⚡️ Action Checker (Pro Feature)

Action Checker is a daily operations tool for board admins who need a single place to see “what needs attention today.” It is primarily setup for use in a drive-through situation but could be used in general as well. It automatically pulls items from elsewhere in Vlge (violations, ACC projects) and lets you configure recurring seasonal checks (e.g., landscaping in spring, holiday lights in December). You can also add one-time manual tasks for a specific date.

Action Checker is a Vlge Pro feature. Organizations without Pro will see an access message when opening the tool.

Users need the Manage Action Checker capability

To grant access to a non-admin staff member:

Action Checker always scopes to your currently selected organization. If you manage multiple communities, switch orgs before opening the tool.

From the Action Checker header you can also reach:

Mobile note: Configure Rules and Export PDF are hidden on small screens. You can still open rules directly in the web tool.

When you open Action Checker, you land on a date-scoped checklist with collapsible sections.

At the top of the page:

The date label shows Today, Tomorrow, or a formatted date (e.g., “Fri, Jul 3”).

Below the date controls:

These update as you work through the list.

Each category is a section you can expand or collapse. Sections show a “X pending” badge when incomplete items remain.

Default expanded sections: Overdue Violations, Seasonal Checks, Manual Actions.

Source: Violations module
​When they appear: Any unresolved violation whose cure-by date is on or before the date you are viewing.

Each item shows:

Priority logic (internal): More days past cure = higher urgency. Items overdue 14+ days are treated as highest priority.

Important: You do not configure these via Action Rules — they are always included automatically when cure dates pass.

Source: Action Rules you create with type Seasonal
​When they appear: On any date that falls within the rule’s start/end range (stored as month/day, e.g., March 1 – November 1, every year).

Each item shows:

Example seasonal rules:

Seasonal rules are the primary configurable rule type that currently generates checklist items.

Source: Created via Add Manual Action
​When they appear: On the specific action date you chose when creating the item.

Each item can include:

Manual items persist their own completion status on the underlying record.

Source: ACC / submissions module
​When they appear: Non-draft submissions whose construction window overlaps the selected date (project started and not yet ended).

Each item shows:

The UI includes a Pending Notices section, but no notice items are generated yet in the current implementation. Notice-type Action Rules can be saved in Configure Rules, but they do not yet feed the daily list. Use the Violations module directly for notice follow-up today.

Each pending action card offers three paths:

This marks the item completed with no note.

Voice notes are uploaded and attached to the session record.

Click Skip when the item does not apply today (e.g., violation already cured in the field, project not visible from the street, seasonal check deferred due to weather).

Skipped items remain on the list but appear dimmed with a skip icon. They count toward “left” until you complete them or leave them skipped.

Use these links when you need photos, history, or to update the underlying record.

Behind the scenes, Vlge records your work in an Action Session for the organization:

This gives you a durable record of who checked what and when.

Action Checker is intended as a same-day operational tool. You can browse other dates to preview seasonal items or see what the list would have looked like, but completions are recorded against today’s session. For day-to-day use, open Action Checker with Today selected and work through that list.

Use manual actions for one-off tasks that are not covered by violations, ACC, or seasonal rules.

* Or check Apply to all addresses for a community-wide task (e.g., “Check clubhouse HVAC filter”).

3. Click Create Action

You return to Action Checker; the item appears under Manual Actions on the chosen date.

Open Configure Rules from the Action Checker header.

Each rule card shows:

The rule appears on every date within that annual window while active.

The rules editor also supports Violation, Notice, and ACC Project rule types. These can be saved for future use, but only Seasonal rules currently generate checklist items. Overdue violations and active ACC projects are already included automatically by the system.

On desktop/tablet (wider screens), use Export PDF in the date summary bar.

The export includes:

The PDF downloads as action-checker-YYYY-MM-DD.pdf. If PDF generation is unavailable, the system may open an HTML preview in a new browser tab instead.

Tip: Export at the end of a patrol day for board packets or internal records.

Inspection History is a separate Admin Tools entry (/admin/action-checker/history) for drive-through patrol sessions with GPS route data, session duration, and detailed per-item reports.

If Inspection History is enabled for your org, use it to review past patrols, export session PDFs, and see voice transcripts. The daily Action Checker checklist is still the starting point for planning what to look for.

Check:

The violation must be:

If cure date is still in the future, it will not appear until that date.

The submission must be:

Expected today — notice-driven checklist items are not yet implemented. Track notices through the Violations / notices workflow directly.

Neither skip nor complete resolves a violation automatically — update the violation record separately.