Knowledgebase : Workflow
2019 Planning Tracking New Workflow Statuses
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...
Building DWL Workflow Diagram
Please see the attached document for the Building DWL Workflow Diagram.
Displaying Task Activation Screen – Work Around
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...
How to Create a Revision Record
Please see the attached document for step-by-step directions to create a revision record.
Issuing a Certificate of Occupancy (C of O)
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...
New UI: Workflow Redesign
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.
OSM Workflow Enhancements 9/2019
Please see the attached document for OSM Workflow Enhancements effective as of September 3, 2019.
Permit Will Not Issue
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...
Phased, Deferred, Revision, TCO, and C of O Permit Types
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.
Planning Investigation (Code Enforcement) Workflow Diagram
Please see the attached document for the Planning Investigation (Code Enforcement) Workflow Diagram.
Planning Tracking Workflow Diagram
Please see the attached document for a diagram of the Planning Tracking Workflow.
Public Works Workflow Diagram
Please see the attached document for the Public Works Workflow Diagram. 
Reinstating a Permit or Application That Has Expired
A permit or application can be closed due to expiration or because the record was withdrawn or voided.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...
Supervisor Button in 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...
Temporary Certificate of Occupancy
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 Basics
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...
Workflow Email / Communication Enhancement
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 ...