Status checks

The status checks that you define for your application milestones can be shown in Rhythm for Civics. To show a status check, select the Show in Portal check box when editing the status check in Infor Public Sector.

You can also enter an alternate description of the status check under Portal Description. This description will be shown in the portal to help users understand what the status check is and how it can be satisfied. You can specify a static description, or you can use a formula to create a dynamic description that changes based on the criteria that you define.

To use a static status check description, select Text-Based from the Description Type field and enter your description in the HTML comments field below.

To use a status check description, select Formula-Based from the Description Type field and enter your formula in the Description Formula field.

In Rhythm for Civics, status checks are shown in the Needs Action section of the Instrument Detail widget. The widget shows a separate group box for each status check, with the portal description as the group box's title.

In addition, My Projects shows a count of pending tasks, which are uncompleted status checks, for each application. If you do not want to include a status check in this count, select the Exclude from Portal Pending Activities check box when editing the status check. This gives you the option of only counting status checks that the customer is responsible for completing, such as paying fees, and not counting status checks that the agency is responsible for.

This setting only affects the count of pending tasks in My Projects. The Instrument Detail widget still shows all status checks for which Show in Portal is selected.

Links to details

A special feature of status checks is that you can include links to detail pages in the Portal Description field. These links are shown in Rhythm for Civics, and can be used to open the specified details.

You can add a link to a detail page while editing a status check in Infor Public Sector. Select the link text in the Portal Description field and click Create a Link in the toolbar. For the URL, specify the moniker of the detail that you want to link to, preceded by a #, such as #InforClient.DtlApplet.AppDtl.

If you don't know the moniker of the detail, you can use Application Workflow to look it up. When you open an existing detail type, the moniker is displayed in the Name of Detail Page field.

You must also generate the detail in Rest Services to make it available in the portal site.

See Configuring details.