A community question
What is behind the community’s reserve figures?
A reserve balance alone does not explain the plans and decisions behind it. Review shared reserve balances, budget information, and related decision records together.
The situation
What is behind the community’s reserve figures?
A board member or resident wants to understand a reported reserve balance and the planned work or funding decisions described in the community’s records.
The balance, study, budget, and related explanations are kept in separate places.
What a connected record can do
Keep the answer with the evidence.
- 01
Start with the question
Review shared reserve balances, budget information, and related decision records together.
- 02
Put the supporting pieces together
Connect the source, documents, decision, and reported result the association chooses to include.
- 03
Let the right person follow the trail
Give an authorized reviewer a clear route back to the records behind the answer.
Relevant context
What the record could include.
- Reported reserve balance
- Shared budget information
- Related study or document
- Recorded decision and rationale
Access follows the community’s permissions for the information it shares.
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