OSM Changes from Last Month

1. Change in Documents ‘File Name’ Column (Live Nov 13)
The way in which the “File Name” column displays in the Documents page was changed so that it includes both the File Name and the Document Name, separated by a slash (/).  This was done to patch together inconsistencies between different views in Accela.

2. New Report: Assigned Planner (Live Nov 13)
A new report called “Assigned Planner” shows all open Planning records that are assigned to a user.  A parameter for Open After Date is used to filter records opened after a specific date.  The report lists details about each record assigned to the Planner and is grouped by assigned Planner.  The report also includes a summary with the number of assigned records, per Planner.  Unassigned records will not appear in the report - a record list My Filter can be used to locate unassigned records.

3. Revised Report: Bldg Program Data Request (Live Nov 13)
The Bldg Program Data Request report which can be used to complete the Building Program Data Request Form that must be submitted to Building Codes Division has been corrected for the FY 15-16.

The report has been modified to include Residential Sign, Residential Phased Project, and Commercial Phased Project record types.  

The inspection portion has been modified to include Inspections with a status of ‘Insp Cancelled’ and results of ‘No Access’, ‘Not Ready’ or ‘Information Only’.  

The last page of the report describes the contents of the report.

4. New Report: Contractor NonContractor Permits (Live Nov 13)
A new report has been installed called “Contractor NonContractor Permits”. 

With this report you can gather information for a specified time frame, the report lists record types and the number of permits issued to licensed professionals and to property owners or other applicants with percentages. 

You can find a sample of this report and other sample reports like this by going to the Knowledgebase and selecting the “Reports” category and the “Sample Reports with Instructions” article. You can access the knowledgebase at: http://orepermittinghelp.kayako.com/Core/Default/Index

5. Department Picker (Live Nov 13)
In the Planning module, the Record Search screen was updated so that the Assigned to Department and Assigned to Staff fields are dropdowns instead of “picker” icons.

6. Revised Report: Contractor NonContractor Permits (Live Nov 20)
Three changes were made to the new Contractor NonContractor Permits report (referenced in #4 above):

1. Because the Commercial and Residential Site Development and Driveway Access record types differ in use from jurisdiction to jurisdiction, those record types were removed from the list.
2. The Fence Record type is predominantly set up to allow a jurisdiction to do a review/inspection and work is frequently done by the property owner, it was removed.
3. When a jurisdiction uses the Owner (Property) Licensed Professional type when the owner is doing his own work, those records will appear in a separate column.

7. Revised Report: Bldg Program Data Request (Live Nov 28)
A bug was found in the Bldg Program Data Request Report (referenced in #3 above).

Near the end of 2014, as the result of clarification fro the BCD Building Official, we switched from classifying Category of Construction = ‘Multi-family’  from Residential Structural to Commercial Structural.  The result of this is some agencies may have both Residential Structural with Category of Construction = ‘Multi-family’  and Commercial Structural with Category of Construction = ‘Multi-family’ showing in the reporting period of FY 15-16 that is currently being requested by Tyler Larson from the Building Codes Policy Team.  

Previously, if the Category of Construction equaled ‘Multi-family’, the report was only counting the Commercial Structural permits  in the ‘Multi-family’ category and putting the Residential Structural in the Residential ‘Other’ category.

If an agency had Multi-family permits during this reporting period (FY 15-16), the report should be rerun and resubmitted to Tyler Larson.

8. New Filter: ACA permits opened in the last 180 days but not issued (Live Nov 30)
This new filter is now being rolled out to Production. It's called "ACA permits opened in the last 180 days but not issued". It will show up in the Record List for the Building module. It includes all record types that have come in through ACA but are still in the status of “App Submitted”. It should help you catch anything that might have been missed or might need some follow-up work.