Civic Platform Configuration Guide 9.3.0

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Version 9.3.0
Configuration Guide
Accela Civic Platform®
Accela Civic Platform Configuration Guide
© 2018 Accela, Inc. All rights reserved.
Accela, the Accela logo, the Accela logo with “Government Software” notation, Accela Automation, Accela
Asset Management, Accela Citizen Access, Accela Mobile Citizen Access, Accela ERS, Accela GIS, Accela
IVR, Accela Land Management, Accela Licensing, Accela Mobile Office, Accela Public Health and Safety,
Accela Service Request, Accela Wireless, Kiva DMS, Kiva Development Management System, 'PERMITS'
Plus, SiteSynch, Tidemark Advantage, Civic Platform, Civic Cloud, Civic Hero, E-Boardroom,
EnvisionConnect, Envista, GEOTMS, IQM2, Mediatraq, Minutetraq, PublicStuff, Trusted To Do More,
VelocityHall, Vantage360, and other Accela logos, devices, product names, and service names are
trademarks or service marks of Accela, Inc. Brava! Viewer is a trademark of Informative Graphics
Corporation. Windows is a registered trademark of Microsoft Corporation. Acrobat is a trademark of Adobe
Systems Incorporated. Portions copyright 2009 Ching-Lan 'digdog' Huang and digdog software. All other
company names, product names, and designs mentioned herein are held by their respective owners.
Version 9.3.0
February 2018
Corporate Headquarters
2633 Camino Ramon
Suite 500
Bishop Ranch 3
San Ramon, CA 94583
Tel: (888) 722-2352
Fax: (925) 659-3201
www.accela.com
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Contents
Introduction.................................................................................................32
Understanding Function Identifications............................................................................................. 33
Understanding Standard Choices..................................................................................................... 34
Working With FIDs and Standard Choices................................................ 35
Working with Standard Choices........................................................................................................36
Working with FIDs.............................................................................................................................43
FIDs and Standard Choices Cross Reference...........................................45
Administration...................................................................................................................................46
Civic Platform Setup Portlets................................................................................................. 46
Classic Admin Tools...............................................................................................................53
Organizations and Users...................................................................................................................59
Organization Administration....................................................................................................59
User Group and User Administration.....................................................................................59
Password Security.................................................................................................................. 59
Multiple Agency Administration.............................................................................................. 59
Search.............................................................................................................................................. 61
Configuring Global Search..................................................................................................... 61
Configuring ‘PERMITS’ Plus Search......................................................................................62
Configuring Nearby Query......................................................................................................62
User View.........................................................................................................................................63
Configuring the Civic Platform Console................................................................................. 63
Configuring the Form Layout Editor.......................................................................................64
Accessing QuickQueries.........................................................................................................65
Configuring a Logo or Grade Card........................................................................................ 65
Configuring Shared Drop-Down Lists.....................................................................................65
Configuring Customized Display............................................................................................ 65
Accessing SmartCharts.......................................................................................................... 66
Configuring Reports................................................................................................................66
System Automation..........................................................................................................................67
Configuring Security Policies..................................................................................................67
Configuring Autonumbers....................................................................................................... 68
Configuring Integration with Social Media..............................................................................68
Configuring Import/Export.......................................................................................................68
Configuring Event Manager....................................................................................................69
Spell Checker......................................................................................................................... 69
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People.............................................................................................................................................. 70
Configuring People Template Fields...................................................................................... 70
Configuring Reference Contacts............................................................................................ 71
Configuring Licensed Professional Types.............................................................................. 72
APO (Address, Parcel, Owner) and XAPO (External APO)............................................................. 73
Configuring Addresses............................................................................................................73
Configuring Parcels................................................................................................................ 74
Configuring and Enabling APO and XAPO Features.............................................................75
Electronic Document Review............................................................................................................ 78
Configuring the Check-In Revisions Button........................................................................... 78
Configuring EDR Access........................................................................................................78
Configuring Action Type Choices on the Document Audit Log..............................................78
Configuring EMSE Events to Streamline Workflow................................................................79
Workflow...........................................................................................................................................80
Workflow Administration......................................................................................................... 80
Configuring Daily Workflow Management Tab.......................................................................81
Record Management........................................................................................................................83
Record Type Administration................................................................................................... 83
Configuring ASI and ASI Tables............................................................................................ 83
Synchronizing Reference Data with Records.........................................................................85
Configuring Record Access....................................................................................................85
Creating Records....................................................................................................................85
Deleting Records.................................................................................................................... 86
0370-Record Type Filter.........................................................................................................86
Configuring Associations with Records..................................................................................87
Accessing the Record Detail Audit Log................................................................................. 88
Calendars...........................................................................................................................................89
Calendar Administration..........................................................................................................89
Configuring Calendars............................................................................................................ 90
Communication Manager...................................................................................................................91
General Settings..................................................................................................................... 91
Account Settings.....................................................................................................................91
Message Settings................................................................................................................... 91
Accounting......................................................................................................................................... 93
Fee Item Administration..........................................................................................................93
Managing Fees in Records.................................................................................................... 93
Configuring Payments............................................................................................................ 94
Configuring Invoice Options................................................................................................... 97
Configuring Trust Accounts.................................................................................................... 97
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Configuring Cashier Workstation............................................................................................98
Configuring Valuation Calculation.......................................................................................... 99
Configuring Void and Refund Reason Options......................................................................99
Time Accounting Tracker...............................................................................................................100
Time Accounting Administration........................................................................................... 100
Configuring a List of Agency Vehicles................................................................................. 100
Configuring the Time Accounting Portlet..............................................................................100
Adding Time Accounting Entries in Inspections and Workflow............................................ 101
Streamlining Data Processing........................................................................................................102
Accessing Expression Builder.............................................................................................. 102
Configuring Conditions..........................................................................................................102
Configuring Sets................................................................................................................... 105
Configuring Audit Log...........................................................................................................106
Configuring the Batch Engine.............................................................................................. 106
Land Management...........................................................................................................................107
Configuring Structures and Establishments......................................................................... 107
Configuring Enforcement and Case Management............................................................... 108
Configuring Plan Review...................................................................................................... 109
Configuring Inspections........................................................................................................ 109
Configuring Right of Way Management............................................................................... 112
Asset Management..........................................................................................................................113
Configuring Assets................................................................................................................113
Configuring Part Inventory....................................................................................................114
Configuring Work Orders......................................................................................................115
Configuring Asset Condition Assessments...........................................................................117
Configuring PM Schedules...................................................................................................118
License and Case Management..................................................................................................... 119
Configuring License Renewal...............................................................................................119
Configuring Expired Licenses and Insurance Coverage Verification....................................119
Configuring Licensed Professional Providers.......................................................................120
Configuring Education...........................................................................................................120
Accessing Continuing Education Records........................................................................... 120
Accessing Examination Records.......................................................................................... 121
Configuring Reasons of Rescheduling or Cancelling Examination...................................... 121
Citizen Access Administration........................................................................................................122
Internationalization and Localization..............................................................................................124
Enabling Internationalization and Localization..................................................................... 124
Supporting I18N Addresses Fields.......................................................................................124
Configuring Phone Number Country Codes.........................................................................124
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Setting ASI Fields to Right Justification............................................................................... 125
Setting Report Language Preferences................................................................................. 125
Standard Choices Reference.................................................................... 126
AA_EDMS_DISALLOWED_FILE_TYPES.......................................................................................127
ACA_AGENCY_EMAIL_REGISTRATION_TO................................................................................128
ACA_AUTO_ASSIGN_INSPECTOR............................................................................................... 129
ACA_CACHE_CONFIG................................................................................................................... 130
ACA_CONDITION_AGENCY_USER.............................................................................................. 131
ACA_CONFIGS............................................................................................................................... 132
ACA_CONFIGS_LINKS...................................................................................................................137
ACA_CONFIGS_TABS....................................................................................................................141
ACA_CONNECT_LICENSE_AUTO_APPROVED...........................................................................143
ACA_EMAIL_TO_AND_FROM_SETTING...................................................................................... 144
ACA_EMAIL_REGISTRATION_TO.................................................................................................145
ACA_EMAIL_REGISTRATION_FROM........................................................................................... 146
ACA_FILTER_CAP_BY_LICENSE..................................................................................................147
ACA_PAGE_PICKER...................................................................................................................... 148
ACA_SECURITY_SETTING............................................................................................................149
ACA_SPELL_CHECKER_ENABLED.............................................................................................. 150
ADHOC_REPORT_DB_VIEW.........................................................................................................151
ADDRESS_TYPE............................................................................................................................ 154
ADDRESSSET_SCRIPT_LIST........................................................................................................155
AGENCY_EMAIL_REGISTRATION_TO......................................................................................... 156
ALLOW_NEGATIVE_FEE_TRANSFER_AS_CREDIT....................................................................157
ALLOW_PAYMENT_OF_FUTURE_FEES...................................................................................... 158
ALLOW_SHARED_DROPDOWN_LIST.......................................................................................... 159
ALLOW_STANDARD_DUPLICATE_FILENAME.............................................................................160
APO_ATTACHMENT_SELECTION.................................................................................................161
APO_CHECK_DUPLICATE.............................................................................................................162
APO_SUBDIVISIONS......................................................................................................................163
APO_SUBDIVISIONS_LOTS_[subdivision name].......................................................................... 164
APOSE_SYNCHRONIZE................................................................................................................ 165
APPLICATION SPEC INFO UNIT...................................................................................................166
APPLICATION_STATUS_REASON................................................................................................167
APPLICATION_TYPE_SECURITY_FID..........................................................................................168
APPLY_ SYSTEM_ DEFAULT_ FORMAT..................................................................................... 170
ASI_ALIGNMENT_OPTIONS.......................................................................................................... 171
ASI_CONFIGS.................................................................................................................................172
ASI_EDIT_CONTROL_SYSTEM_LEVEL........................................................................................173
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ASSET_CALENDAR_BUILD_INDEX_DURATION......................................................................... 174
ASSET_GROUP.............................................................................................................................. 175
ASSET_TREE_NODE_CONFIG..................................................................................................... 176
ASSET_SIZE_UNIT.........................................................................................................................178
ASSET_USAGE_UNIT_TYPE.........................................................................................................179
AUDITSET_INSPECTION_SCRIPT_LIST.......................................................................................180
AUDITSET_SCRIPT_LIST.............................................................................................................. 181
AUTHORIZED_SERVICE................................................................................................................182
AUTO_GENERATE_RECEIPT........................................................................................................183
AUTO_INVOICE_MODULE.............................................................................................................184
AUTO_OPEN_CASH_DRAWER.....................................................................................................185
AUTO_PAY_TRUST_ACCOUNTS..................................................................................................186
AUTO_SYNC_PEOPLE...................................................................................................................187
BATCH_INVOICE_REPORT........................................................................................................... 188
BATCH_JOB_PM_ADVANCE_PERIOD......................................................................................... 189
BATCH_JOB_RESULT....................................................................................................................190
BATCH_JOB_SCHEDULE_FREQUENCY......................................................................................191
BATCH_JOB_SCHEDULE_TYPE...................................................................................................192
BATCH_JOB_SERVER................................................................................................................... 193
BATCH_JOB_SERVICE_CATEGORY............................................................................................194
BATCH_JOB_STATUS....................................................................................................................195
BATCH_JOB_TYPE........................................................................................................................ 196
BUDGET_ACCOUNT...................................................................................................................... 197
CALENDAR_BLOCK_SIZE............................................................................................................. 198
CALENDAR_BLOCK_UNIT.............................................................................................................199
CALENDAR_SETTING....................................................................................................................200
CAP_CHILD_DOCUMENT.............................................................................................................. 201
CAP_CREATE_SETTINGS............................................................................................................. 202
CAP_DETAIL_ICON_FILE_FORMATS...........................................................................................203
CAP_RETAIN_FEESCHEDULE......................................................................................................204
CAPSET_SCRIPT_LIST..................................................................................................................205
CASH_DRAWER_STARTING_ENDING_BALANCE...................................................................... 206
CASHIER_STATION....................................................................................................................... 207
CENSUS_BUREAU_CONSTRUCTION_TYPE_CODE.................................................................. 208
CLONE_REFERENCE_CONDITION.............................................................................................. 209
COMMUNICATION_SMS_PROVIDERS.........................................................................................210
COMPLAINT REFERRED SOURCE.............................................................................................. 211
COMPLAINT REFERRED TYPE.................................................................................................... 212
CONDITION_PRIORITIES...............................................................................................................213
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CONDITION TYPE.......................................................................................................................... 214
CONDITIONS_OF_APPROVALS....................................................................................................215
CONTACT_ACROSS_AGENCIES..................................................................................................216
CONTACT_ADDRESS_TYPE.........................................................................................................217
CONTACT_PREFERRED_CHANNEL............................................................................................ 219
CONTACT RELATIONSHIP............................................................................................................220
CONTACT TYPE.............................................................................................................................221
CONTACT_TYPE_ENABLE............................................................................................................ 223
CONTENT_TEMPLATE_LIST......................................................................................................... 224
CONTINUING_EDUCATION_REQUIRED_HOURS....................................................................... 225
CONTINUING_EDUCATION_WORKFLOW_TASK_STATUS........................................................226
COST_FACTOR.............................................................................................................................. 227
COUNTRY....................................................................................................................................... 228
CREATE_NEW_INSPECTION_WHEN_RESCHEDULE.................................................................229
CREATE_NEW_ITEM_DEFAULT_SIZE......................................................................................... 230
CREATE_NEW_ITEMS................................................................................................................... 231
CUSTOMIZED_TRACKING_NBR................................................................................................... 232
DATA_MANAGER_MAX_RECORD_NUMBER.............................................................................. 233
DEBUG............................................................................................................................................ 234
DEFAULT_LIST_ROWS..................................................................................................................235
DEFAULT_HOUSING_UNITS......................................................................................................... 236
DEFAULT_NUMBER_BUILDINGS..................................................................................................237
DEFAULT_JOB_VALUE..................................................................................................................238
DEFAULT_TEMPLATE....................................................................................................................239
DEPARTMENT_PICKER_TYPE......................................................................................................240
DEPOSIT_FOR................................................................................................................................241
DISABLE_APO_TEMPLATE_DATA_VALIDATION........................................................................ 242
DISABLE_CITY_STATE_DEFAULT................................................................................................243
DISABLE_EXPAND_RECORDSET.................................................................................................244
DISABLE_FEE_CALC_FACTOR_DROPDOWN_FOR_MODULES............................................... 245
DISABLE_GIS_NEARBY_QUERY.................................................................................................. 246
DISABLE_GIS_NEARBY_QUERY.................................................................................................. 247
DISABLE_RECORDLIST_DEFAULT_MODULE.............................................................................248
DISABLE_SHOW_SCHEDULED_INSPECTION_DATE.................................................................249
DISABLED_AEDR_CHECK.............................................................................................................250
DISPLAY_INSPECTION_COMMENT_IN_ACA.............................................................................. 251
DISPLAY_RECORD_DOCUMENTS (INSPECTION)......................................................................252
DISPLAY_RECORD_DOCUMENTS_BY_TYPE.............................................................................253
DISPOSITION..................................................................................................................................254
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DOCUMENT_AUDIT_ACTION_TYPES.......................................................................................... 255
DOCUMENT_CONDITION_TYPE_FILTER.................................................................................... 256
DOCUMENT_REVIEW_STATUS (User-defined Name).................................................................257
DOCUMENT_STATUS (User-defined Name).................................................................................258
E_CODES........................................................................................................................................259
EDMS...............................................................................................................................................260
EDMS_FUNCTION (User-defined Name).......................................................................................262
EDUCATION_DEGREE...................................................................................................................263
E-MAIL_PAYMENT_NOTICE_DISABLE.........................................................................................264
EMSE_Settings................................................................................................................................265
ENABLE_ADD_MULTIPLE_CONDITIONS..................................................................................... 266
ENABLE_80_UI............................................................................................................................... 267
ENABLE_AMO_ONLINE_REPORT................................................................................................ 269
ENABLE_ANONYMOUS_REPORT................................................................................................ 270
ENABLE_AUTO_POPULATE_PARCEL_OWNER..........................................................................271
ENABLE_CAP_TYPE_ALIAS..........................................................................................................272
ENABLE_CONDITION_RESOLVED_DATE....................................................................................273
ENABLE_CONTACT_ADDRESS.................................................................................................... 274
ENABLE_CONTACT_ADDRESS_VALIDATION.............................................................................275
ENABLE_CONTACT_TYPE_FILTERING_BY_MODULE............................................................... 276
ENABLE_CONTACT_TYPE_SECURITY........................................................................................278
ENABLE_DISPLAY_ISLAMIC_CALENDAR....................................................................................279
ENABLE_EMSE...............................................................................................................................280
ENABLE_EMAIL_NOTIFICATION_PROMPT................................................................................. 281
ENABLE_EXPIRED_LICENSE........................................................................................................282
ENABLE_EXPRESSION_AND_SCRIPT_CACHE.......................................................................... 283
ENABLE_MERCHANT_ACCOUNT_BY_MODULE.........................................................................284
ENABLE_MULTIPLE_CONDITION_GROUP_FOR_TYPE.............................................................285
ENABLE_ORIGINAL_VALUATION_CALCULATOR....................................................................... 286
ENABLE_PARCEL_ENDORSEMENT.............................................................................................287
ENABLE_PAYMENT_ENDORSEMENT..........................................................................................288
ENABLE_PERMITS_PLUS_SEARCH.............................................................................................289
ENABLE_SELECT_ADDRESS_OWNER_AFTER_PARCEL..........................................................290
ENABLE_SELECT_PARCEL_OWNER_AFTER_ADDRESS..........................................................291
ENABLE_THE_DISPLAY_OF_SECURITY_ANSWER....................................................................292
ENFORCEMENT DEFENDANT EYE COLOR................................................................................293
ENFORCEMENT DEFENDANT HAIR COLOR.............................................................................. 294
EPaymentAdapter............................................................................................................................295
EVENT_ACTION............................................................................................................................. 296
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EVIDENCE_DISPOSITION............................................................................................................. 297
EVIDENCE_LOCATION.................................................................................................................. 298
EVIDENCE_TYPE........................................................................................................................... 299
EVIDENCE_UNITS_MEASURE...................................................................................................... 300
EXAM_CSV_FORMAT.................................................................................................................... 301
EXAMINATION_WORKFLOW_TASK_STATUS............................................................................. 303
EXPIRATION_INTERVAL_UNITS...................................................................................................304
EXPIRATIONDATE_DISPLAY_FLAG............................................................................................. 305
EXPORT_MAX_RECORDS.............................................................................................................306
EXTERNAL_ADDRESS_SOURCE................................................................................................. 307
EXTERNAL_CONTACT_ADDRESS_SOURCE_[SOURCE NAME]...............................................309
EXTERNAL_DOC_REVIEW............................................................................................................310
EXTERNAL_OWNER_SOURCE.....................................................................................................311
EXTERNAL_PARCEL_SOURCE.................................................................................................... 312
EXTERNAL_PROVIDER_ADAPTER.............................................................................................. 314
EXTERNAL_REVIEWERS.............................................................................................................. 315
FEE_QUANTITY_ACCURACY........................................................................................................316
FILE_UPLOAD_BEHAVIOR............................................................................................................ 317
FIND APP DATE RANGE...............................................................................................................319
FIND_TIME_ACCOUNTING_LOGGED_DATE_RANGE................................................................ 320
FISCAL_YEAR_START...................................................................................................................321
FOOD_FACILITY_INSPECTION.....................................................................................................322
FULL_PAY_ALLOCATION_OPTIONS............................................................................................ 323
GENDER..........................................................................................................................................324
GIS_ATTACHMENT_SELECTION..................................................................................................325
GIS_BUFFER_DISTANCE.............................................................................................................. 326
GIS_NEARBY_QUERY_LIMITATION............................................................................................. 327
GIS_PROX_ALERT_TRIGGERS.................................................................................................... 328
GLOBAL_SEARCH_BUILD_INDEX_ENTITIES..............................................................................329
GLOBAL_SEARCH_MAX_COUNT................................................................................................. 330
GLOBAL_TRUST_ACCOUNT.........................................................................................................331
GRACE_PERIOD_INTERVAL_UNITS............................................................................................ 332
HEARING BODY............................................................................................................................. 333
HEARING LOCATION.....................................................................................................................334
HEARING MAX TIME..................................................................................................................... 335
I18N_ADDRESS_FORMAT.............................................................................................................336
I18N_SETTINGS............................................................................................................................. 340
INDIVIDUAL_CONTACT_MATCH_CRITERIA................................................................................343
INSPECTION_CATEGORY.............................................................................................................345
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INSPECTION_DISTRICT_ON_PARCEL.........................................................................................346
INSPECTION_RESULT_CSV_FORMAT........................................................................................ 347
INSPECTION_ROUTE_TYPE......................................................................................................... 349
INSPECTION_SETTING................................................................................................................. 350
INSPECTION_UNIT_NUMBER_VALUES.......................................................................................352
INSPECTIONS_BY_UNIT............................................................................................................... 353
INSPECTOR_AUTO_ASSIGN_CRITERIA......................................................................................354
INSPECTOR_WORKLOAD_CALENDAR_TIME.............................................................................355
KEEP_COMPLETED_INSPECTION_ACTIVE................................................................................ 356
LICENSE_TYPE.............................................................................................................................. 357
LICENSED_PROF_ACTIVE_STATUS............................................................................................358
LICENSED_PROF_EXPIRE_STATUS............................................................................................359
LICENSED PROFESSIONAL TYPE............................................................................................... 360
LIMIT_WORKSTATION_ACCEPT_PAYMENT............................................................................... 361
LOCATION_TYPE........................................................................................................................... 362
LOAD_TO_RECORD_PORTLET.................................................................................................... 363
LOGO_TYPE_CATEGORY............................................................................................................. 364
LONG_TERM_TIME_TRACKING....................................................................................................365
LOOKUP_TABLE_PAGE_SIZE.......................................................................................................366
MASKS............................................................................................................................................ 367
MASTER_SCRIPT_DEFAULT_VERSION...................................................................................... 369
MAX_ATTACHMENT_SELECTION_NUMBER...............................................................................370
MEETING BODY............................................................................................................................. 371
MEETING LOCATION.....................................................................................................................372
MEETING MAX TIME..................................................................................................................... 373
MEETING_NOTIFICATION_OUTLOOK_REMINDER.....................................................................374
MEETING_REASON_COMMENT...................................................................................................375
MEETING_TYPE_STATUS_GROUP..............................................................................................376
MEETING_TYPE_STATUS_{Group Name}....................................................................................377
MODULE_AUDIT_FREQUENCY.................................................................................................... 378
MULTIPLE_APO_GIS_SELECTION............................................................................................... 379
MULTIPLE_LICENSE_PROFESSIONAL........................................................................................ 380
MULTI_SERVICE_SETTINGS.........................................................................................................381
NEW_SPEAR_FORM_ENABLE......................................................................................................382
ONE_INVOICE_FOR_ALL_CAPS...................................................................................................383
ONLINE_PAYMENT_MAX_AMOUNT.............................................................................................384
ONLINEPAYMENT_WEBSERVICE_URL....................................................................................... 385
ORGANIZATION_CONTACT_MATCH_CRITERIA.........................................................................386
PARCELSET_SCRIPT_LIST...........................................................................................................388
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PART_CALCULATE_TYPE.............................................................................................................389
PARTIAL_CAP_CONDITION_ENABLE.......................................................................................... 390
PARTIALLY_COMPLETED_CAP_PURGE_DAYS......................................................................... 391
PARTS_ALLOW_NEGATIVE_QUANTITY...................................................................................... 392
PASSWORD_CALCULATION_SCORE.......................................................................................... 393
PASSWORD_POLICY_SETTINGS.................................................................................................394
PAYMENT_CREDITCARD_TYPE...................................................................................................395
PAYMENT_CHECK_ACCOUNT_TYPE..........................................................................................396
PAYMENT_CHECK_TYPE..............................................................................................................397
PAYMENT_GROUP........................................................................................................................ 398
PAYMENT_PROCESSING_DEFAULT_METHOD..........................................................................399
PAYMENT_PROCESSING_METHOD............................................................................................ 400
PAYMENT_PROCESSING_RECORD_RECEIPT...........................................................................401
PAYMENT_RECEIVED_TYPE........................................................................................................402
PAYMENT_REMITTER_CONTACT_TYPE.....................................................................................403
PENALTY_FEE_FUNC....................................................................................................................404
PENALTY_INTERVAL_UNITS........................................................................................................ 405
PHONE_NUMBER_IDD...................................................................................................................406
PHONE_NUMBER_IDD_ENABLE.................................................................................................. 412
POINT_OF_SALE_FEE_SCHEDULE............................................................................................. 413
POINT_OF_SALE_TYPE................................................................................................................ 415
POPULATE_CURRENT_USER_TO_APPLICANT......................................................................... 416
PRIORITY........................................................................................................................................ 417
PRODUCTION_UNIT_TYPE........................................................................................................... 418
PROFESSIONALSET_SCRIPT_LIST............................................................................................. 419
PROX_ALERT_ACTION..................................................................................................................420
PROXIMITY ALERT DISPLAY GIS map viewer.............................................................................421
RACE............................................................................................................................................... 422
RANDOM_AUDIT............................................................................................................................ 423
REASON_FOR_RESCHEDULING_CANCELLING_EXAMINATION..............................................424
RECENTLY_HISTORY_SIZE..........................................................................................................425
REF_ADDRESS_TYPE................................................................................................................... 426
REFERENCE_CONTACT_RELATIONSHIP................................................................................... 427
REFUND_PAYMENT_REASON......................................................................................................428
REGIONAL MODIFIER....................................................................................................................429
RELATED_CAP_SUMMARY...........................................................................................................430
RELATED_RECORDS_DEFAULT_VIEW.......................................................................................431
RELATED_CAP_CONFIG............................................................................................................... 432
REMOVE_PAY_FEE....................................................................................................................... 433
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REMOVE_REQUIRED_IN_ADMIN_CONDITIONS.........................................................................434
REMOVE_REQUIRED_IN_DAILY_CONDITIONS..........................................................................436
REPORT_CRITERIA_LANGUAGE................................................................................................. 437
REPORTS FROM GIS OBJECTS.................................................................................................. 438
REPRINT_REASONS......................................................................................................................439
ROUTE_OPTIMIZER_PROVIDER.................................................................................................. 440
ROWM_CONDITIONS.....................................................................................................................441
ROWM_INTEGRATION...................................................................................................................442
SALUTATION.................................................................................................................................. 443
SESSION_TIMEOUT.......................................................................................................................444
SG-PERCENTAGE_ EXCLUDE_ INVOICED_ FEE.......................................................................445
SINGLE_INVOICE_REPORT.......................................................................................................... 446
SOCIAL_MEDIA_SETTINGS.......................................................................................................... 447
SPELL_CHECKER_ENABLED....................................................................................................... 448
SSO_ADAPTER.............................................................................................................................. 449
STANDARD_WEB_FONTS.............................................................................................................450
State/Province (User-defined Name).............................................................................................. 451
STATES........................................................................................................................................... 453
STATUS_OF_CONDITIONS_OF_APPROVAL...............................................................................454
STREET DIRECTIONS................................................................................................................... 455
STREET SUFFIXES........................................................................................................................456
STRUCTURETYPE......................................................................................................................... 457
STRUCTURE_APO_ASSOCIATION...............................................................................................458
STRUCTURE_CAP_ASSOCIATION...............................................................................................459
STRUCTURE_ESTABLISHMENT_APO_ASSOCIATION...............................................................460
STRUCTURE_ESTABLISHMENT_LAND_USE..............................................................................461
STRUCTURE_ESTABLISHMENT_STATUS...................................................................................462
TEMPLATE_EMSE_DROPDOWN.................................................................................................. 463
TEMPLATE_TEXT_PARAMS..........................................................................................................464
TIME_ACCOUNTING_SETTINGS.................................................................................................. 465
TIME_MODULES.............................................................................................................................466
TRUST_ACCOUNT_ADMINISTRATOR..........................................................................................467
TRUST_ACCOUNT_ONLY..............................................................................................................468
UNIT DESC..................................................................................................................................... 469
UNIT TYPES................................................................................................................................... 470
UPDATE_REFERENCE_CONDITION............................................................................................ 471
USE_GIS_REST_API...................................................................................................................... 472
USER_DISCIPLINES.......................................................................................................................473
USER_DISTRICTS.......................................................................................................................... 474
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VAL_CALC_BY_RECORD_TYPE...................................................................................................475
VALUATION_CALCULATOR_VERSION........................................................................................ 476
VEHICLE..........................................................................................................................................477
VIRTUAL FOLDERS (User-defined Name).................................................................................... 478
VOID_INVOICE_REASON.............................................................................................................. 479
VOID_PAYMENT_REASON............................................................................................................480
WITHOUT_INSPECTION_TIME......................................................................................................481
WO_TASK_DURATION_UNIT........................................................................................................ 482
WO_TASK_DURATION_SAME_AS_DEFAULT............................................................................. 483
WO_CLOSE_CHECK_TASK...........................................................................................................484
WORKFLOW_FIDS......................................................................................................................... 485
WORKFLOW_CONFIGS................................................................................................................. 486
Function IDs Reference.............................................................................487
0004-Admin Users...........................................................................................................................488
0005-Reference Property Parcels................................................................................................... 489
0006-Reference Property Addresses.............................................................................................. 490
0008-Reference Licensed Professionals.........................................................................................491
0025-Admin Workflow Email Settings.............................................................................................492
0026-Admin Workflow Email Messages..........................................................................................493
0027-Workflow Email Override........................................................................................................494
0036-Admin Workflow Processes................................................................................................... 495
0043-Tickler..................................................................................................................................... 496
0044-User Preferences................................................................................................................... 497
0045-Admin Organizational Hierarchy............................................................................................ 498
0047-Admin Fee Payment Periods................................................................................................. 499
0048-Reference Hearing Locations.................................................................................................500
0049-Reference Hearing Bodies..................................................................................................... 501
0050-Reference Hearing Calendar (old).........................................................................................502
0054-Admin Condition Types.......................................................................................................... 503
0055-Admin Condition Status..........................................................................................................504
0056-Admin Condition Reference................................................................................................... 505
0057-Reference Condition Parcels................................................................................................. 506
0058-Admin Workflow Condition Validation.................................................................................... 507
0059-Admin Fees Valuation Calculation.........................................................................................508
0060-Admin Fees Regional Modifier...............................................................................................509
0061-Admin SmartChoice Code......................................................................................................510
0063-Admin Workflow Task Status.................................................................................................511
0065-Admin Application Types........................................................................................................512
0068-Admin Fee Item Sets............................................................................................................. 513
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0069-Reference Condition Addresses............................................................................................ 514
0070-Reference Condition Licensed Professionals........................................................................ 515
0071-Admin Workflow Final Inspection...........................................................................................516
0072-Admin App Spec Info.............................................................................................................517
0073-Admin Application Renewal Info............................................................................................ 518
0074-Admin License Fee Payment Period..................................................................................... 519
0075-Admin License Types.............................................................................................................520
0076-Accela Events.........................................................................................................................521
0077-Admin Event Setup................................................................................................................ 522
0078-Admin Event Script Setup......................................................................................................523
0079-Admin Event Script Test........................................................................................................ 524
0080-Admin Rbizdomain Maintenance........................................................................................... 525
0081-Admin Calendar Events......................................................................................................... 526
0082-Reference Structure............................................................................................................... 527
0083-Reference Structure Template............................................................................................... 528
0084-Reference People Contact..................................................................................................... 529
0085-Admin APO Template............................................................................................................ 530
0086-Admin Agency Online Help....................................................................................................531
0087-Accela Online Help.................................................................................................................532
0088-Admin People User Defined Attributes.................................................................................. 533
0089-Reference Property Owners...................................................................................................534
0092-Accela Functions.................................................................................................................... 535
0093-Accela Release Versions....................................................................................................... 536
0094-Accela Agency........................................................................................................................537
0095-Accela Agency Functions.......................................................................................................538
0096-Admin User Groups................................................................................................................539
0097-Admin Workflow Review Activity............................................................................................540
0098-Reference Standard Comments.............................................................................................541
0099-Admin Oracle Reports............................................................................................................542
0106-Admin Batch job.....................................................................................................................543
0107-Admin GIS Service.................................................................................................................544
0108-Admin Document Type...........................................................................................................545
0109-Reference Genealogy Split/Merge......................................................................................... 546
0110-Reference Owner Condition...................................................................................................547
0111-Admin GIS Dynamic Themes.................................................................................................548
0112-Admin Workflow..................................................................................................................... 549
0115-Reference Calendar Structure............................................................................................... 550
0116-Admin Calendar Structure Blockout.......................................................................................551
0117-Admin Calendar Inspection Blockout..................................................................................... 552
| Contents | 16
0118-Admin GIS Search Tools....................................................................................................... 553
0119-Admin Citation Number Generator.........................................................................................554
0120-Accela Login Page Navigation Link Maintenance..................................................................555
0121-Admin Agency Announcements............................................................................................. 556
0122-Accela System Announcements............................................................................................ 557
0123-Admin Inspection Result Group............................................................................................. 558
0124-Admin Inspection Guide Sheet.............................................................................................. 559
0125-Admin Inspection Guide Sheet Group................................................................................... 560
0127-Admin Application Status Group............................................................................................561
0128-Accela User Profile Replace Password................................................................................. 562
0129-Admin GIS Feature................................................................................................................ 563
0130-Admin GIS Establish Genealogy............................................................................................564
0131-Admin Find App (Custom)..................................................................................................... 565
0133-Admin Inspection Type Sets.................................................................................................. 566
0134-Admin-Message-General........................................................................................................567
0135-Admin-Message-Supervisor....................................................................................................568
0136-Admin Application General Profile......................................................................................... 569
0137-Admin Filter View................................................................................................................... 570
0139-Admin-DataFilter/QuickQuery.................................................................................................571
0142-Admin Agency Security Policies............................................................................................ 572
0143-Admin Workflow Task Spec Info............................................................................................573
0144-Admin Agency Dynamic Menu...............................................................................................574
0145-Admin Report Management................................................................................................... 575
0146-Admin Folder Admin...............................................................................................................576
0147-Accela DB Admin................................................................................................................... 577
0148-Admin Report Admin..............................................................................................................578
0149-Admin Universe Admin...........................................................................................................579
0150-Admin Workload and Skillset................................................................................................. 580
0151-Admin Alert and Rules...........................................................................................................581
0152-Admin IntelliScript...................................................................................................................582
0153-Reference GIS Proximity Alerts............................................................................................. 583
0154-Reference Workflow Proximity Alerts.....................................................................................584
0155-Admin Label Configuration.....................................................................................................585
0156-Admin SmartChart Configuration........................................................................................... 586
0157-Admin SmartChart Query Configuration................................................................................ 587
0158-Admin Attribute Definition.......................................................................................................588
0159-Admin Attribute Template Definition...................................................................................... 589
0160-Admin AMS Asset Definition..................................................................................................590
0161-Admin Work Order Costing Item Definition............................................................................591
| Contents | 17
0162-Admin Work Order Parts Definition........................................................................................592
0163-Admin Work Order Tools Definition....................................................................................... 593
0164-Admin Links Portlets.............................................................................................................. 594
0169-Admin-Work Order Template................................................................................................. 595
0170-Admin-WO Template Costing................................................................................................ 596
0173-WO Template Part................................................................................................................. 597
0175-Admin App Spec Info Groups................................................................................................598
0179-Admin App Spec Info Subgroups.......................................................................................... 599
0180-Admin Workflow Task Spec Info Subgroups......................................................................... 600
0181-Admin Fees Manage Schedule..............................................................................................601
0182-Admin GIS Attribute Mapping................................................................................................ 602
0183-Reference Hearing Calendar................................................................................................. 603
0184-Admin Content Customization................................................................................................604
0185-Admin V360 Export................................................................................................................ 605
0186-Admin V360 Import................................................................................................................ 606
0187-Admin Upload Logo Image.................................................................................................... 607
0188-Admin Flow Diagram..............................................................................................................608
0190-Manage Trust Account...........................................................................................................609
0191-Update license expiration task...............................................................................................610
0192-Workflow Report Setting........................................................................................................ 611
0193-Report Management Auto Report..........................................................................................612
0194-Access Structure Conditions.................................................................................................. 613
0195-Admin-PM Schedule...............................................................................................................614
0196-Admin-PM Schedule Linked Quick Query............................................................................. 615
0197-Admin-PM Schedule Linked Asset.........................................................................................616
0198-Admin-PM Schedule Skipped Asset...................................................................................... 617
0199-Admin-PM Schedule Hold Event............................................................................................618
0200-Admin-PM Schedule Maintenance Record...........................................................................619
0201-Admin-Generating Work Orders By PM Schedule.................................................................620
0202-Application Type Image..........................................................................................................621
0204-Properties Rename Parcel ID................................................................................................ 622
0205-Admin App Spec Info Table...................................................................................................623
0206-Admin Fee Decisions............................................................................................................. 624
0207-Admin Inspector Districts....................................................................................................... 625
0208-Reference Address Condition History....................................................................................626
0209-Reference Parcel Condition History.......................................................................................627
0210-Reference Owner Condition History...................................................................................... 628
0211-Reference Licensed Professional Cond. History................................................................... 629
0212-Reference Structure Condition History.................................................................................. 630
| Contents | 18
0213-Admin AMS Parts Item Location............................................................................................631
0214-Admin AMS Parts Vendors and Manufacturers.....................................................................632
0218-Admin Auto-Assign Inspection............................................................................................... 633
0219-Admin AMS PM Schedule Location.......................................................................................634
0220-Admin AMS Address PM Schedule....................................................................................... 635
0221-Admin Console Management.................................................................................................636
0222-Address Asset........................................................................................................................ 637
0223-Address Work Order.............................................................................................................. 638
0224-Active Directory...................................................................................................................... 639
0226-Reports Manager Admin........................................................................................................ 640
0227-Condition Assessment............................................................................................................641
0229-Admin display Department..................................................................................................... 642
0230-Menu Navigation Admin......................................................................................................... 643
0231-Admin Inspection Type/Guide Sheet for ODS....................................................................... 644
0232-Admin display Option/Required column.................................................................................645
0234-Workflow Calendar................................................................................................................. 646
0235-Inspection Default Value Policy............................................................................................. 647
0236-Inspection Type and Status Security..................................................................................... 648
0237-Attach GIS Object.................................................................................................................. 649
0239-Activities For People and Property........................................................................................ 650
0240-Reports Manager Admin........................................................................................................ 651
0241-Parcel Subdivision and Lot Search........................................................................................652
0242-Required for Fee Calculation................................................................................................. 653
0243-GIS Service............................................................................................................................ 654
0244-Fee Estimation....................................................................................................................... 655
0245-Long Term Time Tracking......................................................................................................656
0246-Activities Specific Information................................................................................................ 657
0247-Agency Workday Calendar.................................................................................................... 658
0248-Admin-Security Policy-EDMS Access Security...................................................................... 659
0249-Workflow Edit......................................................................................................................... 660
0250-People Info Table...................................................................................................................661
0251-Hearing Reason..................................................................................................................... 662
0252-Asset Type Available CAP Type............................................................................................663
0253-Asset GIS Synchronize.......................................................................................................... 664
0254-WO Task Definition................................................................................................................ 665
0255-Manage Asset Type Security.................................................................................................666
0256-Carrying over Failed Guide Sheet Items............................................................................... 667
0257-Admin Inspection Calendar.................................................................................................... 668
0258-Supervisor Inspection Calendaring........................................................................................ 669
| Contents | 19
0259-ASI Lookup Table...................................................................................................................670
0260-Expression Builder..................................................................................................................671
0261-ASI Form Layout Editor......................................................................................................... 672
0263- Admin Event Calendar (obsolete, replaced by 8483)...........................................................673
0264-Admin Time Accounting Type................................................................................................674
0265-Admin Time Accounting User Profile.....................................................................................675
0266-Admin Time Accounting Group..............................................................................................676
0267-TSI Form Layout Editor..........................................................................................................677
0268-APO Form Layout Editor........................................................................................................678
0269-Admin Attribute Form Layout Editor.......................................................................................679
0270-Sequence Generator.............................................................................................................. 680
0272-Control Shared Drop Down List in Admin..............................................................................681
0273-ASI Table Drill Down..............................................................................................................682
0274-Rating Type............................................................................................................................ 683
0275-Condition by Group................................................................................................................ 684
0276-Address Type Group..............................................................................................................685
0277-Address Type for the reference address............................................................................... 686
0278-Associate People....................................................................................................................687
0279-Associate Address..................................................................................................................688
0280-Associate Parcel.....................................................................................................................689
0281-Supervisor Master Calendaring..............................................................................................690
0282-Expression Migration..............................................................................................................691
0283-Associated CAP List...............................................................................................................692
0284-Batch Job Maintenance..........................................................................................................693
0285-Batch Job Schedule............................................................................................................... 694
0286-Delegate User Management.................................................................................................. 695
0288-Enable Inspection Flow.......................................................................................................... 697
0289-Enable Inspection Milestone.................................................................................................. 698
0290-Admin - Standard Comments.................................................................................................699
0291-Guide Sheet Template Data.................................................................................................. 700
0292-Service Management..............................................................................................................701
0294-Structure and Establishment.................................................................................................. 702
0295-Reference Structure and Establishment................................................................................ 703
0296-Structure and Establishment Condition..................................................................................704
0297-Structure and Establishment History......................................................................................705
0299-Super License Management.................................................................................................. 706
0300-License Management............................................................................................................. 707
0305-Admin Attribute Table Definition............................................................................................ 708
0306-Work Order Type....................................................................................................................709
| Contents | 20
0307-Audit Logger Definition...........................................................................................................710
0308-Data Manager Export.............................................................................................................711
0309-Data Manager Import............................................................................................................. 712
0310-Admin Education Info.............................................................................................................713
0311-Admin Continuing Education Info...........................................................................................714
0312-Admin Examination Info......................................................................................................... 715
0314-Admin Meeting Calendar........................................................................................................716
0315-Admin Create New Objects................................................................................................... 717
0316-Reference Contact Condition................................................................................................. 718
0317-Reference Contact Condition History.....................................................................................719
0318-Administration......................................................................................................................... 720
0319-Delete ASI and ASIT on existing CAPs.................................................................................721
0320-Admin License Verification.....................................................................................................722
0321-Reference Address Copy....................................................................................................... 723
0322-Reference Merge Contacts.................................................................................................... 724
0323-Disable Licensed Professionals Search.................................................................................725
0324-Admin Receipt Print Audit......................................................................................................726
0326-Define Asset Usage Unit Type.............................................................................................. 727
0327-Edit My QuickQuery By Administration..................................................................................728
0328-Accessibility Mode..................................................................................................................729
0330-Admin Work Order Costing Group Definition.........................................................................730
0331-Trust Account Associated Record..........................................................................................731
0332-Daily Cost Rate Definition......................................................................................................732
0333-Condition List Audit Log.........................................................................................................733
0334-Condition Detail Audit Log..................................................................................................... 734
0335-Copy or Move Parcel Associated Records............................................................................735
0336-User Calendar........................................................................................................................ 736
0337-Agency Holiday Calendar.......................................................................................................737
0338-Licensed Professional Document List....................................................................................738
0339-Inspection Grade Group.........................................................................................................739
0340-Reference Contact Type Security..........................................................................................740
0341-Daily Contact Type Security...................................................................................................741
0342-Parcels GIS Attributes Mapping.............................................................................................742
0343-Contact Relationship.............................................................................................................. 743
0344-Show Address on the Contact...............................................................................................744
0345-Look Up Address on the Contact Address............................................................................ 745
0346-Workflow Designer................................................................................................................. 746
0347-Social Media...........................................................................................................................747
0348-AA-AGIS Integration Diagnosis Tool......................................................................................748
| Contents | 21
0349-Contact Management............................................................................................................. 749
0350-Regional Settings................................................................................................................... 750
0351-Admin Set Type..................................................................................................................... 751
0352-Professional List..................................................................................................................... 752
0353-Contact Identity Fields............................................................................................................753
0354-Custom Dictionary.................................................................................................................. 754
0355-Reference Contact Relationship............................................................................................ 755
0357-Reference Contact Log.......................................................................................................... 756
0360-Account Settings.................................................................................................................... 757
0361-General Settings.....................................................................................................................758
0362-Duplicate Contact Address Check......................................................................................... 759
0365-License Certification Info........................................................................................................760
0366-License Certification Supervisor.............................................................................................761
0367-Default Clone Options............................................................................................................762
0368-Reference Contact Document List.........................................................................................763
0370-Record Type Filter..................................................................................................................764
0371-Professional List..................................................................................................................... 765
0374-Data Manager Delete.............................................................................................................766
0375-New UI Admin Access Restricted..........................................................................................767
0376-Admin Conditions Access Restricted..................................................................................... 768
7800-Report Menu...........................................................................................................................769
7801-Ad Hoc Reports......................................................................................................................770
8006-Application Print Permit..........................................................................................................771
8014-Standard Comments and Task List....................................................................................... 772
8020-Condition Full Privileges.........................................................................................................773
8027-Smart Notice...........................................................................................................................774
8028-Addresses...............................................................................................................................775
8029-Parcels....................................................................................................................................776
8030-Owners................................................................................................................................... 777
8031-Contacts..................................................................................................................................778
8032-Licensed Professionals...........................................................................................................779
8033-Additional Information.............................................................................................................780
8034-New Application......................................................................................................................781
8035-Find App.................................................................................................................................782
8036-Workflow - 2.5........................................................................................................................ 783
8038-Valuation Calculation..............................................................................................................784
8039-PermitsPlus Historical Data....................................................................................................785
8047-Hearings (obsolete, replaced by 8483)..................................................................................786
8049-Batch Job (old).......................................................................................................................787
| Contents | 22
8068-Find App (simple search).......................................................................................................788
8073-App Spec Info........................................................................................................................ 789
8074-Set Header Maintenance....................................................................................................... 790
8075-Set Detail Maintenance.......................................................................................................... 791
8078-New Business License Application........................................................................................ 792
8079-Business Licenses Expiration Info......................................................................................... 793
8081-Project Maintenance/Navigation.............................................................................................794
8085-Inspection Email Notification.................................................................................................. 795
8090-Workflow Supervisor...............................................................................................................796
8093-Staff Search............................................................................................................................797
8097-Manual Application Number Option....................................................................................... 798
8098-Agency Switch........................................................................................................................799
8099-Inspection Calendar Override Authority................................................................................. 800
8102-People User Defined Attributes..............................................................................................801
8103-Structure Tracking.................................................................................................................. 802
8104-Assess Fees...........................................................................................................................803
8105-User Defined Parcel Attribute................................................................................................ 804
8106-Void Application......................................................................................................................805
8107-Cashier-Supervisor................................................................................................................. 806
8108-Cashier Payment....................................................................................................................807
8110-Application Comment............................................................................................................. 808
8112-Application Cloning.................................................................................................................809
8113-Standard Comments...............................................................................................................810
8114-ADS New Non-Electronic Documents (old)........................................................................... 811
8115-ADS Document List (old)....................................................................................................... 812
8116-V360 Reports......................................................................................................................... 813
8119-GIS Service............................................................................................................................ 814
8120-ADS Non-Electronic Documents (old)....................................................................................815
8121-Set Payment...........................................................................................................................816
8122-Batch Job............................................................................................................................... 817
8130-Parcel Genealogy...................................................................................................................818
8132-Workflow................................................................................................................................. 819
8133-Workflow Task Assignments.................................................................................................. 820
8134-Set Workflow Status Change.................................................................................................821
8135-Include Insp. History in Workflow History.............................................................................. 822
8137-Calendar Structure................................................................................................................. 823
8138-Condition Limit Access by Dept.............................................................................................824
8140-Limit Assignments by Dept.................................................................................................... 825
8141-Application Status...................................................................................................................826
| Contents | 23
8142-Application Status History...................................................................................................... 827
8143-Inspection Scheduling............................................................................................................ 828
8144-Inspection Results Supervisor................................................................................................829
8145-Inspection Results.................................................................................................................. 830
8146-Inspection Route Sheet..........................................................................................................831
8147-Inspection Assignments..........................................................................................................832
8148-Create From GIS....................................................................................................................833
8149-Inspection Guide Sheet..........................................................................................................834
8150-Find App (Custom).................................................................................................................835
8151-Messages............................................................................................................................... 836
8152-WO/SR Group Update........................................................................................................... 837
8153-ADS Document Upload (old)..................................................................................................838
8154-Application Hierarchy..............................................................................................................839
8155-Department Manager..............................................................................................................840
8157-Application Custom Header................................................................................................... 841
8161-Properties Section Township Range......................................................................................842
8162-Application Limit Access by App Type...................................................................................843
8163-Real Estate Work Request.................................................................................................... 844
8164-Real Estate Certification Package......................................................................................... 845
8165-Real Estate Relocation Displace............................................................................................846
8166-Real Estate Tract-Component Relationship...........................................................................847
8167-ADS Document Delete (old)...................................................................................................848
8168-Agency Dynamic Menu.......................................................................................................... 849
8169-Real Estate Service Request.................................................................................................850
8170-Real Estate Vendor Work Order............................................................................................851
8171-Real Estate Tract-NFI Relationship....................................................................................... 852
8172-Real Estate Department Financials....................................................................................... 853
8173-Real Estate Project Financials...............................................................................................854
8174-Real Estate Component Financials........................................................................................855
8175-GIS Objects............................................................................................................................ 856
8176-GIS Area Usage.....................................................................................................................857
8177-Report Management...............................................................................................................858
8178-Report Runner........................................................................................................................859
8179-Report Scheduler................................................................................................................... 860
8180-Report Writer.......................................................................................................................... 861
8181-Report Object Writer.............................................................................................................. 862
8182-GIS Proximity Alerts...............................................................................................................863
8183-Application App Spec Info Groups.........................................................................................864
8184-Set App Spec Info..................................................................................................................865
| Contents | 24
8185-Set Task Spec Info................................................................................................................ 866
8186-Workflow Task Activation....................................................................................................... 867
8187-Inspection GIS Route Optimization........................................................................................868
8188-SmartChart Display................................................................................................................ 869
8189-Asset Data Management........................................................................................................870
8190-Work Order Management.......................................................................................................872
8191-Work Order Costing............................................................................................................... 873
8192-Work Order Parts................................................................................................................... 874
8193-Work Order Tools...................................................................................................................875
8194-Work Order Scheduled Work Orders.....................................................................................876
8195-SmartChart Viewer................................................................................................................. 877
8196-SmartChart GIS......................................................................................................................878
8197-Real Estate FDA Exceptions..................................................................................................879
8198-Tract Financials Summary..................................................................................................... 880
8201-Daily Asset Location...............................................................................................................881
8202-Daily Asset Relationship........................................................................................................ 882
8203-Daily Record Asset.................................................................................................................883
8206-Daily-Work Order Close......................................................................................................... 884
8207-Workflow Ad Hoc Tasks - 5.2................................................................................................885
8208-Autopopulate APO Data from GIS.........................................................................................886
8209-Single Portlet Data Summary.................................................................................................887
8210-Workflow My Task List...........................................................................................................888
8211-List Driven SmartChart...........................................................................................................889
8212-Upload EDMS Attachment..................................................................................................... 890
8213-Download EDMS Attachment.................................................................................................891
8214-View EDMS Attachment List..................................................................................................892
8215-GIS Genealogy.......................................................................................................................893
8216-Citizen Fee Update................................................................................................................ 894
8217-Fees Credit Card Payment.................................................................................................... 895
8218-Citizen User Profile Join Organization...................................................................................896
8219-Citizen User Profile................................................................................................................ 897
8220-Citizen User Profile Agency Spec Info...................................................................................898
8221-Citizen User Profile Organization...........................................................................................899
8222-Citizen User Profile Organization Supervisor.........................................................................900
8223-Citizen Admin......................................................................................................................... 901
8224-Citizen Admin Supervisor.......................................................................................................902
8227-PermitsPlus Search Address................................................................................................. 903
8228-Reports Link........................................................................................................................... 904
8229-Hearings (obsolete, replaced by 8483)..................................................................................905
| Contents | 25
8230-Search Applicant.................................................................................................................... 906
8231-Set Current User.................................................................................................................... 907
8232-Get Parcel And Owner...........................................................................................................908
8233-Search Parcel.........................................................................................................................909
8234-Get Address And Owner........................................................................................................910
8235-Search Owner........................................................................................................................ 911
8236-Related CAPs-Search............................................................................................................ 912
8238-Payment History..................................................................................................................... 913
8240-Delete EDMS Attachment...................................................................................................... 914
8241-Inspection New Inspection..................................................................................................... 915
8242-Workflow Calculate Percent Complete.................................................................................. 916
8243-Daily Flow Diagram................................................................................................................917
8244-Daily-Print Single CAP Detail.................................................................................................918
8249-Turn Off the Inspection Tab in CAP List............................................................................... 919
8250-Search My Tasks................................................................................................................... 920
8251-Cashier Session..................................................................................................................... 921
8253-Showing GIS X/Y Locator......................................................................................................922
8255-Update Inspection Required/Optional Property......................................................................923
8259-Cashier Session Supervisor...................................................................................................924
8260-Change Due........................................................................................................................... 925
8261-Open Cash Drawer................................................................................................................ 926
8262-Daily-Asset PM Schedule List................................................................................................927
8264-Create from Model................................................................................................................. 928
8265-Model Maintenance................................................................................................................ 929
8266-Check reference object condition...........................................................................................930
8267-Enable Payment by Trust Account........................................................................................ 931
8268-Display Option/Required of the Inspection............................................................................ 932
8269-Customize Content.................................................................................................................933
8270-App Spec Info Table.............................................................................................................. 934
8271-Fees Recalculate Fees.......................................................................................................... 935
8272-Application Condition History................................................................................................. 936
8273-Parts Inventory....................................................................................................................... 937
8274-Part Transaction-Issue........................................................................................................... 938
8275-Parts Supply........................................................................................................................... 939
8276-Parts Contact..........................................................................................................................940
8277-Asset Usage Tracking............................................................................................................941
8278-PM Schedule Log...................................................................................................................942
8279-New Mechanism to Create Work Order.................................................................................943
8280-Linking Work Order to PM Schedule..................................................................................... 944
| Contents | 26
8281-Inspector Districting................................................................................................................945
8282-Asset Condition...................................................................................................................... 946
8285-Show Cashier ID on Payment............................................................................................... 947
8286-Fees Print Receipt Summary.................................................................................................948
8287-Auto-Assign Inspection...........................................................................................................949
8288-Fees Point Of Sale.................................................................................................................950
8289-Fees Point Of Sale Refunds..................................................................................................951
8290-Calculate Asset Depreciation................................................................................................. 952
8291-Jetspeed Console Customization...........................................................................................953
8292-Create Multiple Related CAPs............................................................................................... 954
8293-Open New Related CAP in SPEAR.......................................................................................955
8294-Asset Document Look up.......................................................................................................956
8295-Real Estate Land Acquisition Summary................................................................................ 957
8296-Cash Drawer.......................................................................................................................... 958
8298-LocationQuery........................................................................................................................ 959
8299-Daily-ODS Inspection Gaps................................................................................................... 960
8300-Inspections by Unit Number...................................................................................................961
8301-Using Credit Card For Payment............................................................................................ 962
8302-Using Check For Payment.....................................................................................................963
8303-Synchronize Function in APO................................................................................................964
8304-Search Credit Card/Check Transaction................................................................................. 965
8305-Reports Portlet....................................................................................................................... 966
8307-Reports Menu.........................................................................................................................967
8308-Asset Condition Assessment Management........................................................................... 968
8309-Asset Condition Assessment Observation.............................................................................969
8310-Asset Condition Assessment Linked Work Order..................................................................970
8312-Asset Clone............................................................................................................................ 971
8313-Fee Item Note........................................................................................................................ 972
8314-Adjusted column.....................................................................................................................973
8315-Copy Inspection and Guide Sheet.........................................................................................974
8317-Workflow Calendar................................................................................................................. 975
8318-Adhoc and Workflow Together...............................................................................................976
8322-Attach GIS Object.................................................................................................................. 977
8323-Update Related Caps.............................................................................................................978
8324-Create CAP-Validate.............................................................................................................. 979
8325-Save Work in Progress of CAP............................................................................................. 980
8326-Fee Estimate.......................................................................................................................... 981
8327-Search Select Parcel Function...............................................................................................982
8329-App Spec Info Supervisor......................................................................................................983
| Contents | 27
8330-People Info Table...................................................................................................................984
8331-Create WO From Asset List...................................................................................................985
8332-Evidence................................................................................................................................. 986
8333-Void Invoiced But Unpaid Fee...............................................................................................987
8334-Evidence Supervisor...............................................................................................................988
8335-Application Status Security.................................................................................................... 989
8336-Recalculate Production Units................................................................................................. 990
8337-Production History.................................................................................................................. 991
8338-WO Task tab on Work Order.................................................................................................992
8339-Maintenance WO Task on Work Order................................................................................. 993
8340-Application Comments Edit.................................................................................................... 994
8341-Auto Pay.................................................................................................................................995
8342-Auto Create Trust Account.................................................................................................... 996
8343-Copy Guide Sheet..................................................................................................................997
8344-Carrying Over Failed Guide Sheet Items...............................................................................998
8345-User Inspection Calendar.......................................................................................................999
8346-Parent Asset Dependency Flag........................................................................................... 1000
8347- User Event Calendar.......................................................................................................... 1001
8348-Void Paid Fee...................................................................................................................... 1002
8349-Parcel Set Detail.................................................................................................................. 1003
8350-Edit Parcel Set Members..................................................................................................... 1004
8351-Parcel Set Create CAPs...................................................................................................... 1005
8352-Parcel Set Create Conditions...............................................................................................1006
8353-Parcel Set Create Owners................................................................................................... 1007
8355-Parcel Set Execute Script.................................................................................................... 1008
8356-Set Cloning...........................................................................................................................1009
8357-Set Conditions...................................................................................................................... 1010
8358-Set Comments......................................................................................................................1011
8359-Set Scripts............................................................................................................................ 1012
8361-Set Licensed Professionals..................................................................................................1013
8362-Set Owners...........................................................................................................................1014
8363-Set Contacts.........................................................................................................................1015
8364-Set Status Change...............................................................................................................1016
8365- Inheritable editable..............................................................................................................1017
8366-Void Payment....................................................................................................................... 1018
8367-Manage Batch Invoice..........................................................................................................1019
8369-User Time Accounting Daily.................................................................................................1020
8370-Set of Sets Detail.................................................................................................................1021
8371-Set of Sets Members........................................................................................................... 1022
| Contents | 28
8372-Set Analysis..........................................................................................................................1023
8373-Fee Analysis.........................................................................................................................1024
8374-Set of Sets Payment............................................................................................................1025
8375-Time Accounting Administrator............................................................................................ 1026
8376-Time Accounting Supervisor................................................................................................ 1027
8377-Select From Multiple Inspection Groups..............................................................................1028
8378-Address Set Detail............................................................................................................... 1029
8379-Address Set Members..........................................................................................................1030
8380-Address Set Comments....................................................................................................... 1031
8381-Address Set Condition......................................................................................................... 1032
8382-Address Set Execute Script................................................................................................. 1033
8383-Licensed Professional Set Detail......................................................................................... 1034
8384-Licensed Professional Set Members................................................................................... 1035
8385-Licensed Professional Set Comments................................................................................. 1036
8386-Licensed Professional Set Condition................................................................................... 1037
8387-Licensed Professional Set Execute Script........................................................................... 1038
8388-Reference Address Comments............................................................................................ 1039
8389-Reference Licensed Professional Comments...................................................................... 1040
8390-CAP Type picker with Tree..................................................................................................1041
8391-Create Multiple CAPs for Parcels........................................................................................ 1042
8393-Payment Processing.............................................................................................................1043
8394-Payment History................................................................................................................... 1044
8395-CAP Summary......................................................................................................................1045
8397-ASI Table Delete..................................................................................................................1046
8398-Cap Renewal........................................................................................................................1047
8399-Asset Rating......................................................................................................................... 1048
8400-Manage Inspection............................................................................................................... 1049
8401-GIS Address Locator............................................................................................................1050
8402-Asset Associated Part.......................................................................................................... 1051
8403-Multi Agency Switch.............................................................................................................1052
8404-Void Payment....................................................................................................................... 1054
8405-Structure and Establishment................................................................................................ 1055
8406-Edit Valuation Calculator Unit Cost......................................................................................1056
8408-Edit Application Status History.............................................................................................1057
8409-Workflow Delete and Assign................................................................................................1058
8410-Delete CAPs.........................................................................................................................1059
8411-Cap Summary...................................................................................................................... 1061
8412-Asset Group Update.............................................................................................................1062
8413-MyTask - Inspections........................................................................................................... 1063
| Contents | 29
8414-Void Payment....................................................................................................................... 1064
8415-Refund Payment...................................................................................................................1065
8416-Invoices Management.......................................................................................................... 1066
8417-Enable POS..........................................................................................................................1067
8418-Work Order Cost Distribution...............................................................................................1068
8419-Delete Workflow History.......................................................................................................1069
8420-Daily Education Info............................................................................................................. 1070
8421-Daily Delete Required Education.........................................................................................1071
8422-Random Audit History.......................................................................................................... 1072
8423-Random audit set.................................................................................................................1073
8424-Re-generate/Delete Random Audit Set............................................................................... 1074
8425-Execute Script...................................................................................................................... 1075
8426-Random Audit Supervisor.................................................................................................... 1076
8427-Claim or Release Task Assignment.....................................................................................1077
8428-Daily Continuing Education Info...........................................................................................1078
8429-Daily Delete Required Continuing Education.......................................................................1079
8430-Daily Examination Info......................................................................................................... 1080
8431-Daily Delete Required Examination..................................................................................... 1081
8432-User Meeting Calendar........................................................................................................ 1082
8433-Document Permission Settings............................................................................................ 1083
8434-Global Search.......................................................................................................................1084
8435-Daily - Cashier - Pay More.................................................................................................. 1085
8436-Daily - Cashier - Apply.........................................................................................................1086
8437-Daily - Cashier - Refund...................................................................................................... 1087
8438-Daily - Cashier - Void.......................................................................................................... 1088
8439-Daily - Cashier - Generate Receipt..................................................................................... 1089
8440-Daily - Cashier - Fund Transfer...........................................................................................1090
8441-Initiated Product Info............................................................................................................ 1091
8442-Inspection History Audit Log................................................................................................ 1092
8443-Application Audit Log........................................................................................................... 1093
8444-Application Status History Log.............................................................................................1094
8445-Daily - Cashier - Pay More.................................................................................................. 1095
8446-Disable Licensed Professionals Delete................................................................................1096
8447-Part Transaction-Receive.....................................................................................................1097
8448-Part Transaction-Transfer.....................................................................................................1098
8449-Part Transaction-Adjust........................................................................................................1099
8450-Part Transaction-Reserve.....................................................................................................1100
8451-Part Transaction-Void...........................................................................................................1101
8456-Fee Schedule Drop Down List.............................................................................................1102
| Contents | 30
8457-Create Free Form Condition................................................................................................ 1103
8458-Complete Record and ASI Audit..........................................................................................1104
8459-Specific Record and ASI Audit Log..................................................................................... 1105
8460-Delete Related Records....................................................................................................... 1106
8461-Show Work Order Cost Information.....................................................................................1107
8462-Time Accounting on inspections.......................................................................................... 1108
8463-Payment Auto Allocation...................................................................................................... 1109
8464-SSN and FEIN Mask............................................................................................................1110
8465-Deposit Trust Account During the payment.........................................................................1111
8466-Daily Work Order Costing Group Definition.........................................................................1112
8467-Schedule Related Inspections..............................................................................................1113
8468-Inspections List Guide Sheet Audit Log...............................................................................1114
8469-Inspections Detail Guide Sheet Audit Log...........................................................................1115
8470-Time Accounting on Workflow............................................................................................. 1116
8471-Document Audit Log.............................................................................................................1117
8472-Disable ADS Document View Button...................................................................................1118
8473-EDMS Document URL Link................................................................................................. 1119
8474-Check-in Permission.............................................................................................................1120
8475-Asset Audit Log....................................................................................................................1121
8476-Examination Audit Log......................................................................................................... 1122
8477-Document Review Permission............................................................................................. 1123
8478-Document Assign Permission.............................................................................................. 1124
8479-Deactivate Contacts in Set Contacts................................................................................... 1125
8480-Conditions of Approval......................................................................................................... 1126
8481-Delete Conditions of Approval............................................................................................. 1127
8482-Create a Set in Record List................................................................................................. 1128
8483 Meetings...............................................................................................................................1129
8484-Cost Item Permission...........................................................................................................1130
8485-Daily Record Set List........................................................................................................... 1131
8486-Compare Documents............................................................................................................1132
8490-Record Contact Log............................................................................................................. 1133
8491-Workflow History Log........................................................................................................... 1134
8492-Communication List..............................................................................................................1135
8493-Consolidated Record Activities............................................................................................ 1136
8494-Record Communication List................................................................................................. 1137
8495-Show Inspection Submitted Location...................................................................................1138
8496-Optimize Inspection Route................................................................................................... 1139
8497-Result Inspections by CSV.................................................................................................. 1140
8499-New Document from Scan...................................................................................................1141
| Contents | 31
8500-Asset Condition Assessment Costing.................................................................................. 1142
8501-Display Desired Date Field.................................................................................................. 1143
8502-Pending Inspection...............................................................................................................1144
8503-Attach Record Document to People.................................................................................... 1145
8504-Document Checklist..............................................................................................................1146
8505-Document Review Comments..............................................................................................1147
8506-Internal User.........................................................................................................................1148
8508-Print Multiple Documents..................................................................................................... 1149
8509 - View Workflow Design Link...............................................................................................1150
8600 - PM Schedule Group Update............................................................................................. 1152
8601 - Condition Assessments Group Update............................................................................. 1153
9999-Log Out.................................................................................................................................1154
| Introduction | 32
Introduction
Related Links
Understanding Function Identifications
Understanding Standard Choices
| Introduction | 33
Understanding Function Identifications
Civic Platform uses Function Identifications (FIDs) settings to determine access to Civic Platform functions.
You can set FIDs at the agency, modules, and user group levels.
FID settings for a module apply to all users with access to the module. FID settings for a user group further
refine the module FID settings by applying to all user group members within the module. A single user can
belong to only one user group for each module.
Civic Platform exposes more than 500 FIDs to solution modules and to user groups, and 34 FIDs (11 of
which are unique) to SuperAgency module user groups.
Civic Platform provides a single UI page for configuring the FIDs (Figure 1: Setting FIDs).
Figure 1: Setting FIDs
Civic Platform organizes the FIDs in a hierarchy as follows:
Function Group The main level of FID categorization that consists of four headings:
Agency. Comprised of a single FID for configuring Accela events.
Admin. Addresses functionality associated with the Admin tab in the Civic Platform
‘Classic’ interfaces. Consists of features typically associated with administrators.
Daily. Addresses functionality associated with the Daily tab in the Civic Platform
‘Classic’ interfaces. Consists of features typically associated with users.
Reference. Primarily addresses Address, Parcel, Owner (APO) functionality.
Function Type A FID type categorization within each of the three main function groups (Admin, Daily,
Reference)
Function Subtype A FID subtype categorization within each function type
Function Category A FID category within each function subtype
Function Name The name of the FID
You configure each FID by setting it for no access, full access, or read access as follows:
No Access Deactivates the feature entirely for the selected user group. The user group cannot see
this feature.
Full Access Grants the selected user group permission to perform all actions associated with the
feature.
Read Only Allows the selected user group to view and to search information associated with the
feature.
Function IDs Reference provides reference information about all FIDs in numeric ascending order.
| Introduction | 34
Understanding Standard Choices
Civic Platform uses Standard Choices to configure system switches, define values in a shared drop-down
list, or configure EMSE Master Scripts.
Standard Choices comprise a Standard Choice name, such as CONTACT_TYPE, along with Standard
Choice Values and Value Descriptions. You specify Standard Choice Values and Value Descriptions to
configure the operations associated with the named Standard Choice.
Civic Platform provides many different Standard Choices that you can invoke and configure to produce
the desired effect. Standard Choices Reference documents the most common Standard Choices. You can
define your own Standard Choices for shared drop-down lists and EMSE scripts.
| Working With FIDs and Standard Choices | 35
Working With FIDs and Standard Choices
Related Links
Working with FIDs
Working with Standard Choices
| Working With FIDs and Standard Choices | 36
Working with Standard Choices
Civic Platform Vantage360 is gradually taking over the Standard Choice management which is previously
solely available in the legacy Classic administration portlet. You can maintain a few contact Standard
Choices in the Vantage360 setup administration portlet, and maintain all the other Standard Choices in the
Classic administration portlet.
This section includes instructions on how to maintain the Standard Choices. Standard Choices Reference
includes some of the common Standard Choices required for certain functions to work properly.
Topics
Editing Standard Choices in the Setup Admin
Managing Standard Choices in the Classic Admin
Editing Standard Choices in the Setup Admin
Make sure to always edit the following contact Standard Choices in the Standard Choices portlet in the
Setup Admin instead of the Classic Admin. Although you can access these Standard Choices from the
Classic Admin portlet, Civic Platform does not update the configuration functions available in the Classic
Admin to the latest as provided in the Setup Admin.
CONTACT TYPE
AUTO_SYNC_PEOPLE
REFERENCE_CONTACT_RELATIONSHIP
INDIVIDUAL_CONTACT_MATCH_CRITERIA
ORGANIZATION_CONTACT_MATCH_CRITERIA
For the other Standard Choices, please still go to the Classic Admin (see Managing Standard Choices in
the Classic Admin).
To edit Standard Choices in the Setup Admin
1. Log in to Civic Platform.
Civic Platform displays your personalized Home page.
2. Click the main link configured for Civic Platform administration.
Civic Platform displays the Setup administration portlet.
3. Click Agency Profile > Standard Choices.
Civic Platform displays the Standard Choices portlet with the list of Standard Choices.
| Working With FIDs and Standard Choices | 37
4. Click a Standard Choice in the navigation tree to edit the Standard Choice. For example, the CONTACT
TYPE Standard Choice.
The Standard Choice edit page displays on the right side.
5. Update the Standard Choice fields as necessary. For the description of the common fields, see
Standard Choices Fields. For the fields specific to the Standard Choice, check the detailed description
of the Standard Choice in Standard Choices Reference.
6. If desired, click New to add a Standard Choice Value.
7. If desired, mark the check box besides a Standard Choice Value, and click Delete to delete the
Standard Choice Value.
8. Click Submit to save the change.
Managing Standard Choices in the Classic Admin
Topics
Searching for an Existing Standard Choice
Creating a Standard Choice
Editing Standard Choices
Deleting Standard Choices
| Working With FIDs and Standard Choices | 38
Searching for an Existing Standard Choice
To add another item or to remove an item from a list of choices in Civic Platform, you need to locate the
existing Standard Choice that controls the list. To find a Standard Choice, you must know the name or part
of the name of the Standard Choice item.
To search for an existing Standard Choice
1. Select Admin Tools > Agency Profile > Standard Choices.
Civic Platform displays the Standard Choices Search page.
2. In theStandard Choices Item Name field, enter the Standard Choice name or part of the name.
3. Click Submit.
Civic Platform displays a list of Standard Choices that match your search criteria on the Standard
Choices Browse page.
4. Click the red dot beside the Standard Choice item that you want.
Creating a Standard Choice
You can create a new Standard Choice. The initial installation of Civic Platform includes the Standard
Choices that Civic Platform requires to function properly. You can add a new list of choices or a new
system setting to a Standard Choice item.
For example, if your agency purchases GIS, you can set up GIS object set reports as Standard Choices.
For an illustration of this example, see Organizations and Users.
To create a Standard Choice
1. Select Admin Tools > Agency Profile > Standard Choices.
| Working With FIDs and Standard Choices | 39
Civic Platform displays the Standard Choices—Search page.
2. Click Add.
Civic Platform displays the Standard Choices—Add page.
3. Update these fields as described in Standard Choices Fields.
4. Click Submit.
Civic Platform displays the Standard Choices Item—Edit page.
5. Click Add.
Civic Platform displays the Add Standard Choices Value page.
6. Specify the fields as described in Standard Choices Fields.
| Working With FIDs and Standard Choices | 40
7. Click Submit.
Civic Platform returns to the Standard Choices Item—Edit page, which displays the new Standard
Choice value.
8. Add other Standard Choice values as necessary.
9. When you have added all of the choices in your Standard Choices item, click Update.
Editing Standard Choices
You can update or change Standard Choices. For example, if your local government enacts a new law or a
new ordinance regarding professional licenses, you can add a new status to the list of license statuses.
For some special Standard Choice, such as LICENSED PROFESSIONAL TYPE, you can associate
an application-specific information (ASI) groups to each Value item. This is useful when, for example,
some special professional fields require extra information. The extra fields can be pre-defined in the ASI
group, which you associated with the licensed professional type. When agency users create a license
record of that licensed professional type, the extra fields from the associated ASI group display during the
license creation process. To learn how to create an ASI group, see the “Working with Application Specific
Information” chapter in the Civic Platform Administrator Guide.
To edit Standard Choices
1. Find the Standard Choice that you want to work with. For instructions, see Searching for an Existing
Standard Choice.
Civic Platform displays the Standard Choices Item—Edit page.
2. Update the necessary fields as described in Standard Choices Fields.
If required, click Delete to remove a Standard Choice value line item.
For some special Standard Choices, such as LICENSED PROFESSIONAL TYPE, you can
associate an ASI group to each of its Value items. See Step 3 for detailed information.
To learn how to create an ASI group, see the “Working with Application Specific Information” chapter
in the Civic Platform Administrator Guide.
3. For some special Standard Choices, such as LICENSED PROFESSIONAL TYPE, there is an
Associated Template link in each of its Value lines. You can click it to associate an ASI group with the
Value item or disassociate an ASI group from the Value item. To do this, follow the sub step below:
| Working With FIDs and Standard Choices | 41
a. Click the Associated Template link in each value line item.
Civic Platform displays the Associated Template window.
b. Click the Application Specific Info Group Code drop-down list, and do one of the following:
Select a desired ASI group if you want to associate the ASI group with the value item.
Select the “---Select---” if you want to disassociate the associated ASI group from the value item.
c. Click Save.
4. Click Update.
Civic Platform saves your changes.
Table 1: Standard Choices Fields
Active Mark the check box to include this item on the list of Standard Choices. Clear the check
box to remove this item from the Standard Choices.
Description Enter a description that explains this Standard Choice item.
Standard Choices Item
Name
The name of the Standard Choice. For many Standard Choices, you must enter a
name exactly as instructed. For others, you can enter an intuitive descriptive name.
Standard Choices Value Enter the value that users see as an option in the drop-down list.
Status Select the Enable option to make this list of Standard Choices available. Select the
Disable option to make this list of Standard Choices unavailable.
Type The Type selection indicates how the Standard Choice functions within Civic Platform.
If you add a Standard Choice that sets specific functionality with Yes or No values,
| Working With FIDs and Standard Choices | 42
select the System Switchtype. System Switch is the default value for newly added
Standard Choices. If you add a Standard Choice that functions as a shared drop-
down list, then select the Shared Drop-down Type. If you add a Standard Choice that
functions as an EMSE script, then select the EMSE Type.
Value Desc Enter a description of the value. In some cases, you can enter specific information,
such as a report string or a URL.
Deleting Standard Choices
You can delete an item from a list of Standard Choices when you no longer want users to select the item.
For example, you might remove an out-of-date report from a list of reports.
You can also choose to disable an item in a list of Standard Choices if you want to use that item again in
the list of choices. For example, you might have seasonal items in a list of Standard Choices that are not
always valid options, such as snow removal in a list of service requests in the winter, that you disable in the
summer.
Note:
You cannot delete a list of Standard Choices; you can only disable it.
To delete a Standard Choices value
1. Find the Standard Choice that you want to delete. For instructions, see Searching for an Existing
Standard Choice.
Civic Platform displays the Standard Choices Item—Edit page.
2. Click Delete by the Standard Choice value that you want to delete.
Civic Platform displays a confirmation pop-up window.
3. Click OK to confirm the deletion.
Civic Platform deletes the Standard Choice item.
| Working With FIDs and Standard Choices | 43
Working with FIDs
Note:
Setup the agency organization and the user groups before you configure function identifications.
Function Identifications (FIDs) control many Civic Platform features. An activated FID can alter the display
or functionality of the Civic Platform software. You activate FIDs for user groups. See Function IDs
Reference for a complete reference of FIDs.
To activate a Function Identification for a user group
1. Log in to Civic Platform as an administrator.
2. ChooseAdmin Tools > User Profile > User Group.
Civic Platform displays the User Group—Search window.
3. Locate the user group for which you want to activate FIDs.
Enter the group name and click Submit.
Select the module and click Submit.
Note:
The User Group - Edit window contains several hundred line items and can take a couple minutes to
display.
Civic Platform displays the User Group - Edit window.
4. In the Function Name column, mark the check box beside each FID that you want to activate for this
user group.
Civic Platform changes the access level to Full.
| Working With FIDs and Standard Choices | 44
5. For each activated FID, mark the option that corresponds with the level of access that you want to grant
to the user group.
No Access Deactivates the feature entirely for the selected user group. The user group cannot
view this feature.
Full Access Grants the selected user group permission to perform all actions associated with the
feature.
Read Only Allows the selected user group to view and to search information associated with the
feature.
6. Click Save.
To set a FID at the agency level and module level
1. Log in to Civic Platform as a super agency administrator.
2. Navigate to Admin Tools > Agency Profile > Agency Functions.
Civic Platform displays the Agency-Functions-Search page.
3. Specify the search criteria for the module of interest.
Click Submit to display a list of all modules for all agencies.
Enter an agency code and click Submit to display a list of all modules within the specified agency.
Enter an agency code, select a module, and click Submit.
Civic Platform displays the list of modules that match the specified criteria.
4. Select the specific module for which you want to set one or more FIDs.
Civic Platform displays the Agency-Functions-Edit page.
5. Click Save.
| FIDs and Standard Choices Cross Reference | 45
FIDs and Standard Choices Cross Reference
Related Links
Administration
Organizations and Users
Search
User View
System Automation
People
APO (Address, Parcel, Owner) and XAPO (External APO)
Electronic Document Review
Workflow
Record Management
Calendars
Communication Manager
Accounting
Time Accounting Tracker
Streamlining Data Processing
Land Management
Asset Management
License and Case Management
Citizen Access Administration
Internationalization and Localization
| FIDs and Standard Choices Cross Reference | 46
Administration
Related Links
Civic Platform Setup Portlets
Classic Admin Tools
Civic Platform Setup Portlets
You use the Civic Platform Setup portlet (Figure 2: Civic Platform Setup Portlet) to perform major
administrative tasks. The portlet provides a menu with expanded options and drop-down selections that
link to specific setup portlets.
Figure 2: Civic Platform Setup Portlet
Civic Platform uses Function Identifications (FIDs) or Standard Choice settings to determine the availability
of the setup portlets. This section lists the required FID(s) and Standard Choice(s) for each setup portlet.
Topics
Administration
Agency Profile
Application
Assets
Parcels
Calendars
Communication Manager
Conditions
| FIDs and Standard Choices Cross Reference | 47
Contact
License Certifications
Data Filter & Query
Drill Down
Inspection
Part
Report
Structures & Establishments
System Tools
Finance
Workflow & Activity
Work Orders
Time Accounting
Administration
Set the FIDs to enable the administration setup portlets.
Table 2: FIDs for Administration Setup Portlets
Setup Portlet Required FIDs
Civic Platform Administration 0318-Administration, 0075-Admin License Types, 0308-Data Manager Export,
0309-Data Manager Import
Citizen Access Administration 0142-Admin Agency Security Policies
Workflow Designer 0346-Workflow Designer
Administration links on Civic Platform
8.0.0.0.0 and later
0375-New UI Admin Access Restricted
Agency Profile
Set the FIDs to enable the agency profile setup portlets.
Table 3: FIDs for Agency Profile Setup Portlets
Setup Portlet Required FIDs
APO Form Layout Editor 0268-APO Form Layout Editor
ASI Form Layout Editor 0261-ASI Form Layout Editor
Address Type Group 0276-Address Type Group
Console Configuration 0221-Admin Console Management
Content Customize 0184-Admin Content Customization
Create New Objects 0315-Admin Create New Objects
Dictionary 0354-Custom Dictionary
| FIDs and Standard Choices Cross Reference | 48
Setup Portlet Required FIDs
Form Portlet Designer 0137-Admin Filter View
Link Portlets 0164-Admin Links Portlets
Logo 0187-Admin Upload Logo Image
Menu Navigation 0230-Menu Navigation Admin
My Navigation 0188-Admin Flow Diagram
Portlet 0164-Admin Links Portlets
Regional Settings 0350-Regional Settings
Service 0292-Service Management
Standard Choices 0349-Contact Management
Standard Comments 0290-Admin - Standard Comments
Text Settings 0155-Admin Label Configuration
Application
Set the FIDs to enable the application setup portlets.
Table 4: FIDs for Application Setup Portlets
Setup Portlet Required FIDs
ASI Form Layout Editor 0261-ASI Form Layout Editor
ASI Lookup Tables 0259-ASI Lookup Table
ASI Security 0142-Admin Agency Security Policies
Expression Builder 0260-Expression Builder
License Verification 0320-Admin License Verification
Record Type Security 0065-Admin Application Types
Set Type 0351-Admin Set Type
Shared Drop-Down List 0272-Control Shared Drop Down List in Admin
Assets
Set the FIDs to enable the assets setup portlets.
Table 5: FIDs for Assets Setup Portlets
Setup Portlet Required FIDs
Attribute 0158-Admin Attribute Definition
Attribute Table 0305-Admin Attribute Table Definition
Attribute Template 0158-Admin Attribute Definition, 0159-Admin Attribute Template Definition,
0305-Admin Attribute Table Definition
Condition Assessment 0227-Condition Assessment, 0274-Rating Type
Form Layout Editor 0269-Admin Attribute Form Layout Editor
Rating Type 0274-Rating Type
Security 0255-Manage Asset Type Security
| FIDs and Standard Choices Cross Reference | 49
Setup Portlet Required FIDs
Type 0160-Admin AMS Asset Definition, 0182-Admin GIS Attribute Mapping, 0253-
Asset GIS Synchronize, 0252-Asset Type Available CAP Type, 0326-Define
Asset Usage Unit Type, 0274-Rating Type
Parcels
Set the FIDs to enable the parcels setup portlets.
Table 6: FIDs for Parcels Setup Portlets
Setup Portlet Required FIDs
GIS Attribute Mapping 0342-Parcels GIS Attributes Mapping
Calendars
Set the FIDs to enable the calendar setup portlets.
Table 7: FIDs for Calendars Setup Portlets
Setup Portlet Required FIDs
Calendar 0336-User Calendar, 0314-Admin Meeting Calendar, 0337-Agency Holiday
Calendar, 0257-Admin Inspection Calendar, 0258-Supervisor Inspection
Calendaring, 0281-Supervisor Master Calendaring
Communication Manager
Set the FIDs to enable the communication manager setup portlets.
Table 8: FIDs for Communication Manager Setup Portlets
Setup Portlet Required FIDs
Account Settings 0360-Account Settings
Alert 0151-Admin Alert and Rules
Alert Rule 0151-Admin Alert and Rules
Announcement 0134-Admin-Message-General, 0135-Admin-Message-Supervisor
General Settings 0361-General Settings
Notification Templates 0184-Admin Content Customization
Conditions
Set the FIDs to enable or restrict the Conditions setup portlets.
Table 9: FIDs for Conditions Setup Portlets
Setup Portlet Required FIDs
Conditions 0275-Condition by Group
0376-Admin Conditions Access Restricted
Contact
Set the FIDs to enable the contact setup portlets.
| FIDs and Standard Choices Cross Reference | 50
Table 10: FIDs for Contact Setup Portlets
Setup Portlet Required FIDs
Contact Type Setting 0340-Reference Contact Type Security
Identifier Fields 0353-Contact Identity Fields
License Certifications
Set the FIDs to enable the license certifications setup portlets.
Table 11: FIDs for License Certifications Setup Portlets
Setup Portlet Required FIDs
Continuing Education 0311-Admin Continuing Education Info
Education 0310-Admin Education Info
Examination 0312-Admin Examination Info
Data Filter & Query
Set the FIDs to enable the data filter & query setup portlets.
Table 12: FIDs for Data Filter & Query Setup Portlets
Setup Portlet Required FIDs
Data Filter 0139-Admin-DataFilter/QuickQuery
Global QuickQueries 0139-Admin-DataFilter/QuickQuery
My QuickQueries 0139-Admin-DataFilter/QuickQuery, 0327-Edit My QuickQuery By
Administration
Drill Down
Set the FIDs to enable the drill-down setup portlets.
Table 13: FIDs for Drill Down Setup Portlets
Setup Portlet Required FIDs
ASI Drill-Down 0273-ASI Table Drill Down
Inspection
Set the FIDs to enable the inspection setup portlets.
Table 14: FIDs for Inspection Setup Portlets
Setup Portlet Required FIDs
Inspection Type Security 0142-Admin Agency Security Policies
Part
Set the FIDs to enable the part setup portlets.
Table 15: FIDs for Part Setup Portlets
Setup Portlet Required FIDs
Part Contact 0214-Admin AMS Parts Vendors and Manufacturers
| FIDs and Standard Choices Cross Reference | 51
Setup Portlet Required FIDs
Part Location 0213-Admin AMS Parts Item Location
Report
Set the FIDs to enable the report setup portlets.
Table 16: FIDs for Report Setup Portlets
Setup Portlet Required FIDs
Report Manager 0226-Reports Manager Admin, 0240-Reports Manager Admin
SmartChart Queries 0157-Admin SmartChart Query Configuration
SmartCharts 0156-Admin SmartChart Configuration
Structures & Establishments
Set the FIDs to enable the structures & establishments setup portlets.
Table 17: FIDs for Structures & Establishments Setup Portlets
Setup Portlet Required FIDs
Attribute 0294-Structure and Establishment, 0158-Admin Attribute Definition
Attribute Template 0294-Structure and Establishment, 0159-Admin Attribute Template Definition,
0158-Admin Attribute Definition, 0305-Admin Attribute Table Definition
Form Layout Editor 0294-Structure and Establishment, 0269-Admin Attribute Form Layout Editor
Type 0294-Structure and Establishment
System Tools
Set the FIDs to enable the system tools setup portlets.
Table 18: FIDs for System Tools Setup Portlets
Setup Portlet Required FIDs
Audit Log 0307-Audit Logger Definition
Batch Engine 0285-Batch Job Schedule, 0284-Batch Job Maintenance
Delegate User 0286-Delegate User Management
Export 0185-Admin V360 Export
GIS Integration Diagnostics 0348-AA-AGIS Integration Diagnosis Tool
Import 0186-Admin V360 Import
Product License 0300-License Management
PublicUser 8224-Citizen Admin Supervisor
Sequence Generator 0270-Sequence Generator
Social Media 0347-Social Media
Finance
Set the Standard Choice to enable the finance setup portlets.
| FIDs and Standard Choices Cross Reference | 52
Table 19: FID or Standard Choice for Finance Calculator Setup Portlets
Setup Portlet Required FID or Standard Choice
Occupancy VALUATION_CALCULATOR_VERSION
Receipt Print Audit 0324-Admin Receipt Print Audit
Workflow & Activity
Set the FIDs to enable the workflow & activity setup portlets.
Table 20: FIDs for Workflow & Activity Setup Portlets
Setup Portlet Required FIDs
Activity Specific Info 0246-Activities Specific Information
Activity Type 0246-Activities Specific Information
Assign Task 8133-Workflow Task Assignments
Skillset 0150-Admin Workload and Skillset
TSI Form Layout Editor 0267-TSI Form Layout Editor
Workflow Security 8140-Limit Assignments by Dept
Workload 0150-Admin Workload and Skillset
Work Orders
Set the FIDs to enable the work orders setup portlets.
Table 21: FIDs for Work Orders Setup Portlets
Setup Portlet Required FIDs
Cost Group 0330-Admin Work Order Costing Group Definition
Cost Item 0161-Admin Work Order Costing Item Definition, 0332-Daily Cost Rate
Definition
Work Order Task 0254-WO Task Definition, 0306-Work Order Type
Work Order Template 0169-Admin-Work Order Template, 0170-Admin-WO Template Costing,
0173-WO Template Part, 0254-WO Task Definition
Time Accounting
Set the FIDs to enable the time accounting setup portlets.
Table 22: FIDs for Time Accounting Setup Portlets
Setup Portlet Required FIDs
Group 0266-Admin Time Accounting Group
Type Maintenance 0264-Admin Time Accounting Type
User Profiles 0265-Admin Time Accounting User Profile, 0332-Daily Cost Rate Definition
| FIDs and Standard Choices Cross Reference | 53
Classic Admin Tools
With Civic Platform you can conduct most of the administration tasks. However, a few tasks are still solely
available in the legacy Classic administration portlet (Figure 3: Classic Admin Tools).
The Classic Admin Tools are organized into function groups, such as Fees, Workflow, or Applications.
Within each group is a set of tools that support the function. For example, the User Profile group includes
the Organizations, Groups and Users tools. Civic Platform uses Function Identifications (FIDs) settings to
determine the availability of each tool.
Figure 3: Classic Admin Tools
This section lists the required FIDs for all the features in Classic Admin Tools.
Topics
Agency Profile
User Profile
Attachments
Application
People
Property
Fees
Inspection
Condition
Workflow
Calendar
Events
Help
GIS
Report Management
Agency Profile
Set the FIDs to enable the agency profile admin tools.
| FIDs and Standard Choices Cross Reference | 54
Table 23: FIDs for Agency Profile Admin Tools
Classic Admin Tool Required FIDs
Standard Choices 0080-Admin Rbizdomain Maintenance
Std Comment 0098-Reference Standard Comments
Note:
If you enable both 0098 and 0290-Admin - Standard Comments,
clicking the Std Comment link opens the Standard Comments portlet
in Civic Platform.
APO 0085-Admin APO Template
Oracle Report 0099-Admin Oracle Reports
Security Policy 8162-Application Limit Access by App Type 8140-Limit Assignments by Dept
0142-Admin Agency Security Policies 0235-Inspection Default Value Policy,
0236-Inspection Type and Status Security, 8138-Condition Limit Access
by Dept, 0248-Admin-Security Policy-EDMS Access Security, 0224-Active
Directory
Setup Text 0155-Admin Label Configuration
Content Customize 0184-Admin Content Customization
Product License 0320-Admin License Verification
Events (Super agency only) 0076-Accela Events
Login Page Links (Super agency
only)
0120-Accela Login Page Navigation Link Maintenance
Announcements (Super agency only) 0122-Accela System Announcements
Replace Password (Super agency
only)
0128-Accela User Profile Replace Password
OnlineHelp (Super agency only) 0087-Accela Online Help
Functions (Super agency only) 0092-Accela Functions
Version (Super agency only) 0093-Accela Release Versions
Agency (Super agency only) 0094-Accela Agency
Agency Functions (Super agency
only)
0095-Accela Agency Functions
User Profile
Set the FIDs to enable the user profile admin tools.
Table 24: FIDs for User Profile Admin Tools
Classic Admin Tool Required FIDs
Organization 0045-Admin Organizational Hierarchy
User Group 0096-Admin User Groups
User 0004-Admin Users, 0207-Admin Inspector Districts, 0224-Active Directory
Attachments
Set the FIDs to enable the attachments admin tools.
| FIDs and Standard Choices Cross Reference | 55
Table 25: FIDs for Attachment Admin Tools
Classic Admin Tool Required FIDs
Document 0108-Admin Document Type
Application
Set the FIDs to enable the application admin tools.
Table 26: FIDs for Application Admin Tools
Classic Admin Tool Required FIDs
Application Type 0065-Admin Application Types, 0071-Admin Workflow Final Inspection,
0202-Application Type Image, 0244-Fee Estimation, 0245-Long Term Time
Tracking
Application Spec Info 0179-Admin App Spec Info Subgroups, 0242-Required for Fee Calculation
Application Spec Info Table 0205-Admin App Spec Info Table, 0242-Required for Fee Calculation
SmartChoice Group 0061-Admin SmartChoice Code
Renewal Info 0073-Admin Application Renewal Info
Application Status Group 0127-Admin Application Status Group
Find Application Profile 0131-Admin Find App (Custom)
General Profile 0136-Admin Application General Profile
People
Set the FIDs to enable the people admin tools.
Table 27: FIDs for People Admin Tools
Classic Admin Tool Required FIDs
Licensed Professional 0191-Update license expiration task
Contact 0084-Reference People Contact
People Template 0088-Admin People User Defined Attributes
People Info Table 0250-People Info Table
Property
Set the FIDs to enable the property admin tools.
Table 28: FIDs for Property Admin Tools
Classic Admin Tool Required FIDs
Address 0006-Reference Property Addresses, 0207-Admin Inspector Districts
Parcel 0005-Reference Property Parcels, 0204-Properties Rename Parcel ID, 0207-
Admin Inspector Districts, 0241-Parcel Subdivision and Lot Search
Owner 0089-Reference Property Owners
APO Template 0085-Admin APO Template
Structure 0082-Reference Structure, 0194-Access Structure Conditions, 0212-
Reference Structure Condition History
Structure Template 0083-Reference Structure Template
| FIDs and Standard Choices Cross Reference | 56
Classic Admin Tool Required FIDs
Address Type Group 0276-Address Type Group
Fees
Set the FIDs to enable the fees admin tools.
Table 29: FIDs for Fees Admin Tools
Classic Admin Tool Required FIDs
Fee Schedules 0068-Admin Fee Item Sets
Fee Items 0068-Admin Fee Item Sets
Payment Period 0047-Admin Fee Payment Periods
Valuation Calc 0059-Admin Fees Valuation Calculation
Note:
If you enable both the FID and the Standard Choice
VALUATION_CALCULATOR_VERSION, clicking the Valuation
Calc link opens the valuation calculator - occupancy portlet in Civic
Platform.
Regional Modifier 0060-Admin Fees Regional Modifier
Copy Schedule 0068-Admin Fee Item Sets
Trust Account 0191-Update license expiration task
Manage Schedule 0181-Admin Fees Manage Schedule
Fee Calc 0206-Admin Fee Decisions
Fee Calc Criteria 0206-Admin Fee Decisions
Inspection
Set the FIDs to enable the inspection admin tools.
Table 30: FIDs for Inspection Admin Tools
Classic Admin Tool Required FIDs
Inspection 0133-Admin Inspection Type Sets, 0218-Admin Auto-Assign Inspection,
0229-Admin display Department, 0232-Admin display Option/Required
column, 0288-Enable Inspection Flow
Inspection Result Group 0123-Admin Inspection Result Group
Guide Sheet 0124-Admin Inspection Guide Sheet, 0256-Carrying over Failed Guide Sheet
Items, 0291-Guide Sheet Template Data
Guide Sheet Group 0125-Admin Inspection Guide Sheet Group
Inspection Grade Group 0339-Inspection Grade Group
Condition
Set the FIDs to enable the condition admin tools.
Table 31: FIDs for Condition Admin Tools
Classic Admin Tool Required FIDs
Condition Type 0054-Admin Condition Types
| FIDs and Standard Choices Cross Reference | 57
Classic Admin Tool Required FIDs
Std Condition 0056-Admin Condition Reference
Condition Status 0055-Admin Condition Status
Process Validation 0058-Admin Workflow Condition Validation
Workflow
Set the FIDs to enable the workflow admin tools.
Table 32: FIDs for Workflow Admin Tools
Classic Admin Tool Required FIDs
Workflow 0112-Admin Workflow, 0249-Workflow Edit
Process 0036-Admin Workflow Processes, 0245-Long Term Time Tracking
Task Status 0063-Admin Workflow Task Status, 0245-Long Term Time Tracking
Task Specific Info 0143-Admin Workflow Task Spec Info, 0180-Admin Workflow Task Spec Info
Subgroups
Activity 0097-Admin Workflow Review Activity
eMail Setting 0025-Admin Workflow Email Settings
eMail Message 0026-Admin Workflow Email Messages
Proximity Alerts 0154-Reference Workflow Proximity Alerts
Report Setting 0192-Workflow Report Setting
Calendar
Set the FIDs to enable the calendar admin tools.
Table 33: FIDs for Calendar Admin Tools
Classic Admin Tool Required FIDs
Hearing Body 0049-Reference Hearing Bodies
Location 0048-Reference Hearing Locations
Hearing Calendar 0050-Reference Hearing Calendar (old), 0183-Reference Hearing Calendar
Calendar 0115-Reference Calendar Structure, 0116-Admin Calendar Structure
Blockout, 0117-Admin Calendar Inspection Blockout, 0234-Workflow
Calendar, 0247-Agency Workday Calendar
Hearing Reason 0251-Hearing Reason
Calendar Administration See Calendars
Events
Set the FIDs to enable the event admin tools.
Table 34: FIDs for Event Admin Tools
Classic Admin Tool Required FIDs
Events 0077-Admin Event Setup
Scripts 0078-Admin Event Script Setup
Script Test 0079-Admin Event Script Test
| FIDs and Standard Choices Cross Reference | 58
Classic Admin Tool Required FIDs
Batch Job 0106-Admin Batch job
Master Scripts 0077-Admin Event Setup
Custom Script 0077-Admin Event Setup
Help
Set the FIDs to enable the help admin tools.
Table 35: FIDs for Help Admin Tools
Classic Admin Tool Required FIDs
OnlineHelp 0086-Admin Agency Online Help
Announcements 0121-Admin Agency Announcements
GIS
Set the FIDs to enable the GIS admin tools.
Table 36: FIDs for GIS Admin Tools
Classic Admin Tool Required FIDs
Dynamic Theme 0111-Admin GIS Dynamic Themes
Reference User Parameter 0111-Admin GIS Dynamic Themes
GIS Search Fields 0118-Admin GIS Search Tools
GIS Service 0107-Admin GIS Service, 0243-GIS Service
GIS Feature 0129-Admin GIS Feature
Establish Genealogy 0130-Admin GIS Establish Genealogy
Proximity Alerts 0153-Reference GIS Proximity Alerts
GIS Map Object Attribute Mapping 0182-Admin GIS Attribute Mapping
Report Management
Set the FIDs to enable the report management admin tools.
Table 37: FIDs for Report Management Admin Tools
Classic Admin Tool Required FIDs
Report Management 0145-Admin Report Management
Auto Report 0193-Report Management Auto Report
Report Manager Admin 0226-Reports Manager Admin
| FIDs and Standard Choices Cross Reference | 59
Organizations and Users
Related Links
Organization Administration
User Group and User Administration
Password Security
Multiple Agency Administration
Organization Administration
Set the following FID for administrators to create and manage organization hierarchy in Civic Platform:
0045-Admin Organizational Hierarchy
User Group and User Administration
Set the following FID for administrators to create and manage user groups in Civic Platform:
0096-Admin User Groups
0004-Admin Users
Password Security
Multi‑agency administrators set requirements for agency‑level password security. This includes setting
minimum password length, character requirements such as a minimum number of numeric characters, and
restrictions such as not allowing a user ID to be part of a password.
Multi-agency administrators can use the PASSWORD_ POLICY _SETTINGS and
PASSWORD_CALCULTION _SCORE Standard Choices to modify or add password requirements.
To configure password security, set the following Standard Choices:
PASSWORD_POLICY_SETTINGS
PASSWORD_CALCULATION_SCORE
Multiple Agency Administration
The multiple-agency administration feature requires Standard Choice configuration. You must specify one
agency to act as the main agency and the rest as sub-agencies in Civic Platform Classic.
| FIDs and Standard Choices Cross Reference | 60
Topics
Administering Multiple Agencies
Sharing Information across Agencies
Configuring Delegate Users
Configuring Multiple Agency Services
Administering Multiple Agencies
Set the following Standard Choice to enable the multiple-agency administration with one agency as the
main agency, and the others as the sub-agencies.
MULTI_SERVICE_SETTINGS
Sharing Information across Agencies
Set the following Standard Choice to check for duplicate address, parcel, and owner information in multiple
agencies:
APO_CHECK_DUPLICATE
Set the following Standard Choice to share contacts across multiple agencies:
CONTACT_ACROSS_AGENCIES
Configuring Delegate Users
You can configure Civic Platform to expose the delegate user portlets and enable the ability of delegate
users to switch between the main agency and sub-agencies.
You must set configurations for each agency and the delegate user configuration can differ from agency to
agency.
Set the following FIDs:
0286-Delegate User Management
8098-Agency Switch
8403-Multi Agency Switch
Note:
Civic Platform can enable the ability to toggle between agencies by two different FIDs. The Multi-Agency
switch controlled by FID 8403 offers more functionality and overrides FID 8098 Agency Switch when you
set both to Full-Access.
Configuring Multiple Agency Services
Set the following FID and Standard Choice:
0292-Service Management
MULTI_SERVICE_SETTINGS
Set agency priority definitions in the Agency Priority EMSE script. This script determines which agency has
priority over other agencies should multiple agencies offer the same service.
| FIDs and Standard Choices Cross Reference | 61
Search
Related Links
Configuring Global Search
Configuring ‘PERMITS’ Plus Search
Configuring Nearby Query
Configuring Global Search
Civic Platform provides a search engine to find information globally throughout the software. Users enter
search criteria and Civic Platform displays results in a global search portlet grouped by information type.
You can configure search to define how many max records return in a global search and how many result
rows to display in a group results list page. For example, record result information is grouped together in
pages and licensed professional result information is grouped together in pages. Within each group, a user
can filter, page through, or sort through the result information.
The global search function works against indexed content in the Civic Platform database. To ensure the
most accurate and up-to-date search results, configure a batch job to regularly index the Civic Platform
database.
To configure global search, set the following FID(s) and Standard Choices:
8434-Global Search
GLOBAL_SEARCH_MAX_COUNT
| FIDs and Standard Choices Cross Reference | 62
BATCH_JOB_SERVICE_CATEGORY
GLOBAL_SEARCH_BUILD_INDEX_ENTITIES
Configuring ‘PERMITS’ Plus Search
To configure search in Permits Plus, set the following FID and Standard Choices:
8039-PermitsPlus Historical Data
ENABLE_PERMITS_PLUS_SEARCH
Configuring Nearby Query
GIS has the Nearby Query functionality. It enables users to search for records, inspections, and asset
condition assessments within the map extent, within one or more selected GIS features, or near one or
more selected GIS features.
To enable the Nearby Query functionality, one of the tasks is to create and run a geotagging batch job.
Before you create the batch job, set the following Standard Choice:
BATCH_JOB_SERVICE_CATEGORY
When your agency uses GIS as an external APO data source, you can also enable the Nearby Query
functionality in the external APO environment, which requires geometry information about addresses and
parcels. To enable Civic Platform to retrieve geometry information from the XAPO data source, set the
following additional Standard Choices:
EXTERNAL_ADDRESS_SOURCE
Enter a map service ID as the value description for the SOURCE_MAP_SERVICE_ID value.
EXTERNAL_PARCEL_SOURCE
Enter a map service ID as the value description for the SOURCE_MAP_SERVICE_ID value. And enter a
map layer ID as the value description for the SOURCE_MAP_LAYER_ID value.
To set limits on the Nearby Query functionality, for example, the maximum number of GIS features that
users can select to perform a nearby query, set the following Standard Choice:
GIS_NEARBY_QUERY_LIMITATION
To disable the Nearby Query functionality including the geotagging feature, set the following Standard
Choice:
DISABLE_GIS_NEARBY_QUERY
| FIDs and Standard Choices Cross Reference | 63
User View
Related Links
Configuring the Civic Platform Console
Configuring the Form Layout Editor
Accessing QuickQueries
Configuring a Logo or Grade Card
Configuring Shared Drop-Down Lists
Configuring Customized Display
Accessing SmartCharts
Configuring Reports
Configuring the Civic Platform Console
Topics
Configuring the Civic Platform 8.x User Interface
Configuring the Create New Menu
Configuring the Navigation Menu
Configuring the Go To Menu
Configuring Flow Diagram
Configuring Portlets
Configuring the Civic Platform 8.x User Interface
You can enable and disable the Civic Platform 8.x user interface. If enabled, the Civic Platform application
shows a Switch New UI link at the top right corner to allow users to toggle between the legacy V360 and
Civic Platform 8.x user interface:
ENABLE_80_UI
Configuring the Create New Menu
You can configure the Create New menu item to display for specific user groups and you can configure the
number of create new options that display in the menu.
Set the following FID and Standard Choices:
0315-Admin Create New Objects
CREATE_NEW_ITEM_DEFAULT_SIZE
CREATE_NEW_ITEMS
| FIDs and Standard Choices Cross Reference | 64
Configuring the Navigation Menu
You can configure the number of items that display in the Navigation > Recently Viewed menu.
Set the following Standard Choice:
RECENTLY_HISTORY_SIZE
Configuring the Go To Menu
You can configure a custom drop-down menu for record detail portlets by customizing the Go To menu tab.
Set the following FID:
0230-Menu Navigation Admin
Confirm that you set the value of the Menu_Navigation_Enabled server constant Yes. System
administrators can receive technical assistance from either the Accela Customer Resource Center or an
Accela Services implementation staff to work with server constants.
Configuring Flow Diagram
Set the following FID to enable administrators to set up and manage flow diagrams, each flow diagram
providing list of nodes that help users perform their daily tasks:
0188-Admin Flow Diagram
Configuring Portlets
Set the following FID to enable administrators to create their own portlets and embed in Civic Platform
website:
0164-Admin Links Portlets
Configuring the Form Layout Editor
You can configure the Form Layout Editor for each of the following form layout tool types:
To enable the Form Layout Editor tools, set the following FIDs:
0137-Admin Filter View
0268-APO Form Layout Editor
0261-ASI Form Layout Editor
0269-Admin Attribute Form Layout Editor
0267-TSI Form Layout Editor
To configure ASI Drill-Downs to display, set the following FIDs:
0272-Control Shared Drop Down List in Admin
0273-ASI Table Drill Down
| FIDs and Standard Choices Cross Reference | 65
Set the following Standard Choice to enable custom fonts to populate in the font drop-down list on the
properties window in the form layout editor. Each field on a form has properties you can further define,
including the font type.
STANDARD_WEB_FONTS
Accessing QuickQueries
Set the following FID:
0139-Admin-DataFilter/QuickQuery
0327-Edit My QuickQuery By Administration
Configuring a Logo or Grade Card
To configure the logo or the grade card, set the following FID and Standard Choice:
0187-Admin Upload Logo Image
LOGO_TYPE_CATEGORY
To associate a logo with an ASI Subgroup, set the following Standard Choice:
MULTI_SERVICE_SETTINGS
Configuring Shared Drop-Down Lists
You can enable shared drop-down lists so you can use them for different group codes and templates.
Set the following FID and Standard Choice:
0272-Control Shared Drop Down List in Admin
ALLOW_SHARED_DROPDOWN_LIST
Configuring Customized Display
Administrators can customize labels, receipt summaries and check endorsements.
Set the following FIDs:
0155-Admin Label Configuration
0184-Admin Content Customization
| FIDs and Standard Choices Cross Reference | 66
Set the following Standard Choices to define the templates that administrators can create:
CONTENT_TEMPLATE_LIST
Accessing SmartCharts
Set the following FIDs for administrators to configure SmartCharts:
0156-Admin SmartChart Configuration
0157-Admin SmartChart Query Configuration
Set the following FIDs for users to access SmartCharts:
8188-SmartChart Display
8195-SmartChart Viewer
8211-List Driven SmartChart
Configuring Reports
Set the following FIDs for administrators to configure reports:
0226-Reports Manager Admin
0240-Reports Manager Admin
| FIDs and Standard Choices Cross Reference | 67
System Automation
Related Links
Configuring Security Policies
Configuring Autonumbers
Configuring Integration with Social Media
Configuring Import/Export
Configuring Event Manager
Spell Checker
Configuring Security Policies
You can configure Civic Platform security policies through one Standard Choice and several FIDs.
To configure security
1. Set the following FIDs and Standard Choices:
APPLICATION_TYPE_SECURITY_FID
The Standard Choice value must match the FID number you want to expose for setting in the Record
Type Security portlet.
2. Set the following FIDs:
0142-Admin Agency Security Policies
0235-Inspection Default Value Policy
0236-Inspection Type and Status Security
0248-Admin-Security Policy-EDMS Access Security
8138-Condition Limit Access by Dept
8140-Limit Assignments by Dept
| FIDs and Standard Choices Cross Reference | 68
8162-Application Limit Access by App Type
Configuring Autonumbers
When a user creates a permit Civic Platform automatically generates and assigns a number to it.
You cannot modify this number. Set the following FID:
0270-Sequence Generator
You can configure Civic Platform to allow users to override the generated record ID numbering. Set the
following FID:
8097-Manual Application Number Option
To use fiscal year instead of calendar year, set the following Standard Choice:
FISCAL_YEAR_START
Configuring Integration with Social Media
Civic Platform now offers integration with Twitter. The integration enables your agency users to post tweets
from the Civic Platform website.
Set the following FID to enable the Social Media configuration portlet:
0347-Social Media
To customize the application name displayed under the tweets to something different than Civic Platform,
set the following Standard Choice:
SOCIAL_MEDIA_SETTINGS
Configuring Import/Export
Set the following FIDs and Standard Choice for the Data Manager migration tool, so that administrators
can transfer data between Civic Platform agencies.
0318-Administration
0308-Data Manager Export
0309-Data Manager Import
DATA_MANAGER_MAX_RECORD_NUMBER
Set the following FIDs for the import/export system tool, so that administrators can transfer system settings
such as rule settings and QuickQuery settings into an XML file for importing to other agencies.
| FIDs and Standard Choices Cross Reference | 69
0185-Admin V360 Export
0186-Admin V360 Import
Configuring Event Manager
Set the following FIDs to enable administrators add event scripts in Civic Platform.
0077-Admin Event Setup
0078-Admin Event Script Setup
0079-Admin Event Script Test
Set the following Standard Choice to define the length of period during which the EMSE Message List
window has the focus after it appears.
EMSE_Settings
Spell Checker
You can configure the spell checker by enabling or disabling it in Civic Platform and Citizen Access.
Set the following Standard Choices:
SPELL_CHECKER_ENABLED
ACA_SPELL_CHECKER_ENABLED (see the Citizen Access Administrator Guide).
| FIDs and Standard Choices Cross Reference | 70
People
Related Links
Configuring People Template Fields
Configuring Reference Contacts
Configuring Licensed Professional Types
Configuring People Template Fields
Set the following FIDs for administrators to configure people template fields:
0088-Admin People User Defined Attributes
0250-People Info Table
Set the following FIDs to display people template fields in the contacts portlet and the licensed
professionals portlet:
8102-People User Defined Attributes
8330-People Info Table
You can configure EMSE as the data source for people template fields, as a drop-down list type, and you
can edit the attribute name.
Note:
If your agency implements multi-agency functionality, duplicate behavior at the super agency can result.
For example, when selecting services for multiple agencies, Civic Platform can route the same questions at
the State, County, or City level. This result occurs if you share template data at the super agency level For
example, if Jon has a licensed professional record that two agencies share and each agency has their own
template, Civic Platform duplicates the information display during multi-services selection.
To use EMSE to auto-populate people template fields
1. Modify the GetPeopleTemplateDropdownListFieldScript sample script for your agency (see Civic
Platform Scripting Guide).
2. Set the following Standard Choice:
ENABLE_EMAIL_NOTIFICATION_PROMPT
3. Find the people template field. The data type of the field must be DropDownList. See the “People”
chapter in the Civic Platform Administrator Guide.