Processing a CCR Violation

TOPS [ONE] Version 5.0.1.0

 

Description 

Deed Restrictions help define the basis of a community. Therefore, maintaining
compliance with these restrictions is vital. The CC&R module in TOPS [ONE] enables
property manager to track CC&R rules, violations, histories, and more. 

This guide will go over how to keep track using CCR's. 

 

Before you start 

Make sure you have your CCR Codes added, and that your letters have been set up.

How to Create a CCR code

Attach letters to CCR codes

 

 

In This Article 

Create a CCR 

Taking Action on a CCR 

Other Options on a CCR

 

Step By Step 

Create a New CCR 

1. Click Portfolio then Communities. Select the community you want to work in.

2. Click CCR then CCR Activity 

3. Click +New CCR Record 

NewCCRRecrod.png

 

4. Search the Owner/Property you want to create a new CCR record for.

5. Enter Violation Dates

Date (required) Date violation took place

Due Date (required) Date violation needs to be resolved by.

6. Select CCR Click the drop-down menu to select the CCR Violation

7. Enter the CCR information (Optional)  

If the code has this data entered in the code settings, it will auto-populate on the CCR. Edit as needed. 

CCR Article- Full details, like contact information for this violation.

Detail Description- Brief description of the violation. 

Action Needed to Resolve- Actions the owner needs to take in order to not be in violation.

8. When finished click Save 

 

 

Once Saved, the CCR page will open. 

 

Taking an Action on a CCR 

1. Click CCR and CCR Tickets

2. Select the CCR to Edit. 

3. Verify the action before clicking the Take This Action button.

Clicking Take This Action will process the CCR step, which will charge any fee and send any template that is associated with that step.

4. (optional) Select additional contacts to send the violation to.

5. Click Generate 

 

The CCR Action Table will have the date the action was taken, the user who took the action, and if there was a template attached to the step, the pdf will have the generated letter.

6. To View/Print the PDF, click the Icon. It will open in your default pdf viewer. Click the Printer Icon to print.

 

Other Options on a CCR 

1. Click Actions on an open Violation

 

Edit- Update the Closed Date, Due Date, and CCR Details 

Add Comment- Add private comments for internal users, or leave public comments for homeowners to see. Homeowners can leave comments on CCR's as well.

Add Task- Assign a task to a user within the instance. It will appear on their TOPS [ONE] home page.

Close CCR- Sets the Current date as the closed date for this violation.

Undo Last Action- Will remove any charge set and remove the template from the owners activity feed.

If the template and owners communication preference were set to email, the homeowner may have received the email. 

Delete CCR- Removes the CCR from the communities ticket history. Will still appear on the audit log.

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