Category Archives: Cloud-based Software

Cloud Based Online Code Enforcement

Overview of Citizenserve Code Enforcement and Request Tracking Cloud Based Software

1. View Inspections on a map (7:40)
2. Home page metrics (8:29)
3. Annual weedy lot notice (9:06)
4. Create code case (10:45)
5. Add complainant to case (11:10)
6. Add address – review integrated property data (11:50)
7. View created case file (14:48)
8. Add note to file (15:07)
9. Complete code enforcement inspection activity (16:29)
a. Add a violation (16:52)
b. Upload photos (17:42)
c. Use document markup tool on uploaded photos (19:11)
10. Manage individual violations (20:04)
11. Generate violation letter – include photos and letter variables and inspectors digital signature (20:18)
12. Schedule follow up inspection (23:55)
13. Escalate case - generate citation letter – generate fees programatically (24:17
14. Schedule follow up inspection (24:01)
15. Generate citation form letter for escalation (24:22)
16. Print case report for court (26:06)
17. Print or email case file for court hearing (26:04)
18. How do alerts (and other items) get attached to address file (overview of the property file and how it displays related permits, licenses, and violations) (27:11)
19. Review contact file (people and businesses) (29:39)
20. Code enforcement from an iPad – use voice recognition, take and upload photos in the field, add violations (30:49)
21. Health licensing code enforcement in Massachusetts municipality (34:05)
22. Inspection Report built as state mandated form (35:21)
23. Non- criminal tickets (36:19)

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)

Citizenserve Online Cashiering Services

Demonstration of Citizenserve Cashiering  Services

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.

These cashiering services, and much more, are offered in the Citizenserve e-government solution.

  • Assigning rights and access to Fee Tracking and Edit Payments
  • Multiple ways to take payments:
    • From within permit
    • From a contact - apply payment to one or more project balances
    • From the citizen portal
  • Audience questions:
    • What if someone wanted to pay for something that isn't a payment or a license? (5:07)
    • How can we batch pay a bundle of checks that are received in the mail?  (Which opened a conversation about their home grown batch payment interface.) (5:39)

Online Business Licensing Software

In Depth Demo of Citizenserve Business Licensing  Services

This segment was presented during an all day demonstration to a Midwest city, to meet their RFP for e-government software.  In the first few minutes, business office staff describe their current work - to issue multiple types of permits, as well as business licenses.

Business Licenses are just one module offered in the Citizenserve e-government solution.

  • Citizen portal overview - where business owners will apply for a license, citizens can file complaints, contractors can request permits, etc. (01:20)
  • Apply for a business licence through the online portal (7:04)
    • Audience Question:  Can a business that operates within the city, but is not located in the city, are they able to enter an address that isn't in the city database?  (9:38)
    • Audience Question: Our planning department has to sign off, if the applicant enters an address that can't have a business on it, can the system stop it in progress? (12:37)
  • Review Citizenserve Staff Home Page (16:53)
    • My Tasks
    • My Metrics
    • Recent Files
    • Links
  • Open license (that was just submitted on portal)  (18:25)
  • Create new license application over the counter (from Staff Side) (18:50)
  • View property alerts/other files on system (19:25)
  • Modify the assigned workflow route (19:56)
  • Take a payment, recalculate fees, apply manual fees (21:51)
  • Review workflow route (22:45)
  • Complete Application Intake step of Workflow (23:24)
    • Use comments book
  • Print License Certificate (24:27)
    • System conditions
  • Audience question: Where can you enter the business type our fees are driven from this field? (26:46)
  • Audience question:  can Citizenserve process about 2600 renewals at the same time? (28:02)
  • Business License Renewal Report (29:16)
    • Can preview, can add link to home page, can attach copy of report to each file.
    • Report can generate mass mailing, or mass emailing.
  • Audience Question: What about pro-rating fees? (34:00)
  • Audience Question: Auto calculation of Fees - and how not to refund prior year's fees (35:51)
  • Audience Question:  Can we get a case file of all related business license notes, contacts, notices, etc in one packet for collections? (48:48)
  • Audience Question:  What about retention requirements? (How long does Citizenserve keep our files?) (50:01)
  • Audience Question: Can you attach records to a property unrelated to a permit or license?  (55:21)