System settings for Rhythm for Civics

The Portal Setups tab of the Project System Setup form defines settings for project applications in Infor Rhythm for Civics.

There are five sub-tabs: Wizard, Instrument, Review, Inspection, and Planning Conditions.

Wizard tab

The Wizard tab defines settings for the wizards that help users in Rhythm for Civics determine which types of applications they must submit. In the Wizard Project Type field, specify the type of project application that will be created when users submit applications through the wizards. The project application serves as a container for the other applications.

Use the Choose Fields to Show in Wizard grid to specify the project information that you want to show in the card view in My Projects.

Instrument tab

Use the check boxes under Customer Details Options, Public Details Options, and Service Provider Details Options to specify the information that you want to show in the Instrument Detail widget. There are separate settings for customers, public users, and service providers so you can show different information depending on the user's role.

Use the remaining check boxes on the Instrument tab to select the related records that you want to show for project applications in the card view in My Projects. For example, you might want to show related planning and building applications, but not use applications. You can also indicate whether related records can be added or deleted in Rhythm for Civics.

Use the Choose Fields to Show in Project grid to select the application fields that you want to show in the card views. For each field in the grid, there are check boxes in these columns:

  • My Projects (As Parent Record): Indicates whether this field will be shown in My Projects when the application is the parent record.
  • My Projects (As Related Records): Indicates whether this field will be shown in My Projects when the application is a related record.
  • Lookup Records (Customer): Indicates whether this field will be shown in the lookup for users in the customer role.
  • Lookup Records (Public): Indicates whether this field will be shown in the lookup for users in the public role.
  • Lookup Records (Service Provider): Indicates whether this field will be shown in the lookup for users in the service provider role.

Review tab

Use the check boxes under Customer Details Options, Public Details Options, and Service Provider Details Options to specify the information that you want to show in the Review Detail widget.

Use the Choose Fields to Show in Case Reviews grid to select the fields that you want to show for reviews in the card view in My Assignments.

Inspection tab

Use the check boxes under Customer Details Options, Public Details Options, and Service Provider Details Options to specify the information that you want to show in the Inspection Detail widget.

Use the Choose Fields to Show in Case Inspections grid to select the fields that you want to show for inspections in the card view in My Assignments.

Planning Conditions tab

Use the check boxes under Customer Details Options and Public Details Options to specify the information that you want to show in the Planning Condition Detail widget.

See the Infor Rhythm for Civics Administration Guide for more information.