Knowledgebase : Permits/Records
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.
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.