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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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