Sorry - either this article does not exist or you haven't been given permission to view it.
Knowledgebase
   
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.
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.
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 ...
Most popular articles 
 
Newest articles