Tips & Tricks

CC&R Tips & Tricks

1. CC&R Batches Feature
2. Batch Violation Letters
3. How to Lock the General Action Table
4. How to Define Default Descriptions for a CC&R Code

CC&R Batches Feature

Entering hundreds of similar violations separately is now a thing of the past with the new CC&R Batches feature. This feature allows you to create a re-usable violation template, that can be implemented across your portfolio to create multiple violation records at one time.

To apply the same violation to multiple homes in a property, click CC&R Batches, and create a new violation template. This template will provide the boilerplate for each violation of this type that you create. Once you have created the template, click Next to select the community in which the violations occurred. Select the violation code from that community's CC&R Codes that applies to this violation type.

Now you may select the homes to which this violation applies by simply placing a checkmark in the box. From here, you can choose to generate the violation letters, apply charges, and save the records. Finally, you can end the process to print letters, and choose to apply the same template to another community to create additional violation records of the same type.

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Batch Violation Letters

Batch Violation Letters allow you to print violation letters globally across all of your communities. To perform a mass print for all violations in your community portfolio, click CC&R, Violation Actions, and choose Batch Letters. Select the desired communities from the list, define a Cut-off Date and choose whether to print the next action only or all scheduled actions.

If you wish to see a print preview or print a copy of the Batch CC&R Violation Action Report, Click the View menu and make sure that the Print Preview Collection Action option is checked.

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How to Lock the General Action Table

To prevent data entry personnel from altering the general action table when working with CC&R records, Click CCR, Control Info, and check the box labeled ‘Lock General CC&R Codes’.

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How to Define Default Descriptions for a CC&R Code

To automatically define default settings for the detailed description (complete with CC&R article citation) and default action needed to be taken, Click CCR, CC&R Codes, enter a default detailed description, and a default action needed to resolve the violation, and check ‘Use as Defaults for CCR Records’.

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Tips and Tricks
Modules:

• Accounts Payable
• Accounts Receivable
• Administration
• Attachments
• Check Rec
• CC&R
• Cmty Fact Sheet
• Form Letters
• Gate Security
• General Ledger
• Global Functions
• Job Streaming
• Owner Database
• Payroll
• Phone Messenger
• Plug-Ins
• Printing & Reports
• Utilities
• Users & Passwords
• Work Order