Category Archives: Building Permit Software

Citizenserve Document Markup Tool – On a PC

An in-depth review of the features included in Citizenserve's document markup tool.

  1. How to access the markup tool
  2. Create a new stamp
  3. Add stamps to all pages
  4. Edit Stamps
  5. Add Shapes (Rectangle, Circle, Arrow, Line, Free-Draw Tool)
  6. Tools
    1. Bookmarks
    2. Text Box
    3. Highlighter
    4. Measurement Tools
      1. Calibration Tool
      2. Measure area
      3. Measure a length
      4. Measure Distance (around a corner!)
  7. View other reviewer comments
  8. View/add comments
  9. Common comments book
  10. Undo/redo/eraser/zoom tools/display-hide item numbers
  11. Email markup
  12. Generate markup pdf
  13. View markup comments from the citizen portal
  14. Import comments from prior version

 

Electronic Planning and Zoning Software

Overview of Citizenserve Planning and Zoning module.

  • Overview of citizen portal
  • Apply for subdivision of land permit through online portal(5:18)
  • Online application payment through payment processor (9:55)
  • Review submitted application through portal (10:29)
  • Overview of Citizenserve application (14:30)
    • My Tasks
    • Metrics (15:33)
    • Overview of Permit Project file (16:31)
    • Unlimited support - submit Support Center Request (19:41)
    • My Recent Files (20:14)
    • My Links (20:27)
    • My Notes (20:32)
    • Home Page configuration (20:41)
  • Architectural plan review activity (21:36)
    • Electronic document markup tool (22:34)
      • Create a stamp
      • Add comment to stamp
      • Add comment to document
    • Review comments
    • Complete activity
      • Email review comments to applicant (27:40)
  • Review activity review comments from citizen portal (30:04)
  • Review workflow route status updates from Citizenserve (30:56)
  • Review initial reviewer document markup comments from the citizen portal (31:25)
  • Complete Engineering Plan Review activity (32:05)
    • Electronic document markup tool (32:55)
    • See multiple reviewer comments
    • Calibrate document to draw measurements
    • Calculate area on map and add comments from comment book to area shape
    • Draw rectangle and add comments
    • Draw arrow and add comments
  • Review document markup and review comments on citizen portal (39:00)
  • Design Review Team Meeting Agenda Creation (40:29)
  • Can we get a map report of the DRT Agenda sites? (42:17)
  • Can Citizenserve handle external (out of agency) reviewers?¬† (45:44)
  • Who owns the data if it's in Citizenserve? (48:55)
  • Managing communication between applicant and staff (49:59)

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)