This feature gives the Admin limited abilities to update and edit applications used by the Citizen/Users of MGO. Many tasks in this section may require MGO staff to assist or setup items before the Admin can work with them. Please note that the new Admin is still in Beta.

Get Started

Click the gear icon next to the application you want to edit.

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Overview Tab

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Edit the Name and/or Description of the Application

1. Click on the Name or Description at the top of this page.

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2. Edit the information in the text box. Click the Check button to accept the change or the X button to cancel change.

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Quick Edits

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1. To Activate this Application use the Toggle next to Activate.

2. Edit the Work Type by using the drop-down list.
   Note: If you need additional work types, contact SCPDC Support Staff.

3. Edit the CP Section

   1. This changes the section that this application will be on the Custom Portal (CP)

   2. Hidden will hide this Request (Application) from the Customer Portal.

      1. This feature is best used to deactivate an application.

   3. This is another option to soft deactivate the Request Type.

4. Edit Auto Accept by using the drop-down to select Yes or No.

5. Edit New/ATE

Address Options Tab

This section will allow the Admin User to toggle address options of the application.

“Default Address” Location Option - Enables the default address entry section for an online request.

“Survey Description” Location Option - Specialty address option consisting of unique fields that may/may not pertain to your implementation. Please connect with MGO Staff to acquire additional instruction. This option can either be used by itself, or in tandem with other address options.

No Location/Address - When using this option, you’d also disable “Default Address”. This combination of settings would make the online request no longer require an address to be entered.

City Required - Used in tandem with the default address option; can require that the “city” is filled in.

Zip Code Required - Used in tandem with the default address option; can require that the “Zip Code” is filled in.

Suite Number Required - Used in tandem with the “Use Suite Number” option being enabled; can require that the “Suite” is filled in.

State Required - Used in tandem with the default address option; can require that the “State” is filled in.

Use Suite Number - Used in tandem with the default address option, enables a “suite number” field to be included for entry.

Legal Description Location Option - Specialty address option consisting of unique fields that may/may not pertain to your implementation. Please connect with MGO Staff to acquire additional instruction. This option can either be used by itself, or in tandem with other address options.

Tax Map Location Option - Specialty address option consisting of unique fields that may/may not pertain to your implementation. Please connect with MGO Staff to acquire additional instruction. This option can either be used by itself, or in tandem with other address options.

File Upload Tab

This section will designate files for the Citizen-User to upload to the Application.

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Add a New File

1. Click the New+ button on the top left of the screen
   
   

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2. Fill out the Description, Comments, and add a Link. Then click Save.
   
   

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   Note: The Optional Link section will direct the Citizen-User to a new page, typically with a reference, document, or instructions for the required information.
   
   

3. This will give the Admin User a new section for documents to request from the Applicant.
   
   

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4. Click and drag the boxes to the right section of this page to have it show up in the Customer Portal Application process.

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5. Make a section Required during the application process by checking the right-hand box next to the desired section.
   
   

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6. Remove a section from the Customer Portal screen by clicking the Minus sign next to the section.

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Contact Types Tab

This section will allow the Admin-User to edit the Default Contacts for the Application.

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Edit the Contact Type Details

1. Click the Gear icon next to the contact name to edit its details.

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2. This new window has additional details for this contact type.
   
   

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3. Toggle options
   
   

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   1. Copy Applicant Contact Info - Gives the Citizen-User the option to Copy the contact information from the Applicant section of the Application.

   2. Contractor License Auto-Suggest

   3. Search Contractor Database - Allows the Citizen-User to search the Jurisdictions Contact Database to auto-fill information.

   4. Contractor Search Auto-Suggest

4. Required Fields

   1. Will make these fields required from the Citizen-User during the application process.

   2. Click “Check all” to mark all fields required during the application process.

Questionnaire

The Questionnaires for your Request Type should already have been created by MGO staff. This page will let you alter these to some degree.

Manage Questionnaires

This section will allow the Admin User to update key parts of the Questionnaire.

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Change Questionnaire Top-Level Information

Change the Name, Instructions, Link, Link Text

1. Click on the field to change.

2. Change the information.

3. Press Enter or click off of the field.

4. Edit other fields if necessary.

5. Press Save on the bottom right.

Associated - This will associate the Questionnaire to the current Request Type you are editing.

1. Click the checkbox next to the Questionnaire to associate so that the check mark appears in the box.
   
   

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2. Un-associate by clicking the check mark so that the box is empty.
   
   

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Edit a Questionnaire

This section will allow the Admin User to change the Questions associated to the Questionnaire.

Click the Gear icon next to the questionnaire to edit.

The Editing Page

The questions listed on the Right side of the page are currently on the Questionnaire.

The questions on the Left side of the page are not on the Questionnaire.

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To Manage Questions to a Questionnaire

Associate with the Questionnaire: Drag the desired question from the left of the right of the page to Associate them in the Questionnaire.

Remove from Questionnaire: Drag the desired question from right to left of the page to remove it from the Questionnaire.

Edit the Associated Question Fields

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Change the Question Properties - For the associated Questionnaire

1. Click the Gear icon to change the Name, Description (Hidden field), and Field Name Description.

Change the Question Properties - For the associated Questionnaire

1. Required - Make this question require an answer.

2. CP Hidden - Hide from the Customer Portal, applicants will NOT see this question.

3. Comment Dialog - Internal comments for Jurisdiction Users for this question.

4. Sort - Change the order of the Questions.

Save Changes

On the top right of this section, click Save to keep your changes.

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Create New Questionnaire

Click the Create New Questionnaire button.

This will create a new blank Questionnaire to edit.

Name - Required to create a new Questionnaire

Description - Short description of the Questionnaire. (Note - this description is not presented to the customer portal user and is simply an internal description if additional specification/identification is needed).

Instructions - Special instructions for the user when completing this Questionnaire.

Links - Include a link or website with information the user may need to complete the questionnaire

Link Text - Special instructions or information about the link above.