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User Guide - Copying Violation CCRs and CTAs

This guide will cover how to apply CCRs and CTAs within the Violations module to other subcategories and across associations.


Apply to all other Associations (CTAs only)

This section will cover how to apply the CTA title and text to all other associations.

  1. Click the edit icon next to the subcategory we want to copy FROM

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  2. Click on the Call to Action tab

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  3. Scroll down until you see "Apply CRA title and text to other Associations)

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  4. Click on Modify

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  5. Choose between "Copy to all missing" or "Copy & Override all"
    1. Copy to all missing: Will copy the CTA information to all associations that do not already have CTA information for that same subcategory
    2. Copy & Override all: Will copy the CTA information to all associations and replace any CTA information they already had for that same subcategory

 

NOTE: This feature will not update any inactive subcategories in other associations. If you see an association has not been updated, check to see if the subcategory is marked as inactive.

  1. Save

Apply to other Subcategories

This section will go over how to apply CTAs and CCRs to other subcategories under the same association.

NOTE: Any changes to this Call to Action will also be applied to any other subcategories linked (selected) below. Unlinking a subcategory will cause this Call to Action to be removed from that subcategory, and it will be unusable until a new Call to Action is added or linked to it.

  1. Click the edit icon next to the subcategory we want to copy FROM

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  2. Click on the Call to Action or CCR Article Tab

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  3. Scroll down until you see "Apply CTA title and text to other subcategories" or "Apply CCR Article info to other subcategories"

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  4. Click on Modify

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  5. Select the Category from the dropdown menu

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  6. Check any box next to the subcategories you want to apply the CTA or CCR information to

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  7. Save