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User Guide - Adding Exceptions to Violation Policies

This guide will review how to add an exception Policy to an Association's Violation Policies in Smartwebs

Step 1: 

This guide explains how to create a Policy Exception in the Violations Module. Policy Exceptions allow specific categories or subcategories to use different violation stage settings than the Global Policy — for example, repeating a stage instead of escalating, or skipping early stages entirely.Access the policy section of the Violations Module by going to VIO > More > Violation Options > Policies

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Step 2: 

At the bottom of the Policies page, select the "Add Exception" button. This will switch the view to the Exceptions page.

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Step 3: 

Select the Category and then the Subcategory the exception will be for.

  • Users can choose only the category, and all subcategories under it will use that exception policy

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Step 4: 

Select "Copy" next to the stage you wish to create the exception for

  • If an exception already exists for that stage, it will state "Update" instead of "Copy"

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Step 5: 

After selecting Copy or Update, the selected row will be highlighted in yellow, and can then be edited

  • Once finished configuring the stage, select "Save" to save and apply the Exception Policy

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Step 6: 

Now that the Policy Exception has been set, return to the main policy page by selecting "Go to Overview" at the bottom of the page

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Confirm

To confirm that the exception has been created, you will be able to see the stage under the category and or subcategory that is utilizing it.

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Note: If you disable a Global Policy while in the Add Exceptions menu, the category/subcategory under which it is disabled will not be able to create violations for those stages.

  • This is typically used for categories and subcategories that need to repeat lower stages without escalating to a later one, or to skip early stages and start directly at a later stage with a fine.
  • For example: You can disable stage 3, 4, and 5 so that when the violation reaches stage 2 and the cure period ends, it will repeat that stage instead of escalating to the next one.
  • Another Example: If you wish to skip stages 1 and 2, and only start violations at a stage 3, in the exceptions you will disable stages 1 and 2, so when that subcategory is selected, the user can only start from stage 3 and up