System settings for Rhythm for Civics

The Portal Setups tab of the Case System Setup form defines settings for cases in Infor Rhythm for Civics.

See the Infor Rhythm for Civics User and Administration Library on docs.infor.com for more information.

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

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 cases in the card view in My Projects. For example, you might want to show related service requests, but not building applications.

Use the Choose Fields to Show in Code Enforcement grid to select the case 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 case is the parent record.
  • My Projects (As Related Records): Indicates whether this field will be shown in My Projects when the case is a related record.
  • Lookup Records (Customer): Indicates whether this field will be shown in the lookup for users in the customer role.
  • My Projects (As ParentLookup 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.

Hearing tab

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