Associating Records and Licensed Professionals

You can associate and disassociate licensed professionals to/from a record from the record detail portlet and the Professionals portlet.

Topics

Viewing Associated Records from the Professionals Portlet

You can view associated records as needed from the Professionals portlet.

To view an application or a service request from the Professionals portlet

  1. Navigate to the Professionals portlet.

    Civic Platform displays a list of reference professionals.

  2. Use search to locate and select the professional you want to work with.

    Civic Platform displays the professional details on the secondary tabs.

  3. On the Professional details portlet, click the Associated Record List tab.

    Civic Platform displays a list ofrecordsassociated with the professional.

  4. Click the link to the record that you want to view/edit.

    The Record detail portlet displays.

Associating/Disassociating Records with a Professional via the Professionals Portlet

You can associate or disassociate records with a given professional from the Professionals portlet.

To associate records with a Professional

  1. Navigate to the Professionals portlet.

    Civic Platform displays a list of reference professionals.

  2. Use Search to locate and select the Professional you want to work with.

  3. On the Professional details portlet, click the Associated Record List tab.

    Civic Platform displays a list of records associated with the professional.

  4. Click Look Up.

  5. Enter search criteria as appropriate to locate the records you want and then click Submit.

    Civic Platform displays a list of records that match the search criteria.

  6. Select the record(s) that you want to associate or disassociate.

  7. To associate the record(s) with the current licensed professional, click Select.

    Civic Platform adds the selected records to the Associated Record List.

    Note:

    Civic Platform cannot associate a record to a professional if the requested record status is “Denied”. To update the status of the record, see Deleting Records.

  8. To disassociate the record(s) from a professional profile, click Delete.

    Note:

    Citizen Access users cannot view disassociated records for a licensed professional.

Viewing Licensed Professional Information from the Record portlet

You can view associated professionals as needed from the Record detail portlet.

To view licensed professional information from the Record portlet

  1. Navigate to the Record list portlet.

    Civic Platform displays a list of records.

  2. Use search to locate and select the record you want to work with.

  3. Click the Professionals tab in the Record detail portlet.

    Civic Platform displays a list of professionals associated with the current record.

  4. Click the License # link for the professional you want to view.

    Civic Platform displays information about the selected professional.

  5. You can edit data on this form. Click Submit to save your changes.

    Civic Platform saves the modifications to the record.

    Note:

    Modifications apply only to the current record. Reference professional data is not updated. To modify reference professional data, work from the Licensed Professionals portlet.

Associating Professionals with a Record via the Record Portlet

You can associate one or more reference professionals from with an application or a service request. Information about the professional automatically writes to the record from the database. Afterwards, users can edit the data as needed; however, Civic Platform does not apply the edits to the original reference professional record (See Editing Information about a Reference Professional� for information).

To associate a professional to a record

  1. Navigate to the Records portlet.

    Civic Platform displays a list of records.

  2. Use search to locate and select the record you want to work with.

    Civic Platform displays the record detail portlet.

  3. Click the Professionals tab in the Record detail portlet.

    Civic Platform lists any existing professionals already added to the record.

  4. Click Look Up and enter search criteria to locate the professional(s) you want.

    Civic Platform displays the search results.

  5. Choose one or more professionals and click Select.

  6. Click Submit.