View information across agencies

Cross-agency task dashboard

The task dashboard supports multiple agency environments and enables super agency users to view tasks that originate from the various child agencies with which they work.

You can toggle between the agency tabs at the top of the page to view the tasks assigned to them from different agencies. The agency tabs display the number of tasks assigned to whomever is logged into Civic Platform at that time. This enables you to easily identify and navigate to the agencies where you have tasks to perform. This feature requires no configuration.

Cross-agency related records

Civic Platform allows you to view related records across multiple agencies in both list view and tree view.

Cross-agency record search

Civic Platform provides the ability to search for records across multiple agencies. Users can also search for specific record types and record status types across agencies.

Note: User access to records from other agencies depends on delegate user settings for the agency where the record was created. If you receive error messages when attempting to open cross-agency records, contact your agency administrator.

To search for records across multiple agencies

From the launchpad, open the Records page
Select Search.
From the Menu > Edit View page, add the Agency field, Record type field and/or the Status type field to your records search page. See Edit view feature for more information on editing the search view.
Select the agency you want to search within. You can select multiple agencies by pressing the Ctrl key while making your selections.

Note: If you do not make a selection, Civic Platform searches across all agencies in your multi-agency environment.
Select the record type you want to search within. The record type menu will display all record types for all agencies a delegate user has access to.
Select the status type you want to search for.
Enter any additional search criteria and select Submit. Civic Platform returns a list of records for the selected agencies and status types.

Note: Cross-agency searches are only supported for record and inspection searches. However when configured by your agency, 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 (the agency you are currently logged in to).

The records search page now includes an Agency column, so that you can sort records by agency. The Agency column only displays in multi-agency environments when configured by your agency.

Cross-agency inspection search

Civic Platform allows you to search for inspections across multiple agencies. You’ll need to add the Agency field to your Inspections Search page to enable this functionality. See Cross-agency record search for more information.

The Agency column allows you to sort inspections by agency. You can select multiple agencies in the Agency search field by pressing the Ctrl key while making your selections – or leave the Agency field blank to search across all agencies. The Agency field is only available in multi-agency environments and is not available in single-agency environments.