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:​

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.

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

Accela 101 Training (3 part series): www.youtube.com/playlist?list=PLCrlQ45XMyFwGN5psfyyH9At1d8N3wDKj

Code Enforcement Focus Training: https://www.youtube.com/watch?v=tr3HOXhshYc

Planning Module Focus Training: https://youtu.be/UaabyfzMKEQ

A link to the Oregon ePermitting YouTube that includes a few other training videos:  https://www.youtube.com/channel/UCPrRRU13H4Ajohabvo_sRwg 

The receipt has been updated to allow agencies to create specific information for the header when the receipt is issued for a POS transaction.  

Over the past couple of years, you may have noticed that the header for a POS transaction is not related to the module where the POS transaction occurred, but rather to the preferred module for the user who performed the transaction. For agencies using only one module (e.g. Onsite only agencies, Building only agencies and Planning only agencies), this is not a problem.  Agencies using multiple modules may have users whose preferred module is Building, but sometimes perform POS transactions in other modules.

To accommodate those agencies using multiple modules, a new option has been added for Agency Contact Info. The Agency Contact Info POS allows the agency to have specific values for: 

Right now, these values are set to the Building module values for all agencies, except those agencies using only Onsite or Planning modules. If the agency is using only the Onsite module, the values are set to the same as the Agency Contact Info Onsite. For those using only the Planning module, the values are set to those of  Agency Contact Info Planning. 

If your agency wants to customize the value for POS transactions, please submit a help desk ticket and fillout the appropriate submittals found here: http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/agency-contact-submittal-all-modules-pos.

​A new OSM enhancement was completed at the end of September where the Record Link is now available on all record types that are available through Citizen Access.  The Record Link is the direct link to each specific record on Citizen Access.  It can now be easily copied and pasted into any communication to your customer.  The Record Link can be added to the public user’s browser favorites for easy access or can be sent to other interested parties.  It is an easy way for public users to access records without the need to search or log into Citizen Access.  The Record Link can be found on the primary custom fields tab for each record type, toward the bottom of the screen.  The Record Link is also available on Citizen Access and is clickable so users can easily add the record to their browser favorites.  It is expected functionality for the Citizen Access “wrapper” to not be visible when accessing the record through the Record Link.  We hope that this enhancement adds more functionality for communication with your customers!

One of the changes that occurred during the last software upgrade was the inclusion of the “Office” field on the payment screen. In order to avoid negative consequences for jurisdictions that have different offices for accepting payments, we have had to add this field to all jurisdictions’ payment pages.

For jurisdictions that do not have offices, we have defaulted the value to “not applicable” (we are using that instead of no office, so that receipts do not say that the payment was received in “no office”).
​
By defaulting this, no one needs to choose a value when taking a payment in a “no office” jurisdiction.

In addition, this change affects financial reports that have an office parameter choice. For jurisdictions without offices, there used to be the choice of, “all, online and no office.”
Now there is, “all, online and not applicable.” The “all” choice will bring up absolutely every payment (even some old ones that have blank office fields); “online” brings back online transactions only, and “Not applicable” brings back the non-online transactions only. 

The ePermitting Program will be ending support of Accela Electronic Document Review (AEDR) and Adobe Acrobat on November 1, 2022.  This means we will no longer support or provide the AEDR client software or Adobe Acrobat licenses to jurisdictions.  We made the hard decision to end support of AEDR and Adobe Acrobat because of the complexity of Adobe licenses, the difficulty of staying up to date with a compatible version of Adobe Acrobat, and the addition of new electronic plan review alternatives.  If your agency uses AEDR with Adobe Acrobat for electronic plan review, please contact us right away, by submiting a helpdesk ticket to epermitshelp.BCD@dcbs.oregon.gov, so that we can help you implement one of the alternative electronic document review products we offer – see below.
 
BlueBeam

• Free licenses provided by the ePermitting Program.
• Does not directly integrate with Accela so the document review is performed outside of Accela.
• Allows plan reviewers to view each other’s’ comments and publish them together during concurrent plan reviews.
• Industry standard.
• Implementation is simple.
• Training - ePermitting Program provides in-house training and there are online training materials available.

 
DigEplan

• The jurisdiction is responsible for paying the annual licensing costs to use the software and the ePermitting Program will reimburse the jurisdiction for the implementation costs.
• Directly integrates with Accela and includes an additional workflow task for Review Consolidation, additional email communication to customers, and no need to save electronic plans outside of Accela.
• Requires an implementation project with TruePoint, an Accela partner.
• Implementation is more in depth but is standardized across all ePermitting jurisdictions.
• Training - provided by TruePoint.

Recently, our team has received questions about the Accela Inspector app and the Accela Mobile App. Neither of these apps work with Oregon ePermitting and will not function properly. 

iOS version: https://citygovapp.com/app/oregoniaios.html​

Android version: https://citygovapp.com/app/oregoniaandroid.htm​

Testing Underway
Version 21.2.5 was installed in our Dev environment in early March, the ePermitting team has been thoroughly testing the new version which is going well. We expect to wrap-up testing in our Dev environment by mid-May. 

Config Refresh and Agency First Look
Accela is refreshing our Config environment this week with current Prod data (except for a few agencies which have been excluded for various reasons). We will then be upgrading Config to version 21.2.5 by May 16th. After Config has been upgraded, we will be inviting users to come take a look. You’ll notice then that there isn’t a big difference. There will, however, be some configuration changes coming with this upgrade that you won’t necessarily see until Production has been upgraded. Some are necessary for maintenance purposes and others are features which, we believe, will be welcome quality-of-life changes for daily users. 

One change you will notice in Config after it has been upgraded, is that some of the forms will look “off”. With this version, Accela has converted all forms to their new form designer. The default conversion doesn’t always work well with the way that we have designed forms, so as part of our upgrade project, we have a subproject to update the critical forms in Prod (e.g. Record Search, Inspection Search and parts of the intake forms) prior to the version upgrade. We will advise you via GovDelivery (sign up here) when that has happened. Along with performance and security enhancements, both Chrome and Edge will now be fully supported (IE11 will no longer be supported). 

Production Upgrade Schedule
Prod is scheduled to be upgraded the weekend of June 11-13. We will be providing you with regular updates and more information in the coming weeks as we progress through our testing and the upgrade project.

More Information
We will be sharing more information about those changes as the upgrade project progresses via the upgrade website which can be found at: https://www.oregon.gov/bcd/epermitting/howto/Pages/upgrade-info.aspx.

As one of the adjustments that ePermitting made to facilitate online transactions during the pandemic, we created  “homeowner licenses.” These “licenses” allowed homeowners to bypass the licensing requirements online and apply for permits. We provided a report that jurisdictions could run to track these applications, and also sent out packets to jurisdictions so that they could choose whether or not to provide this information to customers. We have had a number of jurisdictions request that these "licenses" be made permanent. We also have some jurisdictions that do not want homeowners to apply online. 

The plan for online homeowner application is:

1. To see if we can find a better solution that allows homeowners to apply online without these dummy licenses; this will take some time and will be part of our overall efforts improve ACA.
2. For now, we will continue to maintain the homeowner licenses for those jurisdictions that want to use them; and,
3. For those jurisdictions that do NOT wish to use this option, please let us know by sending an email to the Kayako Helpdesk, we can put a condition on the licenses so that they cannot be used in your jurisdiction. Note: this is an all or nothing decision - if your agency wishes to allow homeowner application case-by-case, you would need to leave this option available.

The receipt has been updated to allow agencies to create specific information for the header when the receipt is issued for a POS transaction.  

Over the past couple of years, you may have noticed that the header for a POS transaction is not related to the module where the POS transaction occurred, but rather to the preferred module for the user who performed the transaction.  For agencies using only one module (e.g. Onsite only agencies, Building only agencies and Planning only agencies), this is not a problem.  Agencies using multiple modules may have users whose preferred module is Building, but sometimes perform POS transactions in other modules.

To accommodate those agencies using multiple modules, a new option has been added for Agency Contact Info.  The Agency Contact Info POS allows the agency to have specific values for: 

• Jurisdiction Name
• Address Line 1
• Address Line 2
• Address City
• Address State
• Address Zip Code
• Contact Phone
• Website Address
• Email From
• FAX phone

Right now, these values are set to the Building module values for all agencies, except those agencies using only Onsite or Planning modules.  If the agency is using only the Onsite module, the values are set to the same as the Agency Contact Info Onsite.  For those using only the Planning module, the values are set to those of  Agency Contact Info Planning. 

If your agency wants to customize the value for POS transactions, please submit a help desk ticket for ‘New values for AGENCY_CONTACT_INFO_POS’  with the desired values for each item.

Recently there has been an increase in the requests for new/added users in Accela; and with these requests, the ePermitting Team has noticed a few spots on our Add/Remove User form that needed to be updated to make the process a little smoother.  We are including information on what has been updated so you know what to expect when filling out the Add/Remove User form. 

We have added a User Jurisdiction field, this will allow you to free type the accountholder’s Jurisdiction since some users work in multiple Jurisdictions. 

We have updated the Department section which is now a dropdown instead of a checkbox selection. The Department determines which dropdown the user will appear in for assignment purposes, and because of this, only one department can be selected. This change makes the answer on this a little more straightforward.  

We have also updated the User Group section – the user group determines the level of access that the user is granted for each module you want them working in. Note: your agency has to have the module turned on and configured in order to grant permission to it, so if you don’t have the Planning, Public Works, or Onsite Module(s) in use - do not select that module’s user group.  We also made the user group permissions a dropdown instead of free type, to make it a little easier to see what is available when you are comparing with the PDF User Group Permissions documents that outline what access is granted for each user group.   

The last update is the addition of a brand new section where you can opt the new user into the epermitting notification emails that we have available.  To opt them in to email notifications, check the box next to the appropriate notification type and the user will be added to that email notification list in the GovDelivery system that ePermitting uses to send out important informational emails and outage notifications to everyone. 
requirement a little more straightforward.

There were some additional updates to the language in the form to help better direct you in what information we are looking for. You can find the new Add/Remove User form, an instructional sheet on how to fill out the form, and the User Group Permissions PDF documents at Adding/Removing User Accounts - Powered by Kayako Help Desk Software. We also wanted to be sure everyone knows that when a user’s account is being disabled, you must also fill out this same Add/Remove User form which includes the removal of any auto-assign if the person is an inspector and to designate the next inspector who should be set up with auto-assign. 

We appreciate that everyone uses this important form and hope the updates make the process smoother for everyone.

The ePermitting team will start updating the login screen when needed to share news, maintenance alerts, and more.

We are continuing our pilot program for the video inspection/photo upload features of the Oregon Inspector app.

Thank you to the inspectors and contractors in Deschutes County, who are doing extensive testing of these features! 
​
Thus far, it is going well and we expect to start rolling this out to other jurisdictions by May.

The Certificate of Occupancy now displays tenant information when the record type is Commercial Structural and there is a contact with Contact type = ‘Tenant’.  This is intended for Commercial Structural permits where the Type of Work = ‘Tenant Improvement’.  The report will show the name, business name (if available) and address for the first or primary contact type = ‘Tenant’ associated with the permit.

​Here is the ‘Tenant’ contact information for the Certificate of Occupancy shown below: 

We are installing the newest version of Accela in a test environment this week. The ePermitting team will be testing the new version extensively over the next 6-8 weeks. Once we’ve completed the first round of internal testing, we’ll be upgrading the Config environment where users will have the opportunity to do some testing and exploring of their own for approximately two weeks. We anticipate upgrading the production environment in early June. Along with performance and security enhancements, both Chrome and Edge will now be fully supported. We will be providing you with regular updates and more information in the coming weeks as we progress through our testing.  

​The February 2022 ICC Building Valuation Data has been loaded into Accela for all agencies and will become effective and available for use on April 1, 2022. On April 1st, you will see that the version dropdown will now appear like the screenshot below, with the new version appearing first in the list and the most recent former version will now appear in the list with a “P-“ proceeding the version number. This change was made last year when we upgraded to our current version of Accela because of the way Accela changed the functionality of this dropdown.

​The ePermitting team is starting to take a look at the newest versions of Accela to determine the best version for our next Accela upgrade. We’ll begin the upgrade process in the next couple of months which will start with the ePermitting team doing some extensive testing in our Dev environment. The testing and upgrade will progress through our other environments and we’ll eventually be asking the daily agency users to do some testing before we upgrade production. We are hopeful to have the Accela upgrade complete by late spring and will keep you updated as the project progresses.

We will soon be implementing Virtual Folders in all OSM agencies. Virtual folders are way to further categorize documents. This will be a phased roll out starting with permit/review record types in the Building module.

Virtual folders will not duplicate the document types but, instead, are meant to further help identify/categorize documents both in the back office and in ACA.  In the back office the File Name and Document Name are both shown in the document record list. Unfortunately, the same is not true for ACA. In ACA we are only able to display the file name (the actual name of the uploaded file).

Back Office:

​To associate a virtual folder with a document:
​
1. When in the add document form, click on the hand picker icon for Virtual Folders.

​2. A new window will pop up within the form. Check the box in front of the folder you’d like to associate to the document and click the OK button. 

​3. Notice that there is an Add button. This will allow agency users (any users that have access to add documents) to add a virtual folder “on the fly”. Virtual folders, once added here, would be available to associate to any document that references the same virtual folder group (we’re starting with just one virtual folder group for the permit and review record types within the Building module in this first phase of roll out). We caution you to be judicious in creating folders. One of the intents here is to make it easier for customers to find certain types of documents that they may have difficulty sifting through, especially on larger projects.

​4. When a Virtual folder is associated, it will appear in the Virtual Folder column in the record document list. In the record document list, users may sort by clicking on the column header.

​5. In ACA, it will appear like this and customers have the ability to sort by clicking on the column header:

We will be adding an additional parallel review task to Commercial Mechanical records. We’ve had requests to add a new review for some time. In the past we’ve recommended using the ad-hoc workflow task for these reviews, however, we’ve heard from several agencies that they need this additional review every time. In order to preserve flexibility, without bogging down the model, we’ll be adding a review task simply called “Additional Review”. When advancing the workflow to “Ready for Plan Review”, the user will have the ability to select (or deselect) the Additional Review task. 

If both reviews are activated, the workflow will always progress to the Completion task after the reviews are complete (even if “Approved for Completeness” is not selected for the Mechanical Review). If “Additional Review” is not activated, users will still need to select “Approved for Completeness” for the Mechanical Review if they would like the workflow to move to Completeness rather than to Permit Issuance.

If you require more than one additional review, you will need to use adhoc workflow for the other(s). 

This will be a phased project, with other record types receiving the same enhancement in the future.

It’s finally ready! Over the past year, the Oregon BCD ePermitting team has been developing and testing the Android version of the Oregon Inspector App. We are planning to release the app the week of August 23, 2021, via email, to all jurisdictions. The Android version functions in the same way as the iOS version, but for committed Android users, the change in operating system and design will be a very welcomed change. Much like the release of the iOS version last year, we anticipate a few issues may arise that need to be addressed. Please continue to use the ePermitting Help Desk email epermitshelp.bcd@oregon.gov to submit any issues or call 503-373-7396 so we can work with our app developer to resolve them as soon as possible. 

Any inspectors wishing to download and use the Android Oregon Inspector App can do so by following the instructions provided in the email we will send out next week. The Oregon Inspector App is not available on the Google Play Store or Apple’s App Store as it is not a public application. 

We have just finished our first round of testing a video inspection enhancement to the Oregon Inspector App.  The app will allow:

• Real time video inspection, with verification of the contractors’ location
• Photo capture during real time video inspections
• Ability for contractors to submit photos (separate from live video inspections) to a record, with location verification
• Push notifications to the contractor app, so that inspectors can give quick status dates about arrival time, or other information
  ​

Our first round of testing went very well, and we expect to begin piloting video inspections in several jurisdictions during September.