Knowledgebase
8Upgrade Information
4Documents (Permission and Document Tab Info.)
27Fees/Payments
17Workflow
34Permits/Records
4ACA How to documentation
11Computer and Browser Configurations
6Conditions
22Troubleshooting Help
16Misc.
1Communications/Email
9Inspections
9Inspector App/ ORinspect App
24Reports
7Ad Hoc
5Users
7Reference Data: APO/Contractors
6Batch Jobs
3Filters
2Licensing
7Onsite Module
6Planning Module
1ePermitting Blog
3Public Works Module
1Data/Document Conversions
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...
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...
There are times when you will need to add a new fee item to a record
that has already been paid. For example, a contractor is doing a
remodel and forgot to add a garbage disposal to the permit. To add a
new fee, go to the Fee Page and Select Add than Sele...
If a permit has been created and you need to add a new permit item,
use the process for adding fees. If, however, a customer is adjusting
the items on their permit, such as when there are two dishwashers on
a permit but it needs six, you will need to adju...
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...
Cloning a record allows you to create a child record from information
already entered into a permit. A clone is effectively a copy of the
selected record and allows the agency to select which record items
they want to include in the cloned copy.To create ...
To copy over information to new permits from an existing permit
without having them be related, click on Description of Work/Copy Recs
(Unrelated) in the Navigation Pane, select clone from the Menu drop
down. You will have the option of selecting the type...
See the attached document for instructions to create a Pivot Table in
Excel.
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...
Manufactured Home parks often have a high number of Owners and Site
Numbers associated to an address/parcel. This can yield a high number
of results when you Search for the address on the SPEAR form (see
screen shot entitled Group By Parcel).
The defaul...
Please see the attached document for the highlighted version of
Division 50.
Begin by selecting the permit that you need to change the address on.
Then click on Address in the navigation pane. You will see the current
address on the permit marked as Primary-Yes. Before we can change
this to Primary-No, we will need to add another ...
The first few steps in creating a fee estimate are the same as if you
were creating a new permit record. Begin by clicking the ‘New’
button in the Launchpad or Record page. Select the record type you
need. Enter as much of the permit information as you wo...
Please see the attached document for step-by-step directions to create
a revision record.
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...
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.
Please see the attached document for instructions to open .adoc files
in the Accela document reviewer.
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...
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...
Permissions can be granted to view, add, delete, or download documents
to and from a permit in ACA. These permissions can be granted to the
following groups:
* All ACA users (does not require sign-in)
* Registered ACA users
* Applicants
* Contact...
New applications can be created through the back office. When a
customer submits a paper application, this process is how the
application would be entered into the system. To start a new
application, click on +New in the top of the launchpad or click on
t...
You will need to change the Permit Issued date in the Description of
Work/Copy Recs (Unrelated) Page in the Record Navigation Pane, as
this is where report data will pull from.
Once in that page, you will be able to update the Issued Date. Once
you inpu...
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.
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...
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...
Attached you will find notes for several Financial Reports to use as a
guide while using the reports.
Please see attachments for sample reports with information on how to
run them, as well as what they include.
Records can be grouped into sets. Sets of records can be helpful when
you want to take the same action with multiple records, such as
applying a single payment to three different permits that an
electrical contractor is trying to pull. If a customer bring...
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...
This guide will assist agencies in defining the Type of Work dropdown
values and how they are used in reporting.
Please see the attached document for OARs regarding the use of
valuation and/or fees on various work/record types.
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