Application Basics
By John and 1 other2 authors26 articles
- Best Practices for Public Data SharingUnderstanding Personal Identifiable Information (PII) and the risk of publishing email addresses and contact details in public records lists.
- Configuring your Organization SettingsLearn what's included on the Configuration Settings page and how to update the fields.
- Default Users: Admin AccessA user assigned as an Admin will have a comprehensive dashboard setup, giving them full control over the platform's configuration and day-to-day operations. View the Admin dashboard and features here.
- Default Users: Reviewer AccessA user assigned as a Reviewer will have a slightly different dashboard setup in order to fit their distinct needs and processes. View the Reviewer dashboard and features here.
- Default Users: Viewer AccessA user assigned as a Viewer has limited access, designed for users who need to view and access basic details or pull reports. View the Viewer dashboard and features here.
Application Details
Articles that cover everything to do with applications. Editing, terms, messaging, etc.
- Communication through Civic ReviewLearn about applicant message, approval conditions, and internal comments
- Fixing Out-of-Order Application Statuses in Civic ReviewA simple guide to reset and re-approve applications when statuses are confused after data migration or edits.
- How to Edit Permit NumbersCurrently permit numbers are randomly autogenerated within Civic Review, but you can edit them to standardize them with your specific numbering convention. Learn how below:
- Enter A Paper ApplicationHere's how to manually input the details from a paper application into a digital application in Civic Review
- Using the "Save Your Progress" Button When Filling Out an ApplicationLearn how the "save your progress" button works and how to use it
- Understanding the "Latest" TermLearn when Civic Review assigns new terms to applications and how to pull reports based on latest terms.
- How To Edit Applicant InformationApplicant's don't have access to edit or adjust their application after they submit, but you do!
- Searching for RecordsHow to find records using the search bar, filters, and wildcards
- Application and Term Dates in Civic ReviewLearn what each application and term date means so you can utilize them in reports and on certificates
- Resending Portal Access Links to ApplicantsHow to Help Applicants Access their Civic Review Applicant Portal
- Understanding Default and Secondary OrganizationsIf your review box isn't showing up, it may be that you're in the wrong organization. Learn about how to fix that here.
- Configuring Multiple Application ContactsHow to configure and manage contacts using the NEW multi-contact feature.
- What is the purpose of a pre-review?Learn about the Pre-Review portion of the application workflow
- Permit Notification RecipientsLearn which staff users are notified during various workflows and processes
- Overview of Application Approvals in Civic ReviewThis article walks through the basic approval/review workflow options within Civic Review.
- Closing or Archiving an ApplicationBecause Civic Review is a database, there's not a way to delete applications out of the system, but you can inactive or archive them. Here's how:
- Department ReviewsCalling all Reviewers!! Check out this high level overview of the department review process.
- Assigning Reviewing Departments to an ApplicationLearn how to add and remove reviewing departments to different applications.
- Troubleshooting Expired Invite LinksLearn how to access and activate your Civic Review account if you don't have access to the invite link.
- Managing Users and DepartmentsLearn how to add and remove users and departments within Civic Review
- Changing your Name or Email in Civic ReviewLearn how to update your name or email from within your Civic Review portal