Category: OSM Changes - OREGON EPERMITTING

Online Application Licensed Professional Requirement Corrections – Driveway & Signs

12/18/2024

The permit types that are available to public users when they are creating an online Building application is dependent on the licensed professional (LP) requirements that are configured in Accela, as well as the license associated to their public user account. The ePermitting team found that Driveway, Commercial Sign, and Residential Sign permit type LP requirements were incorrect. The following corrections have been made across all jurisdictions.
Note: no changes were made to how these permit types function in the back office.

Driveway
- Record Type = Building/Driveway/Access/Comprehensive
- Previous LP requirement = none
- New LP requirement = CCB or Engineer

Commercial Sign
- Record Type = Building/Commercial/Sign/Comprehensive
- Previous LP requirement = (PB) Plumbing Contractor
- New LP requirement = CCB

Residential Sign
- Record Type = Building/Residential/Sign/Comprehensive
- Previous LP requirement = none
- Less than 20 Residential Sign records were ever submitted online across all jurisdictions, so we made the decision to remove the ability to apply online for this permit type across all jurisdictions.

OSM Model Changes From the Last Few Months

12/18/2024

Building module: Originally, the Additional Energy Measures were recorded in the workflow TSI (task specific info). Going forward, the additional energy measures will be recorded in the 'Residential 1 & 2 Family Dwelling' custom fields tab. It will be available to both back office users and ACA customers to add at application as well. (8/20/24)
Building and Onsite Modules: The following workflows now have the "Task Activation" button available. This also allows users to select active/required parallel review tasks after application intake.
- Commercial Electrical
- Commercial Mechanical
- Commercial Plumbing
- Disaster Relief
- Onsite Authorization
- Onsite Site Evaluation
- Onsite Permit
- Onsite Variance
(9/17/24)
Building Module: Update the associated inspection group for Residential/Dwelling Fire Sprinkler System/Standalone from RES STRUCT to FIRE. (10/10/24)
All Modules: Update workflow email functionality to automatically "check" the applicant for the "Permit Issued" status so that an email goes out to them. (10/30/24)

OSM Model Changes From the Last Few Months

8/19/2024

All Modules - After the upgrade we discovered some issues with some of the Workflow TSI (task specific information) for some tasks, which caused some forms to stretch , making it difficult to see all of the fields on the form. We've updated all of the forms to the new designer for all OSM agencies and that has remedied the issue. (6/13/24)
Public Works Module: Public Works Enhancement for Tracking Stormwater - see article (6/25/24)
Planning Module: The "Planning Application Activity" report was missing the dropdown parameter values for a few agencies. This has been corrected for all agencies. (6/25/24)
Building Module: A new inspection type named, "2930 Mechanical Minor Labels" was added. (6/27/24)
Code Compliance Module: A new inspection type named Citation was added to the Code Compliance module. (7/2/24)
Building Module: The following inspection types were disabled:
- 1712 Fire Sprinkler Underground
- 1714 Fire Sprinkler Rough
- 1720 Fire Sprinkler Final
- 1730 Fire Alarm
- 1745 Fire Sprinkler Hydro Test
- 1990 Final Inspection - LDC
(7/2/24)
All Modules: Customize the invoice report to include payment directions - see article. (7/3/24)
Planning Module: The Planning Permit Placard is a new report in the Planning module that can be generated from the Record Summary tab and printed or emailed to the customer to post at the job site. It is almost a mirror of the Building Permit Placard except is dependent from workflow task "Staff Report/Decision" and status "Final Approval". The "Planning Authority" comes from the staff who updated the Final Approval status. Issued date is when the status was updated. Also includes the "Application Type" dropdown value and "Description of work". See attached example. (7/15/24)
All Modules: The "Comprehensive Invoices for Set" report can now be generated from a Set. First, select a Set Type. There is a new Set Type called "Set Payment" that is now available, or any of the other Set Types will also work. Then navigate to the Set Member tab > select any record > hover over Reports > select "Comprehensive Invoices for Set." (7/16/24)
Onsite Module: The Onsite Authorization Letter Notice report now dynamically displays the title for the Conditions section. If the status is Denied, the title will display, "Conditions of denial" and if the status is anything else, it will display, "Conditions of approval". (8/14/24)

Workflow Forms Reformatted for All OSM Agencies

6/18/2024

Following the Accela upgrade several users noted some changes in the task specific information forms (TSI) associated to some workflow tasks. In some cases, fields were squished, and in others the form would be extremely stretched to the point that users could not see all of the fields on the form. Strangely, this issue was not consistent across all workflow tasks or even across all agencies. We have submitted a ticket to Accela to help identify what caused the issue. In the meantime, we have reformatted all forms using the new designer which should alleviate the scrolling issues.

Contact Information per Module in Oregon Inspector App Now Available

6/18/2024

A new enhancement was just released by our app developer so that we can customize the contact information at the top of the Inspection Summary Report that's generated from the Oregon Inspector App (OIA). Previously, we could only configure one set of contact information that displayed across all modules for an agency. If you would like the module contact information to be customized for each module of your agency, please submit a ticket to the ePermitting Team by emailing [email protected]. Be sure to include which modules should be customized and the appropriate contact details.

Inquiry Record Type - ACA Searchable

6/18/2024

The Inquiry record type for Building can now be available to be searchable on ACA. If you would like us to turn this optional functionally on and allow the Inquiry record type to be search on ACA, please submit a help desk ticket request – submit to [email protected].

OSM Model Changes From the Last Few Months

6/17/2024

Code Compliance Module: "Violation Letter" was added as a new Document Type for the new Code Compliance module. (2/5/24)
Code Compliance Module: A new Code Compliance fee schedule was added for the new CodeCompliance module. The new fee schedule is the default for the Code Inquiry and Code Investigation record types. If your jurisdiction is using the new CodeCompliance module and have code related fees that are not in this new fee schedule, please submit a ticket by emailing [email protected] and our team will populate this fee schedule for you. (2/6/24)
Onsite Module: The workflow for Onsite Authorization, Onsite Site Evaluation, and Onsite Permit were corrected so that when the task = Planning Review or Septic Review and the status = Approved or Approved with Conditions, the overall application status will change to In Review. Previously, these status updates would not change the overall application status, causing some confusion. The workflows also now match Building workflows in this same scenario. (2/6/24)
Onsite Module: The newly required fields for Onsite online applications have been modified for Onsite Permits. Previously, Number of Bedrooms, Number of Employees, and Number of Seating were only required when Type of Application was Construction Permit. Now those fields will be required if the Type of Application is any of these values (depending on whether it is Commercial or Residential):

Alteration (Major) - Commercial/Residential
Alteration (Minor) - Commercial/Residential
Repair (Major) - Commercial/Residential
Repair (Minor) - Commercial/Residential
(2/8/24)
Onsite Module: A fix was put in place for Onsite Annual Inspection Reports that were submitted without being associated to the Master Service (parent) record that caused a variety of issues. (2/8/24)
Planning Module: The Planning Investigation record type has been disabled across all jurisdictions now that we have implemented the Code Compliance module and transitioned all applicable jurisdictions to the new module. (2/12/24)
Planning Module: All filters for the Planning Investigation record type have been deleted for all jurisdictions since the Planning Investigation record type has been disabled and jurisdictions have been transitioned to using the CodeCompliance module. (2/14/24)
All Modules: The record menu navigation has been updated so "Comments" has been renamed to "Comments (Internal)" for all modules. Comments (Internal) is a place where jurisdictions can add internal comments regarding the record that will NEVER be visible online through Citizen Access. (2/21/24)
Planning and Code Compliance Modules: The Record List for the Planning and CodeCompliance modules now include a column named, "Assign to Staff" located on the far right side for the form. This will be populated with the user that is assigned to the overall record. (2/21/24)
Code Compliance Module: Users in the CodeComplianceAdmin and CodeComplianceSuperUsers usersgroups are now able to use the following payment methods:
- Restore Payment
- Journal Entry
- Billed
- Credit Memo
- Fee Waiver
- Write Off
(2/27/24)
All Modules: New Filter - 'Resulted Inspections in the Last 7 days', this new filter allows you to see all of the resulted inspections that have been resulted in the last 7 days for the module indicated. (3/28/24)
Building Module: A new document type was added called, "Expiration Courtesy Letter" and will display as the document type anytime an expiration letter is generated and attached to a record (either manually or through executing the letter expiration script on a set). (4/10/24)
All Modules: All reports now have the Email button available so that the report file can be emailed, regardless of the type of that data that is generated. If the report is run against a record, then the record contacts are automatically populated and can be selected to be emailed. If the report is NOT run against a record, like financial balancing reports, then the email button is available as an option and internal staff or any other email recipient can be entered. (4/10/24)
Building Module: The custom field named, "Drywell, leach line or trench drain" was renamed to, "Trench drain" in the back office and on Citizen Access. (4/16/24)
All Modules: The Record Assignment fields have been added to the intake form for all modules. Now records can be assigned right at intake! If the record assignment needs to be modified after intake, you can update it through the "Description of Work" page. (4/23/24)
All Modules: After the upgrade we discovered some issues with some of the Workflow TSI (task specific information) for some tasks, which caused some forms to stretch, making it difficult to see all of the fields on the form. We've updated all of the forms to the new designer for all OSM agencies and that has remedied the issue - click here for more information. (6/13/24)

OSM Model Changes From the Last Few Months

1/1/2024

All Modules: A correction was made so that Global Search on Citizen Access works for all ePermitting agencies. (8/28/2023)
Public Works Module: Addition of new PW Document type: Floodplain Development Application. (9/8/2023)
Building Module: The Valuation Calculator was enabled on Citizen Access by Wednesday, Nov 8, 2023. Public users will be able to see all of the Valuation Calculator values that are added to the record in the back office except the Multiplier and Extra Amount. Public users will be able to navigate to the Valuation Calculator from the "Record Info/Schedule Inspections" dropdown menu. (11/7/2023)
Onsite Module: "Section Township Range" was incorrectly displaying for some Onsite user groups' menu navigation. This page is not used and should not display. It has been removed for all user groups. (11/13/2023)
All Modules: Corrected error message in the Easy Scheduling Tool so that it is abbreviated and makes more sense to the user. (See before/after screenshots in the comment bubble). (11/15/2023)
Planning Module: Currently, the default expiration for Planning Tracking records is 365 days. With this change, the expiration can now be customized by agency. Agencies can select a specific number of days or months (it will apply to all Planning Tracking records). (11/16/2023)
All Modules: The Record Status dropdown lists across all modules did not include all statuses. This has been corrected so now users can use the Record List to search by status using all appropriate statuses. For example, records could have the status, "Under Insp/Revisions Needed" from a workflow update but this status was missing from the Record Status dropdown so there was no way to search for records with this particular status until now. (11/30/2023)
All Modules: The Check Number field is now read only on the record pay form unless the payment method is set to check. (11/30/2023)
Onsite Module: A new checkbox labeled "Accessory Dwelling Unit" is now available on the Onsite Authorization, Site Evaluation, and Permit record types. This can be used to note if a structure is an ADU. The field is also available on Citizen Access for users to checkmark during the online application process. It has also been added to the following reports:
- Onsite Authorization
- Onsite Authorization Application
- Onsite Evaluation
- Onsite Evaluation Application
- Onsite Permit
- Onsite Permit Application. (12/13/2023)
Planning Module: A new checkbox labeled "Accessory Dwelling Unit" is now available on the Planning Tracking record type and the Planning Type 1 record type for Full Planning. (12/19/2023)
Onsite Module: Newly Required Fields for Onsite Online Applications, see article. (12/19/2023)
Building, Planning, and Onsite Modules: Pictures and other inspection documents can be uploaded to an inspection by contractors through the Oregon ePermitting App (OEA) but there was not a mechanism to alert jurisdictions when this occurred. There is now an alert that will appear in the back office in the Alerts page and will be emailed to the designated email inbox if a jurisdiction has elected to set up emailed alerts. If you have any questions about [email protected] this or would like to set up emailed alerts, please submit a ticket by emailing [email protected]. (1/2/2024)

OSM Model Changes From the Last Few Months

8/2/2023

Building Module: Expression builder to require the number of gas fuel piping outlets when type of fuel is natural gas or LPG. On DWL (and comprehensive and LTD), when type of fuel is Natural gas or LPG, the number of fuel piping outlets is required. (6/16/2023)
Public Works Module: Two new inspections have been added to the public works inspection group: 9490 ADA Ramp - Forms and 9491 ADA Ramp - Final.

They were added with a discipline of Public Works (for those that use auto-assign) and have additionally been added to all existing public works scheduling calendars. (6/10/2023)
Building Module: To help agencies specifically keep track of the Air Leakage/Sealing Compliance Method on dwelling construction- a new inspection type called 1465 Blower Door has been added to the Model.

When agencies begin their residential plan review, it is recommended that they PEND this inspection to the record when the plans indicate that the dwelling should be tested to demonstrate the blower door result (rather than a declaration of that they are meeting the requirements of Table N1104.8).

Please note the related citation for your information:
N1104.8.2 Sealing required.
Exterior joints around window and door frames, between wall cavities and window or door frames, between walls and foundation, between walls and roof, between wall panels, at penetrations or utility services through walls, floors and roofs and all other openings in the exterior envelope shall be sealed in a manner approved by the building official.

Sealing for the purpose of creating a continuous air barrier shall be in accordance with the applicable requirements of Table N1104.8 or the dwelling shall be tested to demonstrate a blower door result not greater than 4.0 ACH50. (6/10/23)

Display Inspection Scheduling Details on Expiration Letters is Now Optional

4/4/2023

Previously, the expiration letters for all modules showed all the inspection scheduling methods that are available for the public to use. However, some agencies, particularly for the Onsite module, have elected to not allow inspections to be scheduled by the public so this message was confusing. To address this scenario, we have allowed the display of the inspection scheduling methods to be optional for either Onsite, Planning, or the PublicWorks modules. If your jurisdiction does not allow inspection scheduling by the public, please submit a help desk ticket by emailing [email protected] and we can remove this message on the expiration letters for you. Please note that the inspection scheduling methods will always be available for the Building module and cannot be removed.

Example of optional inspection scheduling methods on expiration letters:

New Optional Workflow Email Notification for Intake Requirements

12/13/2022

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.

Example email:

OSM Model Changes From the Last Few Months

12/12/2022

Building Module: The "Expiration Letter Sent" field is now read-only for the DWL Limited record type. It was previously editable by jurisdiction staff. (10/20/2022)
Building Module: Work Flow Notification Email at Application Intake / Intake Requirements Needed. See article (11/3/2022)
Building Module: The "Type of Work" dropdown list has been modified to be more relevant for the Manufactured Dwelling record type. The new list includes these values: Alteration, New, Other, Replacement. (11/8/2022)
Building Module: The event scripting to remove TCO, Deferred Submittal, and Revision conditions on the record has been modified/corrected. Previously, when the script would automatically remove these conditions, the condition would be set to Inactive in the database, which would remove the banner, make the condition read-only, but the status was still "Applied". Now, the condition status is simply changed to "Not Applied" which still removes the banner and the condition is available from the Conditions (Standard) page for reference. (11/9/2022)
Planning Module: Jurisdictions using the Planning module can now auto-pend inspections to the Planning Tracking record type. For example, you can elect for "Initial Inspection" and "Follow-up Inspection" to always be Pended to every new Planning Tracking record created. Please submit a help desk ticket by emailing [email protected] if you are interested in implementing this enhancement for the Planning module. (11/29/2022)
Building Module: Fee item, "Earthquake resistant bracing system installation" (B_MFD_110) was corrected across all jurisdictions so that the state surcharge is assessed along with this fee item. This was previously only occurring correctly for some jurisdictions. (11/29/2022)
Building Module: Workflow configuration has been updated to make the clock actions (the statuses that start, stop or close the workflow clock which is used for in-possession time tracking) on review tasks in the Building module to make them more consistent across all review types. (11/30/2022)
Building Module: New task status of "Certificate of Satisfactory Completion" added to commercial and residential structural C of O workflow task.
The Certificate of Satisfactory Completion report will now auto-generate for Commercial and Residential Structural record types when the (new) status of "Certificate of Satisfactory Completion Issued" is selected from the Certificate of Occupancy workflow task. It will also auto-generate from a Manufactured Dwelling siting record when the status is changed to "Inspection Process Complete" from the Inspection Process workflow task. (12/5/2022) A "CofO or CSC - which do I generate?" training document is coming soon!

Enhanced Expiration Letter

10/5/2022

The Expiration Letter has been enhanced so that it can be generated for a single record. It is also now available from the Summary page. To generate an expiration letter, navigate to the Summary page > hover over Reports > click Expiration Letter:

There are new required parameters. Depending on your selections, the report will generate different language.
Record Number = Enter the record number. Please note that single quotes are no longer needed.
Letter Type = Application or Permit
Contact Type = Applicant or Owner
Module = select the appropriate module

OSM Model Changes From the Last Few Months

10/5/2022

Building Module: Changed some custom fields to be required for Commercial & Residential Demolition record types. (8/16/2022)
All Modules: All alert messages have been updated to include the module to make it more obvious which module the record belongs to. For example: A BUILDING payment has been made on record xxxx. (8/18/2022)
Onsite Module: The "Renewal Follow Up Letter ATT Systems" report has been updated so that the email button is now available after the report is generated. (8/18/2022)
Building Module: The scripting for assessing the Commercial Electrical multifamily wiring fee now honors the fee schedule that was in effect, based on the open date of the record. This is similar to the way that tech, plan review, and CET fees work. (8/18/2022)
Public Works Module: Add new optional workflow task of 'Additional Review' has been added to the Public Works Tracking record to allow additional flexibility when assigning reviews. (8/23/2022)
Building Module: Previously, custom field form could not be saved when the "Category of Construction" value was "Other" or "Mixed Use". This has been corrected so that form can be saved for both values. (8/30/2022)
Building Module: The "Fee Description Search" report parameters, "Select Module" and "Select Fee Status" were both missing the dropdown values. This has been corrected. (8/31/2022)
Onsite Module: New custom fields have been added to the Onsite Site Evaluation record type to record Bottomless sand filter information. (9/21/2022)
Building Module: The code edition fields in the building record types have been set to not viewable for ACA. (9/26/2022)
Building Module: 1 and 2 family dwellings that are over 3 stories must be reviewed according to the OSSC. New values have been added to the code edition dropdown for residential structural and 1 & 2 family dwelling record types for those types of projects (for example: ‘2022 Structural Specialty Code (for >3 stories)’. (9/27/2022)
Building Module: 'Revisions Needed' and 'Revisions Received' statuses were added to the Inspection Process task within the residential electrical, mechanical and plumbing record types. Selecting 'Revisions Received' will create a revision record just as it does from other tasks in the workflow. (9/30/2022)
Building Module: Added 2022 to the code edition drop downs for the Structural Specialty Code (commercial structural) and Mechanical Specialty Code (commercial mechanical). The new code editions became effective October 1st. The OMSC will become mandatory 1/1/2023 and the OSSC will be mandatory as of 4/1/2023. (10/3/2022)
All Modules: The Expiration Letter has been enhanced so that it can be generated for a single record. (10/3/2022) See article for details.
Building Module: On Residential Plumbing records, the custom field named, "Water Service Line - interior diameter 2 inches or larger" is now visible after the record is created. The reason for adding it is so that you can see when a public user updates this field. (10/6/22)
Public Works Module: New driveway custom fields have been added to the Public Works Tracking record type in some agencies where it was missing. (10/6/22)
Building module: Installed new Write It/Cite it standard comments based on the October 1st code updates. (10/18/22)
Building Module: A Yes/No field has been added to the ACA custom fields for customers to indicate when their single family dwelling application also includes a 600 amp service or greater. We’ve also added the field to the post-intake custom fields form so that when reviewing the application, staff is able to see that it has been selected. The field is optional and not required. Additionally, if the customer selects Yes, the system will now create an alert stating: ACA BUILDING Single Family Dwelling application submitted within the last five days that includes 600 amp service or greater is now ready to be reviewed (including an email alert for those agencies that take advantage of that feature). This enhancement does not include fee scripting so agencies will need to determine if any additional fees are due. (10/18/22)
Building Module: You can now assign Building records to an individual, such as a permit tech, for tracking the lifecycle of the permit. The assignment is done through the Description of Work page. (10/18/22)

You can use the record list filter named, "Records Assigned to Me - All" to track your assigned records.

Additionally, there is a new report available through Report 1 under Workflow called, "Assigned Building Records" that can be used for tracking all assigned Building records.

Recent OMS changes

8/2/2022

All Modules: The "Attachments" list for a record in Citizen Access has been modified to show 10 files per page instead of 5 files per page. This helps in scenarios when there are numerous documents that public users want to sort through. (5/31/2022)
Onsite Module: Verify all Onsite pageflows do not require an LP - A license professional was required when public users submitted an Onsite Site Evaluation application. This has been corrected so that a licensed professional is no longer required so that any user, including homeowners can submit a Site Evaluation online. (6/8/2022)
All Modules: New document types are now available
BUILDING DOCUMENTS:
- Customer Mobile Inspection Upload
- Electrical Permit Application
- Mechanical Permit Application
- Plumbing Permit Application
- Structural Permit Application
ONSITE DOCUMENTS:
- Customer Mobile Inspection Upload
PUBLIC WORKS DOCUMENTS:
- Customer Mobile Inspection Upload
(6/9/2022)
All Modules: Alerts that started with the record number have been modified so that the record number falls at the end of the message. This was because alerts that start with a record number were not showing the whole message after the v. 21.2.5 upgrade.
Example: ACA Application Submitted within the last five days and is now ready to be reviewed [record number]. (6/23/2022)
Onsite Module: Onsite Permit workflow, 'Close Out' task was updated so that when the task status is 'Denied,' the record status will also become 'Denied'. Previously the record status would incorrectly become 'Finaled'. (7/14/2022)
Building Module: Updating the electrical and plumbing custom fields so that the fields that would indicate whether or not plan review is indicated are now both required and null (so the customer must choose either Yes or No for each item). (7/21/2022)
Building Module: The subgroup for fee item "Electrical master permit (one time fee)" has been updated for all OSM agencies and all fee schedule versions from EL1,EL2,ELF,SSEL,ELFP,TEC to ELF,SSEL,TEC. This indicates that this fee is not subject to minimum fee, plan review, or plan review fees. (7/26/2022)

OSM Changes from Last Month

4/29/2022

Building Module: The "Permits in Process" report has been corrected where the Record Type parameter now has record types to select from.

OSM Changes from the Last Few Months

1/12/2022

Building Module: A new dropdown has been added to the TSI in the building review workflows for residential structural and new residential record types for the 2021 Additional Energy Measures.

OSM Changes from the Last Few Months

8/14/2021

Building Module: The 'Assess Park Plan Review' field has been added to the form so that it can be used for assessing plan review fees after the record is created. It was previously missing from the form and the fee could not be assessed.
Building Module: A script that runs in the background when a Residential Research record is created was throwing an error and the "Research record fee" was not assessing automatically. This has been corrected so now the fee will automatically assess for 1 hour of time.
Building Module: New Document Type BUILDING DOCUMENTS - Energy Measures. "Energy Measures" is a new document type that was added to BUILDING DOCUMENTS on 7/26/2021. It can be downloaded by all Citizen Access users but only uploaded by those Citizen Access users who are logged in.
All Modules: After the upgrade to v. 20.2.4, an error was occurring when attempting to email the Set Receipt or any other report generated from a Set. This error has been resolved.
All Modules: After the upgrade, all emailed reports and inspection results from the back office were coming from "[email protected]" instead of the agency's name. This was resolved and will hopefully prevent emails from falling into your customer's spam folder.
Onsite Module: Document Type "Holding Tank Pumping Record" in ONSITE DOCUMENTS was modified so that a public user has to be logged in to upload this type of document.
Document Type "Annual Operation and Maintenance Report Form" was also updated so that All ACA users can download this document type. These changes create consistency across all ONSITE DOCUMENTS.
All Modules: First Issued Date was added to the Record Search form as an available search criteria for all OSM agencies.

8. All Modules: Owner field was added to the Record List in all OSM agencies.

OSM Changes from the Last few Months

3/23/2021

Public Works Module: The PW Permit report has been fixed to include correcting some items that were pointed to the incorrect fields, restoring missing Report Standard Text and Inspection information for customers. There was also some updates to make it consistent with the Permit report standards. (3/25/2021)
All Modules: A new status is now available in most "review" tasks in the workflow called "No Comment Received." This can be used to indicate when a plan review was optional by a third party but was not received. The new status can be found in the "review" tasks that are not pertinent to the permit. For example, in the Building Residential Structural workflow, you can find "No Comment Received" in Fire Review, Infrastructure Review, Planning Review, and Site Review but not Building Review. This status will close the task and move onto the next. (2/24/2021)
Building, Onsite, and Public Works Module: Automatically Remove Pending Inspections when Scheduling through Citizen Access. (1/20/2021)
All Modules: The Workflow Task Assignment form was modified so that the Due Date field is always visible. It was available only for some agencies and some modules. (1/25/2021)
All Modules: New "FINANCIAL DOCUMENTS" doc group that is able to be used for record-specific financial reports. We created a new document group called FINANCIAL DOCUMENTS with eight new document types, available to all modules:
- Balance Due
- Fee Estimate
- Fees by Record
- Invoice
- Other
- Receipt
- Record Fees
- Set Receipt

Also, the following six reports will be saved under the Documents list on the record with a more descriptive document type from the new FINANCIAL DOCUMENTS group:
- Fee Estimates (Fee Estimate)
- Fee by Record (Fees by Record)
- Invoice (Invoice)
- Receipt (Receipt)
- Record Fees (Record Fees)
- Set Receipt (Set Receipt)

The reason for this new document group is because some of these reports were saved to the record with a document type that was under BUILDING DOCUMENTS. For example, the Receipt was always saved to the record with document type = Other and document group = BUILDING DOCUMENTS, even in other modules like Planning. Showing the BUILDING DOCUMENTS document group was a little misleading, although nothing was wrong technically. Now the document group is just more generic across all modules. (1/13/2021)
Onsite Module: Corrected script so that Onsite Renewal record types can use Addl Info Needed workflow status while there is an outstanding balance. It will also prevent Renewal/Renewed when there is an outstanding balance due. (1/5/2021)
Onsite Module: Corrected Onsite Renewal record number format so that the extension uses the reporting year that is found on the Master expiration date instead of the current year (-20R instead of -21R). (1/5/2021)

OSM Changes from the Last few Months

1/4/2021

All Module: Updated permissions for ReadOnlyInternal user groups so that both the file name and document name appear when viewing the document list. (11/9/2020)
All Modules: OSM: Updated Fee Assess After scripting to correctly branch to custom fees before assessing Tech Fee. (11/6/2020)
All Modules: The Related Records page now includes the Record Status and the Project Name (if one has been entered) for each record in the list. (11/5/2020)
Building Module: Added a value of 18- Agricultural bldgs used for commercial purposes to the dropdown on the Commercial Electrical record type that would indicate plan review is required. (7/30/2020)
Onsite Module: In the Onsite workflow, when Incomplete Application was selected, it would generate two emails:
1) Additional Information Needed email
2) Generic workflow email
Now, it will only generate one email for Additional Information Needed. (7/22/2020)

OSM Changes from the last few months

7/8/2020

Building Module: Added Addl Info Needed and Addl Info Received to the Completeness task for all building module record types. As in the reviews, selection Addl Info Needed will pause the time tracking clock and Addl Info Received will once again start it. (6/12/2020)
Planning Module (Code Enforcement): A new report called, 'Code Enforcement Export All Records' is available in the Planning report portlet, under the 'Code Enforcement' category. The report requires two parameters for an Opened Start Date and Opened End Date. It will generate a spreadsheet of all Planning Investigation (Code Enforcement) records that were created within the date range, regardless of status. The spreadsheet includes the Record Number, Project Name, Parcel, Address, Record Status, and Open Date. (5/1/2020)
Building Module: Residential Fire Sprinkler System record types added. (6/15/2020)
Building Module: Fixed an issue where time tracking no longer worked as expected for the Completeness task in the building record type workflows. (6/9/2020)
Building Module: Added Completeness task to residential and commercial demo record types. You will see the Completeness task in the workflow when the record has been created from today forward. Adding the new task does not affect previously created records. (6/29/2020)
All Modules: Application Materials Routed was missing from the Activity Type dropdown in many agencies. That issue has been rectified and all agencies will now see Application Materials Routed in the Activity Type dropdown. (6/25/2020)
Building Module: An issue was discovered that was causing the fees to not automatically assess when creating one of the new residential fire sprinkler system record types through ACA. That issue was fixed and now ACA created residential fire sprinkler system record types will be created with fees in a NEW state. (6/26/2020)

OSM Changes from the Last few Months

4/22/2020

Building Module: Added a new value to the Code Edition dropdown for Residential permits of "Oregon Small Home Specialty Code". Added a new value to the residential category of construction of "Small Home". (2/3/2020)
Building Module: Added new standard comments for reports to pull in text when the category of construction is "Small Home". (2/3/2020)
Building Module: Revised reports including permit and C of O to accommodate the Small Home changes. (2/3/2020)
All Modules: All licensed professionals with an email address will automatically be emailed a copy of the permit when it is issued online with their license attached. (2/11/2020)
All Modules: The page called, "Section Township Range" was removed for all usergroups. (2/18/2020)
All Modules: Updated scripting to block public users from uploading documents to closed records. Affects all modules. A document detailing which statuses block public user upload is available upon request. (2/19/2020)
All Modules: An error was occurring when users attempted to upload a document to a reference Parcel. This has been fixed. (2/20/2020)
All Modules: A new report is now available called "Records Missing Parcel District" located under the "Special Use Reports" category. The report will generate a spreadsheet that lists all Records missing a Parcel District, which can negatively impact inspection auto-assignment. This report is designed to be used for maintenance and clean up purposes for agencies who may have implemented inspection auto-assignment after go-live or for converted records and need to add Parcel Districts to individual records. It can be run for an individual module or all modules. (3/2/2020)
All Modules: Previously, the record number suffix would become jumbled if more than 5 records were cloned at once. This has been fixed so as many records as necessary can be cloned at once. (3/23/2020)
Building Module: Updated the valuation tables with the February 2020 ICC Building Valuation Data. To be effective April 1st, 2020. (4/1/2020)
Building Module: Spreadsheet report that provides a list of building permits with permit type in (Residential Structural, Commercial Structural, Residential Manufactured Dwelling, 1 & 2 Fam Dwelling, Structural Phased Project, Commercial Phased Project) that either have First Issued Date or a Certificate of Occupancy Issue Date between the specified start and end dates. The list is also filtered by Type of Work in (New, Alteration) and the Permit Application Status not in (Void, Withdrawn). The list contains the permit number, type, status, category of construction, type of work, census code, housing count, building count, affordable housing exemption indicator, publicly owned indicator, first issued date, certificate of occupancy issue date, work description, job value and jurisdiction indicator. (4/6/20)
All Modules: Modified the scripts for the Building Expiration Process so that they include the two new Master Electrical record types: MasterNew and MasterRenewal. (4/8/2020)
Planning Module: Added four new custom fields to Planning Tracking: "Number of Existing Units", "Number of Proposed Units", "Number of Proposed Affordable Housing Units" and "Total Number of Units". (4/9/2020)
Planning Module: Added new custom fields related to Tree applications to Planning Tracking. Added a custom table related to Tree applications. The custom table includes two customizable dropdowns (Application Type and Type of Tree). Agencies interested in populating the dropdown with their custom values should submit a help desk ticket. (4/9/2020)
All Modules: Revised Onsite pageflow for all agencies so that the LP First and Last Name are no longer required fields, which would previously prevent applicants from continuing with their application when their Onsite LP did not include a First and Last Name. (4/15/2020)
Building Module: Addition of two new record types under Building Commercial Electrical: MasterNew and MasterRenewal for tracking/processing electrical master program. (4/16/2020)
Public Works Module: New report PW_PermitPlacard – A Public Works placard to hang at the work site. The report can be found in the Record Summary portlet. (4/22/20)
Building Module: New Building Final Inspections report – This report shows all of the Final Inspections for a Structural, Dwelling, or Phased project. It includes the Final Inspections of any related child or Phased record. This report can be found in the Record Summary portlet. This report was created to assist with your Archiving needs. (4/22/20)
All Modules: New Archive Report – This report lists all records from all modules with a status of ‘Finaled’, ’Closed’, ’Insp Process Closed’, ‘C of O Issued’, ’Final Approval’, ’Final Denial’, ’Authorization Approved’, ’Site Evaluation Approved’, ’Withdrawn’,’ and Expired’ for a given date period. This report can be found in the Record List report portlet. (4/22/20)
Planning Module: New Code Enforcement active cases report is a report of planning investigation records that were opened between a specified open after date and open before date. The report will only show records that are still active. It is organized by assigned staff name, with the unassigned cases appearing first. For each case the parcel, address, owner, work description, project name, application status and status date are given. The report also includes a summary by assigned staff with case counts. Report can be found in a new category – Code Enforcement and are only available in the Planning module. (4/22/20)
Planning Module: New Code Enforcement closed cases report is a report of planning investigation records that were closed between a specified closed after date and closed before date. It is organized by assigned staff name, with the unassigned cases appearing first. For each case the parcel, address, owner, work description, project name, application status and status date are given. The report also includes a summary by assigned staff with case counts. Report can be found in a new category – Code Enforcement and are only available in the Planning module. (4/22/20)

OSM Changes from Last Month

2/10/2020

Planning Module: Added new statuses in the Planning Tracking workflow to accommodate the case where something needs to be "Issued" from the Planning Module - An accompanying report will be deployed in the near future. (12/6/19)
All Modules: Some agencies were missing Floodplain, Utility, Fire and or Licensing conditions of Approval. Imported them into all OSM agencies. (1/15/2020)
All Modules: For the Revision record type, the time tracker clock action was missing for 'Addl Info Needed' and 'Addl Info Received' statuses. They will now correctly stop and start the time tracking clocks. (1/23/2020)
All Modules: ThirdPartyPlanReviewInspection usergroup was missing Conditions of Approval menu item. (1/30/2020)
All Modules: Corrected an issue with the Alarm or Suppression System record workflow where the workflow was advancing to Completess before all reviews were completed. The parallel tasks now work correctly. (2/3/2020)
All Modules: All licensed professionals with an email address will automatically be emailed a copy of the permit when it is issued online with their license attached. (2/11/20)
All Modules: Three new record filters were added to help locate active records with an Expiration Date that has passed. This filter already exists for the Building module. (2/12/20)
1. Active Records-Exp Date Passed - Onsite
2. Active Records-Exp Date Passed - Planning
3. Active Records-Exp Date Passed - PublicWorks

OSM Changes from Last Month

1/9/2020

Corrected Minimum Fee functions so that they don't void and reassess the Minimum Fees when ASI is updated through the Accela Inspector App

OSM Changes from Last Month

12/5/2019

Building Module: Building permit - updated report so that the Conditions of Approval can be formatted using html tags. (11/20/2019)
Public Works Module: Public Works Certificate of Satisfactory Completion report - updated report so that the Conditions of Approval can be formatted using html tags. (11/20/2019)
Public Works Module: Public Works Permit - updated report so that the Conditions of Approval can be formatted using html tags. (11/20/2019)