Viewing Information Across Agencies

A multi-agency environment provides users the ability to view information across agencies in the following Civic Platform features:
  • Task dashboard
  • Related records
  • Record search
  • Inspection search

Configuration

These configuration instructions listed below assume that you have already configured your multi-agency environment as described in this chapter. To enable users to view information across agencies:

  • Configure all agencies in your multi-agency environment to use the new UI (these enhancements are not available in the legacy V360 user interface).
    • Set the ENABLE_80_UI standard choice value to YES in each agency. This adds the Switch to new UI link to the V360 console.
    • Users must select the Switch to new UI link in each agency comprising the multi-agency environment.

  • To display your agency code on record IDs in the tree view of the Related Records page, configure the existing standard choice RELATED_CAP_CONFIG as follows:

    Standard Choice Value Value Description Description
    DISPLAY_CONFIG $SERV_PROV_CODE$ Displays your agency code on record IDs in the tree view of the Related Records page in multi-agency environments.

  • To enable users to search for records and inspections across multiple agencies, add the Agency field to your records search form and your inspections search form as described below.

  • To enable users to search for records by status type across multiple agencies, add the Status Type field to your records search form and your inspections search form as described below.

To enable cross-agency records and inspections searches:

  1. Click to access the launchpad.
  2. Navigate to the Records or Inspections page.
  3. Click Search. The Records or Inspections Search page displays.
  4. Add the Agency and Status Type fields to your records search page:
    1. Click Menu > Edit View.
    2. For complete instructions see Working with Forms > Using the Edit View Feature.
      Note: Cross-agency searches are only supported for record and inspection searches. However when FID 8403-Multi Agency Switch is enabled, cross-agency search fields (Agency and Status Type) may display in search forms where cross agency searches are not supported, and will only return results from a single agency (the agency you are currently logged in to).