Civic Platform Administrator Guide Xxxxxx 9.3.0
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- Civic Platform 9.3.0 Administrator Guide
- Contents
- Getting Started
- Part 1: Configuring the User View
- Part 2: Setting Up Agencies, Organizations, and People
- Configuring Organizations, Departments, and Users
- Managing Contacts, Licensed Professionals, and Public Users
- Establishing People Templates
- Managing Licensed Professionals
- Managing Contacts
- Creating a Public User Account
- Searching for a Public User Account
- Managing Accounts for Registered Agencies
- Editing a Public User Account
- Associating Addresses, Parcels, and Owners with Public User Accounts
- Changing a Public User Password
- Managing Licenses Associated with Public User Accounts
- Setting Up Cross-Agency Operations
- Customizing Regional Settings
- Configuring Global Search
- Part 3: Configuring Agency Business Objects
- Creating and Configuring Records
- Accessing Record Type Administration
- Creating New Record Types
- Working with Record Types
- Creating Record Type Filters
- Working with Address Type Groups
- Working with Application Status Groups
- Working with Intake Form Configuration Groups
- Working with Virtual Folder Groups
- Associating Record Types
- Setting Default Clone Options
- Managing Documents for Attachments
- Large File Upload in Civic Platform
- Configuring Third Party Plan Review Integration
- Creating Custom Fields
- Designing Application Intake Forms
- Setting Up Security Policies
- Adding Record Type Security
- Adding or Editing Workflow Task Security
- Adding or Editing Inspection Type Security
- Adding or Editing an Inspection Default Value Policy
- Adding or Editing Inspection Type and Status Security
- Adding or Editing Condition Type Security
- Setting Permissions for Custom Fields Groups and Custom Lists Groups
- Adding or Editing Asset Type Security
- Adding or Editing EDMS Type Security
- Adding or Editing Contact Type Security
- Managing Recipients in Administration Portlets
- Configuring Session Time Out
- Defining Sequences, Masks, and Autonumbering
- Designing Workflows
- Deciding Which Tool to Use
- Workflow Redesign for Civic Platform's New User Interface
- Working with Workflow Designer
- Creating Workflows
- Working with the Classic Workflow Tool
- Creating Task Statuses
- Configuring Agency-defined Fields for Workflows
- Tracking In-possession Time for a Record
- Configuring Automatic Email Messages
- Managing Automatically Printed Reports
- Assignments, Skillsets, and Workloads
- Setting up an Automatic Assignment
- Making Workflow Task Assignments
- Managing Activities
- Using Expression Builder
- Setting Up Conditions
- Configuring Record-Related Activities
- Configuring Standard Comments
- Configuring Global Search
- Creating and Configuring Records
- Part 4: Managing Agency Communications and Events
- Working with Communication Manager
- Prerequisites
- Configuring General Settings
- Configuring Account Settings
- Viewing the 360-Degree Communications List
- Viewing Communications Associated with Records
- Manually Sending Emails and Text Messages
- Managing Alerts
- Managing Alert Rules
- Announcements
- Notification Templates
- Variables
- Customizing the Content of Agency Communications
- Setting Up Calendars
- Social Media Integrations
- Working with Communication Manager
- Part 5: Automated Data Processing
- Processing Sets
- Setting Up Random Audits
- Configuring Audit Logs
- Processing Batch Jobs
- Working with Batch Jobs
- Creating Batch Jobs
- Creating a PM Schedule Batch Jobs
- Creating a Global Search Index Batch Job
- Creating a GIS Asset Sync Batch Job
- Creating a Batch Job for Expired License Email Notification
- Creating a Proxy User Process Batch Job
- Creating a Script Batch Job
- Creating a Geotagging Batch Job
- Creating a Batch Job for Rebuilding Asset Calendar Index
- Creating an Optimized Inspection Route Batch Job
- Editing Batch Jobs
- Editing the Job Schedule and Description
- Adding a PM Schedule to an Existing Batch Job
- Removing a PM Schedule from an Existing Batch Job
- Adding an Asset Type to an Existing Batch Job
- Removing an Asset Type from an Existing Batch Job
- Adding a Parameter to an Existing Batch Job
- Removing a Parameter from an Existing Batch Job
- Deleting Batch Jobs
- Searching Batch Jobs
- Creating Batch Jobs
- Manually Executing a Batch Job
- Terminating a Batch Job
- Viewing the Batch Job Log
- Working with Batch Jobs
- Importing and Exporting Settings
- Part 6: Reporting and Analytics
- Part 7: Accounting
- Setting Up Fees
- Understanding Fees and Citizen Access
- Managing Fee Schedules
- Understanding Fee Items
- Setting Up a Flat Fee Item
- Working with Point of Sale Fee Items
- Creating Fees with Fee Calculation and Custom Fields Data
- Adjusting Fees Based on Agency Valuation
- Adjusting Fees based on Occupancy Versioning
- Working with Occupancy Groups
- Prioritizing Fees Using Pay Allocation
- Enabling Fee Estimation
- Purging Partial Application Fees
- Fee Formulas
- CONSTANT Formula
- FEE_MULTIPLIER Formula
- FIXED_FEE_BY_RANGE Formula
- FIXED_FEE_BY_RANGE_ENHANCED Formula
- FIXED_FEE_BY_RANGE_MULTIPLIER Formula
- ICBO_BLDG_PERMIT Formula
- ICBO_STYLE Formula
- ICBO_STYLE_ENHANCED Formula
- LINEAR_MIN_MAX_RANGE_PARAM Formula
- LINEAR_MIN_MAX_VALUATION Formula
- LINEAR_WITH_MIN_MAX Formula
- LINEAR_WITH_MIN_MAX_ENHANCED Formula
- MIN_FEE_ADD_ON Formula
- MIN_FEE_ADD_ON_FEESCHEDULE Formula
- PENALTY Formula
- SG-LINEAR_WITH_MIN_MAX Formula
- SG-PERCENTAGE Formula
- Invoices and Payment Periods
- Trust Accounts
- Module Merchant Accounts
- Point of Sale
- Point of Sale Prerequisites
- Payment Processing
- Time Accounting Tracker
- Setting Up Fees
- Part 8: Land Management
- Managing Property: Addresses, Parcels, and Owners
- Structures and Establishments
- Inspections
- Managing Inspection Groups
- Establishing Inspection Types
- Setting Up an Inspector Profile
- Managing Inspection Scheduling
- Working with Inspection Result Groups
- Working with Inspection Grade Groups
- Managing Checklist Groups
- Establishing Checklists
- Assigning Inspection Categories
- Configuring Inspection Route Sheets
- Managing Inspection Flows and Milestones
- Right of Way Management
- Part 9: Asset Management
- Attributes and Templates
- Asset Types
- Creating an Asset Type
- Assigning an Asset ID Mask
- Searching for Asset Types
- Editing an Asset Type
- Deleting an Asset Type
- Requiring the Asset Size Field
- Associating an Asset Type with Work Order Types
- Synchronizing Assets with GIS
- Viewing Rating Types under Asset Type
- Creating Usage Types
- Working with Asset Class Types
- Asset Condition Assessments
- Setting Up a Parts Inventory
- Configuring Work Order Templates
- Attaching Assets to Records
- Part 10: Licensing
- Part 11: System Diagnostics
- Important 9.0.0+ Security Information – Action Required
- TLS Compliance