Skip to main content

How do I set up violations?

With Breeze Association, you can track owner violations; for example, garbage accumulating outside the trash can or a lawn that needs to be mowed. After you complete the setup, you can add violations to owner records.

Before you can enter violations, you need to perform the following setup:

Setup Level

Setup Item

Purpose

System

Violation Statuses

Statuses are used to determine the violation workflow.

System

Violation Categories

Categories are used to group violation types for reporting purposes.

Property

Violation Templates

Templates are used to create individual violation records at a property.

When you add a violation record, you select a Status, a Category, and a Violation template.

If these items are not set up, you cannot create violation records.

To set up violation categories

Go to Admin > Toolbox > Custom Lists.

Click the Violation Categories tab.

Click Add Row and enter the first violation category.

Continue entering categories until the list is complete.

Click Save.

Violation Statuses

Violations statuses determine the violation workflow at your company. There is a default list of statuses, but you should check it and modify it as needed.

Go to Admin > Toolbox > Custom Lists.

Click the Violation Statuses tab.

You can edit the status names as needed.

To add a new status, click Add Row.

Click Save.

To set up violations at the property level

At the property level, you set up violation templates -- the names of specific violations.

To add a violation template, go to the Property screen and click the Violations Setup tab.

If this is an initial violation setup, you need to manually enter the number of templates you want to create.

For each template, select a Category and enter the violation name in the Violation field. If you enter text in the Description field, it will appear in the Notes field of a violation record.

Click Save.

If you have already set up templates, click the Edit icon.

The screen changes to Edit mode.

You can change anything on the screen. When you are finished, click Save.

Note: Once a Violation has been created, it cannot be deleted.

Did this answer your question?