Code enforcement lookup values

This lookup value refers to the status of a code enforcement request. Each status must be tied to one of the following process states: Open, Closed, or Converted. You can have multiple statuses tied to a single process state.

1. Click Case Request Status from the list of lookup values.
2. Click Add.
3. Select the appropriate State from the drop-down menu.
4. Enter the display name for the status in the Name field.
5. Use the Description field to describe the status.
6. Select the appropriate Status Type from the drop-down menu.
7. Ensure the Active box is checked to display the case request status in the list.
8. Repeat this process to add any additional case request statuses.
9. Click Save.
10. If you need to remove a case request status from the list, click the trash can icon ().

This lookup value refers to the status of a code enforcement case. Each status must be tied to a process state. You can have multiple statuses tied to a single process state.

1. Click Case Status from the list of lookup values.
2. Click Add.
3. Select the appropriate Process State from the drop-down menu.
4. Enter the display name for the status in the Name field.
5. Use the Description field to describe the status.
6. Ensure the Active box is checked to display the case status in the list.
7. Repeat this process to add any additional case statuses.
8. Click Save.
9. If you need to remove a case status from the list, click the trash can icon ().

This lookup value refers to the types of citations that can be associated with code enforcement cases.

1. Click Citation Type from the list of lookup values.
2. Click Add.
3. Enter the display name for the citation type in the Name field.
4. Use the Description field to describe the citation type.
5. Ensure the Active box is checked to display the citation type in the list.
6. Repeat this process to add any additional citation types.
7. Click Save.
8. If you need to remove a citation type from the list, click the trash can icon ().

This lookup value allows you to categorize different inspection actions under an inspection action group. Inspection action groups must be enabled while configuring your inspection type in order for this field to display on an inspection associated with a code enforcement case.

1. Click Inspection Action Group from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection action group in the Name field.
4. Use the Description field to describe the inspection action group.
5. Ensure the Active box is checked to display the record in the list of available inspection action groups.
6. Repeat this process to add any additional inspection action groups.
7. Click Save.
8. If you need to remove an inspection action group from the list, click the trash can icon ().

This lookup value refers to the inspection action's status on an inspection. Each status can be defined as an initial or complete status.

1. Click Inspection Action Status from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection action status in the Name field.
4. Use the Description field to describe the inspection action status.
5. Check Standard Status to include this status by default when adding an action to an inspection type.
6. Check the Initial box if this status should be an initial status for an inspection action. *Note: You can only have one Initial status.
7. Check the Complete box if this status should be indicative of a completed inspection action.
8. Check the Has Corrections Default box if this status should be the default status when a correction is added to an inspection action. *Note: You can only have one Has Corrections Default status.
9. Ensure the Active box is checked to display the record in the list of available inspection action statuses.
10. Repeat this process to add any additional inspection action statuses.
11. Click Save.
12. If you need to remove an inspection action status from the list, click the trash can icon ().

This lookup value refers to the levels, such as critical or minor, available to apply to corrections that are associated with inspection actions on an inspection.

1. Click Inspection Correction Level from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection correction level in the Name field.
4. Use the Description field to describe the inspection correction level.
5. Ensure the Active box is checked to display the record in the list of available inspection correction levels.
6. Repeat this process to add any additional inspection correction levels.
7. Click Save.
8. If you need to remove an inspection correction level from the list, click the trash can icon ().

This lookup value refers to the statuses available to apply to corrections that are associated with inspection actions on an inspection.

1. Click Inspection Correction Status from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection correction status in the Name field.
4. Use the Description field to describe the inspection correction status.
5. Check the Default box if this status should be the default display option for inspection corrections. *Note: You can only select one default status.
6. Ensure the Active box is checked to display the record in the list of available inspection correction statuses.
7. Repeat this process to add any additional inspection correction statuses.
8. Click Save.
9. If you need to remove an inspection correction status from the list, click the trash can icon ().

This lookup value refers to the reasons an inspection may be needed for a code enforcement case. These options will display when configuring an inspection type for the code enforcement module.

1. Click Inspection Reason from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection reason in the Name field.
4. Use the Description field to describe the inspection reason.
5. Ensure the Active box is checked to display the record in the list of available inspection reasons.
6. Repeat this process to add any additional inspection reasons.
7. Click Save.
8. If you need to remove an inspection reason from the list, click the trash can icon ().

This lookup value refers to the status of an inspection associated with a code enforcement case.

1. Click Inspection Status from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection status in the Name field.
4. Use the Description field to describe the inspection status.
5. Ensure the Active box is checked to display the record in the list of available inspection statuses.
6. Repeat this process to add any additional inspection statuses.
7. Click Save.
8. If you need to remove an inspection status from the list, click the trash can icon ().

This lookup value refers to the time options that will display when requesting and scheduling a time slot on an inspection associated with a code enforcement case.

1. Click Inspection Time Slot from the list of lookup values.
2. Click Add.
3. Enter the display name for the inspection time slot in the Name field.
4. Use the Description field to describe the inspection time slot.
5. Ensure the Active box is checked to display the record in the list of available inspection time slots.
6. Use the Display Order field to determine what order the time slots appear in the drop-down menu on an inspection.
7. Repeat this process to add any additional inspection time slots.
8. Click Save.
9. If you need to remove an inspection time slot from the list, click the trash can icon ().

This lookup value refers to the status of an item associated with a code enforcement case. Items may be added to a code enforcement case on an as needed basis.

1. Click Item Status from the list of lookup values.
2. Click Add.
3. Enter the display name for the item status in the Name field.
4. Use the Description field to describe the item status.
5. Ensure the Active box is checked to display the record in the list of available item statuses.
6. Repeat this process to add any additional item statuses.
7. Click Save.
8. If you need to remove an item status from the list, click the trash can icon ().

This lookup value refers to the types of liens that can be associated with a code enforcement case.

1. Click Lien Type from the list of lookup values.
2. Click Add.
3. Enter the display name for the lien type in the Name field.
4. Use the Description field to describe the lien type.
5. Ensure the Active box is checked to display the record in the list of available lien types.
6. Repeat this process to add any additional lien types.
7. Click Save.
8. If you need to remove a lien type from the list, click the trash can icon ().

This lookup value allows you to categorize different resource types under a resource class. Each resource class must be associated with one of four categories: Electrical, Mechanical, Plumbing, or Resources. *Note: There is not a way to add additional categories at this time.

1. Click Resource Class from the list of lookup values.
2. Click Add.
3. Enter the display name for the resource class in the Name field.
4. Use the Description field to describe the resource class.
5. Ensure the Active box is checked to display the record in the list of available resource classes.
6. Select the Category the resource class is associated with from the drop-down menu.
7. Click Save.
8. If you need to remove a resource class from the list, click the trash can icon ().

This lookup value refers to the resources that need to be tracked on a code enforcement case. Each resource type must be associated with a resource class. You will be able to set up each resource type with a specific charge amount and the date the charge goes into effect. There is also an option to bulk increase the charge rate by a percentage for all resource types.

Adding a resource type

1. Click Resource Type from the list of lookup values.
2. Click Create New.
3. Enter the display name for the resource type in the Name field.
4. Use the Description field to describe the resource type.
5. Select the resource class this resource type should be associated with in the Class drop-down menu.
6. Ensure the Active box is checked to display the record in the list of available resource types.
7. Begin typing or click the calendar icon () to input the Begin Date for the charge of the resource type.
8. Enter the Charge for this resource type.
9. Click Create.

10. Repeat this process to add any additional resource types.

Changing the charge for the resource type

1. Click the Resource Type from the list.
2. Click Add.
3. Begin typing or click the calendar icon () to select a Begin Date for this change to take effect.
4. Select the appropriate option:
   • New Amount: This option allows you to type in a new rate in the text field.
   • Increase Percentage: This option allows you to increase the current rate by a percentage.
   • Increment Current Amount By: This option will increase the current rate by a fixed amount.
5. Click Save.

Deleting a resource type

1. Click the Resource Type from the list.
2. Click the Delete button.
3. Click Delete Record.

Increasing the charge of all resource types by a percentage

1. Click the Bulk Charge Increase button at the bottom of the list of resource types.
2. Begin typing or click the calendar icon () to select a Begin Date for this change to take effect.
3. Use the Increase by Percentage field to enter the percentage at which to increase the charge for all resource types.
4. Click Save.

This Lookup Value refers to the status of individual workflow steps. When configuring the workflow step, you will be able to choose from the list of statuses created here.

1. Click Workflow Status from the list of lookup values.
2. Click Add.
3. Enter the display name for the workflow status in the Name field.
4. Use the Description field to describe the workflow status.
5. Ensure the Active box is checked to display the record in the list of available workflow statuses.
6. Repeat this process to add any additional workflow statuses.
7. Click Save.
8. If you need to remove a workflow status from the list, click the trash can icon ().