How to approve or reject move-in task submissions

Once your future resident has completed a task that requires your review (like proof of insurance or utilities), you will receive a notification in your Updater dashboard and an email letting you know there are onsite team action items to address.

How to approve a task

1. Click on Residents Tab in the left menu
2. Click on the resident you are working with
3. If there are submissions to be reviewed, the task status will be yellow and say "Needs Review"
4. Click the arrow to the left of the task
5. Click Review to the right of the resident's task
6. If ready to approve, select the approval reason 
7. Click Approve

How to reject a task

1. Click on Residents Tab in the left menu
2. Click on the resident you are working with
3. If there are submissions to be reviewed, the task status will be yellow and say "Needs Review"
4. Click the arrow to the left of the task
5. Click Review to the right of the resident's task
6. If a task does not meet approval expectations, select Other from the dropdown menu and provide a reason for rejecting the task.
7. Click Reject task