Contents

• Title and Copyright Information
• Preface
• 1 Setting Up Transactions
  • Setting Up Transaction Groups
  • Setting Up Transaction Categories
  • Setting Up Transaction Subcategories
  • Setting Up Transaction Statuses
• 2 Setting Up Permits
  • Setting Up Agency-Level Options
  • Setting Up Plan Review Statuses
  • Setting Up Permit Types
  • Setting Up Permit Display Groups
  • Setting Up Permit Expiration Rules
  • Updating Application Expiration Status
  • Importing Solution Packages
• 3 Setting Up Planning Applications
  • Setting Up Agency-Level Options
  • Setting Up Planning Application Types
  • Setting Up Planning Application Display Groups
  • Setting Up Planning Application Expiration Rules
  • Managing Pre-Application Meeting Configuration
  • Setting Up Hearing Bodies
  • Setting Up Hearing Hierarchies
  • Setting Up Hearing Decisions
• 4 Setting Up Conditions of Approval
  • Setting Up Conditions of Approval Categories
  • Setting Up Condition Type Sequences
  • Setting Up Condition Category Sequences
  • Setting Up Conditions of Approval
  • Setting Up Conditions of Approval Templates
• 5 Setting Up Code Enforcement
  • Setting Up Corrective Actions
  • Setting Up Code References for Code Enforcement
  • Setting Up Code Reference Groups
  • Setting Up Notices
  • Setting Up Notice Groups
  • Setting Up Inspection Counts
  • Setting Up Referral Bodies
  • Setting Up Time Rules
  • Setting Up Agency-Level Options for Code Enforcement
  • Setting Up Issue Types
  • Setting Up Issue Subtypes
• 6 Setting Up Business Licenses
  • Setting Up Business License Types
  • Setting Up Business License Display Groups
  • Setting Up Business License Expiration Rules
  • Setting Up Business License Renewals
  • Setting Up Business License Amendments
  • Setting Up Business License Tax Classes
  • Setting Up Business Consultation Meetings
  • Setting Up NAICS Codes
  • Setting Up NAICS Groups
• 7 Creating Intake Forms
  • Intake Form Designer Topics
  • Using the Intake Form Designer
  • Using the Intake Form Designer for Code Enforcement
  • Working with Sandboxes
  • Managing Labels for Application Form Elements
  • Working with Pages
  • Working with Predefined Field Groups
  • Using Predefined Field Groups
  • Working with Group Boxes
  • Working with Fields
  • Adding Rich Text Areas
  • Defining Fields Displaying a List of Values
  • Displaying Form Elements Conditionally
  • Adding Logic
  • Adding Contextual Help to Forms
  • Reorder Intake Form Elements
  • Configuring Activity Filtering for Business Licenses
  • Setting Form Options
  • Mapping Form Fields to Decision Model Attributes
  • Considering User Experience
  • Testing Intake Forms
  • Publishing Intake Forms
  • Cloning Transaction Type Definitions
  • Managing Transaction Type Configurations
• 8 Setting Up Inspections
  • Setting Up Inspection Statuses
  • Inspection Evaluation Overview
  • Setting Up Inspection Assessment Types
  • Setting Up Rating Methods
  • Setting Up Passing Rules
  • Setting Up Inspection Checklist Categories
  • Setting Up Inspection Checklists
  • Setting Up Inspection Checklist Groups
  • Setting Up Inspection Types
  • Setting Up Inspection Groups
  • Setting Up Inspection Calendars
  • Setting Up Inspection Scheduling
• 9 Setting Up Plan Reviews
  • Setting Up Plan Reviewer Departments
• 10 Setting Up Activity Tracking
  • Setting Up Activity Tracking
  • Setting Up Activity Statuses
  • Setting Up Activities
  • Setting Up Activity Groups
  • Defining Planning Application Activity Rules
  • Setting Up Actions Based on Activities
• 11 Managing Audit Policies
  • Implementation Concepts for Audit Policies
  • Using Auditing to Monitor Changes
  • Auditing Public Sector Compliance and Regulation Data
  • Auditing Custom Object Data
  • Viewing Audit History
• 12 Modifying Existing Application Pages
  • Overview of Existing Page Modification
  • Access Page Edit Mode
  • Use the Page Edit Mode Interface
  • Modify Existing Pages
  • Managing Existing Page Modifications
• 13 Managing Mobile Applications
  • Managing Mobile Application Offline Settings