Civic Platform 9.3.0 User Guide
User Manual:
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Page Count: 1004 [warning: Documents this large are best viewed by clicking the View PDF Link!]
- Contents
- Civic Platform Access and Usage
- The V360 User Interface
- Getting to Know the New User Interface
- Records
- Records Overview
- Creating a Record
- Creating New Records in the New UI
- Submitting a Partially Completed Record
- Understanding Application Form Details
- Deleting Records
- Managing Record Comments
- Adding Documents to a Record
- Assigning Inspection Districts to a Record
- Viewing Record Information
- Working with Status History
- Printing an Application
- Viewing the Summary page
- Viewing Inspections on the Summary Page
- Assigning a Record
- Creating a Set from the Record List Portlet
- Closing a Record
- Managing Alerts
- Running a Report from a Record
- Managing Application Record Hearing Agendas
- Working with Associated PERMITS Plus APDs
- Examining Record Details
- Record Relationships
- Maps in Civic Platform
- Maps At a Glance
- The Map Dashboard
- The Map Contents Panel
- Map-based Actions
- Locating Places
- Map Layers
- Selecting Map Features
- Creating and Editing Map Features
- Redlining and Annotating a Map
- Printing a Map
- Geo-locating Records
- Plotting Assets on the Map
- Plotting Addresses on the Map
- Plotting Parcels on the Map
- Plotting Inspections on the Map
- Using the Map to Create Inspections
- Importing Parcels from GIS to a Set
- Accounting
- Accounting Overview
- Assessing Fees
- Using the Valuation Calculator
- Invoicing
- Managing Payments
- Handling Refunds
- Managing Trust Accounts
- Working with a Cash Drawer Interface
- Working with a Point of Sale Transaction
- Accepting and Allocating Set Payments
- Troubleshooting Payments and Voids
- Examining the Accounting Interface Details
- Activities
- Attachments
- Attachments Overview
- Attaching Files
- Accessing an Attachment
- Looking Up People Attachments to Associate with Records
- Associating Record Attachments with People
- Accessing Attachments via a GIS Map
- Defining ACA Permissions for a Document
- Previewing Attachments
- Downloading Attachments
- Setting the Display Image
- Viewing Attachment Information
- Deleting an Attachment
- Working with Accela Document Scan
- Examining Attachment Details
- Audit Logs
- Calendars
- Contacts
- Contacts Overview
- Managing Reference Contacts
- Managing Record Contacts
- Viewing Related Contacts
- Applying a Condition to a Reference Contact
- Viewing Records Associated with a Contact
- Associating Professionals with a Contact
- Associating Reference Addresses with a Contact
- Managing Public Users Associated with Contacts
- Viewing Assets Associated with a Contact
- Examining Contact Details
- Licensed Professionals
- Licensed Professionals Overview
- Adding a Reference Professional
- Associating Records and Licensed Professionals
- Editing Information about a Reference Professional
- Adding a New Professional from the Record Detail Portlet
- Disassociating a Professional from a Record via the Record Detail Portlet
- Managing Public Users Associated with a Professional
- Managing Attachments Associated with a Professional
- Examining Licensed Professional Details
- Education and Examination Providers
- Provider Overview
- Adding a Provider
- Associating Examination Subjects with a Provider
- Scheduling an Examination
- Assigning a Proctor to Administer an Examination
- Selecting Examination or Education Records for an Application
- Approving Examination or Education Records
- Working with Registered Records
- Viewing an Examination Calendar
- Adding Examination Sites
- Examining Contact, Professional, and Provider Details
- Electronic Document Review
- Enforcement
- Inspections
- Licenses
- Model Maintenance
- Property
- Random Audits
- Sets
- Set Overview
- Creating a New Set
- Applying Conditions to a Set
- Adding a Comment to a Set
- Applying Licensed Professionals to a Set
- Applying Owners to a Set
- Applying Contacts to a Set
- Cloning a Set
- Deleting a Set
- Maintaining Existing Sets
- Creating Records from Parcel Sets
- Importing Parcels from GIS to a Parcel Set
- Allocating Set Payments
- Generating Reports for Sets
- Executing a Script for Sets
- Performing Random Audits on Sets
- Working with a Set of Sets
- Examining Set Details
- Structures and Establishments
- Time Accounting Tracker
- Assets
- Asset Overview
- Creating a New Asset
- Viewing Assets
- Searching for an Asset
- Updating Asset Details
- Setting an Asset Display Image
- Printing an Asset
- Cloning an Asset
- Managing Associated Parts
- Managing Linked Assets
- Viewing the Asset Condition Assessment History
- Viewing PM Schedules for an Asset
- Managing Asset Usage
- Managing Asset Depreciation Values
- Managing Asset Cost Rates
- Working with Asset Conditions
- Working with Asset Ratings
- Managing Asset Contacts
- Working on the Asset Calendar
- Examining Asset Details
- Work Order Cost Distribution
- Asset Condition Assessments
- Asset Condition Assessments Overview
- Creating an Asset Condition Assessment
- Viewing and Editing an Asset Condition Assessment
- Group Updates for Condition Assessments
- Rescheduling an Asset Condition Assessment
- Working with Asset Condition Assessment Observations
- Managing Asset Condition Assessment Attachments
- Working with Asset Condition Assessment Ratings
- Working with Asset Condition Assessment Work Orders
- Managing Condition Assessment Assignments and Costs
- Examining Asset Condition Assessment Details
- Part Inventory
- Preventative Maintenance Schedules
- Preventative Maintenance Schedule Overview
- Creating a PM Schedule
- Searching for a PM Schedule
- Updating PM Schedule Details
- Group Updates for Preventative Maintenance Schedules
- Deleting a PM Schedule
- Holding PM Schedules
- Linking Assets to PM Schedules
- Skipping Assets on PM Schedules
- Linking Addresses to PM Schedules
- Generating Work Orders Using PM Schedules
- Updating Work Order PM Schedules
- Managing the PM Schedule Execution History
- Tracking Last Maintenance Task
- Examining PM Schedule Details
- Addresses
- Conditions
- Reports
- Ad Hoc Reports
- SmartCharts
- Workflows and Workflow Tasks
- Work Orders