Category Archives: E-Government Software

Online Permitting, Licensing, and Tax Software

Demonstration of permitting, electronic plan review, planning and zoning, business licences and accommodation tax.

Citizens portal overview 9:48

  • Apply for an online building permit 19:00
  • Pay for application online 25:02
  • Review submitted file from portal 26:00

Citizenserve staff side overview 27:58

  • Perform application intake review 34:43
  • Review fee calculation based on valuation 40:18
  • Add fees to application 41:30
  • Take a payment 41:52
  • Document markup tool 42:48
  • Add common comments to markup tool 44:14
  • Notify applicant via email 46:20
  • Complete application review activity 49:45
  • Document markup tool (add shapes, comments, make measurements) 50:18
  • Complete required inspections checklist activity form from workflow route 56:10
  • System conditions 57:10
  • Take a payment 57:35
  • Generate permit card 58:00
  • View application status, permit card, document markup from citizen portal 58:55
  • Request an inspection on the portal 1:01:25
  • Review unassigned activity queue 1:02:52
  • Review inspection activities on calendar 1:04:42
  • Perform inspection from mobile device (iPad) 1:05:32
    • Take/upload photographs from the field
    • Use common comments book
    • Email inspection report
  • Generate Certificate of Occupancy 1:09:08

Brief overview of planning and zoning functionality 1:10:02

  • Shorter application
  • Longer review process
  • Review committee meeting minutes/agenda

Demonstration of Business Licensing and Sales Tax

  • Apply and pay for a business license on the citizen portal 1:13:30
  • Review application on staff side 1:19:46
  • Discuss license renewal process 1:22:25
  • Review sales tax 1:24:51
    • Apply penalties to application
  • Add lodging tax license 1:26:10
  • Add tax report and calculate taxes 1:26:45

Electronic Planning and Zoning Software

In depth demonstration of Citizenserve's planning & zoning module.

  • Register for Portal Account (02:00)
  • Submit Development Application (04:31)
  • Review Submitted Application from Portal (16:10)
  • Review Portal Reports (20:03)
  • Review Staff Side Dash Board/Home Page (21:45)
  • Review Task List on Map (23:35)
  • Proximity Report/Abutter Notice Report/GIS Layers (25:07)
  • Administrative/Configuration Access – Modify Letter Template (28:30)
  • Review Submitted Permit Application (32:57)
  • Review Routes (33:58)
  • Create Permit Project Over the Counter (34:36)
  • User Notifications and Assignments Administration (40:13)
  • Perform Engineering Plan Review (42:45)
  • Add Comments from Common Comments Book (43:18)
  • Document Markup Tool (45:43)
  • Email Review Comments (56:18)
  • Question: Can Developer Add Site Plan or Final Plan to Existing Project? (59:58)
    • Review Project with Multiple Applications (1:03:52)
    • overview of complicated review routes for multi-phase development project (1:04:25)
  • Question: how does system allow us to report out to external body? (1:05:24)
  • Question: can Citizenserve generate staff report level document? (1:07:20)
  • Review development application fees (1:09:32)
  • Tracking hours in Citizenserve (1:11:58)

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)