Using the contextual side panel in License and Permit Administration

concept australia Updated Mar 12, 2026 1 min read psds-lpr-playbook-using-contextual-side-panel.md
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The contextual side panel provides you with the tools that can help you to research and resolve problems about your cases.

The contextual side panel in the Public Sector Workspace gives you access to information that can help you resolve license and permit request cases.

It includes a column of icons that you can select to access different types of information.

The following table shows you the tabs that you should see on the contextual side panel in the License and Permit Administration.

Field

Description

Record information icon [Omitted image "contextual-side-panel-record-info.png"] Alt text: Record information icon

Relevant information about a record. In License and Permit Administration, the ribbon displays the record information, constituent details, the case timeline, and the active and inactive service level agreements (SLAs). For more information on how to view information about the ribbon in playbooks, see Viewing the ribbon information in License and Permit Administration.

Activity stream icon [Omitted image "activity-stream-icon.png"] Alt text: Activity stream icon

Ability for you to communicate with requesters and make internal notes about the work that is done on a record.

Attachments icon ([Omitted image "attachments-icon.png"] Alt text: Attachments icon)

Ability for you to attach knowledge base content to a response to the requester in the activity stream.

Dynamic Related Records icon ([Omitted image "checklist-icon.png"] Alt text: Dynamic Related Records icon)

Related records in the contextual side panel that dynamically change based on the context of the current record or playbook activity.

Email template icon ([Omitted image "email-template-icon.png"] Alt text: Email template icon)

Reusable content for the subject line and message body of email notifications.

Template icon ([Omitted image "template-icon-2.png"] Alt text: Templates icon)

Standard content that is related to resolving the issue. To create a template, select the template icon [Omitted image "create-icon.png"] Alt text: Create template icon..

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