Adding a parent application

Parent-child relationships help your agency track complex applications that require multiple applications. A parent application is an application that contains other applications that may be required to complete work, such as a Full Permission application for a development that requires Rezoning and Subdivision planning applications. Using the Related Records tab, you can indicate that the current application is the parent of another application. If an application or case is related to the current application but not necessarily a child or parent to it, you can associate it with the current application using the Other Applications and Cases grid.

  1. Load the application you want in the Application InfoViewer.
  2. On the Related Records tab, under Parent Planning Applications, click Add above the grid.
  3. In the Parent A/P # field, specify the identification number for the application that will be the parent of the current application.
  4. Specify the capacity in which the application is related to the parent in the Capacity field.
  5. Type any additional information about this relationship in the Comments field.
  6. Click Save.
    Infor Public Sector links the applications, defining the application that you specified as the parent of the current application, and adds the parent application to the Parent Planning Application grid. The current application will also be displayed in the Child Planning Application grid in the parent application's record. In either of these grids, you can click the application's A/P # link to load it into its own Application InfoViewer.