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New Optional Workflow Email Notification for Intake Requirements

12/13/2022

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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:​
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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

12/12/2022

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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.
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OSM Model Changes From the Last Few Months

12/12/2022

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  1. 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)
  2. Building Module: Work Flow Notification Email at Application Intake / Intake Requirements Needed. See article (11/3/2022)
  3. Building Module: Model Enhancement - Workflow-scripting to issue permit when fees have been paid through ACA and the record is in "Ready to Issue" status.  See article (11/3/2022)
  4. 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)
  5. 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)
  6. 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 ePermitsHelp.BCD@Oregon.gov if you are interested in implementing this enhancement for the Planning module. (11/29/2022)
  7. 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)
  8. 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)
  9. 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!
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Enhanced Expiration Letter

10/5/2022

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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:
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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
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OSM Model Changes From the Last Few Months

10/5/2022

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  1. Building Module: ​Changed some custom fields to be required for Commercial & Residential Demolition record types. (8/16/2022)
  2. 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)
  3. 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)
  4. 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)
  5. 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)
  6. 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)
  7. 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)
  8. Onsite Module: New custom fields have been added to the Onsite Site Evaluation record type to record Bottomless sand filter information. (9/21/2022)
  9. Building Module: The code edition fields in the building record types have been set to not viewable for ACA. (9/26/2022)
  10. 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)
  11. 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) 
  12. 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)
  13. 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.
  14. 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)
  15. 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)
  16. Building module: Installed new Write It/Cite it standard comments based on the October 1st code updates. (10/18/22)
  17. 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)
  18. 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)
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You can use the record list filter named, "Records Assigned to Me - All" to track your assigned records.
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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.
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Recent OMS changes

8/2/2022

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  1. 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)
  2. 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)
  3. 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)
  4. 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)
  5. 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)
  6. 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)
  7. 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)
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OSM Changes from Last Month

4/29/2022

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

1/12/2022

 
  1. 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

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  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. All Modules: After the upgrade, all emailed reports and inspection results from the back office were coming from "Auto_Sender@Accela.com" instead of the agency's name.  This was resolved and will hopefully prevent emails from falling into your customer's spam folder.
  6. 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.
  7. All Modules: First Issued Date was added to the Record Search form as an available search criteria for all OSM agencies.
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     8. All Modules: ​Owner field was added to the Record List in all OSM agencies.
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OSM Changes from the Last few Months

3/23/2021

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  1. 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)
  2. 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)
  3. Building, Onsite, and Public Works Module: Automatically Remove Pending Inspections when Scheduling through Citizen Access. (1/20/2021)
  4. 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)
  5. 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)
  6. 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)
  7. 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)​
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OSM Changes from the Last few Months

1/4/2021

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  1. 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)
  2. All Modules: OSM: Updated Fee Assess After scripting to  correctly branch to custom fees before assessing Tech Fee.  (11/6/2020)​
  3. 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)​
  4. 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)​
  5. 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)​
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OSM Changes from the last few months

7/8/2020

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  1. 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)
  2. 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)
  3. Building Module: Residential Fire Sprinkler System record types added. (6/15/2020)
  4. 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)
  5. 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)
  6. 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)
  7. 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)
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OSM Changes from the Last few Months

4/22/2020

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  1. 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)
  2. Building Module: Added new standard comments for reports to pull in text when the category of construction is "Small Home". (2/3/2020)
  3. Building Module: Revised reports including permit and C of O to accommodate the Small Home changes. (2/3/2020)
  4. 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)
  5. All Modules: The page called, "Section Township Range" was removed for all usergroups. (2/18/2020)
  6. 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)
  7. All Modules: An error was occurring when users attempted to upload a document to a reference Parcel.  This has been fixed. (2/20/2020)
  8. 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)
  9. 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)
  10. Building Module: Updated the valuation tables with the February 2020 ICC Building Valuation Data. To be effective April 1st, 2020. (4/1/2020)
  11. 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)
  12. 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)
  13. 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)
  14. 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)
  15. 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)
  16. Building Module: Addition of two new record types under Building Commercial Electrical: MasterNew and MasterRenewal for tracking/processing electrical master program. (4/16/2020)
  17. 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)
  18. 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)
  19. 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)
  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)
  21. 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)
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OSM Changes from Last Month

2/10/2020

0 Comments

 
  1. 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)
  2. All Modules: Some agencies were missing Floodplain, Utility, Fire and or Licensing conditions of Approval. Imported them into all OSM agencies. (1/15/2020)
  3. 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)
  4. All Modules: ThirdPartyPlanReviewInspection usergroup was missing Conditions of Approval menu item. (1/30/2020)
  5. 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)
  6. 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)
  7. 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
0 Comments

OSM Changes from Last Month

1/9/2020

0 Comments

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

OSM Changes from Last Month

12/5/2019

0 Comments

 
  1. Building Module: Building permit  - updated report so that the Conditions of Approval can be formatted using html tags. (11/20/2019)
  2. 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)
  3. Public Works Module: Public Works Permit  - updated report so that the Conditions of Approval can be formatted using html tags. (11/20/2019)
0 Comments

OSM Changes from Last Month

11/5/2019

0 Comments

 
  1. Public Works module: Corrected an issue where users were unable to add/update Custom Lists (tables) on Investigation, Inquiry and Project record types because of scripting requirements to complete some specific application specific information (which wasn't available to those record types). Scripting now only requires a service to be selected when it's a PW Tracking record. (9/23/19)
  2. Onsite: Added Payment History to menu navigation for OnsiteReadOnly user group. (9/24/19)
  3. Building module: Updated the code edition for Oregon Structural Code and Oregon Mechanical Specialty Code (both only apply to commercial) to include (and default to) 2019. (10/1/19)
  4. All Modules: Added parcel attribute template to record search form so that users can search by parcel attribute (where applicable). (10/1/19)
  5. Building module: Updated the Write It/Cite It standard comments due to new code editions. (10/3/19)
  6. Building module: Updated scripting for new 1 & 2 Family dwellings so that the '6050 Final Erosion Control' inspection cannot be resulted if there are other outstanding erosion control inspections. (10/21/19)
  7. Building module: Added a new user group to the building module: "BuildingReviewerLimited". This user group can update "review" workflow tasks only. (10/21/19)
  8. Planning module: Document Type, "Other Planning Document" in the PLANNING DOCUMENTS group is now visible and downloadable by all ACA Users. (10/21/19)
  9. Building module: Update CETv3 report to include 'Restore Payment' payment method. The 'Restore Payment' payment method is included with the 'ACH', 'Cash', 'Check', 'Credit Card'. 'Fund Transfer', 'Internal Transfer', 'Journal Entry', 'Refund Check' totals. (10/22/19)
  10. Building module: Update Affordable Housing Worksheet to include 'Restore Payment' payment method. In the report the payment methods 'Billed', 'Credit Memo', 'Fee Waiver', 'Write Off' will appear in Red and be grouped into Non-revenue type payments. (10/22/19)
  11. Building module: Set the 'Unit Cost' in the Valuation Calculator to read only. Previously it was editable but should not have been. (10/24/19)
  12. Building module: Added a new value of "Non Participating School District" to the CET - Exemptions dropdown. (10/24/19)
  13. Building module: Update Metro Excise Report to include 'Restore Payment' The report was modified to include the payment method in the detail list. Additionally another section was added to the report footer that shows total amount of Metro share and Admin share paid using each payment method. (10/25/19)
  14. All modules: Added the following contact types to all OSM agencies: Complainant, Property Manager, General Contractor, Tenant, Bank, Attorney, Trustee. (10/28/19)
  15. All modules: Systems Requiring Maintenance is a new report that can be used to identify ATT, Holding Tank, Bottomless Sand Filter, Sand Filter and Pressure Distribution Systems that have a completed Certificate of Satisfactory Completion. The report lists the permit number, county, parcel number, site address, directions to the site, system type and date the CoSC was issued. There are no visible parameters - all records that meet the report requirement regardless of issue date are included. The report output is an Excel spreadsheet. (10/28/19)
  16. All modules: The receipt has been updated. The page orientation has been changed from landscape to portrait. Also when the receipt is for a permit or record the IVR number appears just below the record number. It will also accommodate the new payment method ‘Restore Payment’. The new receipt will be available on November 18.
  17. Building module: Add two new user groups to the building module: "BuildingCashierTechnician" and "BuildingCashierSupervisorTechnician". These user groups have the same permissions as BuildingCashier and BuildingCashierSupervisor but can also result workflow. The purpose is to allow those agencies that have a centralized cashiering office to not have to send the customers back to the Building Department to issue the permit once they have paid the fees. (11/4/19)
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To see your current agency user group assignments, run the User Configuration report, located under Building Reports >Admin>User Configuration.

Note: There are ePermitting staff and other scripted users that appear on the report that need to remain active for daily system functionally.

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OSM changes from last month

10/1/2019

0 Comments

 
  1. Building module: Added workflow email task specific information to Ag-Equine review task. (8/27/19)
  2. DEQ/Onsite: A new standard choice was added to each agency that uses the Onsite module.  The standard choice contains the name and address of the person at DEQ who receives the DEQ surcharge report and payment.  The standard choice was created because this information could change and we do not want to have to modify the report when it changes. (8/27/19)
  3. DEQ/Onsite: A new version of the DEQ Surcharge report has been installed. This version corrects the error in counting when an activity has surcharge reported in a previous report, but the activity is backed out in the current report. The version also includes Void and Withdrawn records. (8/27/19)
  4. Public Works module: Added scripting to exempt Public Works Investigation records from the requirement of permit issuance prior to inspections. (9/12/19)
  5. All Modules: Revised the "Reference Contact List" form so that it includes the "Reference Contact ID".  This field always has a value and is a hyperlink, in addition to the "Last Name" field, so that a user can click on it and see the details of the contact if there is no Last Name.  (9/17/19)
  6. All Modules: Adjusted the Record Inspection List form (the list of inspections viewed from within a record) to have a contracted length of 100 inspection records and an expanded length of 200 inspection records. (9/19/19)
  7. Public Works module: Updated scripting to only require a service (ASI "app types") when it's a Planning Tracking record type. (9/23/19)
  8. All Modules: The expiration process now includes Temporary Certificate of Occupancy (TCO) records.  Now, they will be included in the expiration Sets, they will receive a letter, and they will be automatically expired, if your agency elects to use these pieces of the expiration process.  TCO records were removed from the expiration process altogether in April 2019 but based on agencys' needs, we added them back in. (9/25/19)
0 Comments

OSM Changes from Last Few Months

8/8/2019

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  1. ​Added the email TSI to the Investigation Process task for Planning Investigation records and an expression to populate the fields. (7-8-19)
  2. Updated the text for Set ID to include information that special characters should not be use. ( 7-1-19)
  3. Additional scripting added to uncheck the "Allow Inspections Prior to Permit Issuance" when the record status is Closed, Expired, Finaled, Void, or Withdrawn. (7-8-19)
  4. Added 3410 Rain Drain as an available inspection for autopending to 1 & 2 Family Dwelling record types. (7-8-19)
  5. Fixed an issue where the values for Park - Manufactured Home for Class B and Class C were reversed for 11 and 12 spaces/acre in the valuation calculator. (7-9-19)
  6. Install Code Violations Activity Report to all Planning Tracking Activity. (7-31-19)
0 Comments

OSM Changes from Last Few Months

6/7/2019

 
  1. Added Erosion Control Inspections. (4-8-19)
  2. Added an additional switch agencies can elect to enable that will prevent users from submitting planning payments on ACA - "ACAPaymentPlanning." (4-15-19)
  3. The dropdown label and value was updated for the Residential Mechanical code edition. The applicable code for a residential mechanical permit should be the ORSC NOT the Mechanical Specialty Code. (4-16-19)
  4. Fixed an issue where licensed professionals and owners were not being carried over to newly created records from their parent record. (4-17-19)
  5. Updated all user groups to show GIS button. (4-18-19)
  6. Added texting option message (SelecTXT)  to reports. (5-6-19)
  7. New Notification Templates & Scripting to execute templates so that all Citizen Access emails are saved under “Communications” on the record. (5-7-19)
  8. The Building permit has been modified so that agencies can add a custom comment that will appear on each permit.  The comment will appear above the state wording on the permit.  To add or remove an agency custom comment please submit a help desk ticket. (5-14-19)
  9. Updated user permissions were updated to prevent users from deleting/replacing the workflow on a record. (5-17-19)
  10. Fixed an issue where online payments were sending the permit/receipt, no matter the status. (5-17-19)
  11. Updated the scripting for New Affordable Housing CET Scripting to give agencies more flexibility regarding accounts for commercial affordable housing CET. (5-23-19)
  12. Updates to Temporary C of O workflow statuses and functionality: New filters, Denied and Expired statuses added, TCO report is now also saved to the parent record. (6-3-19)
  13. ACA Admin Setting, "Allow multiple inspections" was turned off for some child agencies for the Onsite module. This has been resolved so that public users can always schedule any inspection even when it already exists on the record. (6-5-19)

OSM Changes

8/6/2018

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1. Added New Checkbox: “Work Being Performed in Floodplain” (Live May 3)
A new checkbox field was added called, “Work Being Performed in Floodplain”.

2. Revised “Inspection Trips Completed” Report (Live June 8)
The “Inspection Trips Completed” report has been modified to include three new parameters:  Module, Discipline (inspector discipline) and Inspector.  The Module and Discipline parameters selected from drop down lists.  One or more selection can be made for each drop down list.  To make multiple selections – hold down the Control [CTRL] key and click to make your selections.  The Inspector parameter allows the user to enter an inspector name (first name, space, last name).

This report shows inspections events that were a trip.  An inspection trip is defined to be an inspection that has status  'Insp Completed' with a Result of 'Accepted', 'Approved', 'Approved with Conditions' or 'Not Required' OR status must be 'Insp Cancelled' with a Result of 'Denied', 'Information Only', 'No Access' 'Not Ready', or 'Partial'.  
The report data is output as an Excel spreadsheet so that the user can sort the data as needed.

3. New “Fee Summary by Account” Report (Live June 27)
The “Fee Summary by Account” report shows a list of each fee type and amount of funds applied to an account code. The list is sorted by account code. 

Parameters: 
1. Start and End Dates:  
  • The date span for records to include in the report.
2. Module:
  • ‘-All-‘ will include every payment received during the date span.  
  • One or more modules will include only payments for records or POS transactions that occurred in the selected modules.  Note that if a set includes records from multiple modules and some of the records are not in the selected modules the set payment amount will not match the sum of the individual records listed in the set.
3. Account_code: 
  • Options are ‘1’,’2’ or ‘3’.  For most jurisdictions use Account code 1 to get the General Ledger account code totals.  For jurisdictions that share fees with other entities running the report for Account code 3 may be helpful.
4. Account_id: 
  • -All- is the default
  • A specific general ledger account id can be entered so the report will show only that account.  If the account id has fees from multiple modules and some of the modules are not included the total will only include fees that are both in the modules and in the account id.
4. New “Fee Summary by Module” Report (Live June 28)
The “Fee Summary by Module” report shows a list of each fee type and amount of funds applied to an account code. The list is grouped and sorted by module then account code. 

Parameters: 
1. Start and End Dates:  
  • The date span for records to include in the report.
2. Module:
  • ‘-All-‘ will include every payment received during the date span.  
  • One or more modules will include only payments for records or POS transactions that occurred in the selected modules.  Note that if a set includes records from multiple modules and some of the records are not in the selected modules the set payment amount will not match the sum of the individual records listed in the set.
3. Account_code: 
  • Options are ‘1’,’2’ or ‘3’.  For most jurisdictions use Account code 1 to get the General Ledger account code totals.  For jurisdictions that share fees with other entities running the report for Account code 3 may be helpful.
4. Account_id: 
  • -All- is the default
  • A specific general ledger account id can be entered so the report will show only that account.  If the account id has fees from multiple modules and some of the modules are not included the total will only include fees that are both in the modules and in the account id.

5. New “C of SCs Issued” Report (Live June 29)
The “C of SCs Issued” report lists Building records that have an application status of ‘Finaled’ and at least one copy of the Certificate of Satisfactory Completion report document attached.  Records must have an application status date with in the reporting period dates.  The report is designed to be output as an Excel spreadsheet.

6. New “Onsite C of SCs Issued” Report (Live June 29)
The “Onsite C of SCs Issued” report lists Onsite records that have a workflow status of ‘CoSC Issued’.  Records must have an workflow status date with in the reporting period dates.  The report is designed to be output as an Excel spreadsheet.  The report lists the type of permit application and the system type. 

7. New “Inspection History” Report (Live July 2)
The purpose of this report is to provide an overall view of the inspections that have been resulted, scheduled, or placed on a record. This report will exclude deleted inspections.  There are two parameter options to select from. The report will sort first by one, and second by the other, depending on in which order they are selected in the prompt page.
  • Inspection Type
  • Inspection Date

8. New “Detailed Scheduled Inspection” Report (Live July 2)
  • The report name has been updated to “Detailed Scheduled Inspection Report”.
  • There are now three separate versions that will show the exact same information, but they are sorted differently. The three versions are:
                   o Detailed Scheduled Inspection Report by Address
                   o Detailed Scheduled Inspection Report by Discipline
                   o Detailed Scheduled Inspection Report by Insp Type
  • All previous parameters have been removed and replaced with the following:
                   o Scheduled Inspection Date
                   o Select Discipline
                   o Select Module
                   o Select Inspector
                   o View Conditions of Approval
                               • Yes/No options
                   o View Standard Conditions
                               • Yes/No options
                   o View Additional Contacts
                               ​• Yes/No options
                   o View Related Record Inspections
                               • Yes/No options
                   ​o View Related Records
                               • Yes/No options
  • The agency contact information has been removed from the header with the exception of the agency logo.
  • The username of who ran the report will now be displayed on the bottom left of the report header.
  • The Lot/Block/Subdivision parcel information will now no longer individually display if it has no value
  • In the “Request Info” section the field named “Inspection date” has been renamed “Scheduled date”.
  • If the inspector name is empty it will now say “Not assigned” instead of remaining blank.
  • Standard conditions are now an option to view. If this option is selected and there are no conditions a message “No conditions on record.” will be displayed.
  • Pending inspections have been removed.
  • CET and SDC fee schedules will no longer be shown. 
  • The price of fees has been removed from the report. The report will now say “Unpaid balance” if there is a balance due or “Paid in full” if all fees have been paid.
  • Related records are now an option to view. If this option is selected it will show records that are open at that same address.
  • Due to the exceptionally long run-time of this report, the date range option has been removed and the report can now only be run for one specific day at a time.
  • The owner has been added to the contacts when the “View Additional Contacts” option is selected.
  • Only surcharge eligible fee items for both DEQ and Building will now be shown. All Public Works fees will be displayed.

9. New “Scheduled Inspections List” Report (Live July 10)
The purpose of this report is to provide a very simplistic scheduled inspection list that can be run either for all inspectors, multiple different inspectors, or simply one inspector alone. There is no date parameter option for this report and it will only pull inspections that are scheduled for the day that the report is being run.

10. Revised “Structural Exemption Certificate” Report (Live July 17)
The “Structural Exemption Certificate” report will now automatically save a copy of the PDF to the Documents page on a record.

11. Revised “Work Site Result Request” Report (Live July 19)
There are now three reports that are going to be replacing the “Work Site Result Report By Record” and “Work Site Result Report For Today reports”. They are as follows:
  1. Inspection Result – Batch
  2. Inspection Result – Record
  3. Mobile Inspection Result
The purpose of these reports is to provide a printed or digital copy of the result of the inspection or alternatively provide a printed copy for the inspector to take out into the field and leave at the job site. This report can be run as a batch by date range (Inspection Result – Batch report) or at the record level (Inspection Result – Record report). This can also be run on a single inspection; this can be done from inside the inspection itself using the “Mobile Inspection Result” report from the reports button.  Finally, the Mobile Inspection Result can also be sent from the Accela Inspector app as well to be e-mailed.

12. Revised “Invoice” Report (Live July 19)
The new version of the invoice has a header that reflects the module that the record type is associated with.  For POS transactions the invoice header is determined by the module that the user is using when doing the POS transaction.

13. Additional Records Table Now Requires “Description” (Live July 19)
The Additional Records table that is used to automatically created additional related records now requires the “Description” column to populate the Description of Work for the new records.

14. New Onsite Permit Workflow Status “Pre-Cover Waived” (Live July 23)
A new workflow status was added to Onsite Permit records called, “Pre-Cover Waived”.  When selected, the workflow will advance to the next task, “Certificate of Satisfactory Completion”.
 
15. New “Open Records Review Status” Report (Live July 24)
This report is available for the Building and Onsite modules.  The report creates a spreadsheet that shows each open record .  For each of these records:
  • The current permit application status and date the application status was updated
  • The review status, the date the review was started, the date the review status was updated, and the reviewer.

16. Added “Allow Inspections Prior to Permit Issuance” to Public Works (Live July 25)
The “Allow Inspections Prior to Permit Issuance” checkbox was added to the Public Works Tracking and Public Works Investigation records.

17. Added “Closed Date” to Public Works (Live July 25)
The “Closed Date” field was added to the Public Works module records.  It will automatically populate when the workflow closes.

18. Added “Work Category” to Public Works and Onsite (Live July 25)
The “Work Category” column was added to the Professionals page for both the Public Works and Onsite modules.  This column will automatically populate the work categories selected in the LP details screen.

19. Added “Due Date” to Workflow Task Assignment Screen (Live July 25)
The “Due Date” field was added to the Workflow Task Assignment screen.

20. Revised Logic for Populating Workflow Emails Dropdowns (Live July 25)
The logic for populating the workflow email dropdown values for internal staff has been revised with the following changes:
  • Removes users from previous department when they move departments.
  • Accommodates an Engineering Department.
  • Removes the user called “Delegate User Delegate User” that was available from the Building dropdown.

21. Corrected an Issue with Fees Being Assessed on DWL Records (Live July 26)
There was an issue for a short period of time when fees were not automatically assessed at intake on DWL records (Plan Review, Permit, State Surcharge).  This was only happening for a few agencies.  This is now corrected.

22. New “Work Performed by Contractor” Report (Live July 26)
This report will pull in the work that is being performed by each contractor. This information can be found in the Professionals page (within the record) in the Work Category column. To add the work being done, this is achieved by clicking on the license number, and selecting Yes to the applicable radio buttons according to which work the contractor is performing at the job.

The report provided will contain the following fields and data:
  • Record number
  • Record type
  • Record status
  • Category of construction
  • Description of work
  • Owner
  • Parcel
  • Worksite address
  • Date the contractor was added to the record
  • Licensed professional
  • License number
  • License type
  • Work being performed

23. New “Planning Application Status” Report (Live July 27)
This report shows Planning Tracking records that were initiated  within the specified start and end date parameters.

The report is output as a spreadsheet.  Each planning tracking record shows:
  • the application type
  • the parcel number and address (if available)
  • the project name and work description
  • the initiated date
  • the application status and date the status was updated
  • the workflow step, status,  date the status was updated, the  assigned planner and any work flow comments.

24. Revised My Tasks Filter “Assigned Building Reviews” (Live July 31)
The “Assigned Building Reviews” filter on the My Tasks pages was revised with the following changes:
  • Shows all building-related review tasks with the following names:
                 o ​Building Review
                 o Electrical Review
                 o Fire Review
                 o Mechanical Review
                 o Plumbing Review
  • Available for the whole Building module.

25. Revised Subject Line for Emailed Reports (Live August 1)
The subject line for emailed reports was revised to include the record number at the beginning.

26. Corrected Scripting for School CET Fees (Live August 1)
There was an issue with the scripting that calculates the School CET fees where the Admin fee would include any Credited fees.  This has been corrected for all agencies assessing School CET fees.

27. New “Inspection Type Search” Report (Live August 7)
This report will allow you to search for any inspection type done within the date range selected from the parameter page. The report searches the inspection name for the value entered in the search parameter. So for example searching for “final” will pull in any inspections completed that contain the word “final” in the name within the date range provided. This will only show an inspection if it is considered an inspection trip. An inspection is considered a trip if the inspection status is Completed with a Result of Accepted, Approved, Approved with Conditions, or Not Required. Or if the inspection status is Cancelled with a Result of Denied, Information Only, No Access, Not Ready, or Partial. The report is automatically exported into MS Excel format.
0 Comments

OSM Changes from Last Month

5/24/2018

0 Comments

 
​1. Revised Transactions Applied Report (Live April 12)
The reports have been rewritten because we have several jurisdictions that have multiple offices and/or use multiple Accela modules.

There are 3 Transactions Applied reports: 
  • Transactions Applied by Account – there is a group and sub-total for each account
  • Transactions Applied by Module – there is a group and subtotal for each module and within each module there is a group and sub-total for each account
  • Transactions Applied by Office – there is a group and subtotal for each office and within each office there is a group and sub-total for each account

Each Transactions Applied report can also be filtered by specific offices and modules.  For jurisdictions that use account code 3 the reports can be run with account code 3 as well as account code 1.

If your agency does not have offices and only uses one module, select ‘-All-‘ from the Offices and Module dropdowns and use Transactions Applied by Account to get the new versions of the old reports.

The reports have been reorganized so that the summary appears first and the details follow.  
The header has been changed – the agency contact information has been replaced with the name, phone and email for the user that ran the report.

2. Revised Payments Received Report (Live April 12)
There are 4 Payments Received reports: 
  • Payments Received by Payment Method – there is a group and a sub-total for each payment method
  • Payments Received by Office – there is a group and subtotal for each office and within each office there is a group and sub-total for each payment method
  • Payments Received by Module – there is a group and subtotal for each module and within each module there is a group and sub-total for each payment method
  • Payments Received by Cashier – there is a group and subtotal for each cashier and within each cashier there is a group and sub-total for each payment method

To increase the flexibility of each Payment Received report, the user can select one or more payment methods, offices, or modules from drop down lists.  Individual cashier names can be listed to generate a report of a cashier’s activity.  Payments received through ACA can be filtered by using ‘Online’ for an office or ‘Public User’ for the cashier.

If your agency does not have offices and only uses one module, select ‘-All-‘ from the Offices and Module dropdowns and use Payments Received by Method to get the new versions of the old reports.

The reports have been reorganized so that the summary appears first and the details follow.  
The header has been changed – the agency contact information has been replaced with the name, phone and email for the user that ran the report.

3. Corrected Payments Received by Cashier, Office, Method, and Module (Live April 19)
  • The Payments Received by Module, Payments Received by Office, Payments Received by Cashier, and Payments Received by Payment Method reports have been updated.  
  • The summary section of the report has been revised. 
  • Here are the changes: 
  • A note appears at the bottom of the summary reminding users that Void Payments, Refunds and Void Refund payment actions may be performed on Payments from days before the reporting period.
  • If the parameter Separate_online is completed with ‘Yes’ the Payments Received by Module and Payments Received by Payment Method Summary section will have a total for Credit Card, but have subtotals for Credit Card – Online and Credit Card – Office (as applicable) for each payment action.
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4. New Report: Daily Acct Financial Summary (Live April 30)
The Daily Acct Financial Summary report is almost the same as the Daily Financial Summary, the report heading has changed and some of the titles for the columns have changed.

5. New Report: Daily Module Financial Summary (Live April 30)
The Daily Module Financial Summary report creates a summary section for each module.

6. New Report: Daily Office Financial Summary (Live April 30)
While the Daily Office Financial Summary creates a summary section for each office.
  • All three reports can be run for specific modules and/or offices.  
  • Online payments can be separated from other credit card payments.  
  • For those agencies that have offices, the No Office section indicates when payments/refunds/voids were processed but no choice was made in the office drop down.
  • The Online office is available to filter for just payments processed through ACA.

7. New custom list (custom table) for floodplain information (Live May 9)
A new custom list/table has been added across modules to capture floodplain information. It is available to be added to most record types in the Building, Planning, Public Works and Onsite modules. In the near future we will be adding a custom field (checkbox) to Building record types to indicate that the work is being performed in the floodplain as well as a floodplain report.
0 Comments

OSM Changes from Last Month

4/12/2018

0 Comments

 
1. Updated Transaction Receipt (Live March 6)
The Transaction Receipt was updated.  Please see the Kayako Knowledgebase article for the new features:
http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/44/2/sample-reports-with-instructions

2. Corrected Onsite Permit Workflow (Live March 8)
An error was displaying intermittently when updating the Onsite Permit workflow on any of the Review tasks.  This error was corrected.

3. Corrected Cut Off Time for Canceling & Rescheduling Inspections Online (Live March 9)
Previously, inspections could be Canceled or Rescheduled after the Same Day, 7:00 AM cut off time through Citizen Access.  This has been corrected so that inspections cannot be scheduled, canceled, or rescheduled Same Day after 7:00 AM.

4. Corrected Building RV/Manufactured Home Parks Workflow (Live March 21)
Previously on the RV/Manufactured Home Parks workflow, when the “Ready to Issue” status was selected, no tasks were left activated so users would have to use the Supervisor feature to activate the Permit Issuance task.  This has been corrected where “Ready to Issue” will automatically activate the Permit Issuance task without using the Supervisor feature.
0 Comments

OSM Changes from Last Month

3/8/2018

0 Comments

 
1. New Document Types for Building & Planning Modules (Live Feb 2)
The following document types have been added:
Building Module:
  • Inspection Report
Planning Module:
  • Plans-Plot Plans
  • Plans-Other
  • General Correspondence
  • Notice
  • Staff Report
  • Internal Only
  • Incomplete letter
  • Comments & Submittals-Public
  • Comments & Submittals – Agencies
  • Evaluations and Drawings
  • Appeal

2. Added ‘Inspection Seq #’ Field (Live Feb 6)
The ‘Inspection Seq #’ field was added to the Inspection List, Record Inspection List, Inspection Detail for Supervisor, Inspection New Detail, and the Inspection Detail form.  Each inspection is assigned an Inspection Sequence # value and it can help you troubleshoot inspection scheduling issues when it is matched up to entries in the Inspection Log. 

3. Modified ‘Record Search’ Screen (Live Feb 7)
The ‘Record Search’ screen has been modified for the following modules:
Building Module:
  • Added search by ‘Custom Lists’ values
  • Added search by a variety of Activity values
  • Added search by ‘Set Name’ and ‘Set ID’
Licensing Module:
  • Added search by ‘Custom Lists’ values
  • Added search by a variety of Activity values
  • Added search by ‘Set Name’ and ‘Set ID’
Onsite Module:
  • Added search by ‘Custom Lists’ values
Planning Module:
  • Added search by ‘Custom Lists’ values
PublicWorks Module:
  • Added search by ‘Custom Lists’ values

4. Modified Standard Language for Onsite Reports (Live Feb 7)
In the Onsite module, the standard language that automatically appears on the Site Evaluation and Authorization reports has been modified based on the request of DEQ.

5. Revised Default Email Language (Live Feb 15)
When a report is generated and emailed from any of the OSM modules, there is default language in the body of the email.  The language was more specific for the Building module but has been revised to be much more generic across all modules.
0 Comments

OSM Changes from Last Month

2/1/2018

0 Comments

 
1. Corrected a typo in the Payment screen (Live Jan 5)
We corrected a typo that displays on the Payment screen when a user belongs to a user group that cannot process the payment using exceptional payment methods (Journal Entry, Billed, Credit Memo, Fee Waiver, or Write Off).

2. Removed ‘County’ field for Non-DEQ Onsite agencies (Live Jan 10)
Removed the “County” custom field in the Onsite module for all non-DEQ agencies.  This field was intended to be available only for DEQ agencies since they provide services for multiple counties.
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