CivicPlus Community Development Integration

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SeeClickFix 311 CRM provides a hosted integration with the CivicPlus Community Development Code Enforcement Complaint module. This enables residents to submit all requests through SeeClickFix 311 CRM, with the request details automatically forwarded to Community Development's Code Enforcement software. This then allows both systems to communicate with each other, keeping residents informed about the latest updates.

This integration requires the Community Development Asset-Property-Parcel feature and SeeClickFix 311 CRM to be configured with the same source parcel data using a public ArcGIS feature layer (such as a REST API endpoint).

Features

Syncing Categories

  • Complaint Types from Community Development are automatically synced with SeeClickFix 311 CRM to create the correct request categories for residents to utilize to enter a request.

  • Within the Community Development system, the Complaint Type needs to be configured to "show in portal" to create the category in SeeClickFix 311 CRM.

  • There is no limit to the number of categories that need to be created.

  • This query runs on a schedule, syncing once every night, but can also be triggered on demand using the SeeClickFix 311 CRM internal system.

  • Community Development requires that there is a subtype for a Complaint to be submitted. Each Complaint type must have a subtype created in Community Development, which will be synced as a secondary question into SeeClickFix 311 CRM.

  • To reduce the chance of stalled integrated requests, it is recommended to enable the following category settings for each integration request category on SeeClickFix 311 CRM. This is due to the requirement of a parcel match within Community Development.

    • Reject Address Ranges

    • Reject Intersection Addresses

Syncing Questions & Answers

  • SeeClickFix 311 CRM automatically syncs subtypes from Community Development and creates secondary questions in SeeClickFix 311 CRM. One subtype is required for each Complaint Type. The customer organization needs to build this out in Community Development so that each Complaint Type has a Sub-Complaint Type and both are set to "Show on Portal."

  • Additional questions can be set up in SeeClickFix 311 CRM and sent to the Complaint description field in Community Development.

  • The query runs on a schedule, syncing once every night, but can also be triggered on demand using the SeeClickFix 311 CRM internal system.

  • If an integrated request is set up without a Secondary Question on SeeClickFix 311 CRM integrated into a Subtype on Community Development, the integration submission will fail.

Address Lookup

After a SeeClickFix 311 CRM request is completed, the integration will use the address the resident entered to perform a parcel lookup. When a parcel match is found, the request from SeeClickFix 311 CRM is connected to a parcel record in Community Development for easy lookup. If a parcel is unavailable, a complaint will not be created in Community Development.

Submitting Requests

Requests are entered on SeeClickFix 311 CRM, and integrated requests are automatically changed to acknowledge status with a comment to update the resident that the request has been received. These status comments can be customized.

Submitting Comments

  • Comments are sent to SeeClickFix 311 CRM automatically when status changes are made in Community Development complaints.

  • Customized messaging and status triggers are available.

  • Customized Compliant status in Community Development is also available.

  • Comments made on SeeClickFix 311 CRM without images will not push to Community Development, as Community Development does not have an area for those comments to go to.

  • It is not possible to send on-demand messages from the Community Development system into SeeClickFix 311 CRM. Instead, comments are automatically created in SeeClickFix 311 CRM based on predefined triggers set within the system.

Checking for Updates

SeeClickFix 311 CRM automatically checks the complaint in Community Development for any changes to the default polling schedule. This can also be triggered on demand at any time in SeeClickFix 311 CRM by clicking "Check Integration" on the request page.

When Community Development complaints are closed, SeeClickFix 311 CRM is automatically updated to close the request.

Importing Images

Images added to the SeeClickFix 311 CRM request will be added to the Documents tab in Community Development.


Troubleshooting

  1. Sign in to your site

  2. Navigate to your Integrations Settings page in the Organization Management area of SeeClickFix 311 CRM.

  3. Ensure that the endpoint and credentials are entered correctly.

  4. Confirm that the category and subtypes are set up correctly. To do this, go to the Request Category setting management page on SeeClickFix 311 CRM and at the same time, open up a separate window with Community Development Complaint Type Management and SubTypes.

  5. Ensure that the Community Development Complaint Type and Subtype match SeeClickFix 311 CRM with the same value codes in the Integration field on the SCF Category setting page.

  6. Confirm that the reject intersection and reject address ranges fields in the SCF category settings are enabled so that the integration has a better parcel match.