Recommended workflow
- 01
Request verified access
Board access should match the current roster and role. Use the board-access request if your invitation is missing or outdated.
- 02
Review before meetings
Open reports and decision items before the agenda so questions can be routed to the right manager.
- 03
Record decisions clearly
Use the approved board communication path and identify the motion, decision, conditions, and effective date.
- 04
Protect restricted records
Do not download or redistribute owner, resident, accommodation, delinquency, or legal records beyond authorized board use.
- 05
Close the loop
Confirm who owns the next action and when the board should expect an update.
Keep this checklist nearby
- Use role-based access
- Keep privileged matters out of general comments
- Confirm vendor insurance before work
- Route emergencies by phone, not through a meeting packet