OSM workflow enhancements coming Tuesday, September 3rd!

​The following workflow enhancements will go live in production on Tuesday, September 3rd:

1. New adhoc workflow task: ‘Issue New C of O at Completion’ – this adhoc workflow task can be added to notify staff that a new C of O should be issued at completion for addition/alteration records where that would be appropriate.
2. New adhoc workflow task: ‘Septic Authorization Required’
3. New scripting to update the ‘Permit Issuance’ task with a status of ‘Permit Issued’ when the permit has been issued “over the counter” from the ‘Application Intake’ task. Currently, while the Intake task and overall record status is updated to ‘Permit Issued’, the permit task does not get an entry of ‘Permit Issued’. 
4. Addition of ‘Infrastructure Review’ and ‘Site Review’ tasks as parallel tasks to Commercial and Residential Demolition record types.
5. Addition of ‘Completeness’ task with associated statuses to electrical, mechanical and plumbing record types so that agencies have the option to add an additional step for staff to prepare the permit for issuance following a review. A new status of ‘Approved for Completeness’ has been added to the review task which will move the record to the ‘Completeness’ task (and will not change the overall record status to ‘Ready to Issue’). Using the ‘Approved’, ‘Approved with Conditions’ or ‘Not Required’ status in the review task will skip the ‘Completeness’ task and go straight to the Permit Issuance task with a record status of ‘Ready to Issue’.
6. New task status of ‘Investigation Closed’ to ‘Investigation Process’  task in Investigation record types. To close record when agency decides not to or is unable to pursue the investigation.
7. Change to Onsite record type workflows. Replace ‘Construction Permit Site Visit Complete’ and ‘Repair/Alt Permit Site Visit Complete’ statuses with ‘Site Visit Complete’.
8. New task status of ‘Void’ for Inquiry records.
9. Addition of ‘Planning Review’ and ‘Completeness tasks’ to the Driveway Access record type (in the Building Module).