Oregon ePermitting has changed our monthly newsletter to a blog
format. Read our blog here and stay in the
know: OREGONEPERMITTING.COM [https://www.oregonepermitting.com/]
Setting your preferred module directly determines what you see (or
don't see) in various pages where a Module dropdown is not available -
MY TASKS and INSPECTIONS in particular. These two pages do not have
the Module dropdown available to them as the RECO...
For all of the information on the Accela upgrade, please follow the
link below to our website, which includes all of the information we
have available.
https://www.oregon.gov/bcd/epermitting/howto/Pages/upgrade-info.aspx
The following are new statuses added to the Planning Tracking
record:
TASK
NEW STATUS
FLOW ETC.
Application Intake
Issue Permit/Decision
* Will update the first issued date (if it is null to begin with)
* Will launch the "permit report" - TBD...
The ePermitting Online Training portal provides how-to articles that
give customers both written and visual instructions to use the ACA
website. It includes steps to apply for permits, pay fees, schedule
inspections, and more.
To access the portal, go
...
Please open the attached documents to view the materials used in the
2019-20 Regional Conference for Adhoc Report Training.
We have heard from a few agencies regarding an issue where choosing
MENU > PRINT PAGE stopped working recently.
It will print the page but shows an error message instead of the
information:
"[pageNotFoundError]Sorry, We can not find a proper page for yo...
We are now purchasing Acrobat Pro 2017 licenses for EDR since this is
the most currently supported version and what SHI has available.
However, Accela is only compatible with XI and DC.
So even though we purchase licenses for 2017, agencies must insta...
When using Activities, what is the difference in Start Date versus Due
Date?
The designated Start Date will determine when it even shows up on your
TO DO list, depending on which filter you apply. This is in reference
to use of the My Tasks page, from La...
As we continue efforts to maintain accurate user profiles for all
jurisdictions, ePermitting has developed a step-by-step worksheet to
make the process of adding and removing users more consistent and
efficient for everyone.
Helpful tips for completing t...
Conditions of Approval: Lists the Conditions and Comments from Office
Staff and Inspectors that will appear on the record. Some reports
(documents) will also display Conditions of Approval.
Conditions of Approval:
* indicate for specific conditions of...
* From the launch pad, select ‘Parcels’ from the reference
list.
* On the search screen, search for the parcel that will have
documents added.
* Select the parcel from the list of parcels resulting from the
search.
* From the parcel Detail, sel...
If your agency has moved, or updated phone numbers, email addresses
and/or web addresses for any modules, please fill out the Agency
Contact Submittal for the module(s) you need updated.
These updates will be reflected in the header of all reports,
inclu...
To pull a report of current fee schedules:
* In the Launchpad, select BUILDING REPORTS
* Select SPECIAL USE REPORTS
* Open the ACTIVE AGENCY FEES report
* Select OPEN
The report will export to an Excel spreadsheet for updates.
Please see the attached document for details on Service Locks on
Addresses.
SDC (System Development Charges) are often very high-dollar fees that
are often assessed and due at new construction. Because these fees are
often so high-dollar, your agency may want to consider whether you
want to allow these fees to be paid by credit c...
Please see the attached document for the Building DWL Workflow
Diagram.
CASE 1: INCORRECT SCHOOL DISTRICT ASSIGNED
* A permit was assigned the incorrect school district during the
second quarter reporting period.
* This caused incorrect CET fees to be associated with the permit.
* The mistake was not discovered until a...
There is a minor change that you will notice starting on Mon, June 28
in DEQ_COOS, DEQ_MEDFORD, CURRY_CO, and JOSEPHINE_CO. When you create
a new record, the record type selection screen will look a little
different. Please see attached a document with sc...
Clearing your browser cache can resolve some issues like blank screens
when logging into Accela. The attached document has step-by-step
directions for clearing the browser cache in Internet Explorer, Chrome
and Firefox.
_See How to clear your browser cac...
Please see the attached documents for information about Conditions of
Approval.
Please see the attached document on creating custom stamps for Adobe
Acrobat Pro.
The New User Interface (New UI) had many changes to how delegate users
function. Please use the link below to see more about these changes.
https://www.oregon.gov/bcd/epermitting/Documents/communication/delegate-users.pdf
VISIBLE PARAMETERS:
* Start_date
* End_date
* Audit_mode select either ‘Yes’ or ‘No’
HIDDEN PARAMETERS:
* DEQ surcharge fee amount (default is $100)
* Agency id
FILTERS:
* Only Onsite records can appear in the report.
* No Point of Sale...
DATE
NOTES
9/7/16
Deschutes Co. was found to have a custom invoice number. Turned off
custom invoice number in Production. - dk
10/3/16
Implemented new Onsite module - dk
10/17/16
Added a value to 'ONSITE Authorization Notice' ...
Please see the attached document for information about the difference
between Standard Conditions and Conditions of Approval.
There is a known issue with the Task Activation screen (where parallel
tasks are selected) where it will intermittently close without
allowing the user to select the tasks.
See the attached document for a workaround available until Accela
resolves the i...
Please see the attached document for reference information.
When a building record is in a status of ‘Ready to Issue’ and the
ACA customer pays all fees, the record will auto-issue and the
customer will receive an email of the permit.
Minimum requirements for this enhancement include that all invoiced
fees are pa...
Please see the attached document for step-by-step instructions with
screenshots to enable pop-ups in Microsoft Edge and Google Chrome.
See the attached documents for steps to manually expire a set of
records.
The following link outlines the new look in Accela and where to access
the information you need:
https://www.oregon.gov/bcd/epermitting/Documents/communication/Exploring_the_New_Oxygen_UI.pdf
Exposed Deposit Slip report parameters - Start_time and End_time
On Monday, February 24th, the Start_time (default 00:00:00) and
End_time (default 23:59:59) parameters will now be shown when the
Deposit Slip report is run. This change will allow the user...
Please see the attached documents for steps to create filters
and examples of filters.
The Expiration Date value is updated throughout the life cycle of a
permit. You can easily find the history of the Expiration Date by
using the Record Details log.
Jurisdictions may allow homeowners to apply for structural and trade
permits online through ePermitting. The jurisdiction must provide the
homeowner with the HOMEOWNER LICENSE PACKET, which contains the
homeowner licenses and instructions to apply for the...
To assign an entire record to a specific staff member, please follow
the steps in the attached document.
This training document provides step-by-step instructions to attach
documents to records in the Back Office:
http://orepermittinghelp.kayako.com/Knowledgebase/Article/View/document-permissions
The document also includes tips and tricks about attaching do...
Our Oregon ePermitting presence resides on multiple servers with
Accela. From time to time, a particular server may be experiencing
issues and you will see those demonstrated in the form of extreme
slowness, unusual errors, pieces of standard information ...
We have provided steps to clear the cache in the most common internet
browsers:
MICROSOFT INTERNET EXPLORER 11
* Select the GEAR ICON in the upper right corner of the browser
window. This will open the "Internet Options" panel.
* The "General" tab s...
See the attached document for steps to correct Adobe Reader errors in
the back office's Document Preview.
Please see the attached document for step-by-step directions to create
a revision record.
Please see the attached document for steps to create a tree permit in
the Planning Module.
Please see the attached document for steps to generate a deep link for
an email.
Please see the attached document for steps to make Payments using
SETS.
First thing is that you do not need to record the bancrofted fees in
Accela at all, you could elect to record and collect them only through
your agency financial system - they have to be in part as they are
often interest-bearing. There is a payment contr...
A structural permit is required for all qualifying Solar/PV Installs.
Solar/PV Install permits are one of the record types in the system
most often setup incorrectly. Automated fees on Structural permits are
not applicable for Solar/PV Installs, as well a...
For steps to print your approved plans, please follow this
link: https://www.oregon.gov/bcd/epermitting/howto/Pages/print-plans.aspx.
See the attached document for step-by-step directions to process a
payment in Accela.
Please see the attached document for steps to relate existing records.
Please see the attached document for steps to resolve the wrong record
type in Accela.
NOTE: THE EXPIRATION BATCH MUST BE SET UP BEFORE RUNNING THE SCRIPT.
See the attached document for steps to run the expiration letter
script.
Please see the attached document for step-by-step directions to upload
documents to a permit on ACA.
IOS V. 1.5
API v. 4
Published to App Store: No
ISSUE
SENT TO CITYGOV APPS
RESOLVED
NOTES
Can't schedule any inspections in any modules
5/31/2017
5/31/2017
“Request Date” field isn’t populated from the app. However,
this da...
See the attached documents for steps to change the following in
Internet Explorer 11 settings:
* Allow pop-ups from Accela
* Add Accela to Trusted Sites
* Enable ActiveX controls for voiding payments
If a Kayako user is not getting emails from Kayako, their IT staff can
add the following IP address to their email server to resolve the
issue:
52.200.166.33
Prior to the Upgrade there were several known issues that ePermitting
has been tracking. We wanted to provide updates on those issues along
with some issues ePermitting found and reported to Accela. ePermitting
has included any workarounds or resolutions ...
Master Electrical New and Renewal are record types available in the
Oregon Model Building Module in ePermitting. These record types allow
agencies to track the Master Electrical permits in their jurisdiction,
and to renew and inspect them annually as requ...
We have made some rather simple accommodations for Master Plan Review
in the Model, with two standard fee items. We do indeed have some
other agencies offering the master plan option – we are now pushing
all newly subscribing agencies to include this fee ...
Master plan reviews are often used by homebuilders that build several
model homes – floorplan #1, floorplan #2, and floorplan #3, for
example. Then potential buyers come and tour the model homes, then
make the purchase of a given floorplan. This common bu...
DATE
NOTES
3/16/16
Set Grant County inspection calendars to inactive (Stephanie let us
know that they haven't provided services in Grant County for 3 years).
Confirmed that Grant County addresses were also inactive. ~ dk
Attached is a short training document that outlines how to use the new
Workflow that has been redesigned in New UI Version 9.1.3.
Please see attachment with directions on the Accela Nightly Cash
Balancing process as trained on the 2019-20 Regional Training.
See attached documentation for steps to complete Onsite renewals in
the Back Office.
Additional training video available! [https://youtu.be/Ekott-i_CjI]
(Includes instructions on generating holding tank letters.)
See attached documentation for steps to generate holding tank and ATT
renewal notices and follow-up letters for property owners.
See attached documentation.
Additional Training Video Available! [https://youtu.be/rY5J5uAI5g8]
See attached documentation.
Additional Training Video Available! [https://youtu.be/yjgIsxb_vtA]
For new Oregon Inspector App users, you can provide the following link
to our web page that provides information on how to upload and use the
app.
https://www.oregon.gov/bcd/epermitting/Pages/oregon-inspector-app-help.aspx
Please see attachment for general use of the ORinspect App.
TROUBLESHOOTING TIPS:
* Records will not return in the app if they have the following
status: Withdrawn, Void, Closed, Finaled or Expired.
* The app is only able to return records opened 3 ...
Please see the attached document for OSM Workflow Enhancements
effective as of September 3, 2019.
Hi Pamela,
I had two help desk tickets open at the same time and didn't realize
it.
You will want to add a parcel Attribute to your APO loads.
Something like Reimbursement District. One record for each Parcel
number.
I will create a parcel condition scri...
Please see the attached document for information on People Reference.
A Permit Fee Retention can be charged by an agency as a way to
recoup the cost of work already completed on a permit (i.e.
inspections) that ends up being withdrawn by the applicant. The Oregon
Standard Model has the Permit Fee Retention broken out into 3...
Please see the attached document for the Planning Investigation (Code
Enforcement) Workflow Diagram.
Below is a list of the attached documents with information on each,
which are REQUIRED and which are OPTIONAL.
It is very important that this timeline for return is met in order for
us to maintain the implementation dates for this project.
1. Users and ...
_There is a known bug where the system REQUIRES you to select the
Payor PRIOR to selecting the payment method or the Credit Card Form
will not load correctly._
Please see the attached document if you are considering using the
Point of Sale feature.
We have received requests from several counties asking for assistance
in completing the PSU survey (see attached spreadsheet). In the next
week or so, three reports will be installed to assist you in
responding to the first four questions in part A of the...
The Public Works Permit is dynamically built from various pieces of
data in the Public Works (PW) Tracking record type. For this reason,
it is important to understand the data requirements for the permit to
be successfully generated.
In the intake form o...
Additional attachments added to the total submittal list are the
following:
* Expiration Submittal – Public Works and Record Expiration
Summary – Public Works OPTIONAL > this allows you to use our
progressive record expiration process – we’ve included ...
Please see the attached document for the Public Works Workflow
Diagram.
Converge/Elavon is the payment processor for the Accela Customer
Access (ACA) website in ePermitting. All online credit card
transactions go through this processor. Participating agencies can
also elect to use Converge to process their over-the-counter (O...
Please see the attached spreadsheet for an index with details on all
standard reports.
Please see the attached document with information on resulting
inspections so your trips count.
Attached you will find notes for several Financial Reports to use as a
guide while using the reports.
The attached document provides step-by-step directions to perform the
following functions in the New UI:
* Search for records
* Perform a Global Search
* Use Filters
* Use the Launchpad Recent Record List
* Reference Data Lookup from the Launch...
The State of Oregon ePermitting is proud to announce the full launch
of SelecTXT to all ePermitting agencies, a new service allowing
contractors and homeowners to utilize interactive text messaging to:
* Schedule inspections
* Reschedule inspections
...
Please see the attached document for steps to set up the Accela
Inspector app for offline use.
This document includes information about the minimum hardware
requirements to use Accela, including processor, RAM, hard drive, and
network.
This information comes directly from the Accela Release Notes.
For information on what environments are supported by the Accela
update, including operating systems, web browsers, third party
software or minimum hardware requirements, please use the link
below.
https://www.oregon.gov/bcd/epermitting/Documents/commun...
The TECH FEE is an optional solution we provide to agencies that are
evaluating how to fund various internal costs of doing business
electronically, including things like paying credit card transaction
fees, purchasing tablets for inspectors, etc.
For mo...
Please see the attached documents for some tips and tricks that are
based on common Helpdesk calls and tickets.
We have introduced an enhancement to the Planning Tracking record type
in the Planning Module - a Custom Table for Trees that allows agencies
to enter detailed information about Trees as well as other application
specific information related to Trees. Thi...
This guide will assist agencies in defining the Type of Work dropdown
values and how they are used in reporting.
This link shows the changes and new features of the New User Interface
(New UI):
https://www.oregon.gov/bcd/epermitting/Documents/communication/new-features.pdf
If an agency would like to have the final inspection on a structural
record be 1996 Final Planning (for purposes of not letting the final
inspection be resulted while there are still other outstanding
inspections) they can use this switch which includes:
...
For an outline of using the global search and the enhancements made to
the feature, select the link below:
https://www.oregon.gov/bcd/epermitting/Documents/communication/using-global-search.pdf
Please see the attached document for different ways to schedule
inspections and directions to use each method.
Beginning Monday, April 3, 2017 we will be introducing an exciting new
enhancement for all OSM agencies who are using the New UI!
A few of those updates are:
* Ability to send emails directly from workflow from within Accela
* Every workflow email ...
