Adding Responsible Parties

Agency staff add and manage responsible parties related to a case.

Viewing Responsible Parties

1. Select the Code Technician Worklist tile on the Agency Springboard and then select the Cases tab.

   Alternatively, you can select the Cases tile on the Agency Springboard to view all the cases in the system.

2. On the Cases page, select the View More Details button for the case you are working with.

3. Click Responsible Parties in the left panel to view the Responsible Parties page for the case.

   Elements on the Responsible Parties page:

   Page Element	Description
   Responsible Party	View the name of the party responsible for the reported violation.
   Mailing Address	View the address of the responsible party. You can view the location of the address on a map at the top of the page.
   Email	View the email address of the responsible party.
   Type	View the type of the responsible party. For example, owner.
   Online Access Status	Displays the status of the online access that was requested by the responsible party: Not Requested Pending Approval Issued Denied
   Actions	Select from these options: Allow Access Deny Access Delete (Deletes the responsible party record) The Access options are available only if a responsible party has requested access to this case. Once the access is issued, the responsible party can access their case details using the Resolve Issue page and take actions such as submitting appeals. See Resolving Issues. Note: The Access actions are also available to the assigned code technician on the Access Requests tab in the Code Technician Worklist.

4. To view more information about the online access activity, click View Details for the responsible party record.

   The detail page shows the Online Access section only if the responsible party has requested for online access, using the Resolve Issue page.

Adding Responsible Parties

1. Select the Code Technician Worklist tile on the Agency Springboard and then select the Cases tab.

2. On the Cases page, select the View More Details button for the case you are working with.

3. Click Responsible Parties in the left panel to view the Responsible Parties page for the case.

4. Click the Add Responsible Party button. On the Add Responsible Party page, you can add a new responsible party by entering the details or you can click the Select from Parcel Owners link to search and select an existing parcel owner record.

   Note: You must enter a value for the Type field if you have selected an existing parcel owner.

5. Select the Primary switch if you want to assign the newly added responsible party as the primary responsible party. Such an assignment will automatically update the earlier primary responsible party as not primary.

6. Click Save to add the responsible party and return to the list page, which always lists the primary responsible party at the top.

Updating Responsible Party Detail

1. Select the Code Technician Worklist tile on the Agency Springboard and then select the Cases tab.

2. On the Cases page, select the View More Details button for the case you are working with.

3. Click Responsible Parties in the left panel to view the Responsible Parties page for the case.

4. Click the row of the responsible party to update the details.

5. On the Edit Responsible Party page, enter new values for the fields you want to change.

   To enter an address, begin by entering the Postal Code. As you enter the code, the type-ahead list shows values that include appropriate state and city combinations. After you select a value, the city and state appear as read-only fields, and two address fields appear so that you can enter the rest of the address.

   If you don’t know the postal code, click the Don’t know link that appears when the postal code field is blank. Clicking this link displays a full set of address fields.

6. The Online Access section is available only if there is an access request from the responsible party, which is pending approval. You can select one of the options after reviewing the responsible party details:

   • Deny Access

   • Allow Access

7. Click Save.

Deleting Responsible Party

1. Select the Code Technician Worklist tile on the Agency Springboard and then select the Cases tab.

2. On the Cases page, select the View More Details button for the case you are working with.

3. Click Responsible Parties in the left panel to view the Responsible Parties page for the case.

4. For the responsible party you want to delete, select the Actions menu on the row and click Delete.

Note: You cannot delete a responsible party record if it is assigned as primary. You must first assign another responsible party as primary and then delete the record.