Configure GIS Data on a Case Template

The GIS Data sub panel requires more precise knowledge of the map. You can use map layers to display specific information from a map layer on a case's Summary page. For example, by selecting the PARCELS map layer and the OWNER_NAME field, you can make the name of the parcel owner appear on the summary page of any case based on this template.

PREREQUISITES:

  • The Business Case security function and its associated sub-functions must be selected for the security role you belong to. See Security Roles for more information.

To configure a map layer for the template:

  1. Click Template Setup on the PLL Admin menu and select Case Templates.

  1. Click Edit record next to an existing template.

NOTE: Search or filter the records on this panel to quickly find the one(s) you want. See Search and Filter Records for more information.

  1. When the Edit: Case Template panel opens, click GIS Data near the bottom of the panel.

The sub panel will display below the Edit: Case Template panel.

  1. Click Add in the right corner of the sub panel to begin configuring a map layer.

Two drop-down lists will display on the sub panel: Select Layer and Select Field. Two buttons, Add and Cancel, will also display.

  1. Select a map layer from the Select Layer drop-down list.

  1. Once you select a layer, the page will refresh and populate the Select Field drop-down list with all the fields associated to the layer you selected. Select a field from the list.

  1. Click Add to add the selected layer and field to the template.

  1. After you finish adding map layers, click Save on the Edit: Case Template panel.