Issue a penalty

In this article, you will be given an overview for how you can set up penalty points and then manage them effectively.

IN THIS ARTICLE

Issue a penalty to a user
Issue a penalty to a company

Issue a penalty to a user

This section will guide you through how to issue a penalty to a user.  To be able to do this, you will need to be either a 'Superuser' or a Penalty Administrator'.

1

Firstly, once logged into your dashboard, navigate to 'People' and then go to the blue 'Action' tab

2

Next, select 'Add penalty'.  Again it is important to remember that only a 'Superuser or 'Penalty Administrator' will have rights for this.

3

You will now be given 3 steps: Step 1 - Select the penalty name, scheme, penalty type and who is issuing the points and then select 'Next'.

4

Next - Step 2 - Select the time/date of the penalty, attached evidence, drop the pin on the location of the penalty, select the expiry date of the points and select 'Next.

5

Finally - Step 3 - Enter any reference details, notes and then select 'Complete'.

6

It is important to complete all 3 steps to issue the penalty point. Once submitted, an email with all of the penalty point information (including notes) will be sent to the user and the Company Administrator. 

The penalty will now be added to the dashboard, which by selecting 'View' you can see and edit at any time.

Issue a penalty to a company

This section will guide you through how to issue a penalty to a company, this can be done as a Super User and Penalty Administrator.

1

To issue a penalty point to a company, firsty click 'Company' on the left of the screen. 

2

Next select 'Settings' and then search for the company you wish to penalise. The 'Filter' button is also available to narrow your search options.

3

Once found, click 'Edit' below the company name to view the company account.

4

Next select the 'Penalties' tab and then the 'Add Point' tab to add the penalty.

5

Next similar to the steps in section 1 (Issue a Penalty to a user), begin typing the penalty name or select one from the drop-down menu. Once a penalty is selected, the 'Penalty scheme' and 'Penalty type' fields will be filled out based on the penalty settings. Enter the name of the person who issued the point. and select 'Next'.

6

In Step 2, select the time/date of the penalty, attached evidence, drop the pin on the location of the penalty, select the expiry date of the points and select 'Next.

7

Finally - Step 3 - Enter any reference details, notes and then select 'Complete'.


8

 The penalty will now be added to the dashboard, which by selecting 'View' you can see and edit at any time.


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