Description
Action Process tables are where actions, letters, and fees can be assigned to a CCR Code. Some codes can have the same action table across multiple CCR Codes. Instead of creating the same action table for multiple codes, an Action table can be created and assigned to different codes and can also be copied to different communities.
This article will go over how to create and assign an action table.
In this Article
Creating a New CCR Action Process
Copy Action Table to a Different Community
Set Different Action Table as Default
Creating a New CCR Action Process
1. Click Portfolio then Communities. Select the Community to work in.
2. Scroll down to the bottom and look for Codes on the bottom right
3. Click Actions then Action Processes
4. Click Actions then Add Action Process
This will create a New Action Process to be completed
5. Set the Process Name, the identifiable nickname for this action table
6. (optional) If this table is to be the default, enable the Default Action Process on the table.
A table that is set to default will be selected by default when a new CCR code is created.
7. Create the action table. Fill out the columns then click +Add to add an additional line.
Action Level - Name of the action level
Days From – The Due Date of the Action Level. These are the number of days used to calculate scheduled dates for the actions on the CCR Record. These must be in increasing order, although you can have concurrent actions with the same number of Days From.
Admin Fee – The Fee to be charged when the action level is completed
Notice - Click the drop-down menu and select a CCR letter from your template library. If a new letter template needs to be added please view this article Upload a New Template
Most CCR Codes will require multiple Action Levels to be entered, continue adding action levels until the code is complete. If an action level was added out of sequence, click the 3 dots and drag the row to the correct position.
8. When complete click Save
Copy Action Table to a Different Community
1. Click Portfolio then Communities. Select the Community to work in.
2. Scroll down to the bottom and look for Codes on the bottom right
3. Click Actions then Action Processes
4. Click Actions then Copy Action Process
5. Enter the Community name or alias to copy the Action process from.
6. Select the Process Name(s) to copy over.
The Processes will have a check mark once selected.
7. Enter the Community name or alias to copy the table to
8. Click Copy
If successful, the following message will appear at the bottom of the page.
Set Different Action Table as Default
1. Click Portfolio then Communities. Select the Community to work in.
2. Scroll down to the bottom and look for Codes on the bottom right
3. Click Actions then Action Processes
The Default Action table will have a blue default tab.
4. Click the Arrow to expand the table you'd like to update. Then click Edit Process.
5. Enable the Default Action Process toggle. Click Update. The Default tab on this action table will now be blue.
Delete Action Process Table
1. Click Portfolio then Communities. Select the Community to work in.
2. Scroll down to the bottom and look for Codes on the bottom right
3. Click Actions then Action Processes
4. Click the Arrow to expand the table you'd like to update. Then click Edit Process.
5. Click Delete Action Process.
