Analyze sets and fees

The Set analysis tab displays fee information for set member records. The fields list the set member records based on whether they have active conditions at Lock or Hold severity levels. Records with Lock or Hold conditions display in the Locked column. Records that do not have active conditions with locks display in the Not locked column.

You can easily determine the fee status for set of set record members using the Set analysis page. When you select the Set analysis tab, Civic Platform iterates through the set of sets members and displays financial data, including the total invoice balance and the total fees paid.

To view set analysis information

1. From the Sets page, select the Sets tab.

2. Open the set of sets for which you want to view set analysis.

3. Select the Set analysis tab.

4. Review the fields for the selected set of sets. See Set analysis field descriptions for field descriptions.

   Note: The field values in Set analysis field descriptions only display if configured by your agency. Contact your agency administrator with any questions.

The Fee analysis tab displays fees related to all the record set members in a set of sets. When you select the Fee analysis tab, Civic Platform iterates through the record set members and builds a grid displaying total record fees, payments, and balances due.

To view fee analysis information

1. From the Sets page, select the Sets tab.

2. Select the set of sets for which you want to view set analysis.

3. Select the Fee analysis tab.

4. Review the fields for the selected set of sets. For field descriptions, see Fee analysis fields.