Starting a case

  1. Select Code Enforcement > Case > Start Case.
  2. Specify the type of case you're starting in the Case Type field.
    If the specified case type has standard operating procedures written for it, you can click the Standard Operating Procedures button Standard Operating Procedures button to view that information.
  3. On the Sites tab, under Primary Site, provide information about the location of the violation.

    After a primary site is specified, you can click the Map Drawer button to view a map showing the site. See Map Drawer for Code Enforcement.

    • To enter a site manually: Enter an address, asset, parcel ID, or property ID. You can select a different site type from the Primary Site list. Note that assets can only be used as sites if the Enable Asset Sites check box is selected in Case System Setup.
    • To enter a site from a map: Click the Map Drawer button, select Show [Site Type], and click the site you want on the map. Infor Public Sector enters the correct site into the case.

    Any addresses, parcels, properties, or building assets that are linked to the case's primary site automatically are displayed under Linked Sites. (Buildings are the only assets that are displayed as linked sites.) Unlike associated sites, which are linked directly to a case, linked sites are linked to the primary site.

    Note: A case's linked sites only include sites that are associated with the primary site at the time that the primary site is specified. To maintain historical accuracy, any later changes are not reflected in the linked sites. For example, suppose the primary site is an address that has one linked parcel. If you later remove the link between the address and the parcel, the case's linked sites will still include the parcel.
  4. Under Associated Sites, enter any secondary or related sites for this case.
    Associated sites are addresses, assets, parcels, or properties that are related to the case in some way. For example, a case to remove graffiti might list neighboring homes as associated sites because they might be affected by the graffiti removal. Unlike linked sites, associated sites are linked to the current case only and not to the case's primary site. Follow these steps to associate a site.
    1. Click Add above the grid.
    2. Select Address, Asset, Parcel, or Property from the Site Type list.
    3. Specify the site ID in the appropriate field or fields.
    4. Click Select.
  5. On the Contacts tab, enter the primary contact for the case and any additional contacts.
    If the primary site is an address, parcel, or property, Infor Public Sector searches for any contacts who are current owners and automatically adds them to the case. If there is only one owner, that contact will be the primary contact on the case. If there is more than one current owner, the rules for selecting the primary contact depend on the type of site.

    For an address or property, the primary contact is selected randomly. For a parcel, the primary owner will be the primary contact. If a parcel has no primary owner, or more than one, the contact with the highest percentage owned will be the primary contact. If the primary contact can’t be determined based on the percentage owned, Infor Public Sector selects one at random. In each case, all other owners are added to the Other Contacts grid.

    Finally, if an address has no owners, Infor Public Sector searches for owners of any linked parcels. Similarly, if a parcel has no owners, Infor Public Sector searches for owners of any linked addresses. The owners of the linked parcels or addresses will be added as contacts following the rules stated above.
  6. If required, indicate which contact is the responsible account holder.
    If your agency is using CDR Billing, the responsible account holder is the contact who will be the responsible party for the associated account. Depending on the case type, you may be required to indicate which contact will be responsible for the account. Some case types always use the primary contact. If the case type allows another contact to be the account holder, Infor Public Sector shows a Resp Account Holder check box for the primary contact and each additional contact. You can then select the check box for the contact who will be responsible for the account.
  7. On the Case Information tab, enter information about the case.
    You can associate this case with a parent case. You can direct Infor Public Sector to halt any case that has the same primary location as the current case by selecting the appropriate check box under Applications Affected. You can provide a complete description of the violation in the Description of Case field. You can also attach files that are related to the case, such as photos of the violation.
    If your agency is tracking case details, Infor Public Sector also shows a details tab. Provide information according to your agency's policies.
  8. Click Save.

    Infor Public Sector saves the case and shows its case number and a message that the case has been added. You can click the Case # link to view and edit the case in the Case InfoViewer. It also shows any standard operating procedures for the case and a list of actions that you can perform by clicking a link. You can start a new case, either from scratch or with all the current case's information except its primary location. Follow the current instructions to start a new case. You can also pay any fees that were automatically added to the case or check the case's status.

    If your agency is using CDR Billing, the case will also be associated with a billing account. To associate an account, Infor Public Sector first searches for an existing account that matches the case information. If no existing account is found, Infor Public Sector creates a new one.