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Citation management

The Citations page records site citations, their recipients or associations, status, payment state, delivery state, and supporting details. Access requires an appropriate field-operations role and the Citations module for the selected site.

Find and filter citations

The page initially covers the last two days through today. Choose a search field, enter a value, adjust the date range, and select Refresh.

You can search by location, status, type, description, citation ID, vehicle make/model/year, color, decal, registration, host or resident, and company.

Open the additional filters to narrow the results by:

  • site, when you can access more than one;
  • one or more citation types;
  • one or more statuses;
  • whether a citation email was sent.

Select Reset to clear these filters and restore the recent date range without changing the selected site.

Understand the results

The grid shows the citation ID, created date and time, type, status, location, description, associated visitor or host, paid state, email-sent state, and creator.

Use the three-dot menu for the available actions:

  • Edit — update the citation when your role permits it.
  • History — review the citation audit trail.
  • Citation Detail — generate the configured PDF when the citation type has a document template.

Double-clicking a citation also opens it when you have edit permission.

Add and export

Select Add New to create a citation for the selected site. See Add or edit a citation.

Select Export to download the current grid data. Apply the intended dates and filters first.

Tip

Confirm the site before adding a citation. Types, statuses, revenue options, templates, and notification rules can differ by site.