A new optional workflow email notification is now available for enhanced communication with your customers! For most Building workflows, under the Application Intake task, there is a new workflow status called Intake Requirements Needed. If this status is selected, an email will automatically be sent to the Applicant and any additional email recipients that you enter (an example of the email is shown below). The intent of this new status is to communicate more specifically to the applicant that additional intake requirements are needed before the application can be accepted and/or plan review can begin, as apart from using the Additional Info Needed status. The bonus part of this email is that it automatically includes the current balance on the record. Communicating additional requirements to the applicant, including paying outstanding plan review and/or other intake fees, is now made much easier with this simple status update. You can use this status at any time; no additional configuration is needed from our team.
Auto-issue of specific Building Module record types when the record is in a status of ‘Ready to Issue’ and customer pays fees online through ACA
When a building record is in a status of ‘Ready to Issue’ and the ACA customer pays all fees, the record will auto-issue and the customer will receive an email of the permit. Minimum requirements for this enhancement include that all invoiced fees are paid in full on the record (this means that no fees can remain in a status of ‘New’) and there is an owner indicated on the record. This is an optional feature and by default is ‘off’ for all agencies, unless requested. To request this feature be turned ‘on’, first complete the required submittal found here: http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/enable-auto-issuance-when-fees-paid-online and attach this submittal to a helpdesk ticket – submit to epermitshelp.BCD@dcbs.oregon.gov with a subject of Enable auto-issuance when fees paid online. The agency will select which of the available record types they would like to use this feature for through the submittal form.
Please be aware that this content is relevant at the time it is published, but as time goes on may become out-of-date. We will do our best to keep the content alive and relevant.
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