Personal records in collections

Public users can create personal folders to organize and manage their records online using the collections feature. Citizen Access provides details about all the records grouped in the collection including an inspections summary and fees summary. The inspection summary provides the number of scheduled, rescheduled, approved, denied, pending and canceled inspections. The Fees summary includes the total amount of fees paid and total amount of fees due for all records in the collection.

Public users create a collection by navigating to a records list and marking check boxes next to the records they want to organize into a group. Then, they select the Add to collection link. Citizen Access displays a pop-up window where they can enter a name and description for the group. After the group is organized, they can view the summary information and manage the contents. They can also rename or delete the collection at any time. Public users can view their collections by selecting the Collections link at the top of any web page in Citizen Access.

This feature is useful for contractors who work on multiple projects. The contractor can create a folder for each project, manage the numerous permits associated with the project, and pay all associated fees online. A hospital can use this feature to help with organizing license renewals with professionals who work at their facility. The hospital administrator can create a folder to manage nurse licenses or physician licenses.

Administrators must customize the associated collection pages for this feature. Optionally, they can customize the headings and link labels associated with this feature. For example, your agency may want to change the link label from Collections to My projects.

To set up collections

  1. Verify General is active in the navigation panel.

  2. Go to the Pages area and expand the Collections folder.

  3. Customize the web pages associated with collections. For example, you can change the labels from Collections to My projects.

    • Collections management page

    • Collection detail page.

  4. Select Save.
  5. If necessary, change the link associated with this feature on a Welcome page.

    • Welcome registered page

  6. Select Save.