Add, edit, or remove an owner in an application
Each application can have one or more owners associated with it. You can manually add a new owner to an application. You can also select an existing owner from your reference database.
Civic Platform does not store new owners that you add to an application in your reference database. To add a new owner to your reference database, see Add a reference owner.
To add an owner to a building application
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On the desired page, find and open the desired record.
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Select the Owners tab.
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Select New.
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Complete the required fields and others as needed. See Owner list page fields for field definitions.
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Select Submit.
You can add an owner to an application by searching for an existing owner in your reference database.
To add an owner to an application
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On the desired page, find and open the desired record.
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Select the Owners tab.
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Select Look up and enter search criteria as appropriate to find the owner you want to add.
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Select Submit.
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Choose one or more owners, then select Select.
Notes:
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If the selected owner(s) have associated addresses, parcels, structures, or establishments, the associated data may auto-populate to the relevant fields or it may display in a selection form, depending on how your agency configured the process.
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If there are no associated objects, you can add them manually.
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If an associated data list displays, select the data you want to add to the application, then select Select.
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Select Submit.
After you look up a reference owner, you can view a list of associated applications for the owner.
To view applications associated with a reference owner
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Find and open the desired owner. See Find a reference owner for more information.
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Select the Record list tab.
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To view or update application details, select the link to the application that you want to view.
After you add an owner to a record, you can edit the owner details as needed to correct mistakes or complete partial information.
Note: When you edit owner data on a record, your changes do not replicate to the owner record in your reference database, nor do they replicate to any other records with the same owner. Your changes only affect the current record.
To edit owner data on an application
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On the desired page, find and open the desired record.
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Select the Owners tab.
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In the Name column, select the link to the owner that you want to edit.
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Edit the fields as needed.
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Select Submit to save your changes.
You can remove an owner from an application as needed. Removal of an owner from an application does not delete the owner record from your reference database, nor does it affect other applications associated with the same owner.
To delete a owner from an application
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On the desired page, find and open the desired record.
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Select the Owners tab.
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Select each owner you want to delete.
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Select Delete.
Note: If the selected owner has any associated address, parcel, structure, or establishment records you may be prompted to select the data you want to remove.
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Select the data you want to remove from the record and then select Select.