Code Enforcement

Basics, Tips, and Preferences

Case View Dashboard Overview

Add New Case

Code Enforcement Menu Bar, Create New Case

1. In the sub-menu, click New Case.

2. Fill out the case information. This can be changed later if necessary.

3. Click the Create button at the top-right of the screen. This will enter the case into iWorq and a case # will be generated.

The Case Information Window Overview

The Case Information Window Details

Expand the button section for more details

Allows you to link a property to the case.

1. In the case window, click on Property in the side menu.

2. Use the Field options to find the property or use the orange +Add New Property to add a new property.

3. Select the check box on the left side of the property you would like to link to the case.

4. You can add additional properties using the Add Add'l Properties button in the side menu of the case window.

screenshot of the add property side menu button

screenshot of the property search window

Allows you to link additional properties to the case.

1. In the case window, click on Add Add'l Property in the side menu.

2. Use the Field options to find the property or use the orange +Add New Property to add a new property.

3. Select the check box on the left side of the property you would like to link to the case.

4. The Case view will now display the added properties under the Linked Properties section.

Code Enforcement Add Additional Property Sidebar menu

Advanced Search

1. Click the Advanced Search button in the sub-menu

Advanced Search allows the user to search by any fields in the application.

2. Enter the desired search parameters and click Search

3. Searches can be saved for later ease of access. To save a search, click the Save Search

4. Enter a Saved Search Name and click Save Search

View Saved Searches

There are two methods to open a saved search:

Method 1

1. Click on the Open Saved Search button in the sub-menu

2. Select the saved search from the drop-down menu and click Open

3. The user can also edit the search parameters of the saved search by clicking Edit

4. Saved searches can also be removed by clicking the Delete button.

Method 2

Alternatively, you can select the saved search from the Select View drop-down menu in the upper right-hand corner of the Case View table

Saved searches can also be used when creating reports.

Code Enforcement Select View button, view saved search

Side Menu Bar Overview

Located on the right-hand side of the "Case View" dashboard screen

The side menu allows you to:

Save selected cases,
Edit selected cases,
Create multiple letters and multiple fees
View Settings
Customize dashboard preferences
Print Information.

Save Selected:

This is another location where saved searches can be created.

1. Check the boxes to the left of the cases that you are wanting to group together in a saved search.

2. Select “Save Selected” from the side bar menu.

Save Selected on the Code Enforcement Side Menu Bar

3. A popup window will open where you can name the saved search and then press “Save Selected"

Edit Selected

Edit Selected allows you to edit multiple cases.

1. Check the boxes to the left of the cases that you are wanting to group edit.

2. Select Edit Selected.

3. A page will open where you can select what fields need to be edited, then press Next.

4. Another window will open to input the desired edits, then press Edit Selected.

5. An alert will pop up that you must read, and press Continue to complete this request.

1. Check all the boxes to the left of the case that you need to edit.

2. Select Edit Selected from the Side menu.

Edit Selected on the Code Enforcement Side Menu Bar

3. A popup screen will appear where you can select just the selected cases or all the cases on the page. Then press NEXT.

4. Then a new popup window will open where you can select the field for what needs to be edited. Then press NEXT.

5. Another popup window will open where you can select what field you selected to be changed to from the drop-down menu.

Then press Edit Selected.

6. Then an alert will pop that you must read, and press continue to complete this request.

Multiple Letters and Inspections

Multiple Letters: allows you to link one letter to multiple cases at once.

Multiple Fees: allows you to link one fee to multiple cases at once.

Preferences

This is where you can set preferences on what fields you would like to see on the case view page, change page size and color, etc.

1. To customize the display of the Code Enforcement application, click the Preferences button within the side menu.

Preferences on the Code Enforcement Side Menu Bar

2. In the Code Preferences window, select which fields to display in the Code View table (this does not remove a field from the application and fields can still be viewed in the Permit Information window if unchecked in the Preferences window).

3. Select the number of lines displayed on each page as well as the size the information is displayed at.