Category Archives: Online Citizen Portal

Over the Counter Licenses

A demonstration of how Citizenserve can help you offer instant, over-the-counter licenses to your constituents.

Instant, Express, On Demand, or Over the Counter Licenses describe a Licence that does not require review by the issuing agency. Citizenserve can configure your citizen portal to allow your constituents to apply and pay for an instant license online, then receive their licence in an email, or download it from the portal.

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)

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)

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)