Configure record types in Civic Platform

You can add new record types to modules at any time. This section calls out the configurations within record type administration in Civic Platform that are specific to Citizen Access. This includes, how to define the record type alias, page flows, documents, and renewal information. This section also provides the complete instructions for the three major configuration areas in record type setup. For additional information about record type administration, see the Accela Civic Platform Administrator Guide.

When you create a new record type for Citizen Access, you must select the Create new record button for a module and complete the record type form. This form displays in a pop-up window where you can enter basic record type information. You can access additional record type configurations after saving the basic information.

You can view the record details by clicking on the record type name from the record type list. Access the additional record type configurations by selecting a configuration tab from the summary navigation panel. The Settings screen is used to configure additional record type features for the add-on products, like Citizen Access and Accela GIS. The Other associations screen is used to configure other related items to the record type, such as fee schedule, expiration code, application-specific information groups, or workflow. You can save and resume as you go, but you must review all three areas of configuration to ensure the record type is of proper configuration.

After the record type configurations are complete in AA Admin, you can define additional functionality including conditions and standard comments in other areas of the application. Refer to “Conditions” and “Standard Comments” respectively, in the Accela Civic Platform Administrator Guide.