Issuing an Offence

1. Community level

Navigation: Community Level > Manage > Offences > Add

2. From the Unit

Navigation: Community Level > Units > Unit Details > Offences > Add

On the pop-up, insert the following required fields:

• Unit: According to the Unit addressing
• Type: Warning, Penalty, or Fine
• Offence Clause: Dropdown - pull from Clauses setup
• Date on Incident: Defaults to current date
• Reply Email: If the client wants to reply or query the offence
• Invoice Date: Defaults to the first of the next month, and can be changed
• Amount: (If penalty or fine is the offence type). Defaults to Zero
• Message: Auto-populates from the Global Message setup, but is editable

In the preview, the textbox is where any further additional information or code of conduct explanation can be included to describe the offences in more detail, and provide more information, or the wording of the offence can be edited.

There are the following options to include:

• Notify Directors/ Trustees: If selected, all Trustees will be BCC'd in the email sent to the owner.
• Show Logo: Use Reseller/ Community Logo
• Attachments: Drag and drop attachments

At the bottom of the pop-up, there is the option to create immediately or Preview.

If preview is selected, a new pop-up appears where a user can preview the offence as per the inputs and options selected. 

If keep editing is selected, it reverts to the "add" pop-up that the user worked on, keeping all inputs made previously. If create is selected, the offence will be created and sent to the owner's email with an invoice and statement attached, and an alternative email and trustee's option if selected.

The Owner will receive an email with all of the information automated into the email.

Included in this email are the invoice and the customer statement.

The invoice will include the actual penalty fee and if the Penalty Fee Admin Charge is setup.