Manage attachments associated with a professional

Use the Documents tab on a licensed professional record to manage all associated attachments. For more information about working with attachments, see Look up people attachments to associate with records

Any attachment associated with a licensed professional record can be added to a record which is associated with that licensed professional. For more information, see Attachments.

Note: After you add a document from a licensed professional to one or more records, you cannot delete the documents from the Licensed professional page.

To download multiple documents, select the documents and select Manage documents > Download.

Note: Your agency administrator needs to configure the correct permissions to enable you to download multiple documents. Contact them with any questions about your permissions.

To print multiple documents, choose the documents and select Manage documents > Print.

Note: The Print option only displays if configured by your agency administrator.

If an external inspector uses Citizen Access to upload inspection results in the form of a CSV file, you can find that file in the Documents tab for the licensed professional associated with the inspector.

To update inspection results according to a CSV file

From the Licensed professional page, find and open the licensed professional you want to work with.
Select the Documents tab.
Select the CSV file that an external inspector uploaded and you have reviewed.
Select Result inspections.

Note: If the CSV file contains more than 200 inspections, Civic Platform automatically creates a batch job named Result inspection with CSV to handle the volume.

After the update process is complete, Civic Platform changes the document status of the CSV file to Executed. Citizen Access may display an announcement of the update completion to the external inspector if configured to do so. If any inspections fail to update, Civic Platform generates a log file that lists all the failed inspections.