2019-11-08 Update - SDL Desktop New Features

SDL Desktop Update: New Features 19.4.7

Additional Address Book

We have added an additional address book to the Email Form. This links to your Professionals list. It will open the normal Professional Dialogue for you to search a name and will add the email, if available, to the Send To text box.

Fee Item Reports 

Due to confusion when Multiple Payments were added to an application, we have changed the Fee Amount Column to a Balance column.  This cut down on confusion and still helps users track down unassigned monies or missing payments.

Export Payments

We have added a one button export of Payment and Fee Items for export to a CSV. This can then be used for third party financial imports or separate analysis.

Datagrid Filter Color

Please be aware when adding any filter on the datagrid, the DGC header will now be blue. This should help with confusion of reviewing data on the datagrid. You will still need to click the filter button to undo a filter.

Complaint Creation Email

Added option to send a creation email for complaints. Some towns expressed a need to not send these email.  Emails are still based on user assigned and emails associated with the chosen complaint type. You can still manually send an email from the main form next to the assigned user drop down.

Map Cross Hatch

We have added a permission to use a cross hatch on map selections. This should help with visually seeing selected items.

Public Works

Equipment Pro Reports 

For those unaware, SDL has added a Fleet Maintenance tracking program to the Public Works module. This tracks vehicle and equipment’s needed maintenance and historical maintenance, warranties, parts and rates. Please contact Sales or Support if you are interested in reviewing its functionality.

With this update, we added 2 new log reports. First Equipment Pro Task, which allows you to report on maintenance tasks completed during a time frame. This can be broken out by Task Types, Individual Equipment, Users, Vehicle Types, Group Types or Departments. It also provides tracking of costs and time for tracking how expensive upkeep of equipment can be.

The Second report is for Past Due and Upcoming maintenance tasks. Like above, it can be broken out by Task Type, Individual Equipment, Users, Vehicle Types, Group Types or Departments. This was also added as a datagrid, so you can quickly enter equipment and schedule maintenance tasks.

 

Clerk

Boards Resolution Report

As brought up by a client, dealing with the Boards resolutions for the towns' reorganization meetings can be a daunting task. As board members are added and removed, each list must be updated. We have added a Board Resolution report so you can print the report with the current members as needed.

Although lightly used, we have also added a liquor license report for renewals and the ability to add multiple owners to a liquor application.

 

Fire Prevention `

Over the summer we held a Fire Prevention Round Table. Although many of the items went out in previous versions, we wanted to highlight some of the items discussed and implemented.

• Added 5 Year Internal date to Sprinklers in Structure
• Added Duct Detector and test date to Structures
• Added GPM, Last Test, last Inspection fields to Water Supply in Structures
• Added button to delete an invoice - note a new permission will be required
• Added From Email Address option for Inspection emails
• Added Portal Renewal to Invoice and Invoice DGC options, so you can now email invoices and accept payments online
• Added Emergency Contact email to Email Address book

Monthly Comparison Report

Helpful report to give you a snapshot of where you stand on a dozen items and compares it to the previous year.

FestivalMisc Permit Wizard

This should speed up the entry of Festival/Misc Permits by only have a single tab of just the important fields. This can be found at the bottom of the Permit Tab. Also note the new update selected date link to make mass changes to permit dates.

 

Code Enforcement

Additional Statistics Reports

We added several Statistics reports to help management see how the department is running.  Department Metrics will give you a count of all important department workflow and compare to the previous year for quick status updates. Certificates, Licenses, and Property Registries will give a further break down of each their types.

 

Construction 

New Alternate Building Summary

Much like other departments, we have added a metrics report to construction that compares the selected time frame from this year's to last year's. This has been added to see how the department is doing. It also provides year to date columns to quickly see where you are are at so far in the year. Please let us know if you would like anything added to this function.