Inspection: View and Add/Update
  • Association > Association: View
• To Create an Inspection or Update/Step Violations:
  • CCR > Inspection: View and Add/Update
    Important: This permission must be assigned to the role tied to the responsibility that contains the association in its portfolio.
• To Create New CCR Descriptions:
  • CCR > Detail Description - Master List: View and Add/Update.

If you still experience access issues after confirming these permissions are assigned, contact your system administrator to verify your role and portfolio assignments.

Adding Permissions

Users need the permissions detailed in the previous section to use the app.

For each role that you want to be able to use Vantaca Manage:

1. In Vantaca, navigate to Settings > Roles. 
   The Roles page displays.
2. Search for the role that you want to allow to use Vantaca Manage. 
   For example, in the following image, the user wants to allow Administrators to use the app and enters admin in the search field to display all roles that include the word "admin".
   
   
    
3. Click the caret next to the role name to open it (ensure the Security tab is selected).
4. Go to the CCR section and click Edit next to Inspection. 
   The Edit Role Security screen opens.
   
   
    
5. Select the following security permission according to the level of access you want the role to have:
   • View: Allows users to view inspections.
   • Add/Update: Allows users the full functionality to perform inspections and violations.
6. In the same CCR section, click Edit next to Detail Description - Master List, and then select Add, View, and Update. 
   Selecting this option displays the Save as new description toggle on the violation screen. Users can enable it to save their entered custom description for future. Users can still add violations without this option.
7. Navigate to Association, click Edit next to Association, and then select View and Add/Update. 
8. Click Save changes.

Download the Vantaca Manage App

Important: If you are an iOS beta customer that already has the app, you must log out of current app, download the new app, and log in. 

To download the Vantaca Manage app: 

1. Open the App Store and search for Vantaca.
2. Select the Vantaca Manage app, and tap Get.
   The app downloads to your mobile device. 
   Note: Make sure to select the following Vantaca Manage app icon. Both the previous and new apps will be available in the app store for a short while before the legacy app is deprecated.
   
                 

Log In to the App

To log into the app:

Note: Users need the Inspection security/permission added to their role in Vantaca before they can use the Vantaca Manage app. For information about how to do this, see the Add the Inspection Role Security section.

1. Tap the Vantaca app on your phone to open it. 
   The Login screen displays.
   
   
    
2. Enter your vantaca.net credentials and tap Log In. 
   The Home screen displays and may show different elements depending on your app usage.

Homescreen Overview

The homescreen may show different elements depending on your app usage. For example, a new user or a user that is logging in after performing an inspection, etc.

From the home screen you can:

Associations Screen

The Associations screen displays all of your associations in a scrollable list.

Individual Associations

Tap an individual association to open that association and display all of the properties within it.

This screen shows the following tabs:

• Properties: Lists all properties within the association. Each property shows the street address, the property's owners (all owners display comma-separated, truncated with an ellipsis when the names exceed the available space), and visual indicators for Past Cure (displays only if there is an open violation that is past the cure date) and the number of active violations (red), work orders (blue), and ARC requests (purple) for that property. 
  
  
   
• Inspections: Allows you to continue an inspection. For details, see the "Vantaca Manage App: Inspections" article.
• Work Orders: Lists properties with work orders organized by status. For details, see the "Vantaca Manage App: Work Orders" article.
• Additional Info: Shows association additional information. Tap a category to view related association-specific information. This is a read-only view of the same association additional information data available in CMP, but you can view it while working in the field. Note that the additional information for each association is customizable within CMP. If no additional info is configured, the app displays a blank page. 
  In the following example, the screen on the left shows the categories within the Presidential association, and the screen on the right shows the additional info after Alarm Monitoring is tapped.
  
  

 Individual Properties

On the Association > Properties tab, tap an individual property to open information specific to that property. The property owner information area includes icons and contact information based on ownership type for quick property status identification:

• : Homeowner.
• : Builder-owned property.
• : Rental property with tenants. Tap to display tenant information by category.

When a property has more than one owner, the header shows the primary owner's details and a Multi-Owner badge appears in the top-right corner of the header card to indicate that additional owners exist.

In the following example, the property details area shows that the owner is Alex Johnson. The Tenants icon indicates that the property is rented. The Owner Info tab provides category information, in this case the tenant contact information and vehicle information categories display.

This screen shows the following tabs:

• Violations: Lists the violations related to this specific property. For more information, see the "Vantaca Manage App: Violations" article.
• Work Orders: Lists the work orders related to this specific property. For more information, see the "Vantaca Manage App: Work Orders" article.
• ARC Requests: Lists the ARC requests related to this specific property. For more information, see the "Vantaca Manage App: ARC Requests" article.
• Owner Info: Shows owner additional information. Tap a category to view related owner-related information. This is a read-only view of the same owner information available in CMP, but you can view it while working in the field. Multiple categories can remain expanded simultaneously and display in the order configured in CMP. Note that the additional information for each owner is customizable within CMP. For properties with more than one owner, the Owner Info tab also includes a collapsible Multi-Owners section that lists each additional owner with their name, email, and phone number.