System settings for Rhythm for Civics

The Portal Setups tab of the Trade License System Setup form defines settings for trade licenses in Infor Rhythm for Civics.

There are three sub-tabs: Instrument, Review, and Inspection.

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 trade licenses in the card view in My Projects. For example, you might want to show related use applications, but not business license applications.

Use the Choose Fields to Show in Trade License grid to select the license 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 license is the parent record.
  • My Projects (As Related Records): Indicates whether this field will be shown in My Projects when the license 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 License 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 License Inspections grid to select the fields that you want to show for inspections in the card view in My Assignments.

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