Sign in to your Civiture workspace with your own staff account. If you belong to more than one municipality, choose the organization you intend to work in before making changes.
Use the sidebar (link to section)
The workspace groups tools by the kind of work they support. Your permissions determine which tools and actions are available.
| Area | What you do there |
|---|---|
| Home | Return to your starting point for daily work. |
| Cases | Find submitted requests and complete case work. |
| Bookings | Review reservations and manage the facility catalogue. |
| Catalogue | Find services and open their drafts. |
| Service templates | Start a service from a reusable process. |
| Template library | Manage reusable document and email templates. |
| Audit log | Review recorded activity when your role permits it. |
| Settings | Manage the organization and staff settings available to you. |
Find a service (link to section)
Open Catalogue under Services to find a service. The service’s overview, builder, preview, review, and version history serve different parts of its lifecycle.
Use the builder to work on a draft. Use preview to experience that draft before asking someone to review or publish it.
Read The service builder for the relationship between a form and its route.
Find a case (link to section)
Open Cases under Work. Filter the list to narrow the requests you need to process, then open a case to see its details and available work.
A case is a submitted request, rather than a copy of the service draft you can edit. Follow Cases and tasks for day-to-day processing.
Keep the organization context in view (link to section)
Services, cases, templates, and staff access belong to an organization. Check the selected municipality before editing a service or changing access.
An option missing from your screen may reflect your permissions rather than a problem with the page. Ask an administrator to confirm the role you need.