1. Changelog
  2. Field Inspection

Field Inspection

May 15, 2022

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

May 01, 2022

BS&A ONLINE
-  There is a new tab under My Activity View for Document Submittal. After sending a request for document submittal from within the BD program, a Contractor can continue to use the link in the email they receive. They can now also go to their 'My Activity View' and go under the Document Submittal tab and submit their documents there.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Fee Group setup can now select multiple fees at once.
New Features
-  When adding a new review step to an issued/completed PZE Process or Permit, the PZE Process or Permit will "re-open". This means the PZE Process will go back to In-Progress" and the Permit will go to "Suspended - Review" until the new review step is finished.
-  Added an option under the basic setting tab when in process step setup that creates document slots on a new process step from the previous step. The setting is called "Create Documents Based Off Previous Step".

April 15, 2022

BS&A ONLINE
-  Corrected issue where owner name would still show up online in some areas even when excluded from showing up online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Fixed an issue where the bill-to name on a certificate could be set incorrectly during the renewal process.
Reporting
-  Fixed issue where the Revenue Summary Report would not generate due to NULL values.

April 01, 2022

BS&A ONLINE
-  Corrected issue where converting permit applications from the web could result in data filling in from a previously converted permit application.
-  Corrected issue where issued permits could not be printed online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Added Licensee warning for expired business license to permit types setup.
-  Local License and Business License Expiration dates on Licensees will now correctly set the Licensee status to Expired and Active.

March 15, 2022

BS&A ONLINE
-  Stop work orders that are set to still allow inspections now applies to online inspections as well as manually scheduled inspections.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

March 01, 2022

BS&A ONLINE
-  Corrected issue where creating a Contractor through the account linkage requests would not correctly fill out their contact information.
-  Corrected issue where multiple large documents attempting to be uploaded at once when applying for a permit/pze process online would result in an attachment error.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Corrected issue where the "Add Image" window could be enlarged but not put back to normal size. This window can no longer be enlarged.
-  Comments/Concerns on reviews are now listed in the tree view in the order they were selected when using the "Do Review" button.
-  Corrected issue where re-assigning open items when inactivating an inspector would not correctly re-assign appointments.
-  Corrected issue where null results would prevent paying vendors from escrow fees.
New Features
-  There is now a new task performed by the daily process to check for permits and permit applications whose permit type is configured to autocancel after X number of days of inactivity. "Inactivity" is defined on the permit as nothing occuring that triggers the DateTimeModified to update on the permit. For permit applications, inactivity is defined as nothing occuring that triggers DateTimeModified to update on the permit application 2 record OR the base application record. For permits, we will only autocancel if the specified settings are set correctly and the permit is in a pre-issue state after the required time has elapsed. Pre-issue is either "ready to issue", "unknown", or any of the hold statuses. If a permit is detected to be autocanceled by the daily process, it is set to the canceled status and a comment is attached to the permit saying that is was cancelled by the daily process on that day. For permit applications, we will only autocancel if the specified settings are set correctly on the the permit type that is tied to the permit application and the permit application is in a non-deadend state (either "hold" or "submitted" status). If a permit application is detected to be autocanceled by the daily process. it is set to the DENIED status (there is no cancel status for applications currently). We will also add a web request comment similar to the comment added to permits. We will also send out the system/override permit application denial email if one is configured in the online settings. Note - Requesting additional info for a permit web request does trigger the DateTimeModified to be updated as it sets the application back to a hold status, so it would extend the time.
-  "Project Number" and "Project Filed-As" now are columns available on the review table.

February 15, 2022

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

February 01, 2022

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Added additional checks to help with random program crashing.
-  Fixed issue with parcel status options in regards to Assessing imports incorrectly marking a parcel inactive if the parcel status filter was being used but no parcel status options were selected.
-  Web Queue will now auto-refresh when processing any inspection requests.
Reporting
-  Transactionitem reports now have access to certificate datafields.

January 15, 2022

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Fixed issue when voiding a receipt in BD that used a debit account override tender type in Cash Receipting so that the void in BD correctly uses the debit account override.
-  Fixed issue where letter file names were being scrambled when emailing out of the BD program.
New Features
-  BSA Online - Added options to show/require homeowner phone number and email when an applicant applies for a permit online. This setting is under program setup -> administration tab -> online settings button -> permit settings tab.

January 01, 2022

BS&A ONLINE
-  Delegation can now be given to a "linked BSA Online account" that will allow the linked account to apply for a PZE process on behalf of the main "main" BSA Online account.
-  You can now enable a setting per permit type that will allow the permit category to be a field that gets filled out by the online permit applicant.
-  Required names will now be listed first when applying for a pze process online.
-  My Activity View will now sort the permitss by their date created, which will allow for the most recent permits to be shown first.
-  Corrected issue where the Make a Payment link in automated BSA Online emails would not load up the correct unit's BSA Online site.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Review steps that are given a status of "Not Required" will no longer prevent other review steps that are set to dependent to not be started.
-  Corrected crash issue when using the Warning Center fix for duplicate licensees.
-  Corrected issue where information from an online permit request being converted into a real permit would flow into the next online permit being processed.

December 15, 2021

BS&A ONLINE
-  Added checks so that if a Contractor is marked Inactive, they cannot apply for a permit online.
-  Correct an issue where the amount due was displaying incorrectly if looking at the project screen online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Added checks to help prevent duplicate appointments from being created when syncing with Outlook.

December 01, 2021

BS&A ONLINE
-  Fixed issue where a BSA Online user that was linked to another BSA Online user could not see permits in their My Activity View.
-  Fixed issue with statuses not displaying correctly for records online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  When attaching existing letters to emails when emailing through the BD program, youu can now see the date added plus the parent record number for each attachment.
-  A new warning center message has been added to indicate duplicate licensees. Using the "click to fix" option will simply opening the licensee merging window.
New Features
-  Updated the way revisions look in the "Tree View". Revision history is no longer buried in a Revision History folder, and instead you will see all revisions on the main record in the tree view.
-  Multiple review steps can now be added to permits from within the permit type setup.

November 15, 2021

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
New Features
-  A different cash account for online payments can now be setup under program setup -> database setup tab -> accounting button -> GL Settings tab.

November 01, 2021

BS&A ONLINE
-  -We will now show a more detailed error when attempting to schedule an inspection that is in a blocking/dependent state on a project requirement. This will only take effect if online inspections are restricted to unfullfilled project requirements. -The "my activity" permits grid will now show "holding for project requirement" in the status column if it is in a blocking/dependent state. -The permit view will now show "holding for project requirement" in the status field if it is in a blocking/dependent state. Under the status, there will be an additional excerpt that explains what exactly is blocking or dependent. -The occupancy cert view will now show "holding for project requirement" in the status field if it is in a blocking/dependent state. Under the status, there will be an additional excerpt that explains what exactly is blocking or dependent.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
New Features
-  Stipulations, Construction Category, and Use Group can now be defaulted per permit type.

October 15, 2021

BS&A ONLINE
-  Fixed issue where linked sub-contractors would not see all permits in the My Activity view.
-  Corrected issue that allowed an inspection to be cancelled outside of the allowed hours.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Fixed issue where CO-based workflow events would not filter by parcel number correctly.
-  Made more permit userfields available in review-based workflow events.
-  Fixed issue where bond transfers, forfeitures, refunds would not always post due to voided items.
New Features
-  'TARN' is now an accepted street suffix option.
-  Added 'Activate' as a new Fee Version option.

October 01, 2021

BS&A ONLINE
-  Added "Make Payment" links available when looking at project requirements online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Corrected issue with certificate status not updating when mass applying certificate fees.
-  Fixed issue with expression-based fees not cloning correctly when a permit is cloned.

September 15, 2021

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

September 01, 2021

BS&A ONLINE
-  Corrected issue where emails would still send out when a permit's status was changed even if the system email was disabled.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

August 15, 2021

BS&A ONLINE
-  Fixed issue where linked homeowner could not see permits in their My Activity view online.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Transfer to Tax utility, when ran to an export file, will now include more than 5 characters for the transfer to tax code.
New Features
-  Minnesota Surcharge Report now includes a drop down option when filtering to select population which then determines the percentage calculation. Note that the report will need to be reverted to the default before running.Any custom reports based on this report will need to be recreated based on the new default report to receive these changes.

August 01, 2021

General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.
-  Corrected an issue using the certificate expiration method to calculate from initial issuance date.
Reporting
-  Corrected issue with the Aged Invoice Totals List report running very slowly and printing blank/incorrect fields.

July 15, 2021

BS&A ONLINE
-  When searching for an invoice to pay online, if the search is for a permit or PZE process, we will now include all invoices on all records of the searched record's project (if the searched record was on a project). For example, if a permit on a project was searched, we should be returning all of these invoices in the result: -All the invoices on the searched permit -All the bond invoices on the searched permit -All of the invoices on all other permits, PZE processes, and occupancy certificates on the project, on top of any bond invoices on any of those records.
General
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

July 01, 2021

BS&A ONLINE
-  Fixed issue of PZE processes not being viewable online for Contractors in their "My Activity" view.
General
-  Added additional improvements to speed up certificate renewals.
-  Made improvements for storing and saving application settings.
-  Fixed issue where Legacy Attachment paths and Default Inspector buttons in program setup would cause program crashes when clicked.

June 15, 2021

General
-  Scheduled Update: No specific feature changes.

June 01, 2021

BS&A ONLINE
-  Certificate Miscellaneous Fields can now be shown online. Certificate type setup has been revamped with new tabs added to mimic the permit type setup screen.
General
-  Fixed a rounding issue with the amount balance due field used in workflows.
-  Fixed issue with all-day, week long appointments not syncing correctly with Outlook.
Reporting
-  When permits or certificates are printed through Cash Receipting when they are issued after payment, printer settings from the BD program for the user taking payment in CR will now be honored.
-  Added GL Distribution bands to Invoice By Name report.