2021-10-21 Update - SDL Desktop

SDL Desktop Update 21.4

Added - Ability to show deleted attachments by double clicking the attachments frame
Added - Flat fee Option to COAH Fees
Added - Initial Payment Amount to COAH Fees
Added - Option to rebuild MuniciPAY URL on Payment Form
Added - Payment Link to Bill Invoice, if online payment exists
Added - Monthly usage email
Added - COAH DGCs to Construction and Assessor
Added - COAH Info Pane Section
Added - Data folder link to town seal
Added - BLQ to project modules tab
Added - Send OPRA Assignment links to Application form and Home Page sections
Added - Resync Attachment to Portal option to DGC Options and Link on Form
Added - Resync Portal Attachments to Clerk Tasks list
Added - Top Record count complaint search/attach form
Added - Multi page Print option
Added - Fee item Report by Accounts per user option
Updated - 60 Day filter showing from date created will now display from current date
Updated - When using a record limit on the datagrid, the default sorting will be the associated date field on that datagrid, if it has one
Fixed - Issue with Requestor response not showing in text box
Fixed - Issue with Clear Email Attachments
Fixed - Issue with Professional License types not loading correctly

COAH Updates 2.0

The 21.3 update added several function requests to COAH, including Status Label, Multi Fees, Attachments, User Defined reports and sending emails. This update adds additional Fee options as well.

For smaller projects, many towns charge a flat rate. This can quickly be calculated using a flat rate type, and filling in the flat rate value. When this type is selected, it will fill in the amount owed, regardless of assessed value.

We also added an initial amount value. This can be set per type or on the COAH form. This will create a separate Fee Item Type and allow you to track the initial installment required.

Waived and Exempt Check boxes were also added. This will still calculate the total value based on the Type settings, but will not require a payment and zeros out the fee items. This way, you can use the datagrid to see how much was not taken in for exempted or waived fees.

All of these values can be adjusted per application, the type just allows you to set defaults. The previous update added user permissions for who can edit COAH fees.

A history button was added to the related tab. Note: This table only started recording data in August, with the last update.

COAH Access

We have added COAH Data grids to the Assessor and Construction modules. You may need to call support to have your datagrids updated. We have also added a new section to the Property Info Pane, specific to COAH, to give any users with permissions access. You will need to turn this section on per module, or call support to have it activated.

OPRA Send Reminder

We have added a new field to note the last time you sent the OPRA assignment user an email. This will fill in when you create the assignment. We also added a link on the home page and on the form, so that you can resend a reminder email to the assignment users. Note: This will only work for requests that have assignments associated with the OPRA application.

Online Credit Card Payment Option

Over the past year, we have been adding the ability to add a link to invoices, so that users can go to a publicly facing SDL Portal Page ( https://www.sdlportal.com/search/payments) to make a credit card payment. In this update, we have added this option to the Payment Bill Invoice Report. This will allow you to take credit card payments when you don't have an email address for the applicant.

This was previously only available for Mercantile Invoices, Fire Prevention Invoices and Code Enforcement Property Registries. We will continue to add this functionality to all invoices in SDL Desktop, but please let us know if you would like this feature added anywhere else. This feature does require you have a MuniciPAY account, and that you create an Online Payment Request for the invoice.

Please note you can go directly to the Invoice report from the Payments Control by clicking the following icon (see screenshot below). If you hold shift and click, you can go to the Invoice Report options.

Portal Attachments Resync

We noticed that sometimes the sync client has trouble copying up an attachment file to the Portal. We added an option to the attachments datagrid to resync files. You can see if the file did not sync by looking at the PortalURL column in the attachments datagrid. Select the files with ERROR-UPLOADFAILED and click Edit to get to the datagrid options. Here the new option to Resync has been added. You may need to have your datagrids updated to get this field.

We also added this option to the Attachment form, so you can sync the files individually. Please note the sync can take a few minutes. You can click on the URL text box to reload the URL.

Printing Multiple Copies

A long outstanding issue has been addressed in this update. Many users saw that when changing the copy count on the print dialogue, the additional copies were not printed. In this update, we have started to add a Multiple Copies button option to reports. This will prompt for a copy count and print that number of copies. It will use the current default printer settings. This update requires adding this button to each report, which will take some time. So far, most workflow, Construction and Land Use reports should have this option. Please let us know if you would like this button added to other reports in desktop.

Email Technical Support Logs

On occasion, our support team may want to review the logs created on the user’s machine. To facilitate this we have added an Email option to the Help Menu. This will create an Email form and should automatically attach the current debug log file, along with other general information about the module and desktop versions. The user can add additional notes to the body or just click send.

Assessor - 21.4

Fixed - Issue with Owner change not updating Portal property

Code Enforcement - 21.4

Added - Option to add additional mailing addresses to Violation Notices when they are associated with a Property Registry
Added - Email functionality to Property Registry License
Added - Default send to email address to new registry emails
Added - Abandoned requested date to registry form
Added - Violation Count field to Registry DGC
Added - Summons Report to Violations Form
Added - Option to Inspections datagrid to include the photos report with the mass violations report option
Added - Registry Number field to Violations Datagrid
Added - Option to use alternate labels on top of Inspection Checklist report
Added - Option to Mass set Inspection results in DGC Options
Added - Location Phone and Fax fields to Property Registry Form
Updated - Selecting a Statute will now fill in the Location and Summary of that statute type on new violations and multi violations
Updated - Inspection report issued to Tenant will now use the location address and tenant name in the address label
Updated - When opening the violation form, it should now load the statute wording
Fixed - Issue with MVD Rent Control type label
Fixed - Issue of opening a violation from info pane refreshing the page to the homepage
Fixed - Issue with Code Registries not syncing to Portal

Construction - 21.4

Added - QR Code to Commercial Placard
Added - Section to home page for Permits with a final inspection, but no Close date
Added - Option to email Agent of Zoning approval requirement, includes link to Zoning portal request
Added - Add as attachments line item to permit Related tab, so user can add all tech cards and permit as an attachment with out having to print
Added - Bill Balance and Bill total Fields to Ongoing Location DGC
Added - An Option to Reset the balance field on the Ongoing Location Invoice
Added - Mailing label report option to Ongoing Locations
Added - Permit Application Attachments to Plan Review Form
Updated - New Portal Inspection will now default to 12:00 PM
Updated - Properties in Violation to Show permit number value shown on Violation form
Updated - Spacing on Ongoing Location Invoice
Updated - Any payment editing will force a save on Ongoing Location Invoices
Updated - Permit Jacket will now fill in Architect/Engineer and Responsible Person if added to permit
Updated - How Update letter is calculated, it should now be able to handle AB and above
Fixed - Issue with NON UCC portal requests not being marked
Fixed - Issue with Check number not displaying when you have a deleted payment first
Fixed - Issue with Fee Analyzer that was using the minimum fee
Fixed - Issue with Inspection Time on Inspection report
Fixed - Issue with Apply not enabling when changing Subcodes or Construction Officials
Fixed - Issue with Contractor not filling in on Order to terminate report
Fixed - Issue with Inspection date on Ongoing Location/Application form
Fixed - Issue with Mechanical not saving when only the fuel type is changed

Engineering - 21.4

Added - Clearing Section To Info Pane
Added - Grading Section To Info Pane
Added - Can Link Service Requests Permission
Updated - Road Opening Alternate Permit
Fixed - Issue with notes not saving on Clearing Permit

Fire Prevention - 21.4

Added - Print button to Permit Form for certificate
Added - Button to Move an Inspection and its violations to another unit
Added - Email functionality to stand alone Inspection form
Added - Returned Check Fee to Detector Form
Added - Brush Fire to Fire Investigations type list
Added - New Testing date fields to Structure Editor
Added - Violation Fines and Violation Fines Open reports to unit
Added - Violation Fine total and total paid labels to Inspections tab
Added - Button to fix All units LHU/NLHU checkboxes
Added - CC Payment Request to Permit Wizard form
Added - Applicant Email Field to Permit Wizard form
Added - Penalty amount to Advanced Invoice
Added - Additional Unit Fields to Invoices DGC, will need a DGC update
Added - Option to use the NLHU/permit Start date for the inspection date on the certificate
Updated - New Inspection will now get a number
Updated - Invoice Activity report will not show Voided invoices anymore
Updated - Turned on Email functionality for Festival Permits
Updated - Permit Application Email will now use Agent Email
Updated - Moved Inspection Number Field to Related tab on Inspection Editor
Updated - Penalty Letter report for Multi Use fees
Fixed - Spelling errors on Smoke Application report
Fixed - Issue when users only have one Inspection Work type
Fixed - Issue with Business name label not being set correctly on Inspection Log report
Fixed - Issue with Late Fee not adding to invoice total when using multi fees
Fixed - Issue with wrong last inspection label on the Permit List view
Fixed - Issue with Violation Status report not showing Violation history
Fixed - Issue with Multi fee users and late fees on Invoice tab of Inspection
Fixed - Issue with Permit CC payment requests not showing on home page
Fixed - Issue with Use Type Not updating when adding NLHUs and Permits
Fixed - Issue with Inspection Date showing on the Fire Permit report

Health - 21.4

Added - Notes report for additional notes/violations on the risk based Report
Added - Option to Daily Bank to include counter payments
Added - Option to General types to not show fee on license
Added - Email icon to Inspection form
Added - Inspection DGC Options form
Added - Ward option to Statistics Report
Updated - Septic Application Contractor can now read from Professionals list
Update - License application type label
Updated - Inspection log report
Updated - User Defined Reports
Fixed - Issue with blank Expiration dates showing on the license

Land Use - 21.4

Updated - Removed Land Use Permissions check to delete payment, only Geoclient Delete permissions are used
Updated - Portal request notes will go into notes field rather than the additional comments field
Updated - User defined reports forms
Fixed - Issue with wrong time displaying on homepage

Pet Licensing - 21.4

Fixed - Issue with total not updating when adding a discount type
Fixed - Issue with some emails using the property owner name not the pet owner name

Utility - 21.4

Added - BLQ to Municipal buildings and info pane
Added - Parks and Rec to DPW Info Pane
Added - Building Maintenance to DPW Info Pane
Added - District/Street Sort option
Added - New Complaints based Service Request Report
Added - New report to DGC Options
Added - Option to Add a complaint to an existing Service Request from the Homepage or the Complaint Form
Added - Street Name Sort Option to Service Request
Added - Street Name field to Service Request DGCs
Updated - Lengthened location label on Service Request Report

Complaints Service Request

We also added a new Service Request report that focuses on the service request’s associated complaints. The purpose behind this is to give your crew a single report that can handle multiple items (ex: one SDL Service Request that can go to multiple locations).

We have updated the Complaint search form that can be found on the Complaints tab.

Also when creating a Service Request from a Complaint, you will now have the option to select an existing Service Request instead of just creating a new one.

The report can also be printed en masse from the datagrid.

Service Request Log Reports

Please note we added a few new options to the Service Request report options. Assigned to User, District and Project Name filters can now be used to limit the returned values.

Additional sort by items have also been added, including street name. Please note the street name field is new and you may have to re-save historical service requests to use it, but this can be done on the datagrid en masse.