Create and administer set of sets
You can create a set of sets by combining record sets, enabling you to use batch processing for multiple record sets.
You can also analyze sets and fees (see Analyze sets and fees) and process payments (see Process payments).
Examples:
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You can identify and pay unpaid invoiced fee items for multiple record sets simultaneously.
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You may want to combine record sets related to a particular building or development project, providing a convenient method for analyzing and processing records, calculating total job values, assessing and verifying fees, and processing fee payments.
Note: Your agency administrator must configure the sets of sets feature in order to use this feature. Please refer to your agency administrator with any questions.
Create
a set of sets
Create a set of sets to analyze record set information for multiple Record sets, including reviewing fees assessed and making payments.
To create a set of sets
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From the Sets page, select the Sets tab.
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Select New.
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Complete the required fields and others as needed:
Field name Action Set ID Civic Platform automatically generates a code for the set of sets. If you want to change the ID, enter a unique alphanumeric abbreviation. Set name Enter a name that identifies the set of sets. If you enter an existing name, Civic Platform displays a warning message. Comment Enter any comments that identify the set of sets or explain its purpose. -
Select Submit.
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Select the Set member tab on the Set of sets detail page.
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Select Look Up.
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Complete the fields in the Record Set search page and select Submit.
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Select the set that you want to add to the set of sets and select Submit.
Delete
a set of sets
Delete a set of sets as needed. When you delete a set of sets, you simply remove record set member associations you do not delete record sets.
To delete a set of sets
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From the Sets page, select the Sets tab.
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Select the sets of sets that you want to delete and select Delete.
Associate
a record with a set of sets
Associate record sets with a set of sets based on your agency’s needs. You may want to associate record sets related to a similar building or a development project.
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From the Sets page, select the Sets tab.
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Select the set of sets to which you want to add set members.
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Select the Set member tab.
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Select Look up.
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Complete the fields in the Record Set search page and select Submit.
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Select the sets that you want to add to the set of sets and select Submit.
View
set of sets members
You can view set member records and record details using the Set Member tab.
To view record set members
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From the Sets page, select the Sets tab.
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Select the set of sets for which you want to view set members.
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Select the Set member tab.
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To view record details for a particular set, select a set ID.
Remove
a record set from a set of sets
You can remove a record set from a set of sets as needed. Removal of a record set from a set of sets simply dissolves the association between the record set and the set of sets. the record set remains intact.
To remove a record set from a set of sets
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From the Sets page, select the Sets tab.
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Select the Set member tab on the set of sets detail page.
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Select the record set that you want to remove from the associated set of sets and select Delete.
See also