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Add or edit a citation

Select Add New from Citation management, or open an existing citation and select Edit. The editor organizes the record into Information, Revenue, Person Involved, Vehicle Involved, and Images tabs.

Complete the core record

On Information:

  1. Select the associated host or resident when applicable.
  2. Choose the citation Type and Status.
  3. Enter the location.
  4. Enter a clear description.
  5. Add internal notes when needed.
  6. Mark Citation Paid only when payment has been confirmed through the approved process.

Description, Type, Status, and the citation's site are required.

The association may also identify a visitor when the citation originated from a linked visitor or speeding-ticket workflow. Verify the displayed association before saving or sending.

Complete supporting tabs

Add the applicable information before saving:

Saving records the creator for a new citation and the modifying user for later updates. Changes and delivery activity become part of the citation history.

Warning

Citations may affect residents, visitors, and financial records. Confirm the identity, citation type, status, amount, and recipient before saving or sending.