Community procedure communications are great way to publish formal processes for many community activities. This article will walk you through the process of creating a procedure communication from a template.

Create a Procedures Communication from a template

Create a Procedures Communication from a file

Navigate to Procedures.

Click Communicate then click Procedures.

To Create a Procedure from a template, click New Procedure. This will open the create Procedure workflow. There are seven stages that are detailed below.

At the Community stage you will decide which communities receive the Procedure. Click Select Communities to open a dropdown menu. Select the desired communities from this list by checking the appropriate box(s) and then clicking off the dropdown menu or the up arrow to return to the Community stage.

Click Next to continue to the Template stage.

Click your desired template to select. A preview of the template will open to help you verify the correct template was selected. Click Next when the correct template has been selected.

Enter the Header, Description, and Body for the Procedure. The Description will be used in the email notification and resident app but will not appear in the Procedure itself.

You're able to see a preview of the Procedure on the right side of the page which may help with formatting.

Click Next once the information has been entered and you are happy with the formatting.

Here you can decide who receives the notice.

Click the Target Audiences box to open the dropdown menu.

Check the boxes corresponding to the desired group\types\club\users. You may choose one or more or each. After checking the desired boxes click off the drop down or click the up arrow to return to the Audience stage.

Click Next to continue to the Visibility stage.

You can choose to display the Procedure on the Mobile App or not. This option is enabled by default. If you do not wish to display the Procedure on the mobile app, click the Display on Mobile App slider icon to disable.

By default, your Notice will be displayed until you remove it. If you would like to set a start and end date for your Notice, click the Permanently Displayed slider icon. You can set the dates by clicking the small calendar icons or by typing in the date.

Click Next to continue to the Notifications stage.

The notification will be sent when the Procedure is posted. You can disable the notification by clicking the slider icon.

Notification Types can be chosen if you would like your residents to receive the Procedure by other means, such as SMS or Push Notification. The email option is mandatory for the primary notification so you will not be able to uncheck it. Simply check the boxes for SMS or Mobile if desired.

You can also set the time that the Procedure will be sent. Click the time box to open a clock to set a new time.

You may choose to send an additional notification either before or after the Procedure is released. To send an additional notice, click the slider icon to enable. This will open additional options for the notification.

Click the small calendar icon to set the release date.

Click the time box to set the release time.

Check the boxes for the desired notification types.

Click the Additional Notification message box to add the message.

Click Next to continue to the Submit stage.

Once you are satisfied with the Procedure, click Submit Procedure.

You will be brought back to the main Newsletters page. Your Newsletter will now be listed, and you will see a Newsletter added message at the bottom of the page.

Using the tabs at the top of the page, you can view Procedures that are no longer active.

You can manually remove the Procedure by deleting it - simply click the ellipsis icon and click Delete.

Deleted Procedures will be moved to the Deleted tab.

Deleted Procedures can be restored by clicking the ellipsis icon and clicking Recover. Recovered Procedures will be moved back to the Published tab.