Review requests and prepare a data copy
Board reviewers manage their own association’s queue with recorded reasons and scoped downloads.
Step by step
Open Account & service for the correct association and read the submitted request and its event history.
Move the request to In review with a meaningful reason. Confirm the requester’s identity, scope and authority through your established process.
For an authorized copy request, mark it Ready when appropriate. The app prepares a bounded JSON snapshot for the original requester.
If an authorized association copy also needs PDF/TXT files, arrange the separate assisted return of revisions referenced by that saved snapshot. Confirm actual delivery before recording fulfillment; preparing a JSON copy or ZIP is not proof of receipt.
For a correction or deletion request, carry out the authorized work through the appropriate process before recording Completed. If rejecting, record a clear reason.
Check the final status and history. If the request changed while you were reviewing it, reload the current version before deciding again.
Before you continue
- Marking a ticket Completed does not itself correct or delete records. Review applicable obligations and exceptions before taking action.
- Board authority is association-specific. Copy downloads remain limited to the original requester and current authority; very large requests need assisted handling rather than an unlimited export.
Sign in to carry out these actions in your community. This help page does not change any data.