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OSM Changes

9/1/2017

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1. Revised Report: Inspections Completed (Live 8/8)
A new parameter was added to this report to select the Inspector Name to generate the data for.  The parameter is a dynamic dropdown list where “All” inspectors within an agency can be selected or an individual inspector.

2. New Licensed Professional Work Categories (Live 8/8)
Five additional work category fields have been added to the Licensed Professionals, listed below.  The work category is a way to note the type of work each LP is doing on an individual permit.
  • Insulation
  • Limited Energy
  • Plumbing – Exterior/Site Utilities
  • Sheetrock
  • Solar/Renewable Energy

3. New Report: Structural Exemption Certificate (Live 8/8)
A Structural Exemption Certificate report has been created for the Commercial Agricultural Equine record type.  This report will contain all of the application specific questions and entered answers, comments placed by the jurisdiction, worksite address, and the Address/Parcel/Owner information. This report can be found under the “Permit Specific” reports section with the title “Structural Exempt Certificate”. The purpose of this report is to provide a document showing that an exemption review has been done and then whether it was approved as exempt or denied and requiring permit(s).

Things to keep in mind:
  • Comments entered in the “Comments and Conditions” box in the specific workflow task “Exemption Review” will be displayed on the report. If there are no comments, then the comments section will not appear.
  • “Certificate not issued – review of application not complete” message will appear if the workflow task status for the “Exemption Review” has not been resulted to “Approved” or “Denied” through the workflow task.

4. Revised Report: Detailed Inspection Report (Live 8/10)
As requested and prioritized from multiple agencies, a variety of changes were made to the Detailed Inspection Report.  Please see last page for a detailed list of parameter selections and the layout of the data.

5. Prevent Payments on EST or TMP Records (Live 8/11)
Previously and through a very convoluted path, Accela would incidentally allow a payment to be submitted on both EST and TMP records but the payment was no longer visible once the record was submitted and became a real record.  A script was put in place so that payments can no longer be submitted on EST or TMP records.

6. Updated Message for Applicant on the Intake Form (Live 8/25)
A red message displays for the Applicant section on the Intake Form as a reminder to enter a name in either the Full Name, Last Name, or Organization Name fields.  This message was mistaken very often for an error message.  The message has been revised to say it is not an error.

7. Resolved Issue: Schedule or Result Inspections for any Status on Onsite Records (Live 8/25)
Now, inspections can be scheduled and/or resulted on Onsite records regardless of the record status when “Allow Inspections Prior to Permit Issuance” in the custom fields tab is checked.

8. Inspection Result Email Includes Result Date (Live 8/28)
The inspection result date was added to the optional email that can be sent out to the customer from the back office when inspections are resulted.  The result date was inadvertently missing from the email content.

9. CET Changes
We revised the display of the CET fields so that they are shown on their own tab called, “Construction Excise Tax” but the fields and selections haven’t changed.  These changes go along with revisions made to the complex scripting that goes on behind the scenes to assess and calculate the CET fees.  Because of the complexity of the changes and the custom school districts for each agency, we are pushing these changes out individually to each agency.  You will be contacted by ePermitting staff when it is your agency’s turn to move to the new CET display and revised scripting.
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