Contents
1 Implementing Licensing and Permitting Using Functional Setup Manager
- Security Details for Implementing Licensing and Permitting
- Using Functional Setup Manager
- Setting Up Transactions Using Functional Setup Manager
- Migrating Data From Your Test Environment to Your Production Environment
2 Setting Up Geographical Information
- Importing Geographies
- Setting Up Countries
- Setting Up States
- Setting Up Cities
- Setting Up Counties
- Setting Up Currencies
3 Setting Up Your Agency
- Setting Up Agencies
- Setting Up Languages
- Setting Up Agency Integrations
- Setting Up Conditions
- Setting Up Autonumbering
- Setting Up Code Types
- Setting Up Code References
- Setting Up Project Types
- Setting Up Lookups
- Setting Up Units of Measure
- Setting Up Unit of Measure Conversions
- Setting Up Data Format Exchange Maps
4 Setting Up Agency Schedules
5 Setting Up Your Agency Staff
- Setting Up a Fusion Business Unit and Legal Entity
- Defining Job Titles
- Setting Up Agency Staff
- Configuring Agency Job Groups
- Managing Agency Staff Profiles
- Managing Mobile Application Activation
- Importing Agency Staff Data
6 Setting Up Public Users
- Setting Up Public Users
- Setting Up Public User Roles
- Setting Up Contact Types
- Setting Up Terms of Use
7 Setting Up Property Information
- Security Details for Setting Up Property Information
- Importing Property Information Using Functional Setup Manager
- Setting Up District Types
- Setting Up Districts
- Setting Up Parcels
- Migrating APO Data
- Scheduling an APO Import
- Setting Up Property Addresses
- Setting Up Property Owners
- Assigning Districts to Parcels
- Assigning Districts to Addresses
- Setting Up Parcel Values
- Setting Up Ownership Types
- Setting Up Property Types
- Setting Up Property Conditions
8 Setting Up Contractor Licenses
- Setting Up Contractor License Options
- Setting Up Contractor License Sections
- Setting Up Contractor Integration
- Preparing to Load Contractor Licenses
- Loading Contractor Licenses
9 Setting Up Comments
- Managing Comments
- Setting Up Standard Comment Categories and Subcategories
- Viewing, Adding, Modifying, and Deleting Standard Comments
10 Setting Up Documents
11 Setting Up Communications
- Setting Up the Twilio Security Endpoint
- Delivered Communication Events
- Setting Up Communication Templates
- Using Attributes in Communication Templates
- Setting Up Fee Notices
- Setting Up Notifications for Plan Review Due Dates
12 Setting Up Analytics
- Setting Up Reports
- Setting Up Dashboards
- Listing of Prebuilt Analytics
- Public Sector Compliance and Regulation Analytics
- Creating Deep Links
13 Setting Up Subject Areas
- Subject Areas Overview
- Subject Areas and Business Questions
- Subject Area Context and Analytic Results
- Multiple Subject Areas in a Single Analytic
- Listing of Subject Areas for Public Sector Licensing and Permitting
14 Setting Up Custom Subject Areas
- Custom Subject Areas
- Creating Custom Subject Areas
- Objects in Custom Subject Areas
- Fields or Attributes in Custom Subject Areas
- Measures
- Date Leveling
- Custom Subject Area Security
- Publication Statuses of Custom Subject Areas
- Including Custom Fields on Reports
- Custom Subject Areas: Frequently Asked Questions