NameEmailBadgeRank/Unit AccessActiveActions

Off: the workbook creates them itself, the way it always has, and cannot do recurring events. On: the assistant collects the details, asks the officer to confirm, and the server creates the records, which is also what the desktop app and any other Southern Software product would get.
NameAI Request TypePriority Applies ToPolicySourceActiveActions
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TitleTypeStatusChunksUploadedActions
TitleCategoryRoleSortSourceActiveActions

Partner agencies share CAD/RMS search results with your agency. Enter each partner's ORI code.

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These are the templates agencies copy from. Editing one raises its version and every agency holding an older copy is told an update is waiting. They choose whether to take it, so nothing you change here reaches an officer on its own. Retiring a template tells agencies it was withdrawn and leaves their existing copies working.
StateNameAI Request TypePriority VersionAgencies usingStatusActions
NameCodeORIState BillingExpiresActiveActions
TypeSubjectAgencySubmitted By PriorityStatusCreatedActions