Copying An Action Item

Summary: To copy an action item to another owner/association while keeping all the notes and attachments on the original action item.

In this instance, instead of editing an action item, you'll want to Copy the action item. Copying the action item allows you to change the owner and/or association as well as the action type, whereas Editing an action item only allows you to edit the action type after it has been connected to a homeowner's account.

Copying the Original Action Item

When you see an action item that is connected to the wrong account, navigate to the Hamburger Menu and click Copy.

When you select Copy you'll be able to change the association name, as well as the owner name using the Copy Action Item form.

After changing the Association and Owner Name, you can select the Copy Previous Notes and Attachments checkbox to ensure that you keep notes/attachments that were attached to the original action item.

When you copy an action item, Vantaca automatically adds a note to the new action item identifying the original action item it was copied from, so you can trace it back to its source without relying on a manually-typed note.

Once you've copied the original action item to the correct owner and/or association, you can Step the action item to Void. In addition to the automatic copy note, it's recommended to leave a note explaining why the original was voided, in case another user needs that context.