Requirements
- Jeremy Breaux (Unlicensed)
- Jared Fontenot
This page will allow Admin users to edit configurations of MGO Project Type Requirements.
MGO Project Types examples: Permitting, Planning & Zoning, Code Enforcement
Navigate to the Requirements page by expanding Requirements/Workflows on the left sidebar
Definitions
Category - This is the highest part of the project and is often found on your Jurisdiction user home page on the left sidebar. // I dont think this is the correct wording for this? //
Project Type - This is the MGO Project Type, second to the category.
Requirements - These are the requirement lists used in the MGO Projects and work as checklists for the individual project.
To get started
Select your jurisdiction
Select the project type to edit
The Categories and requirements for that project type will be listed
Create a New Category
On the top right side of the Requirements page, click the +New button
Enter the Name of the Category you want to create in the new text box.
Click Save New Category button on on the top right of the page.
Confirm the new Category was created by scrolling down the page to find it.
The Categories should be in alphabetical order.
Show Disabled Categories
Navigate to the top of the Requirements page
Click the toggle to turn on Show Disabled Categories.
This is the same process for Show Disabled Requirements.
Disable Categories
Navigate to the Category you would like to disable
Click the toggle to the left of the category name.
The category may disappear and you will get the below confirmation box on the top right of the page.
How to Enable disabled Categories
At the top of the Requirements page, toggle on Show Disabled Categories.
Navigate to the category you want to enable.
Disabled categories are in red.
Toggle it on and you will see the Success confirmation popup on the top right of the screen.
Navigate to the Category to confirm it is now enabled.
Change Name of the Requirements
On the Requirements page, Navigate to the Category to edit.
Select the Pencil icon to the left of the Category name.
Change the name in the text box.
To Accept the new name you can press Enter or click the checkmark. To cancel the new name, click the X.
Create and Edit New Requirement
Most Admin Tool users will not need to create a new category from scratch, please contact customer support if it is your first time doing this process. There are parts of the requirement that may be needed but will need to be created by MGO staff.
IMPORTANT NOTE REGARDING AUTO-COMPLETION OF REQUIREMENTS
Please note that all requirements that are to auto-complete must be updated by MGO staff after their creation. The requirements will not auto-complete themselves automatically per the description having “auto”; special configuration must be established before they can be used within workflows.
Create a New Requirement
Navigate to the desired Category.
Click the +New button next to the category name.
Enter the name of the requirement being created.
Edit an existing Requirement
Navigate to the desired Requirement.
Click the Gear icon next to that requirement.
Deactivate, or Reactivate, a Requirement
Navigate to the Requirement, then click the gear icon to edit it.
On the top right of this page, use the Toggle next to Active to disable/enable the Requirement.
NOTE - Requirements that will be disabled MUST be removed from all workflows where they are present first to avoid any issues.
Set Project Status on Completion.
This will automatically change the status of the Project upon completing this requirement.
Assign to User Group.
This User Group will be automatically assigned to this requirement.
Email Document on Completion.
Automatically send an email to when this requirement status is set to Complete. These are commonly form letters created by MGO staff.
Custom Path - This feature allows you to use a document not currently setup in MGO.
Emailed Document Custom Description.
Custom Document Path. Copy and paste the path of the document here.
Contacts being Emailed Document. This is typically assigned to the Customer and then others if needed.
User Groups Being Emailed Document.
External Emails Being Emailed Document.
Manually Enter email addresses that are not in the above options.
Contact(s) to Receive Completion Notification.
Form Letter to Save On Completion. Form letters are created by MGO Staff, if you need a new one created then please contact Customer Support.
Hide in Customer Portal. This will prevent the customer from seeing this requirement in their customer portal. This option is commonly used for requirements that need Jurisdiction action to complete.
Hide in Queue. This will hide the requirement from all queues. This option is commonly used for Automated requirements.
Set Dates on Completion.
This will Automatically set Issuance/Expiration Date.
Requirement Checklist Items+
Configure a list of checklist items that can be required/optional check-off items for a requirement.
