Overview
This article walks through the full lifecycle of an enforcement action -- from creating the record through issuing it to the establishment, and finally resolving or reopening it as needed.
Creating an enforcement
Click Establishments in the left sidebar.
Click on the establishment you want to issue an enforcement for.
In the establishment's right-side action panel, click New enforcement.
Fill in the required and optional fields:
Field | Required | Notes |
Establishment | Yes | Searchable autocomplete. Type at least two letters to search. |
Enforcement Type | Yes | Dropdown of types configured in Settings > Enforcements |
Enforcement Template | Yes | Dropdown of templates configured in Settings > Enforcements |
Issued At | Yes | Date and time picker |
Actions Due At | Yes | Date and time picker. Must be after Issued At. |
Comment | No | Text area for additional notes |
Attachment | No | Single file upload |
Template Questions | Varies | Dynamic fields from the selected template. Some may be required. |
Click Save.
The enforcement is created with an In Progress status. The system automatically generates a reference number.
📝 Note: If the selected template has required questions, you must answer them before saving. The system displays an error message if required questions are left blank.
Issuing an enforcement
Issuing sends the enforcement officially to the establishment.
Open the enforcement record.
Click Issue.
Confirm when prompted with the confirmation dialog.
The status changes from In Progress to Issued.
💡 Tip: You can issue an enforcement at any time while it is in In Progress status.
Resolving an enforcement
When the establishment completes its corrective actions, you can resolve the enforcement.
Open an enforcement that has Issued or Past Due status.
Click Resolve.
Confirm when prompted.
The status changes to Resolved.
Reopening an enforcement
If a resolved enforcement needs further action, you can reopen it.
Open a Resolved enforcement.
Click Open.
The enforcement returns to its previous status.
Deleting an enforcement
Deleting permanently removes the enforcement record. This action is available to admin users only.
Open the enforcement record.
Click Delete.
Confirm the deletion in the dialog.
What happens next
After creating: The enforcement appears in the Enforcements table with an In Progress status and a system-generated reference number.
After issuing: The enforcement is visible to establishment contacts if notifications are configured. You can print or email the enforcement at any stage.
After resolving: The enforcement is marked as complete. It remains in the table for historical reference.
If actions due date passes: Issued enforcements that are not resolved by the Actions Due At date are automatically updated to Past Due status.
Printing and emailing: You can Print or Mail the enforcement from the enforcement detail page at any stage of the lifecycle.
FAQ
Q: What fields are required to create an enforcement?
A: Establishment, enforcement type, enforcement template, issued at date/time, and actions due at date/time are all required.
Q: What happens when I click Issue?
A: A confirmation dialog appears. After confirming, the enforcement status changes from In Progress to Issued. This is the official issuance to the establishment.
Q: Can I edit an enforcement after issuing it?
A: Yes. You can edit enforcement details at any stage. Open the enforcement and click Edit to update fields.
Q: How do I notify the establishment about an enforcement?
A: Enforcements do not have their own automatic notification type. Use one-off notifications via Communications > Scheduled messages to notify establishment contacts.