Monthly Archives: June 2019

e-Government Permitting Software – Configuration

System Overview - Features, functions, configuration, look/feel, reporting:

  1. Citizenserve modules (00:56)
  2. Subscription based support model (2:31)
  3. Citizen portal (7:30)
  4. Portal reports (8:10)
  5. Portal configuration (14:02)
  6. Submit Permit Application (24:50)
  7. Notification Matrix (30:41)
  8. Staff Home Page Configuration (32:17)
  9. Review of Permit Application from Staff Side (36:36)
  10. Alerts + Standing Conditions (36:56)
  11. New Staff Portal Interface (37:33)
  12. Automated Workflow Route (40:20)
  13. Staff Questions:
    1. Can security be set to prevent users from deleting files from system (41:44)
    2. Can you have custom fields by license type? (43:30)
  14. Citizenserve reporting (44:04)
  15. Powerful Search Tool (44:25)
  16. Question: Do you tie into active directory for authentication? (54:30)

Online Planning and Zoning Software

Deep Dive 2 Hour Demonstration of Citizenserve 

Demonstration of planning and zoning software features in Citizenserve cloud based e-government software.

  • development software for planning department requirements
  • submit online planning application from citizen portal
  • subdivision application review (4:45)
  • document markup tool (7:15, 19:17, 36:10)
  • common comments (11:55)
  • standing conditions (18:00, 1:17:42)
  • review submitted application from portal (22:10)
  • submit building permit application from citizen portal (30:36)
  • application intake activity (33:00)
  • add/modify workflow route (33:22)
  • required inspections (35:39)
  • email plan comments (41:33)
  • create permit application over the counter (44:50)
  • partial pass inspections (50:32)
  • schedule an inspection from the citizen portal (51:21)
  • owner/builder project (55:40)
  • fee calculation (57:40)
  • issue permit/generate permit card (1:07:12)
  • inspection conditions (1:10:36)
  • generate certificate of occupancy (1:16:42)
  • conditions v. standing conditions (1:20:58)
  • assign multiple review routes (1:23:37)
  • modify workflow route (1:27:17)
  • see all applications related to a development (1:28:47)
  • add a new permit type/sub type and associated fees (1:33:59)
  • can you build a shape based on a polygon? (1:36:45)
  • entitlement tracking (1:38:10)
  • contractor licensing/registration (1:42:22)
  • public hearings - DRT meeting/agendas (1:47:16)
  • impact fee credits (1:49:43)

Code Enforcement Software Florida

Overview of New Florida Customer Online Portal, Code Enforcement, and Fire Review/Inspection 

  • configurable online portal for citizen access
  • search online data
  • review submitted code complaint
  • chart, list, map reports available through portal
  • online portal configuration- text changes
  • new user registration
  • submit an online complaint
    • address validation against parcel data
  • submit online permit application
    • custom fields
    • configurable
    • unlimited permit types
    • unlimited submittal documents
  • Citizenserve administrative portal Community Improvement staff access
    • code complaint case file review
    • review file activities and tools
    • GIS map and zoning layer integration - interactive map views
    • access property history file
    • access parent property file
    • complete online complaint review
    • schedule inspection
  • review inspections on map
  • complete code complaint inspection
    • take pictures from phone or tablet or update files
    • add violations - single or multiple violation entry
      • filterable violation list
      • enter by code number or code description
      • automatic follow up inspection scheduling
    • view property alerts
    • historic districts
    • generate notice of violation with photos and violations
  • review Documents tab to see all related items
  • add notes to file - to log call from complainant
  • review events logged on history tab
  • add alert to file property or contact
  • close case file and add disposition
    • closed files can be locked for further editing
  • Add fees or lien to code case file
    • add partial payment against lien
  • lien tracking - integrate with other systems or send report
    • multiple fee types can be added to lien
  • defaults to use Google maps, GIS integration option
  • fire plan review and fire inspection
    • review related permit application
    • access to markup document tool
    • review of comment book - central list of commonly used inspection comments filterable by user, department, activity, etc.
    • load comments from prior inspection activity
    • send fire inspection report (unlimited email templates)

Electronic Permitting and Inspection Software

Demonstration of Citizenserve  Software 

  • contractor registration
  • submit commercial building permit application through portal
  • payment processing
  • Citizenserve staff side access
  • unassigned work queue
  • review submitted permit application and fees
    • reset and calculate fees
    • add payment
    • generate receipt
    • payment allocation
  • reporting options
    • maps, charts, lists, merge reports
    • unlimited report writing included in subscription
    • Citizenserve staff metrics
  • scheduling inspections/scheduling validation
  • outside contractor inspections
  • contractor hired private contractor
  • trip routing report