Setting Up Notice and Report Groups

A notice and report group is a set of notices and reports grouped together on the basis of the status of a transaction. The notices and reports within a group follow a sequence that you configure, to send to the concerned parties as and when required.

Adding Notice and Report Groups

To add notice and report group:

1. Select Common Setup > Notice and Report Group.

2. The Notice and Report Group page lists all the notice and report groups. Click Add to add a new group.

3. On the Notice and Report Group Details page, enter values for the group.

   Page Element	Description
   Group ID	Enter a unique identifier for the notice and report group.
   Group Name	Enter a name for the notice and report group.
   Classification	Select the transaction for which the notice and report groups are being set up.
   Enabled	Verify that the Enabled switch is turned on.

4. In the Status Associations section, you can configure the notices and reports that are to be sent in a defined sequence, based on the status of the application or case.

   Page Element	Description
   Status	Select a status to associate with the new notice and report group.
   Sequence	Select a value to determine the sequence of the selected notice and report within the hierarchy. For example, if the value 2 is set as sequence, then the selected notice and report will appear second within the hierarchy for the selected status.
   ID	Select a notice and report specific to the status and the sequence value.
   Name	The name of the notice and report auto populates when you select the status and ID.
   Enabled	Verify that the Enabled switch is turned on.
   Delete	Use the Delete button to delete a status association record.

   Use the Add and Download icons for adding and downloading a notice and report status association record.

5. In the Ad Hoc Associations section, you can configure an ad hoc notice and report that the agency staff can manually add to a transaction.

   Page Element	Description
   Category	Select a category from the list of values set up by your agency.
   Count	Enter a numeric value as a reference to determine when the ad hoc notice and report must be applied. Note: This field currently applies only to Code Enforcement.
   ID	Select a notice and report specific to the transaction.
   Name	The name of the notice and report auto populates when you select the ID.
   Enabled	Verify that the Enabled switch is turned on.
   Delete	Use the Delete button to delete an ad hoc association record.

   Use the Add and Download icons for adding and downloading an ad hoc association record.

6. Click Save to save your changes.

Modifying Notice and Report Groups

To modify the notice and report group:

1. Select Common Setup > Notice and Report Group.

2. On the Notice and Report Group page, select the row for the notice and reports group you want to modify.

3. On the Notice and Report Group Details page, you can:

   • Change the name of group.

   • Delete status and ad hoc associations and create new ones.

   • Click the Enabled switch to enable or disable the notice and report group.

4. Click Save to save changes.

Deleting Notice and Report Groups

To delete a notice and report group:

1. Select Common Setup > Notice and Report Group.

2. On the Notice Group and Report page, select the row for the notice and report group that you want to delete.

3. On the Notice Group and Report Details page, click the Delete button.