1. New Planning Reports
Application Type Summary List
This is a summary report for Planning Tracking records. The report is defaulted to group the records by the Application Type.
This report will pull the following additional data for the records:

• All custom fields that are populated
• All Activities (NOTE: These are Activities entered in the Activities page ONLY)
• All Communications (NOTE: These are Communications sent through the Communications page ONLY)
• All Inspections
• All Workflow steps
• All Fees

Below is the methodology of what qualifies a record to be included:

• Only records in Planning Tracking
• Records that are not in the status of Void or Withdrawn
• Date range is determined by the date that the record was created

Assigned Active Case List
This report will provide a summary list of how many active records are assigned, and to whom. The subsequent pages will provide a high level overview of the records that are assigned to each individual. This report is defaulted to group the records by the assigned user
Below are the fields displayed for each assigned record:

• Record number
• Date assigned
• Application type
• Project name

Below is the methodology of what qualifies a record to be included:

• Must be active
• Must be in Planning Tracking
• Date range is determined by the date that the record was created
• Cannot be in any of these statuses:

                     o Void
                     o Withdrawn
                     o Expired
                     o Final Approval
                     o Final Denial
                     o Closed
Farm or Forest Use
This report will pull all records that have the “Farm or Forest Use” box checked. This will display all of the custom fields that are filled out.
Below is the methodology of what qualifies a record to be included:

• Farm or Forest Use box MUST be checked
• Must be active
• Date range is determined by the date the record was created

Planning Investigation Caseload
This report is automatically exported to Microsoft Excel. It provides a high level overview of all active planning investigation records.

Below are the fields displayed for each record:

• Record number
• Project name
• Description
• Site address
• Parcel number
• Status
• Opened date
• Expiry date
• Balance of fees
• Assigned user
• Date assigned

Below is the methodology of what qualifies a record to be included:

• Must be an Investigation
• Must be active
• The status cannot be in Void, Invalid, or Closed
• Date range is determined by the date the record was created
• Must be assigned to the user selected in the Assigned User parameter (All is an option as well)

Investigation Detail Report
This report will run for only one record entered as a parameter. It will show all of the custom fields that are populated. 

This report will pull the following additional data for the entered record:

• All custom fields that are populated
• All Activities (NOTE: These are Activities entered in the Activities page ONLY)
• All Communications (NOTE: These are Communications sent through the Communications page ONLY)
• All Inspections
• All Workflow steps
• All Fees

Below is the methodology of what qualifies a record to be included:

• Must be the record number that is entered in the parameter

2. Corrected Invoice 
The new version removes duplicate lines and corrects errors in the invoice fees total and balance due.

Along with the corrections 3 changes were made:

• In the header there is a new data item called ‘Invoice modified on:’ which has a date and time for the last action (voided fee item, a payment applied to a fee item or a voided payment applied to a fee item) that occurred on any fee item.
• The reason that a fee item was voided appears next to the voided fee item.
• The primary or first owner attached to the record appears on the invoice.

3. New ‘Inspection Calendar Block Out Dates’ and ‘Inspection Holiday Block Out Dates’ Report
Agencies will want to pull both this report and the “Inspection Calendar Block Out Dates” report when looking for holiday block outs as some holiday’s like New Years Eve are listed with Block Out instead of the holiday name and they will not show on the Holiday Block Out report.
 
4. Update ‘Inspection Results' report for email to attach All Record Contacts
The new version will now have all record contacts listed verses only able to select a single contact.

ePermitting has reorganized the following two important documents regarding browser settings and supported environments for the Civic Platform.  Both documents are available on the Kayako Knowledgebase.

1. Internet Explorer 11 Browser Settings – Click here to view
   Before: This document used to include some minimum hardware and software requirements plus a lot of unnecessary browser settings.
   After: It has been slimmed down to only include IE 11 settings for:
   1. Allowing pop-ups from Accela.
   2. Adding Accela to Trusted Sites.
   3. Enabling ActiveX controls for Voiding Payments.
2. Supported Environments – Click here to view
   Before: This document used to only include operating system and software requirements.
   After: We added minimum hardware requirements including processor, RAM, hard drive, and network.  This information comes directly from the 9.1.3 Accela Release Notes.

The CSV Export function in Accela allows you to export all the data that appears on the screen directly into an Excel spreadsheet. This export allows you to access large number of entries that would not all appear on the screen at one time in Excel for quicker searching and/or organization. 

For example:

• On an individual record that has a large number of fee items you could export the fees into Excel to easily see all the information without having to go to separate pages in Accela.
• In Point of Sale, you could dump all your point of sale transactions into a spreadsheet in order to hunt for a specific transaction.

To access the CSV Export function, all you need to do is hover over the Menu dropdown and select CSV Export.  

Your browser will then ask if you want to Open or Save the document. This will automatically open or save in an Excel spreadsheet.

Note: on some local networks, it will open in Notepad. If this happens you will need to work with your IT Department to change the default to Excel.

The CSV Export function is available on all list pages, including:

• • Alerts
• • Addresses
• • Contacts
• • Fees
• • Inspections
• • Parcels
• • Point of Sale
• • Records
• • Sets

Stacey Thias joined the ePermitting team in December 2017 as a systems implementation analyst. She is currently helping to implement Wasco and Wheeler counties with their go-live dates of February 2018.  

Before joining the ePermitting team, Stacey came from the Department of Consumer and Business Services’ Communications Section where she worked for more than 10 years, most recently as the agency’s web coordinator. She also worked on a variety of Web development projects and applications.  

Stacey lives in Keizer with her husband and their two children. In her spare time, Stacey enjoys traveling and hiking, basically anywhere that involves sunshine.

State Surcharge report: Permits get counted on this report when permit fees (not surcharge fees) are paid, voided, or refunded.   Permit types like the 1 & 2 Family Dwelling may have permit fees in each of the Structural, Mechanical, Electrical, and Plumbing categories; a permit fee assessed in a category will count as 1 permit (so you may have 4 “permits” counted for a single 1 & 2 Family Dwelling permit). Each  permit fee category that has a positive fee total counts as 1 permit in the permit count, while  negative fee totals (caused by refunds or voids) count as -1 in the permit count. In other words, if you take a permit payment in one month it will count as 1 permit and if you refund that same permit payment six months later it will count as -1 on your next report. Also, if you take partial permit payments each payment will count as a permit fee paid, so your permit count will be too high for each extra permit payment you record. 

Building Data Request report: This report looks for permits that have the status of “permit issued,” that also have a paid surcharge fee (looking for the surcharge fee weeds out the permits, like demolition permits, that are not covered by the building code and thus should not be included in the building data report). 

In summary, the big differences between the reports:

• The State Surcharge report includes permits that may not have been issued while the Building Data Request report only includes permits that have been issued. 
• The State Surcharge report calculates the surcharge owed by tallying paid building permit fees, so it counts permits that have paid building permit fees; the Building Data Report counts building permits by finding permits issued that include surcharge payments.

In addition: 

• Because permit fees that are “paid” with Credit Memo, Fee Waiver, or Write Offs do not implicate surcharge payments, these payment types do not trigger permit counts for the State Surcharge report; however, these “payment” types can result in valid permits, so they do get counted in the Building Data report. As an example, an issued plumbing permit that has its fees waived will not be counted on the State Surcharge report but it will appear on the Building Data report. 

Given all of this, when the mechanical, structural, plumbing, and electrical permit counts on the State Surcharge report are totaled for an entire year, the count is likely to be slightly higher than the permits issued count on the Building Data report for the entire year.