Defining a review detail

You can define a review detail for an application type or for a specific milestone.

  1. Select Planning > Setup > Application Workflow.
  2. In the Application Types tree, browse to the review details for the correct application type or milestone.
  3. Click Add above the Review Detail Types grid.
  4. Provide a brief description of the review detail in the Description field.
  5. Specify the type of review for this review detail in the Review Type field.
  6. In the Name of Detail Page field, load the detail page that this detail will use.

    Click the popup button to the right of the Name of Detail Page field.

    • To use a new page, select Create New Page, click Next, and create your page in the Page Builder.
    • To use an existing page, select Use Existing Page, select the correct detail page from the Inspection Detail Types popup, and click Select.

    In the Name of Detail Page field, Infor Public Sector shows the detail that you either created or selected. After a page is displayed in this field, you can modify it by clicking the field's popup button again, selecting Edit Existing Page, and clicking Next. Infor Public Sector loads the detail page into the Page Editor where you can modify it. When you're finished, click Save.

  7. Specify the date members of your agency can start using the detail in the Effective Date field.
  8. Specify any other information about the review detail.
    • You can use the Add On Condition Formula field to specify a formula that calculates whether the review detail is added to the review. If the Add On Condition is satisfied or if no Add On Condition is specified, Infor Public Sector adds the detail.
    • You can also use the Display Order field to indicate the order in which the review detail should be displayed in relation to other review details.
  9. Click Save.
    Infor Public Sector shows the Access Group Name dialog box, which you ca use to indicate the name that you want Access Control to use for this detail. The name of the detail is displayed in the field by default.
  10. If you want, type a new name for the access control item in the Access Group Name field.
  11. Click Save.
    Infor Public Sector saves the review detail to the application type and shows it in the grid. The detail is also displayed in the grid for the Review node under the milestone the review type is associated with.
  12. When you're finished defining review details, click Close and set up access control for each detail.