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Create Questions to Record Required CSAIR Information

Create Questions to Record Required CSAIR Information

The Condo and Strata Association Integrity Register (CSAIR) is an online database containing comprehensive information on the assignments of purchase agreements of pre-sale condo and strata lots. Please refer to Complying with CSAIR for more information.

If you are planning to record the information needed for CSAIR in Lasso, there are some standard fields that will capture basic information on the Sales Center registrant profiles but additional fields may need to be added as questions in the Client Admin Center, to allow sales reps to record the supplementary details for each party to the assignment (assignor and assignee). A user with a Client Administrator role will need to create a question folder and questions specifically for CSAIR, and the questions should be associated to all projects in which pre-sale assignment is applicable. Please refer to the table below for additional fields you may need followed by instructions for creating a specific CSAIR question folder and questions.

Important Note: Do not record birthdate or tax identifiers such as SIN in Lasso. Registrants with assignment information can be exported to a CSV file and sensitive information can subsequently be added to the file.

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Following are a few examples of the different types of questions you may want to add for CSAIR purposes, and how to add them. You will first want to create a folder specifically for CSAIR questions so that they are all together on the registrant profile edit page, making it easier for the user to complete.

Note: For further instruction on how to add questions, please refer to Add Question.

1 – In the Client Admin Center, click Questions and select Manage Questions.

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2 – Click Add Folder, name the folder CSAIR, and Save.

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3 – In the new CSAIR question folder, click Add Question and add a question to identify the Assignor or Assignee. This will allow you to create a custom list of all purchasers that are either an Assignor or Assignee.

  • Enter a Name for the question, such as Purchaser Type
  • Select a Type such as Radio Buttons or Drop-Down (Single) (this will allow only one answer)
  • Enter the Question (it can be the same as the Name)
  • Under Projects, click Select All or check the boxes beside the projects you want the question to be associated to.
  • Click Save.

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4 – Click Add Question and add a question to record Assignment Consent Date.

  • Enter a Name for the question
  • Select Date for the Type (this will allow the user to select a date from a calendar)
  • Enter the Question (it can be the same as the Name)
  • Under Projects, click Select All or check the boxes beside the projects you want the question to be associated to.
  • Click Save.

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5 – Click Add Question and add a question to record Citizenship.

  • Enter a Name for the question
  • Select either Drop-Down (Single) for Manual Input for the Type (this will depend on whether you want to be able to select pull a custom list based on a select answer; manual input will allow a user to enter free-form text)
  • Enter the Question (it can be the same as the Name)
  • Under Projects, click Select All or check the boxes beside the projects you want the question to be associated to.
  • Click Save.

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6 – Click Add Question and add a question to record Assignment Amount.

  • Enter a Name for the question
  • Select Manual Input for the Type (this will allow the user to enter free-form text)
  • Enter the Question (it can be the same as the Name)
  • Under Projects, click Select All or check the boxes beside the projects you want the question to be associated to.
  • Click Save.

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Sales reps will then be able to record the information on the assignor/assignee’s registrant profile in the Sales Center.

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 To generate a list of registrants with assignments, please refer to Pull Registrant List of Assignments for CSAIR.