Enabling Fee Estimation

For feature functionality, administrators must do the following: 1-Enable the related Function Identification (FID) numbers. 2- Predefine fee schedules with applicable fee items for application types. 3- Indicate which fields require user information so Civic Platform can generate fee item calculations. Administrators can define required fields for the following areas of the software:

  • Application-Specific Information groups

  • Application-Specific Information tables

  • Workflow Task-Specific Information groups

When an agency sets a field as required for fee calculation, Civic Platform displays the letter F beside the field.

To allow estimation of fees on partially completed applications

  1. Enable fee estimation for Application Type Categories.
    1. Open each application type for which you want to enable fee estimation.
    2. Select Enable Fee Estimation. You must select this option to enable Fee Estimation in Citizen Access.
    3. Verify a Fee Schedule.

      If your agency uses Citizen Access, you must define which fee items on the fee schedule display, are mandatory, and invoiced so they display for public users online. See Understanding Fee Items.

    4. Click Save.
  2. Define the required fields for fee calculation information in application-specific information groups:
    1. Define any fields you want to require user information with regard to fee calculations. For instructions, see Working with ASI Groups and Subgroups.
    2. In the Application Specific Information group, choose Yes in the Required field.
    3. In the Application Specific Information group, choose Yes in the Req for Fee Calc field.
  3. Define the required fields for fee calculation information in application-specific information tables:
    1. Set up the table for which you want to make information required for fee calculations. For instructions, see Creating ASI Lookup Tables.
    2. For each column of the Application Specific Information table that you want to require, choose Yes in the Required field.
    3. For each column of the Application Specific Information table that you want to require for fee calculation, choose Yes in the Req for Fee Calc field.
  4. Define the required fields for fee calculation information in workflow tasks:
    1. Set up the workflow task-specific subgroup whose fields you want to make required for fee calculations. For instructions, see Creating Task Statuses.
    2. For each field of the workflow task that you want to require, choose Yes in the Required field.
    3. For each field of the workflow task that you want to require for fee calculation, choose Yes in the Req for Fee Calc field.
    4. Save your changes.