GovBuilt Platform Release Notes


June 13, 2022 Release on Mon, Jun 13, 2022 Version: 3.5.0

Features

License Updates:

Per License type, we've added: "Auto Create License Number on Approved Status set" so that when you approve a license, (...wait for it...) it will automatically create the number for you!


The All Admin Comments checkbox is now on by default (as it should be) for Admin Notes and Public Comments.



Each Attached Item now has an Action button with a drop-down for View, Edit Entry, Edit Title, and Print.




By popular demand, we've added Email License to the Action button for a license. (cheers heard around the country)




Standard Comment Updates:

To help you stay consistent in your comments to your residents, you can now create your types (categories) of Standard Comments. This will make it easier to group comments by subject, department/division, or any other way you want to organize your comments.  This means you won't have to type the same message over and over and over (and over) again to every applicant, in every comment, on every submission...





You can add your comment to one or many Comment Types from the drop-down menu or by typing into the Search field.




When you are viewing a Case and want to add a Standard Comment to a message, we've added a button that will do that for you!

Click the Insert Standard Comment button on the right.




Check the boxes next to the comment(s) you want to use.



The comment(s) you selected will appear at the top of the Editor where you can edit and continue.



 On Form Add Custom Control for Case Dropdown?


Issues/Bugs Fixes

When you print the Permit Type Report, the printed orientation was set to Portrait instead of Landscape. so all the columns in the table were all squished and it made it difficult to read. The report will now be printed in Landscape mode so there is more room for data in your columns if needed.


You can now set Admin Notes as an alert in Licenses just like you can in Cases Cases (that was added back in May 9, 2022, for version 3.3.0 which seems forever ago). This is great when you need to get the word out to everyone who opens the case.




Please let us know if you have any questions about what has been released. We're in process of creating and updating training materials for everything in the GovBuilt system, we can't wait for you to see what's coming!

May 21, 2022 Release on Sat, May 21, 2022 Version: 3.4.0

We rolled out a couple of bug fixes and some new tools this time to help you customize the page that is printed when you select "Print Page." Here's what our team of talented developers have created for this release:


New Features and Upgrades

  • You can extend the expiration date for a permit if needed. We know extenuating circumstances happen.
  • We've created a new Common Report for you of all permits, locations, and their status all in one report!
  • News upgrades include adding a Spotlight and categories to organize your news


Squished Bugs

  • When looking for the Subcontractor's Permit on the Case Type screen, you wouldn't get anything...now you will get their permit like you thought you would.
  • When you would search in the Permit Types area, it would bring up all items with the work permit when you just wanted the Permit Types. How rude!
  • The Case Number didn't auto-fill when a Building Permit was first approved. It does now just like it's supposed to.
  • We had a report of a problem creating a Summary Report for a "single cashier." The report would also pull the online transactions to go with it. 
  • We had a 0 (zero) problem in a couple of fields where it would add 8 of them after the decimal point in an amount that wasn't needed. They're gone. 


Please let us know if you have any questions about what has been released. We're in process of creating and updating training materials for everything in the GovBuilt system, we can't wait for you to see what's coming!


New Features and Upgrades


Extending an Expiration Date - I'm sure there are times when you want to give a little "grace" for one reason or another...now you can!




New Common Report - Permits Issued by Type - This will give you a printable report of all permits, locations, and status.






News Module Upgrades


You can use Spotlight to highlight news items on the home page.






Categories will help keep your news organized by topics of your choosing.




Bug Fixes


When you click on a Subcontractor's Permit from the Case Type screen, it wouldn't open the Permit when you clicked the link.




When you search in Permit Types the search brings up all items with the work permit and is not narrowed down to just the Permit
Types.




Case Number not auto-filling on a Building Permit will now fill automatically

(no image available)


Single Cashier Summary Report Showing Online Transactions - They have been removed




Extra zeros in payment amount fields have been removed. 



May 2022 Release on Sat, May 07, 2022 Version: 3.3.0

Card View for Licenses

You can now print business card size licenses! We've added a Card View Format Editor to the License Type. Here you can customize your license cards with your logo, branding, and images.




You can access the license when you Edit a License:




Or you can click the Print button to open the License in your web browser where you can then print it off.





Admin Notes into Alerts

Have you ever needed to alert the team about something in a case? Do you want to make sure that everyone sees it internally? Now you can!



After you save an Admin Note, you will see a new checkbox off to the right that says Set as Alert.



When you check that box, the Admin Notes now become an alert at the top of the page.



You can collapse the Alert just for your view.


Change Log/2022-05-09/Uncheck Set as Alert.png[/image]






April Release 2022 release v3.2.0 on Sat, Apr 30, 2022 Version: 3.2.0

Ease of Use Upgrades

  • If you have any forms with a Description box, we've made it easier to see that information by adding a Description field to the Case page. It will automatically pull the information from the submitted form.


     
  • We have also added a Payments tab to Case and License pages. It will show all of the payments that have been processed for the Case or License and it will also give you a link to a PDF copy of the receipt.



  • On the Accounting Details tab, you will see a new option for Lien as a payment type and it will be treated as Paid on payment reports.



  • When you are sending an email, there wasn't an easy way to attach a file or send a link for a download. Now you can do either one!




Option for an Admin to approve without payment

  • When you have someone filling out an application but you need to approve it without payment, you now have that as an option in the Admin Approved button. That option will create a $0.00 case with a $0.00 fee.


Redirect Module

  • Sometimes you need to create an easy-to-remember web address (URL) to use in your emails, marketing materials, etc. Now you can!



  • Instructions:
         - Click the Add URL button and you will see two boxes appear at the bottom.
         - Add the current URL to the box on the left and create your new URL on the right. 
              - You don't need to put the full web address in the Old URL box on the left, just everything after ".us" or ".com" in your URL.
                   - For example, if you are trying to get someone to this link:
                          https://muniks.govbuilt.us/AdvancedForms/Merchant-License-Application
                     you would put in the Old URL field:
                          "/AdvancedForms/Merchant-License-Application"
                    and in the New URL field, you would type
                         "/Merchant"
                    without quotation marks.


April 2022 release v3.1.5 on Sat, Apr 23, 2022 Version: v3.1.5

Case List Page Upgrade

By client request we added a few new features. 

  • Ability to order by Case Title, Case Number, Case Address, or Date Created
  • Added a Type tag to the list item to make it easier to see what type of case when searching all cases


If you have a client request. we would love to hear it. Use our Support Page to request any new features. 

April 2022 release v3.1.0 on Sat, Apr 16, 2022 Version: v3.1.0

Report Center

Saved Reports is now the new Reports Center!

  • Choose between list view and card view
  • Choose between our Common Reports or Create a Custom Report



My Profile Settings

  • We have added the ability to rename the menu items on the My Profile page


Check out this tutorial on How to change the My Profile Menu (Your role must be a MuniAdmin to access the Configurations Settings.)


Create Multiple Permit Enhancement

  • Added the ability to auto-create more than one permit type and attach it in a single case when an application is approved.



License Details Enhancements


Workers Comp Insurance Expiration

  • Add a field in License Details to help track the Licensee's Workers Comp Insurance Expiration Date.
  • Add a date field in your form with the API Key workersCompExpDate to autofill in the License Details



  • Hide a Licensee from the Licensed Entities Search if their license is expired. 







April 2022 Release v3.0.0 on Sun, Apr 10, 2022 Version: 3.0.0

In our v3.0.0 release, we upgraded our overall backend system.  Your user experience will now be faster, and more secure with enhanced features!  We will release those features in the next coming weeks so stay tuned!

April 2022 Release v2.61.0 on Sun, Apr 03, 2022 Version: v2.61.0

Calendar Event Upgrades

  • Added an option to add a URL to an event
  • Added ability to upload a file to an event





Payment Report Upgrade

  • Added the ability to only show items that have been reported as settled with the bank according to OpenEdge



Offline Payment Upgrades

  • Added the ability to select multiple cases and licenses and add them to the cart


  • Added the ability to select a refund from an item in the payment history



Licensed Entities Search

  • Added the ability to search for licensed entities within your site
  • Filter by license type and subtype
  • Search by keyword 
  • Results will only show who is up-to-date and not expired 
  • You can choose which licenses you want to appear in the search
  • THIS FEATURE NEEDS TO BE TURNED ON.  Please contact your site admin or GovBuilt Support via Online Form or via email: support@govbuilt.com


March 2022 Release v2.60.0 on Sat, Mar 26, 2022 Version: v2.60.0
epPlanSoft

   e-PlanSoft Integration Updates 

  • Added ability to Download the Full Corrections Packet along with the Correction Report

  • Added ability to Sync any new Assignments added in e-PlanSoft to GovBuilt Tasks


Outlook

   Team Member Calendar/Schedule

  • Integration with Office 365 Outlook for Users Calendar
  • Addition of My Schedule Button to Show All Inspections, Appointment Requests, and Tasks on the team member schedule while syncing with their Outlook Calendar
     
     

Accounting Details Upgrades on Cases and Licenses

  • Added bulk actions of unpaid records to Delete, Copy Payment Link For Single or Multiple GL Keys, or Send an Email to the Applicant the Link


  • Added ability to auto total your records with the total cost using the calculator icon to save you time
  • Added ability to edit an unpaid record

Payment Report Features

  • Added ability to remove the Admin Approved Payments from both the Payment CSV Import Files and the Payment Summary (Reconciliation) Report

Report Builder Features

  • Add Currency option to the Simple and Advanced Report Builder. When selected if the item is a number it will turn it into the format "$9.99"




March 2022 Release v2.59.0 on Sat, Mar 12, 2022 Version: v2.59.0

New Payment History Features

  • Added ability to search payment history by Order Number, Address, Name, Company, Last 4 of Credit Card, Total Cost, and Transaction Number
  • Added new items on Payment History View: Last 4 of Credit Card, Transaction Number, Address, and Total Cost
  • Now shows Case Number, Permit Number, or License Number to cart item details
  • Added Business Name (if applicable)
  • Updated Accounting Details with Payment Date instead of Submission Date

Offline Payments and All Cart Items

  • Added ability to record an offline payment for accounting reporting
  • Added ability to add multiple items into cart to make one payment
  • Added Credit Card Manual Payment to manually type credit card details and send to the payment vendor

March 2022 Release v2.58.0 on Sat, Mar 05, 2022 Version: v2.58.0

Accounting Details

  • Added ability to edit Accounting Details on the Case Accounting Details Tab
  • Added Case/License Type on receipt


March 2022 Release v2.57.5 on Wed, Mar 02, 2022 Version: v2.57.5

Manage Case Content Search

  • Added Case Type and Advanced Forms filter to Manage Case Content Search



Activity Search Tool

  • Added ability to publically search permits and licenses by reference Number, Name, and Address
  • The client can limit which permit and license types are searchable
  • **THIS FEATURE MUST BE ACTIVATED**

Dark Mode

  • Enabled Dark Mode


February 2022 Month End Enhancements and Bug Fixes on Mon, Feb 28, 2022 Version: 2.57.0

Enhancements


Tile View 

  • Added Tile View on Case Types and License Types


Sent Emails

  • Added ability to search sent emails by date range or by keyword
  • Check out this tutorial Searching Sent Emails for a how-to walkthrough

  • Added ability to resend or forward a sent email


Comment Enhancements

  • Added ability to Shut Off Comments on an Advanced Form. When form is in a case or license this will hide the comment tabs on viewing a form that is attached to a case or license. 
  • Check out this tutorial Shutting Off Comments on an Advanced Form for a how-to walkthrough


Case Type Enhancements

  • Added ability to turn off or on Global Case Auto Number Settings
  • Added ability to choose if you want a Case Type to be searchable to the public
  • Added ability to turn on or off Download Admin Comments with Case Download


Newsletters Module Enhancement

  • Added ability to search Newsletters


Ordinances and Resolutions Module Enhancement

  • Added ability to split out Ordinances and Resolutions into 3 different categories
  • Added ability to search Ordinances and Resolutions


February 2022 Enhancement Release and Bug Fixes on Tue, Feb 01, 2022 Version: 2.55

ICC Integration

Added ability to integrate with International Code Council (ICC) content. With this new function, you can search ICC content by keywords or code number and copy and paste that information. This gives the user the ability to attach the selected information to an email. For example, attach your ICC comments to an inspection for the citizen. 



Try it here with our online tutorial.


Accounting Details Enhancement

Added the ability to allow multiple payment GL keys on a single form and case in the Payment Tab. You can now request payment and take online payment for unpaid items.

Form Builder Payment Tab:



Case Accounting Details Tab:



You can send a request for payment for individual fees or the whole amount due.



Accounting Payment Report

Added an Accounting Payment Report that breaks down fees by GL Key and payment method. This report can be exported as a CSV file for accounting reconciliation.

Create your report by going to the Payment Module > Accounting > Payment Reports. Choose which reports you would like to run.







Autofill Settings Tab

Added ability to set fields from the form builder (front end view) to auto-fill in the Admin Fields (office only view.) This saves the user time from having to search the form for specific data. 







January Update Ease of Use Items on Sat, Jan 15, 2022 Version: 2.54
  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