2021-04-05 Update - SDL Desktop

SDL Desktop - 21.2.1

Added - Spell check to text look up add
Added - Option to show OPRA portal page link on email
Added - OPRA Portal link to home page status column
Added - OPRA Portal link to OPRA form
Added - Projects to COAH Form
Added - COAH to Land Use info pane
Added - Attachments to COAH
Added - Label to show if fees are adjusted
Added - Email button to COAH
Added - Tab to show linked Construction Applications
Added - Option to show Tenancy results in map search
Updated - Adjusted start date in inspector availability
Updated - Swipe file syncing
Updated - OPRA Assignment on Homepage to not show if the Application is completed
Updated - New quick escrow accounts will now default to Escrow Fee, you can also set a default in Escrow options
Updated - Credit card payments paying off a balance should now fill in the bill
Updated - SDL Forms, as part of a Portal Request, will now add as a PDF on the created attachment

OPRA Assignments Using Professionals

We recently added the ability to collect data for OPRA Requests from departments with no SDL users. Simply create a Professionals entry for these department using the manage professionals tool. Then, on the Assignments tab of the OPRA Request, select Multiple Pros to add these departments (professionals) and email them the request for data. For more information on this feature, check out our full guide in the Help Center, by clicking the link below.

OPRA Assignments Using Professionals - Help Center Guide

COAH

Several additions have been made to the COAH form. Notes have been moved to its own tab and has been turned into a rolling notes field. This will add the username and time stamp to each rolling notes entry. The attachments control has also been added for related documentation. Additionally, users can now link a project to a COAH application. However, the most impactful addition with this update is the ability to link a Construction application to a COAH application.

Construction will be able to see the development name and the balance on the permit, and more importantly if a balance exists it will not let them issue a certificate for the construction application. You can link these from either the construction permit or the COAH application form. To start, the COAH Application can be linked to many construction permits but a permit can only be associated with one COAH Application. We will review this for the next update based on user feedback.

Project Link

Attachments

Application Link

You will need the control number of the permit to add a connection.

Portal Payment Search

At the end of last year, we released the ability to add a statement to invoices giving citizens the option to go to the Portal to pay their invoice by credit card. This allows you to accept credit card payments without the need to send an email for a payment request to the citizen. During the last release, we added this functionality to Property Registries, but with this update it is now also available for Construction Ongoing Location Invoices and Clerk Mercantile Invoices.

Provided you have a MuniciPAY account and use this option, you will see a statement like the one pictured below added to your printed Invoice. This does use the Online Payment Request functionality, and as we have advised for all online payment requests, if you do take in a check we recommend you delete the payment request so the citizen doesn't accidentally pay twice.

OPRA Portal Page

The last Portal update included a new record page for each OPRA request. This Desktop update includes the option to add a link to the email sent from the OPRA form. The main advantage of using the Portal in this way is to enable users to send requestors access to large documents that can not be emailed. By marking an attachment as Public on the Portal, the Portal will bring that document up for the applicant to download.

This last Desktop update prompts the user to mark which attachments should be made public when they mark an OPRA application as complete. You will need to make OPRA pages available to the public and contact Support to turn on the sync client for your OPRA applications. The option in desktop can be Found in Tools Menu | Options | Workflow tab | OPRA Options.

Email Sample

Portal Page

Link to visit Portal Page from Desktop

The option in desktop can be Found in Tools Menu | Options | Workflow tab | OPRA Options.

OPRA - 21.2.1

Added - Board Member Status field to DGC - requires DGC update
Added - License plate state to Parking Permits
Added - Mailing Email field to Mercantile DGC
Added - Links to update board member expiration date
Added - OPRA DGC to clerk section - please call support to get this update

Code Enforcement - 21.2.1

Added - Option to add credit card payment link to Property Registry invoice
Updated - Made changes to the Code Violation report
Updated - Daily bank report to use payment comment for description
Updated - Units section of info pane

Construction - 21.2.1

Added - Option to add credit cark link to Ongoing Location Invoices
Added - Option to add desktop renewal to Ongoing Location Invoices
Added - Option to email Ongoing Location Invoices
Added - Rolling notes to violation form
Added - Online Plan Review status section to homepage
Updated - Plumbing tech card commercial stamp will now be capitalized
Updated - Mechanical Tech Card - Note: Oil piping is not piping, removed hydronic piping, added generator
Updated - Mechanical subcode, added generator values
Updated - Building subcode, added mult other
Updated - How Final Inspection notice checks subcodes
Updated - Inspection notice letters will now use the same contact department footer info from the permit pickup letter if there is a value there
Updated - Variation fees will now show on the permit
Fixed - Permit warning link on locked permits
Fixed - Label issue on Non UCC certificate

Engineering - 21.2.1

Added - Email functionality to Pool Request
Added - Installation as work type to Road Opening form
Added - New Road Opening Permit
Added - Permit Title field on the form
Added - Permit body field to the form
Added - Link to help fill in work surface to Road Opening form
Added - Link to help fill in work description to Road Opening form
Fixed - Issue with Road Opening Portal Request not filling in work type
Fixed - Issue with work type not filling in on Road Opening Request

Fire Prevention - 21.2.1

Added - Business permit type counts to LEA form
Added - Option to use payment number as invoice number for credit card payment option
Added - Credit card statement to full invoice
Fixed - Issue of annual registration report not resetting some values

Health - 21.2.1

Updated - Adjusted Well Permit report to show type

Land Use - 21.2.1

Added - Boards DGC with all BLQs
Added - Professional lookup to applicant entry form
Added - Tabled to Planning and Zoning boards result options
Added - Violation count field to Zoning Inspection DGC
Added - Administrative Approved to boards decisions
Updated - Zoning comments and results can now open a larger viewer with spell check
Updated - Boards should default the town selected in the admin module
Fixed - Issue with opening complaint on inspections when opened from the Info Pane

Utility - 21.2.1

Fixed - Issue with Copying Service Request attachments when creating an Inspection from the Service Request

Utility Generic Review

We added a text box to change the title of the Generic Review permit, in addition to the ability to add a digital signature to the permit. We have also added a new permit report option that allows for town specific statements on the permit.

Like the last update’s New Clearing form and permit, you can format a statement in word and copy it to the application to print on the permit. You do have limited space, but this should greatly increase your options of how the permit looks. These same options were added to the Engineering Road Opening Permit. It is Recommended to set one application up and make it a template, so when you create new applications you can apply those settings.