When Quotes are submitted for approval, Strata Managers and selected voters within the Committee can have conversations on the Discussion Board of the Voting page. This can help to speed up the review process and provide an opportunity to address questions and give informed opinions on whether to accept the Quote.
Strata Managers may choose to discuss a Quote directly with a Service Provider on a separate Discussion Board on the Voting page. When a message has been posted on the Discussion Board, a Service Provider will be notified by email and should respond promptly.
Contents
- View the Discussion Board for Service Providers
- Communicate With a Service Provider on the Discussion Board
View the Discussion Board for Service Providers
Strata Managers can view the Discussion Board for Service Providers by going to the Work Summary page of a Quote with the status 'Awaiting Quote Approval'.
Click the three dots next to the status then select 'View Noticeboard' from the drop-down menu.
The Discussion Board will open. Select the 'Voters' tab to view a list of Committee Members selected to vote on approval or select the 'Quote' tab to view the discussion. If there are multiple Quotes, the tabs will be numbered.
Each thread on the Discussion Board includes the participant's name along with the date and time that it was posted. To respond to a thread, enter a message. Click the Paperclip Icon to attach a file then click 'Send'.
Communicate With a Service Provider on the Discussion Board
The Discussion Board will show all participants that are invited to discuss a Quote, such as the Strata Manager, Committee Members, approvers and the Service Provider.
Strata Managers should try to focus and simplify their communications with Service Providers. This is especially important online. When providing feedback or requesting more information, try to be as clear and concise as possible.
Have a positive attitude and allow Service Providers ample time to ask questions or discuss details for a Job. Listen to what the Service Provider has to say then respond to their opinions or concerns. It's important to be respectful, reliable and trustworthy.
Service Providers can write messages to Committee Members and attach files such as updated Quotes, contracts and images. These messages and files will appear on the Discussion Board.
If there are Quotes from several Service Providers being reviewed, each one will have its own Discussion Board to ensure privacy.
Voters and Strata Managers have their own Discussion Board at the bottom of the Voting page.
After a participant has posted a comment, an email notification will be sent to the Service Provider and voters. This will keep all of the concerned stakeholders updated on the current progress of the review and any changes to a Quote's status.
Note: Messages can be posted directly to the Discussion Board by replying to an email notification of new messages on the Discussion Board.
For more information, please see View Quotes, Variances and Invoices Uploaded by Service Providers and Update Information for a Service Provider.
Strata Managers should contact us with any further questions regarding this process.
Comments
0 comments
Please sign in to leave a comment.