Author Archives: Project Tracker

Grant programs list showing each program with its associated expense and asset accounts

Software Update: Outgoing Grant Management

The new Granting Management Module streamlines the process of managing outgoing grants through a system of grant applications tied to individual grant programs. Grant programs are set up and tied to set expense and asset accounts so awards are automatically … Read More

Software Update: Legislative User

Legislative member user accounts are now set up on the staff side: add their legislative profile, seat them on the board, and connect their email. When that member later creates a portal account and signs in with the same email … Read More

Software Update: Codes Enforcement Print Case

Any Codes Enforcement case can now be printed directly from the case detail screen. Clicking the “Print Case” button renders a pdf format of the case in a new tab. The printed report includes the case header with status and … Read More

Software Update: Delinquency Management

The Delinquency Management module under the Notices hat includes the Unlicensed and Repeat Delinquents tabs for further categorization. The Unlicensed tab lists all businesses that are currently active but don’t hold any active license. The Repeat Delinquents tab lists businesses … Read More

The online license application's Location step now shows a parcel search field with the custom location label, allowing applicants to find and select their activity location

Software Update: Online Licensing Application Custom Location

Online Business License applicants that are applying for a License Class with an activity location (i.e. lab location, construction site, food truck) they will see an input field for the location’s street address or parcel in the application wizard. This … Read More

Planning case detail showing the regulatory deadline, overdue badge, and deadline adjustment history

Software Update: Regulatory Deadline Tracking

When a case template is set up with a regulated action interval (such as 60 days), every new case created from that template will automatically calculate and display its regulatory deadline. The deadline appears on the case detail page, on … Read More

Condition Templates section on account page with role/hat categories

Software Update: Conditions Template Responses

When a condition is added to a permit or application, there is a new option to save it as a template for the user’s current role. Once the first template has been saved, future new Conditions have a searchable dropdown … Read More

Software Update: Reschedule Associated Permit Inspections in Bulk

When a new visit attempt is scheduled on a failed inspection, the system automatically checks for other failed inspections on the same permit and any related child permits. These associated attempts can be individually selected to be rescheduled simultaneously with … Read More

Software Update: Online Permit Application Reactivation

When a Permit Application is marked as rejected, permitting staff will have the option to reactivate the rejected application for review instead of the online applicant submitting a new application. This also includes an optional message field that will send … Read More

Task Delegator screen showing active tasks grouped by date and a list of unassigned tasks ready to be assigned to team members

Software Update: Task Delegator

Supervisors now have a dedicated Task Delegator screen to see and assign the tasks their team is responsible for. The Task Delegator will show up as a new module under Permitting and as a tab in the Tasks module. Like … Read More