GovBuilt Platform Release Notes


January Update Ease of Use Items on Sat, Jan 15, 2022 Version: 2.53
  1. Esri will pull back 50 records instead of 20.
  2. When you do an Esri search we add an "x" to the modal to allow you to get out faster.



  3. Moved the Address to the first option to search by (See below pic)
  4. Added an Esri Search Description so we can let Citizens know any details. This is customizable on the admin side if you want any changes.



  5. On the card Dashboard instead of saying "Application Submitted" we changed to the type of case.



  6. Created a quick link to get back to the admin Dashboard.



  7. Card Dashboard New Submission Dropdown is categorized by form type to make them easier to find.




  8. Added an "All option" under the Dashboard which will allow you to see cards for both licenses and cases in one list.



  9. License tab added Owner to the Contact tab.



  10. Added ability to run a report for a license while viewing the license. Any of our custom reports can be added.



  11. License Details added: License Fee, Effective Date, Issue Date. All these can be filled automatically when an applicant applies


January 2022 Enhancement Release on Fri, Jan 14, 2022 Version: 2.52

Enhancements


Payment Summary Report

  • Accounting Reporting including payment reconciliation reports can be imported into your accounting system or used to verify the system


Public Comments

  • Added ability to view all public comments attached to a case.
  • This enhancement allows a team member to view all comments for all submissions and forms within a case.


Offline Payment

  • Added ability to Have OpenEdge EMV Integration




Payment Report

  • Added ability to run multiple payment history reports by payment type into a CSV file
  • These reports can be used to import data into an accounting system or used to verify the system

December 2021 Enhancement Release on Fri, Dec 17, 2021 Version: 2.51.1

Enhancements


Added Open Edge Integration

  • Allows the client to take payment online before and/or after an application is submitted. 
  • Payfields eCommerce Integration
  • Express Cloud Present Integration
  • EMV Card Intergration


ESRI Integration

  • Added ability to search by Parcel Number, Address, or Owner Name and view ESRI details





Staff Directory Upgrades

  • Allowed team members to be assigned to more than one department.
  • Ability to create a field in an Advanced Form with a dropdown list of licensed contractors, plumbers, electricians, etc for the citizen to choose from. 
  • Ability to create an event then add to Team Member's schedule i.e. an inspection. This enhancement also allows the event to be attached to a case and sends the Team Member an email alert of the event with the link.
  • Gave the option to feature the Team Member on the front end page or hide a Team Member on the front end Staff Directory.



New Feature: Inspection Tab

  • Added inspection tab in the case with a fill and attach button that will only show forms in the inspection form type.
  • Created ability to schedule an inspection and attach to the case with progress view.





  • Ability to view all scheduled inspections by day, week, or month view the calendar.



  • Added ability to click on an event to view more details




New Feature: License Renewal Tool

  • Gives the ability to search for expiring licenses and send out an auto-renewal notice.



License Upgrades

  • Added ability to add multiple license subtypes on license.
  • Added ability to add a watermark to printed license.






November 2021 Enhancement Release on Sat, Nov 20, 2021 Version: 2.51.0

Enhancements



Report Upgrade

Added ability to filter the report by a field on the report. The example below shows County Water Well Permits filtered by the county.


Confirmation Email Upgrade

Added ability to create and use a custom confirmation email. This enhancement allows the ability to customize the email by adding inspections needed, rules, codes, etc.


Parcel Genealogy

Added a View All Submissions button on the form submission.

September 2021 Enhancement Release on Tue, Sep 14, 2021 Version: 2.50.0

Enhancements


Case Upgrades

Case Search Enhancements

  • Added a Team Member Option to Limit Cases By the Team Members Assigned to the Cases

  • Added a Text Search to allow searching by Responsible Party First Name, Last Name, Phone Number, Email, Address, and Case Title


View All Submissions on One Page

  • Added a "View All Submissions" button to the Attached Docs
     
  • Shows a page with the ability to view all the form submissions on one page without having to load multiple tabs


Ready for Billing Workflow Automation

  • Added a "Ready for Billing" option that automates setting the case status, billing status, adds any new team members to the case, and creates an admin note.


Attached Documents Upgrades

  • Added a List View Option to view all attached documents on a case in a list view instead of a tile view

  • Added Meta Data to Documents allowing you to track Status, document type, control whether submitter can view on their profile, short description, and a long description


Create Task Upgrades

  • Now you can create tasks on a case to track items like Council Meetings, Maps to Create, Meetings, and etc
     
  • Each task has a begin date, due date, close date, team member assigned, status, type, document it is linked to, and notes.


Case Comments Add Edit on Your Comments

  • Gave the ability if you added the comment in a case you can edit the comment

My Cases Option

  • New Menu Under Cases for a quick link to view only your cases 


Case AutoFill Expected Close Date

  • Automatically Grab the Expected Case Close Date on Form Submission to Save Time


Sent Emails Report and Tracking

  • All emails are tracked in the system and now we gave you a report to easily view these emails including the status of them being sent

  • Report Includes an Option to View the Email

  • If an email was in relation to a case whether a comment or an actual "Email Case" it will now show in your sent items tab
     

Bug Fixes

  • Admin Edit of Form the Maximize Form Description had CSS Overlap
  • Clicking Attach Print and Cancel Then Discard Changes Showed Wrong Message
  • Mailing Address on Forms Was Not Pulling Back Address in Permit Type
  • Case Create and Edit Time was Showing in UTC 
  • Case List View Button on Case Type Showed All Cases instead of Limiting the Filter to Only that Case Type



Any questions contact contact@govbuilt.com