2023-12-11 Update - SDL Desktop 23.4.1

SDL Desktop - 23.4.1

• Updated - Property notification categories will no longer use module ID
• Added - Description to Projects log report
• Added - Reset Debug log to menu
• Fixed - Counter payment address not saving
• Added - Quick keys to complaint and quick complaint form
• Added - New options when using the portal to view attachments
• Added - Calculated fee to user and consultant deductions
• Updated - Multi Fees will load alphabetically
• Updated - Complaint reports will now note Anonymous on complainant field
• Fixed - escrow accounts opening from manger after search
• Fixed - Project checklists not showing header settings
• Updated - Public Complaint reports will no longer show owner info
• Updated - New projects created from applications with an unlinked parcel will not search for a parcel now
• project add notes to email
• Added - OPRA Option to use portal request submitted date as OPRA application date
• Added - Option to not prompt for OPRA email report
• Updated - Property Items DGC will no longer show Daniels law items, a new Clerk Property Item DGC will, DGCs will need to be updated
• Added - Address to OPRA request report
• Fixed - issue with OPRA notes not saving on New OPRA records
• Updated - Hosted Users will need to set a Download folder to Use the Datagrid Mail Merge
• Added - Option to Direct Download to speed up Datagrid, Attachment, Report exports for hosted towns
• Added - Project Number filter field to Complaints Report options
• Added - OPRA option to prompt to include SDL Portal Info Pane link to OPRA response emails
• Added - Option to Copy Attachments from one OPRA to another

OPRA Copy Attachment

In some cases, multiple OPRA Requests come in for the same data. We have added a way to allow you to copy attachments from one request to another.  

Enter request number in the top for From and To and click Load. Select which attachments on the From record and click Copy Selected to.

OPRA SDL Portal Address Link

During OPRA sessions at League this year, we were made aware that if information is available on a public website. You are now allowed to simply provide the link and any login directions to the requestor to fulfill a request. In SDL’s case a lot of requested information resides on our Portal Property Info Pane pages. When a request is linked to property we have added an option to prompt the user if they want to add an HTML link to their response emails. An option was also added so you can add additional verbiage around this link. You should review with your attorney that this is allowed before turning on.

Assessor - 23.4.1

• Updated - Property Item Importer

Clerk - 23.4.1

• Added - Option to deactivate/reactivate (Resign) board members
• Added - Web Request Parking Application - search will notify user if no application is found

Code Enforcement - 23.4.1

• Added - Option to mark properties Active/non-Active to DGC Options
• Added - Credit Card option to registry fee
• Added - Option to add a registry license directly from the property editor
• Added - Option open a Property Registry from the payments DGC
• Added - Lead Fields to Single Family Property Editor
• Added - Option to remove licensee from homepage for upcoming expiring Registries
• Added - Option to add Photos report as attachment
• Added - Prompt user if a balance is still due while deactivating a property registry
• Added - LEAD option for State Address, this will fill in on monthly report and fit in a windowed envelope

Lead Safe Certification

• Added - Permit + all Tech cards option will now allow you to email directly from related tab
• Updated - Bolded Address/BLQ on tech cards for legibility
• Fixed - sending emails from new PRs not linking
• Fixed - number of stops not saving
• Fixed - Ongoing location update owners unlinking applications
• added both Description fields to Activity log
• Added - Option to use Agent instead of owner on Activity log
• Updated - Permit property Search labeling
• Updated - Permit Property search to use Street Name and an number instead of address
• Added - User prompt if user changes the Use Group to warn them they may need to recalculate fees
• Added - Homepage section to show upcoming Inspector license expirations
• Fixed - Certificate "30/60 day" hyperlinks for expiration dates
• Added - My Text and spellchecker to Work Description Comments
• Added - Certificate In Lieu of Oath report
• Fixed - Ongoing Application reports not saving as attachments
• Added - Oil Buffer fields to Ongoing Location datagrid
• Added - Default Change of Contractor fee
• Added - Default SDL Portal Application Fee - IN PROGRESS
• Added - Change of Contractor fee user prompt on application if fee exists
• Added - Invoice items fields to Ongoing location datagrid
• Added - "Is Expedited" and date field to permit
• Added - Online permit Application fee option and as other fee to application
• Added - Online Plan review fee option and as other fee to application,  also included option to use state calculation

Online Permit Fees

New fee defaults and permit additional fees have been added. You can now add an online application fee and online Plan review fee to new permits. The Plan review fee can also be set to use the state fee calculation of $1 per $1000 of work.

Expedited Permits

A new state law allows for contractors to hire third party inspectors to finish a project if the department is unable to do so in a timely manner. We have added an Is Expedited tag and date to the inspections tab to mark permits as needed. Currently this tag is just a label, future updates will change this to not require FINAL inspections for this permit. Note existing refund permissions will be needed to modify payments when refunds are given for expedited permits.

Fire Prevention - 23.4.1

• Added - Option to change Smoke Cert Title
• Fixed - Festival Permits icon not showing linked
• Added - Option to change Invoice Email Subject
• Fixed - Violation count label issue on Unit Inspection tab
• Fixed - Recurring dat not calculating when changing day count
• Fixed - Multiple payments on an invoice not marking it paid
• added ability to link units to Detector request applications
• Fixed - Penalty warning letters report
• Fixed - Violation count and completed date on Units Inspection list
• Fixed - SDL Mobile recurring inspections not creating
• Fixed - SDL Mobile recurring inspections having incorrect Recurring Created value
• Fixed - Time Extension datagrid

Health Pro - 23.4.1

• Updated - Mailing labels report
• Fixed - 2 part license not always showing at first on report tab
• Added - Ground/City water option to Food License Applications (notes tab)

Health Pro Renewals

This update we have added functionality to create Invoices in the Health Pro Module. This works off creating an unissued license record. As payments come in you would issue the records. The Food and General Applications have been updated. You can now create invoice, print, update in bulk from the Application and license datagrids.

 

Options

The Food and General types editors have new fields to fill in the labels on the Invoice report

 

 

Note the new Use Select button on the manager. This will update all types based on the one you have selected. You should update your wording on one type then use this button to update all other types.

License

The License has been updated to include Invoice Number, Due Date, and Credit Card Link fields. The Invoice Report can be accessed from the new Invoice button.

 

 

Invoice Report

Note Seat Count, Units, Sq. Ft. etc., is not shown on the General invoice as we don't track that information on the general application. CC Link can only be shown for towns using Municipay

 

 

Food/General Application Data Grid Options

The update includes new datagrid options forms to help you manage your Data in bulk. You can access this form by selecting more than one record on the datagrid and clicking the Edit button. Create Invoice will create new Un-Issued License records based on the settings. Print Invoice will print the most recent License record

 

 

Note the drop down, this will enable you to add a label to the top of the invoice report. Meant for late notices, you can type any value that you would want.

 

Food/General License Data Grid Options

Access is the same as the application DGC, more the one record must be selected. Print Invoice will print the selected record. Add Fee will let you add additional multi fees to each record. Reset Fee will Reset the fee based on the associated Application

 

Renewal Process

First thing you should do is verify the wording you want on the invoice in the types managers. Use the Applications datagrid to select the records you want to send renewals to. You may want to create a filter to show Active business or businesses of a certain type. Once selected click Edit and select the Create invoice radial. Enter in a due date and mark if you want to include the option to pay by credit card online. Click Run. If you are ready to print the invoices you can select the Print invoices radial and click run again. If you would like to print the invoices at a later date use the License datagrid option to select the records and print from the licenses DGC options.

 

Late Notice/Late Fee

After some set time you may want to send reminder notices or add a late fee to unpaid invoices. Using the Licenses datagrid sort or filter the unpaid records. You can do this by either looking for no issue date or looking for records with a balance. Select the records and click Edit. If you want to add a late fee. Select the Add Fee radial option and click Run. This will bring up the Multi Fee Chooser. Select a template to add, the blue folder on the right will allow you to create new multi fee templates. The system will then add this multi fee to all selected records. You can then click the Print Invoice option and click Run again. You can add a Notice label from the drop down if you would like.

 

 

Land Use - 23.4.1

• Added - New Conditions datagrids
• Fixed - Inspection reports not adding to attachments
• Updated - New zoning requests applicants will set to NJ if not set by applicant
• Updated - New Zoning inspections will use zoning app zone
• Updated - Zoning Type default editor
• Added - Zoning, Planning, Historic boards will prompt users if a property notification exists
• Added - Email function to Zoning Violations

Pet Licensing - 23.4.1

• Added - Bulk Renewal form
• Removed - Checkboxes from Pet Look Up form, the highlighted record will be returned

Pet Renewals

We have updated how users can manage and print their renewals. Under Tasks is a Pet Renewals Option. This new form should give you quick access to settings, report options, and doing a preview before your bulk printing or emails are sent.

Use the pet settings to go into the selected animal types options. This is needed each year to update your renewal conditions text. You should also update your rabies expiration deadline and license expiration date.

The radials for Renewal/Alternative/2018 will decide which report option to use. By default it will be set to the options settings. We fee the 2018 option is the best but feel free to try each

Based on the license expiration date in the pet settings the Load pets will fill in your list of pets needing renewal.

 

 

We recommend you review the pets listed, specifically ones at the bottom of the list. The past due day count will tell you the number of days since this pet got a license. You may want to deactivate pets over a certain number of days. Check off the pets you want and click deactivate to remove from your renewal list

 

We recommend you use the Invert Checks on the bottom left, and recheck a few pets to preview the renewal reports. Select Print Preview and Create Report, verify the format, conditions, and fees on the previews. Once ready you can check all to mark which pets to include, uncheck print preview and click Create report again. Creating the report and printing will still take time as it creates each report or using the all on one option. We recommend using the 2018 option with the Print All in one. Once the report is ready export to a pdf so you have a copy to reference

 

 

Utility - 23.4.1

• Fixed - Creating SR from a parcel and it not loading the district
• Added - Option to clone Service requests into new records