Infor Public Sector Basics User Guide

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About this guide
Basic navigation
Buttons
Keyboard shortcuts
Popups
Searching for entries in a popup
Calculator popup
Order of operations in the calculator popup
Calendar popup
Multi-field popups
Tree popups
Lookups
Looking up records
Saving searches
Enhanced search
InfoViewers
Grids
Grid buttons
Adding records to a grid
Editing records in a grid
Deleting records from a grid
Sorting records in a grid
Filtering records in a grid
Reordering records in a grid
Personalizing grid columns
Exporting grid data
Pasting data into a grid
Trees
Comments
Comments toolbar buttons
Standard operating procedures
Accessibility features
Changing your password
My Infor
Dashboards
Displaying a My Infor item
Copying a My Infor item
Deleting a My Infor item
Ease of Use preferences
Feature toggles
Infor GIS preferences
Asset preferences
Setting Life History preferences
CDR preferences
Setting Work Management preferences
Setting Inventory preferences
My Infor items
My Infor Ad Hoc Reports items
Viewing and creating a My Infor ad hoc report
My Infor Asset Management items
My Infor Billing items
My Infor Cashiering items
My Infor CDR items
My Infor core CDR items
My Infor CDR.Building items
My Infor CDR.CodeEnforcement items
My Infor CDR.License items
My Infor CDR.Planning items
My Infor CDR.Project items
My Infor CDR.TradeLicense items
My Infor CDR.Use items
My Infor Batch Processing items
My Infor Messaging items
My Infor CRM items
My Infor Inventory items
My Infor MyAgency items
Setting URLs for MyAgency Items
My Infor Scheduling items
Contacts
Entering an existing contact
Creating contacts on the fly
Contact information records
Creating a contact information record
Addresses
Address types
Entering an existing address
Adding a new address
Linking addresses to parcels
Linking a parcel to an address
Recording an address lien
Recording an address notice
Associating a contact with an address
Associating assets with an address
Attachments
Adding a new attachment
Adding an existing attachment
Viewing attachments
Code definitions
Creating a code definition
Ad hoc reports
Creating an ad hoc report category
Creating an ad hoc report
Adding a filter to an ad hoc report
Adding an output column to an ad hoc report
Adding multiple filters or output columns to an ad hoc report
Changing an ad hoc report's category
Creating a copy of an ad hoc report
Viewing an ad hoc report query
Running an ad hoc report
Printing an ad hoc report
Knowledge base
Creating a knowledge base category
Creating a knowledge base entry
Map Browser
Map Browser toolbar buttons
Setting GIS preferences
Making the Map Browser your home page
Basic navigation
Street views
Working with map layers
Setting the active map layer
Selecting a map profile
Activating map features
Viewing GIS information
Working with routes
Routing for assignments without locations
Selecting map markers
Using the selection tool
Selecting records from the Contents tab
Selecting map features by polygon
Selecting map features by buffer
Using the measurement tool
Measuring the area of a polygon in the map
Measuring a linear distance in the map
Measuring a point location in the map
Searching in the map
Performing a basic search
Performing an advanced search
Searching in a map extent
Performing a GIS search
Working with queries in the map
Selecting map queries
Adding a SQL query
Adding an ad hoc report query
Setting access control for a map query
Defining a map symbol for a map query
Using date filtering in a map query
Removing queries
Working with annotations
Attribute inspector buttons
Filter buttons
Adding an annotation
Map Browser commands
Form codes
Core form codes
Asset form codes
Inventory form codes
Work Management form codes
Incident form codes
CDR common form codes
Building Permits form codes
Planning form codes
Project form codes
Code Enforcement form codes
License form codes
Trade License form codes
Use Permits form codes
Customer Service form codes
Cashiering form codes
Billing form codes
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