View information across agencies

A multi-agency environment provides users the ability to view information across agencies in the following Civic Platform features:

• Task dashboard
• Related records
• Record search
• Inspection search

Configure across agency viewing

These configuration instructions listed below assume that you have already configured your multi-agency environment. (See Multi-agency service management for more information.)

Things to do to enable users to view information across agencies:

• Configure all agencies in your multi-agency environment to use the Oxygen UI.

• To display your agency code on record IDs in the tree view of the Related records page, configure the existing standard choice RELATED_CAP_CONFIG as follows:

  Standard choice value	Value description	Description
  DISPLAY_CONFIG	$SERV_PROV_CODE$	Displays your agency code on record IDs in the tree view of the Related Records page in multi-agency environments.

• To enable users to search for records and inspections across multiple agencies, add the Agency field to your records search form and your inspections search form as described below.

• To enable users to search for records by status type across multiple agencies, add the Status type field to your records search form and your inspections search form as described below.

To enable cross-agency records and inspections searches

1. Select to access the launchpad.

2. Navigate to the Records or Inspections page.

3. Select Search.

4. Add the Agency and Status type fields to your records search page:

   1. Select Menu > Edit view.

   2. For complete instructions see Edit view feature.

      Cross-agency searches are only supported for record and inspection searches. However when FID 8403-Multi Agency Switch is enabled, cross-agency search fields (Agency and Status type) may display in search forms where cross agency searches are not supported and will only return results from a single agency (that is, the agency you are currently logged into).