Accela Civic Platform Citizen Access Administrator Guide 8.0
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- Accela Civic Platform - Citizen Access Administrator Guide
- Table of Contents
- Preface
- Part I Getting Started
- Chapter 1: Introduction
- Chapter 2: Introducing the Architecture and Interface
- Chapter 3: Understanding User Accounts
- Introducing User Types
- Introducing Registration Options
- Associating a Contact with a Public User
- Associating a License with a Public User
- Enabling Account Management Functionality
- Managing Public User Passwords
- Organizing Personal Records in Collections
- Managing Delegates
- Defining Agency Employee Display Settings
- Chapter 4: Global Settings Configuration Page
- Chapter 5: Feature Settings Page
- Chapter 6: Registration Settings Page
- Chapter 7: Configuring Notification E-mails
- Chapter 8: Module Settings Configuration Page
- Maps
- Inspections
- Workflow
- Fees
- Copy Record Settings
- Contact Information Controls
- Filter Record Search Results
- Application Status
- Combine Button with Record Type
- Record Search
- Record Type Filters
- Report Display Controls
- License Verification Page Configuration
- Record Detail Section Configuration
- Social Media Settings
- Chapter 9: Page Flow Configuration
- Chapter 10: Working with Web Pages
- Customizing Texts and Images on Web Pages
- Designing Form Layouts for Web Pages
- Customizing Home Page Components
- Working with Fields
- Defining Module Tabs and Display Order
- Configuring Columns on a Page
- Assigning Reports to Buttons
- Number of Records Displaying per Page
- Applying Custom CSS Stylesheet or JavaScript File on a Page
- Developing and Deploying a Custom Page
- Configuring URLs and Deep Links to Citizen Access Pages
- Part II Managing Implementation
- Chapter 11: Implementation Planning
- Chapter 12: Defining the Registration and Account Management Process
- Understanding the Registration Process
- Enabling Registration and Displaying Links
- Configuring the Registration Settings Page
- Customizing Registration and Account Management Web Pages
- Configuring Contact Associations
- Configuring Registration E-mails
- Configuring the Security Question Choices
- Setting SSN and FEIN Contact Field Validation
- Registration Submit After Scripting Information
- Chapter 13: Configuring Record Inquiry
- Enabling Global Search
- Defining Module Search Functionality
- Defining Licensed Professional Searches
- Configuring Contact Template Record Searches
- Enabling Provider/Education/Licensee Search
- Customizing Food Facility Inspection Search
- Enabling External APO Search
- Modifying Search Pages and Filtering Data
- Exporting Search Results in CSV Format
- Chapter 14: Creating Records
- Configuring Record Types in Civic Platform
- Preparing Web Pages to Create Records
- Configuring Application Specific Information
- Restricting Access to View Comments
- Assigning Conditions to Records
- Displaying Conditions
- Configuring Contacts
- Document Attachments
- Populating People Template Fields Using EMSE
- Enabling Auto-fill for City and State Fields
- Configuring Record Types in Classic Administration
- Chapter 15: Fees and Online Payments
- Chapter 16: Managing Inspections
- Chapter 17: Authorized Service
- Chapter 18: License Verification and Online Renewal
- Chapter 19: Certifications and Education
- Chapter 20: Reporting Information
- Chapter 21: Maintaining the ACA Website
- Part III Appendices
- Appendix A: Accela Engineering Event Scripts
- Appendix B: Features Requiring Interface Implementations
- Appendix C: Variations for Creating Records
- Creating a Parent-Child Record
- Copying an Existing Record
- Creating Records for Multiple Agencies
- Understanding the Process for Creating a Record
- Configurations for Record Creation and the Impact on the User Interface
- Sharing Information between Agencies
- Enabling Associated Forms for a Main Agency
- Delegate User Administrator
- Multiple Agency Service Management
- Configuring Multiple Agency Services
- Adding a New Service
- Searching and Editing a Service
- Associating License Types with a Service
- Associating an Address Type with a Service
- Incorporating the Service Lock Condition
- Synchronizing Licensed Professional Data between Agencies
- Grouping Services for Super Agency
- Associating a Logo with an Agency
- Configuring Amendment Record Functionality
- Appendix D: LDAP Authentication and SSO
- Appendix E: Mobile Citizen Access
- Appendix F: Legislative Management