OSM Changes from Last Month

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

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

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

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• Records that are not in the status of Void or Withdrawn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

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

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

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

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

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                     o Withdrawn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

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

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

Below are the fields displayed for each record:

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

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

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

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

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

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

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

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

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

Along with the corrections 3 changes were made:

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

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