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These instructions are for adding a new App. Group which is . These are usually created to hold a group of related applications. Examples include Highway, Land Use, Sewer, etc.

...

Click “Administration” under the “User” tab at the top of the page

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Click “App Groups” in the “General” section near the top of the page

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How to Navigate to the App. Groups:

  1. Under the ‘User’ tab select ‘Administration’.

  2. Under the ‘General’ section select ‘App. Groups'.

  3. Click ‘Add’.

Group Management Form:

  1. Basic

    1. Enter a

      name

      ‘Name’ for the new App. Group.

    2. Optional: Add a

      description

      ‘Description’ for this App. Group. This description will be shown on the Index page under the title of the App. Group.

      group

    3. Optional: Enter

      contact

      ‘Contact Information' for this App. Group. This contact information shows in the upper right of the application and invoice print pages.

    4. Choose a sort option to determine how the applications are sorted on the dashboard:

      1. Unique #: Sorts by a unique number that is assigned to all applications on creation

      2. Approved #, Unique #: Sorts the applications by Permit # first and then by Unique #

      3. Status, Unique #: Sorts by status name alphabetically and then by Unique #

      4. Status, Approved #, Unique #: Sorts by status name alphabetically, then Permit #, and then by Unique #

    5. Choose an Access Option:

      1. The default,

        "Show

        ‘Show on Index w/o

        login"

        login’, will allow users

        without

        that do not have a login to be able to see this App. Group.

      2. Choose "Always

        ‘Always check Access Control

        List" if you want

        List’: If this App. Group

        to

        should only be visible to users with the proper Access Rights (Employees, Users with a login)

        • Access Rights Training Guide Coming Soon
    6. Choose an Access Control List:

      1. To allow public users to start their own applications, choose

        "DEFAULT

        ‘DEFAULT/Any User

        Write"

        Write’.

      2. To keep access internal only, choose

        "

        'DEFAULT/Employee Write

        "

        '.

      3. Contact Support@rtvision.com for advice on situations other than the above.

    7. Choose an App. Status Setup:

      1. This determines the status setup that an application uses

        App

        .

        Status Setup Training Guide Coming Soon

    8. Choose an App. Base

      1. This determines what type of Applications are generally handled in this App. Group.

      2. Permit

        application

        applications fall under Applications

    9. Click

      "Next
    Step 2:
    1. ‘Next >’

  2. Configuration

    1. Decide if

      you want to enable Districts

      Districts should be enabled:

      1. Districts allow you to assign an application to a specific employee.

    2. Choose a

      Contact setup

      ‘Contact setup’.

    3. Choose a

      Parcel

      ‘Parcel Data

      Type

      Type’.

    4. Click

      "Next
    Step 3:
    1. ‘Next >’

  3. Default Location on Map

    1. Set how the maps look by default when an application uses a map data type:

      1. To set where the map should default: Zoom in on the map

        to where you want the default to beClick "Save Location"

        and click ‘Save Location’ under the map.

  4. Click

    "

    'Save & Exit

    "

    '.