Show and create records on the map
With the map dashboard, you can see records in a geographical setting. You can also process records directly from a map.
Using the map dashboard, you can see and analyze Civic Platform records within the context of their geographic locations. When you select one or more map locations, the Show records option is available on the Action items menu and displays all records associated with the selected GIS feature, providing links to related transaction details.
Note: When you select a map location and only see the x and y coordinates instead of the context menu with the action items, make sure you select the appropriate map layer as Selectable on the Layers option
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To show records from a map
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Select the GIS object
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Select Show records from the Action items menu.
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Select a Record ID to open that associated record.
While working with map features, you can create records to be associated with your selected GIS objects. This allows you to visually confirm the geographic objects within your agency's jurisdiction that requires additional action and also allows you to bind GIS information with transactional records in Civic Platform. These records can be a permit application, work order, service request, asset condition assessment, and other record types supported in Civic Platform.
Note: The same Civic Platform user group permissions apply when creating a record from a map. For example, if you can create work orders and service requests in Civic Platform, then you can also create them from a map.
To create a new record
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For a single map feature:
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Select the GIS object.
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Select Create new record from the Action items menu.
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Select a record type and complete the Civic Platform intake form.
Notes:
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The intake form automatically displays GIS information from the selected GIS objects so that you do not need to enter the GIS information.
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Any reference information that already exists in Civic Platform such as the parcel information also automatically displays on the intake form.
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For multiple map features:
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Select the check box(es) of the GIS object(s) displayed on the Search results tab.
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From the Results tab, select Actions > Create a new record.
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Select a record type and complete the Civic Platform intake form.
Notes:
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The intake form automatically displays GIS information from the selected GIS objects so that you do not need to enter the GIS information.
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Any reference information that already exists in Civic Platform such as the parcel information also automatically displays on the intake form.
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Select the primary GIS object to attach to the new record.
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