The "Public Portal" settings is where you will be able to setup the "Storefront" site that public applicants will go to in order to apply for permits and licenses. Please note that the Storefront site is very different than the employee site.
In order to access the Public Portal settings, click on the settings icon in the bottom left corner of the page and then select "Public Portal" at the top of the page.
Once you are in the Public Portal settings, you will have a few different options. This article will focus on the "Project Templates" settings.
The project template settings allows you to create specific yes and no questions that guides the applicant through the application process. Based on the questions you create, the applicant will know exactly what type of permit or license(s) they will need in order to complete their objective.
Creating a new project can be done in just a few steps. First, click the "Add New" button in the top right corner of the page. Now, enter the name of your project; the examples provided in the picture above may help the process. Once you have named and saved your project, you can disable or enable it by togging the on/off switch. If the project is off, applicants will not see it on the Storefront page. If you would like to put your projects in a specific order, click the three vertical dots to the left of the project name and drag to the desired spot. Clicking the the name will allow you to further customize the project.
- Cover Photo: The project cover photo should represent the project. Click on the "Choose File" button in order to upload a photo from local storage.
- Page Content: The page content is a great place to include additional information that will aid the applicant. Examples would be contact information, hours of operation for different departments, estimated follow up time, etc. The more information provided the to applicant, the better the experience is for both sides.
- Questionnaire: This feature allows you to create questions such as "is the construction cost over $1M?", "will the establishment be serving food and liquor" and "is the sewer line municipal or private?" Based on the applicants' answers, they will may be told that they will need an additional permit or license(s) that they may have not known about.
Let's create a question.
- First, click the "+ Add question" button and enter a question in the text box. Once you are finished, click the save button. If you would like to add more questions, simply follow the same steps until you have entered all your questions. If you have multiple questions created, you can customize the ordering by clicking the three vertical dots to the left of the question and dragging it to the desired spot. The edit and delete buttons are on the right side of the question.
- Now that you have added the questions, it's time to link which record type would be applicable based on the answers provided by the applicant. First, click the "+ Add record type" button and select a record type from the drop down menu. Please note that the record type needs to be published in order to be used in a project. Once you have saved the record type, click the "add condition" button. You can select a specific question from the drop down menu and then choose yes or no and save. If you would like to add multiple questions, simply follow the same steps until you have entered all the questions. At the top of the screen there is a "only show when" setting that has two options; "All" or "Any." If all of your questions and answers need to be met in order for the record type to be required, you will want to use the "All" option. If the record type is required if any condition is met, you can use the "Any" option. Questions can be removed by clicking the "x". You can remove a record type by clicking the "Remove" button in the top right corner.
You can add multiple record types to a project as well!