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 a notice and report group:
Select
.The Notice and Report Groups page lists all the notice and report groups. Click Add to add a new group.
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.
Create System Notice on Case Creation
Turn off the switch to create a case without automatically generating a notice of violation.Note:Agencies can set up issue subtypes and turn off this switch in the associated notice and report group. This will ensure that a case creation with that particular issue subtype will not automatically generate a notice of violation.
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.
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.
Click Save to save your changes.
Modifying Notice and Report Groups
To modify the notice and report group:
Select
.On the Notice and Report Group page, select the row for the notice and reports group you want to modify.
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.
Click Save to save changes.
Deleting Notice and Report Groups
To delete a notice and report group:
Select
.On the Notice Group and Report page, select the row for the notice and report group that you want to delete.
On the Notice Group and Report Details page, click the Delete button.