Navigating to the Setup

Accessing Classic Administration

Civic Platform provides the "Classic" Administration interface for performing certain administrative functions.

1. From Civic Platform, click the application menu and select Classic Admin.

   
   

   

   
   

   Alternatively, if your agency is still using V360:

   1. Create a main link for Classic Administration (Setting Up Your Console and Home Page).
   2. Click the main link for Classic Administration.

2. Click the Admin Tools tab to access classic administrative functions. (The Daily tab is for back-office user functions.)

   
   
   

Accessing Record Type Administration

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Administration > AA Admin.

   Civic Platform displays the Administration page.

   
   
   

Accessing the Form Layout Editors

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click one of the following links to open the form layout editor you want to work with.
   • Agency Profile > APO Form Layout Editor
   • Agency Profile > Custom Fields Form Layout Editor
   • Agency Profile > Form Portlet Designer
   • Assets > Form Layout Editor

   • Structures and Establishments > Form Layout Editor

   • Workflow & Activity > TSI Form Layout Editor

     Civic Platform displays the form layout editor

     
     
     

Accessing the Address Type Group Portlet

1. Access the Setup portlet (Navigating to the Setup).

2. Click Agency Profile > Address Type Group.

   
   
   

Accessing the Console Configuration Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Console Configuration.

   
   
   

Accessing the Content Customize Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Content Customize.

   
   
   

Accessing the Create New Objects Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Create New Objects.

   
   
   

Accessing the Form Portlet Designer

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Form Portlet Designer.

   
   
   

Accessing the Link Portlets Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Link Portlets.

   
   
   

Accessing the Logo Portlet

1. Access the Setup portlet (Navigating to the Setup).

2. Click Agency Profile > Logo.

   
   
   

Accessing Menu Navigation

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Menu Navigation.

   
   
   

Accessing the My Navigation Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > My Navigation.

   
   
   

Accessing the Portlets Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Portlet.

   
   
   

Accessing the Regional Settings Portlet

1. Access the Setup portlet (Navigating to the Setup).

2. Click Agency Profile > Regional Settings.

   
   
   

Accessing the Service Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Service.

   
   
   

Accessing the Comment Group Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Standard Comments.

   
   
   

Accessing the Text Settings Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Agency Profile > Text Settings.

   
   
   

Accessing the Custom Fields Lookup Tables Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > Custom Fields Lookup Tables.

   
   
   

Accessing the Custom Fields Security Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > Custom Fields Security.

   
   
   

Accessing the Expression Builder Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > Expression Builder.

   
   
   

Accessing the License Verification Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > License Verification.

   
   
   

Accessing the Record Type Security Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > Record Type Security.

   
   
   

Accessing the Shared Drop-down List Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Application > Shared Drop-Down List.

   
   
   

Accessing the Asset Attributes Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Assets > Attribute.

   
   
   

Accessing the Attribute Table Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Assets > Attribute Table.

   
   
   

Accessing the Attribute Template Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).

2. Click Assets > Attribute Template.

   
   
   

Accessing the Condition Assessment Portlet

1. Access the Setup portlet (Accessing the Condition Assessment Portlet).

2. Click Assets > Condition Assessment.

   
   
   

Accessing the Rating Type Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Assets > Rating Type.

   
   
   

Accessing the Asset Security Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Assets > Security.

   
   
   

Accessing the Asset Type Administration Portlet

1. Access the Setup portlet (Accessing the Asset Type Administration Portlet).
2. Click Assets > Type.

   
   
   

Accessing the GIS Attribute Mapping Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Parcels > GIS Attribute Mapping.

   
   
   

Accessing the Calendar Administration Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Calendars > Calendar.

   
   
   

Accessing the Conditions Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Conditions > Condition.

   
   
   

Accessing the Contact Type Setting Portlet

1. Access the Setup portlet (Navigating to the Setup).
2. Click Contact > Contact Type Setting.

   
   
   

Accessing the Contact Identity Settings Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Contact > Identity Settings.

   
   
   

Accessing the Continuing Education Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click License Certifications > Continuing Education.

   
   
   

Accessing the Education Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click License Certifications > Education.

   
   
   

Accessing the Examination Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click License Certifications > Examination.

   
   
   

Accessing the Data Filter Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Data Filter & Query > Data Filter.

   
   
   

Accessing Global Filters

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Data Filter & Query > Global Filters.

   
   
   

Accessing My Filters

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Data Filter & Query > My Filters.

   
   
   

Accessing the Custom Fields Drill-Down Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Drill Down > Custom Fields Drill-Down.

   
   
   

Accessing the Inspection Type Security Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Inspection > Inspection Type Security.

   
   
   

Accessing the Part Contact Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Part > Part Contact.

   
   
   

Accessing the Part Location Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Part > Part Location.

   
   
   

Accessing the Report Manager Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Report > Report Manager.

   
   
   

Accessing the SmartChart Queries Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Report > SmartChart Queries.

   
   
   

Accessing the SmartChart Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Report > SmartCharts.

   
   
   

Accessing the Structures and Establishments Attribute Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Structures and Establishments > Attribute.

   
   
   

Accessing the Structures and Establishments Attribute Template Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Structures and Establishments > Attribute Template.

   
   
   

Accessing the Structures and Establishments Types Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Structures and Establishments > Type.

   
   
   

Accessing the Alert Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Communication Manager > Alert.

   
   
   

Accessing the Audit Log Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Audit Log.

   
   
   

Accessing the Batch Jobs Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Batch Engine.

   
   
   

Accessing the Delegate User Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Delegate User.

   
   
   

Accessing the Export Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Export.

   
   
   

Accessing the the legacy Accela GIS Integration Diagnostics Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > GIS Integration Diagnostics.

   
   
   

Accessing the Import Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Import.

   
   
   

Accessing the Announcement Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Communication Manager > Announcement.

   
   
   

Accessing the Notification Template Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Communication Manager > Notification Templates.

   
   
   

Accessing the License Details Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Product License.

   
   
   

Accessing the Public User Portlet

1. Access the Setup portlet (Navigating to the Setup).
2. Click System Tools > Public User.

   
   
   

Accessing the Receipt Print Audit Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Finance > Receipt Print Audit.

   
   
   

Accessing the Alert Rule Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Communication Manager > Alert Rule.

   
   
   

Accessing the Sequence Definition Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click System Tools > Sequence Generator.

   
   
   

Accessing the Occupancy Administration Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Valuation Calculator > Occupancy.

   
   
   

Accessing the Activity Specific Info Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Activity Specific Info.

   
   
   

Accessing the Activity Type Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Activity Type.

   
   
   

Accessing the Assign Task Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Assign Task.

   
   
   

Accessing the Skillset Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Skillset.

   
   
   

Accessing the Workflow Security Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Workflow Security.

   
   
   

Accessing the Workload Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Workflow & Activity > Workload.

   
   
   

Accessing the Cost Group Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Work Orders > Cost Group.

   
   
   

Accessing the Cost Item Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Work Orders > Cost Item.

   
   
   

Accessing the Work Order Task Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Work Orders > Work Order Task.

   
   
   

Accessing the Work Order Template Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Work Orders > Work Order Template.

   
   
   

Accessing the Time Accounting Group Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Time Accounting > Group.

   
   
   

Accessing the Time Accounting Types Maintenance Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Time Accounting > Type Maintenance.

   
   
   

Accessing the Time Accounting Profiles Portlet

1. Access the Setup portlet (Navigating to the Setup Portlet).
2. Click Time Accounting > User Profiles.

   
   
   

Accessing the Building Permits Portlet

1. Create a main link for the Building Permits portlet (Setting Up Your Console and Home Page).
2. Click the main link for the Building Permits portlet.

   
   
   

Accessing the Trust Account Portlet

1. Create a main link for the Trust Account portlet (Setting Up Your Console and Home Page).
2. Click the main link for the Trust Account portlet.

   
   
   

Accessing the Addresses, Parcels, or Owners Portlets

1. Create a main link for the Addresses portlet, the Parcels portlet, or the Owners portlet (Setting Up Your Console and Home Page).
2. Click the main link you created in .

   Civic Platform displays the Addresses portlet, the Parcels portlet, or the Owners portlet. The Addresses portlet is illustrated in this example.

   
   
   

Accessing the Professionals Portlet

1. Add a main link for the Professionals portlet (Setting Up Your Console and Home Page).
2. Click the main link for the Professionals portlet.

   
   
   

Classic and V360 Portlets