Adding a New Professional from the Record Detail Portlet

You can add new professionals to a Record via the Professionals tab of the Record detail portlet. Keep in mind, however, that Accela Civic Platform does not store professionals added from this location in the reference database. To add a new professional to your reference database, see Adding a Reference Professional.

To add a new professional to a Record

  1. Navigate to the Records portlet.

    Civic Platform displays a list of records.

  2. Use search to locate and select the record you want to work with.

    Civic Platform displays the record detail portlet.

  3. Click the Professionals tab in the Record detail portlet.

    Civic Platform lists any existing professionals already added to the record.

  4. Click New.

  5. Complete the fields with available data. See Professional Detail Fields for field definitions.

  6. Click Submit.