Local Residency Criteria can be an essential reporting tool for tracking data on your customer engagement. Local Resident Criteria are configured within the system when you need to distinguish between residents and non-residents during the Account creation process for staff and public Users.

Important Note:
Setting up Local Resident Criteria is not needed if you have purchased an ArcGIS integration.

Video Instruction

Please watch the video to learn about Account Creation and Residency Criteria. Once finished, review how to apply what you learned in the system before continuing to the next lesson, Organization Information, Policies, and Logo.

When to Use

Some example uses of Local Residency Criteria can include:

Different Rates for Facility Rentals and Programs
Membership pricing
Various other discounts and additional fees

How to Apply

While learning how to utilize Account Creation and Residency Criteria, you may experience areas where you have questions. If you have any questions or run into issues, please keep track of them so your CivicPlus representative may address them.

Please complete the following:

Create Internal/User accounts for staff and assign the appropriate staff members to the Administrator access group.
If you are currently Implementing your software, create Test public user accounts. You will want to add Test or Fake in the First or Last Name field to ensure that it is removable from the system at the end of the Implementation Project.
Determine how you wish to identify residents and non-residents in the system and enter it in the Local Resident Criteria Section if not using ArcGIS Integration.

If you do not plan on utilizing residency to determine the pricing of services, decide if you want to set up residency criteria for reporting purposes and inform your CivicPlus Representative.

FAQ

What are Local Residency Criteria?

Local Residency Criteria can be established in the Recreation Management system to distinguish between residents and non-residents during the account creation process for staff and public users. This can be done through Zip Codes, County Names, City Names and/or Street Addresses.

Is it necessary to set up Local Resident Criteria if I have ArcGIS integration?

No, setting up Local Resident Criteria is not needed if you have purchased an ArcGIS integration. Configuring the criteria within the Recreation Management system while using the ArcGIS integration will result in inaccurate residency status for users.

Do I need to set up residency criteria if I don't plan to use it for pricing?

If you do not plan on utilizing residency to determine pricing, you do not have to configure the criteria. However, setting this up can be helpful for reporting purposes such as how many residents utilize services compared to non-residents.

What if a member of the public does not have an email address or wish to provide one?

Customers who do not have an email address or wish to provide it to staff can still have their accounts made utilizing the “Limited Public User” option during account creation with staff. The “Limited Public User” setting is only available to Internal Staff. The public will not be able to see this setting.

Delete Local Resident Criteria

Instructions