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...
Please see the attached document for the Building DWL Workflow
Diagram.
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 step-by-step directions to create
a revision record.
Once all inspections have been completed and fees paid on a Structural
permit, a Certificate of Occupancy can be issued. This process begins
in Workflow and can be found after the Inspection Process task. Once
you click into the Certificate of Occupancy t...
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 the attached document for OSM Workflow Enhancements
effective as of September 3, 2019.
If a permit will not issue, a pop-up with an error message will
appear. This pop-up will have an explanation of why the permit did not
issue.
As the error message can be difficult to decipher, please use the
following common errors that prevent a permit...
Please see the attached document for a guide to Phased, Deferred,
Revision, Temporary Certificate of Occupancy (TCO), and Certificate of
Occupancy (C of O) record types.
Please see the attached document for the Planning Investigation (Code
Enforcement) Workflow Diagram.
Please see the attached document for a diagram of the Planning
Tracking Workflow.
Please see the attached document for the Public Works Workflow
Diagram.
A permit or application can be closed due to expiration or because the
record was withdrawn or voided. In each case, the workflow task
“Close Out” has been completed with a relevant status.
Jurisdiction staff with supervisor permissions uses the workflow...
There might be times when you need to go back and change a completed
Workflow task on a permit. For example, if your permit was finaled but
you realize that the final inspection was somehow missed.
To change the status of a task that has already been com...
As of June 2019 we have two ways to initiate a Temp C of O for all OSM
agencies.
PROCESS ONE
The process for the creation of a Temp C of O begins on the
Structural permit. After you select the permit that you need the Temp
C of O for, go into the Inspec...
Workflow is the process that each permit goes through from start to
finish; this process involves permit technicians, plan reviewers, and
inspectors. Workflow allows you to track the progress of a permit
through the process of being received, reviewed, is...
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 ...