View the summary page

You can view a customized Summary of a record as needed. Each section of the summary addresses an application area. Sections include a brief summary, field information, and a link that takes you to the associated area portlets in Civic Platform.

For a list of all the areas that you can configure to display on the Summary tab, see Record summary page sections.

The Summary is distinct from the Record summary. The Summary is a read-only summary of the record with links to relevant pages. The Record summary is an editable version of the application intake form. For information on working with the Record summary, see View or edit a record summary.

To view the Summary page

1. Find and open the record you want to view

2. Select the Summary tab.

3. Select any linked item to go to the associated area in Civic Platform.

   Note: Depending on administrator configuration, you might not be able to view all the different areas related to the selected record.