Create records
You can configure Citizen Access so your agency website provides public users with the service of creating records and paying their associated fees online. A record may include an application, case, license, permit, service request, and work order. After enabling modules for Citizen Access , you can define the types of records associated with the modules that you want to allow public users to create online in Citizen Access. You can also customize hyperlinks to provide quick access to the record creation page from other websites or other applications outside of Citizen Access. For information on how to customize hyperlinks to the record creation page, see URLs and deep links to Citizen Access pages.
Civic Platform provides a default, or standard method for creating records. Use this chapter with the Process records from to assist you with completing the required configurations for successful implementation. The required configuration includes reviewing implementation considerations and reviewing dependent configurations throughout the other areas of software. You must complete required configuration for creating records online: creating record types, configuring application-specific information, defining workflow, associating scripts, configuring comments, conditions and contact types, attaching documents, setting up fees and online payment processing methodology, and preparing the site.
If your agency has special needs, you may choose an alternative method to create records. This decision is dependent on the available modules for your agency, whether your agency provides services for multiple agencies, or if your agency requires the use of an amendment record or a record with multiple child records. For configuration details to implement an alternative process for multiple agency implementation, to incorporate amendment functionality, or to implement parent-child record creation, refer to Variations for creating records.
Populate people template fields using EMSE
You can configure a licensed professional people template to allow public users to select options from a drop-down list populated from configurations between Civic Platform and an external web service, then published to the people template field. This is accomplished through event manager and script engine (EMSE) and available in the application intake process where people template fields are available, such as a contractor section.
This feature is particularly useful for agencies that require the most current information about state or county requirements in the list. For example, in Salt Lake County, every electrical contractor must have a signing supervisor associated with the electrical license application. When this feature is enabled, an electrical contractor can apply for an electrical license in the city of Sugarhouse and select the most current supervisor names in Salt Lake County. Civic Platform calls the Salt Lake County web service using an EMSE script to gather the supervisor name data, then pre-loads this data in a Supervisor field in the licensed professional form for contractor selection online.
For more information, see “Populating Licensed Professional Template Fields Using EMSE” in the “People” chapter in the Accela Civic Platform Administrator Guide.