Viewing Reference Entity Details

Agency staff can review the details for the reference entities in the system.

Reference entity details include entity data, such as location and contact information, as entered on the entity forms set up for the different reference entity types. For more information, see Setting Up Reference Entity Types.

The Reference Entity Details page is generally described in the surrounding text. The reference entity name, automatically generated ID, type, and reference entity category and subcategory appear in the banner information.

Click the navigation links in the left-hand panel to view the detail pages. In this example, you can view this information:

• Overview

• Reference Entity Details

  This page displays any custom fields associated with the reference entity, based on the reference entity type definition. For more information, see Setting Up Reference Entity Types.

• Contacts

• Location

  On this tab, users can mark the Reference Entity’s location on the map and use defaulted or enter/update Address associated to the location.

• Transactions

  Use the Transactions page to view list of permit applications this reference entity is associated to. The page is view-only and includes linked applications regardless of their status.

  The table displays the application ID, application type, status, property, and description. Click an application ID to open the permit application details in a new browser tab.

  Search to find applications in the table. You can also download the listed transactions and customize the grid view.

The general information available on the Overview page includes the following:

• Status - The status of the reference entity.

• Submitted By and Creation Date - The agency staff who submitted the data and timestamp.

• Description - The description that was entered on the data entry form.