Category Archives: Cloud-based 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
    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


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)