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Managing incoming reports

How council reviews, filters, and triages resident submissions.

What it is

Council uses Reports to triage everything coming in from residents (and from council itself). Active and archived views keep recent work separate from older history.

Every report has a number, such as RPT-118, the way cards have MNT numbers. Numbers count up in each strata in the order reports were recorded, and never change. The number shows in the reports list, at the top of a report, and next to the report on the cards it's linked to. Search finds a report by its number. A resident sees their own report's number too.

What you can do

  • Browse Active reports (recent activity plus anything still needing review)
  • Open Archived for older items
  • Filter by category, unit, author, date, or “Needs review only”
  • Open a report to edit details, add notes and attach documents
  • Acknowledge a new report: the button at the top of the report. It marks the report Acknowledged, and the report shows who acknowledged it and when (in your strata's time zone). It's also in the report's Logs.
  • Promote into maintenance when the issue becomes tracked work

Who can do it

Council members can browse and open reports. Acknowledging a report uses the same Needs review rule as draft triage: admins (president, VP, delegated PM) always, plus all council members when the strata setting allows. An admin in the 90-day read-only overlap after their term ends can't acknowledge reports unless that setting is on. Residents only see their own submissions.

Limits and things to know

  • Active focuses on the last 90 days plus pending Needs review items; older items move to Archived.
  • Acknowledging is triage: it doesn't create a maintenance card, and it doesn't write to the resident. (Mark reviewed was its old name.)
  • A report marked reviewed before Pleno kept who acknowledged it shows as Acknowledged, without who or when.
  • Notification routing for new resident reports is configured in Settings → Notifications.