What it's forMeet the deadline for records requests and keep proof of what was released.
Who it's forStrata managers.
Step by step
- Step 1: Log the requestGovernance › Records requests › Log a request: who asked and what they are, Lot, Email, Records asked for, date, Due (blank = 10 days) and Fee.
- Step 2: Release or refuseFee paid, then Released (say how: inspection, emailed…) or Refuse with a reason. Withdrawn and Reopen are there too.
- Step 3: Use the scheme reportReports › Portfolio › AGM pack (in the Report builder) gives a printable summary, with Word and Excel copies, that often answers a records request.
Tips
- Past-due requests are flagged Overdue.
Previous and next follow the Strata & committee section.