Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

DM2: Manage Record Types and Uses

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Each Community Development module includes record types and uses that help organize records and support your organization's workflows. The videos in this guide show how to create, update, and manage record types and uses for each module.

Who can use this feature?

System Administrators | Container Administrators

Important Note:

If you do not have Container Administrator permissions in your system, you will not be able to complete the tasks in this guide. Please contact your administrator for assistance.

Database Management Training Videos

Each video focuses on a specific Community Development module and explains how to create, update, and manage record types and uses within that module. The videos also cover key Database Management settings and configuration options that support your organization's workflows and record management processes. Review the videos in order for a complete overview of Database Management, or select the modules that are relevant to your department's processes.

Permits Module

Parcels Module

Inspections Module

Violations Module

Complaints Module

Planning Zoning Module

Licenses Module

Utility Module