OSM Model Changes From the Last Few Months

1. Code Compliance Module: "Violation Letter" was added as a new Document Type for the new Code Compliance module. (2/5/24)
2. Code Compliance Module: A new Code Compliance fee schedule was added for the new CodeCompliance module. The new fee schedule is the default for the Code Inquiry and Code Investigation record types. If your jurisdiction is using the new CodeCompliance module and have code related fees that are not in this new fee schedule, please submit a ticket by emailing [email protected] and our team will populate this fee schedule for you. (2/6/24)
3. Onsite Module: The workflow for Onsite Authorization, Onsite Site Evaluation, and Onsite Permit were corrected so that when the task = Planning Review or Septic Review and the status = Approved or Approved with Conditions, the overall application status will change to In Review.  Previously, these status updates would not change the overall application status, causing some confusion. The workflows also now match Building workflows in this same scenario. (2/6/24)
4. Onsite Module: The newly required fields for Onsite online applications have been modified for Onsite Permits.  Previously, Number of Bedrooms, Number of Employees, and Number of Seating were only required when Type of Application was Construction Permit.  Now those fields will be required if the Type of Application is any of these values (depending on whether it is Commercial  or Residential):
   
   Alteration (Major) - Commercial/Residential
   Alteration (Minor) - Commercial/Residential
   Repair (Major) - Commercial/Residential
   Repair (Minor) - Commercial/Residential
   (2/8/24)
5. Onsite Module: A fix was put in place for Onsite Annual Inspection Reports that were submitted without being associated to the Master Service (parent) record that caused a variety of issues. (2/8/24)
6. Planning Module: The Planning Investigation record type has been disabled across all jurisdictions now that we have implemented the Code Compliance module and transitioned all applicable jurisdictions to the new module. (2/12/24)
7. Planning Module: All filters for the Planning Investigation record type have been deleted for all jurisdictions since the Planning Investigation record type has been disabled and jurisdictions have been transitioned to using the CodeCompliance module. (2/14/24)
8. All Modules: The record menu navigation has been updated so "Comments" has been renamed to "Comments (Internal)" for all modules.  Comments (Internal) is a place where jurisdictions can add internal comments regarding the record that will NEVER be visible online through Citizen Access. (2/21/24)
9. Planning and Code Compliance Modules: The Record List for the Planning and CodeCompliance modules now include a column named, "Assign to Staff" located on the far right side for the form. This will be populated with the user that is assigned to the overall record. (2/21/24)
10. Code Compliance Module: Users in the CodeComplianceAdmin and CodeComplianceSuperUsers usersgroups are now able to use the following payment methods:
     - Restore Payment
     - Journal Entry
     - Billed
     - Credit Memo
     - Fee Waiver
     - Write Off
    (2/27/24)
11. All Modules: New Filter - 'Resulted Inspections in the Last 7 days', this new filter allows you to see all of the resulted inspections that have been resulted in the last 7 days for the module indicated. (3/28/24)
12. Building Module: A new document type was added called, "Expiration Courtesy Letter" and will display as the document type anytime an expiration letter is generated and attached to a record (either manually or through executing the letter expiration script on a set). (4/10/24)
13. All Modules: All reports now have the Email button available so that the report file can be emailed, regardless of the type of that data that is generated.  If the report is run against a record, then the record contacts are automatically populated and can be selected to be emailed.  If the report is NOT run against a record, like financial balancing reports, then the email button is available as an option and internal staff or any other email recipient can be entered. (4/10/24)
14. Building Module: The custom field named, "Drywell, leach line or trench drain" was renamed to, "Trench drain" in the back office and on Citizen Access. (4/16/24)
15. All Modules: The Record Assignment fields have been added to the intake form for all modules.  Now records can be assigned right at intake!  If the record assignment needs to be modified after intake, you can update it through the "Description of Work" page. (4/23/24)
16. All Modules: After the upgrade we discovered some issues with some of the Workflow TSI (task specific information) for some tasks, which caused some forms to stretch, making it difficult to see all of the fields on the form. We've updated all of the forms to the new designer for all OSM agencies and that has remedied the issue - click here for more information. (6/13/24)