Most RecTrac users know about the “i” icon in the upper right corner of the RecTrac Screen. Clicking that icon will cause “i” icons to appear for all the fields on the screen. These are field help icons. When you hover over them with your cursor, the field help appears.
However, field help can be frustrating in that its activation is sensitive. If you move the cursor even slightly off the icon, the field help disappears. Also, field help will sometimes contain clickable links to more information, but when you move the cursor to click on the link, the field help again disappears, taking the link along with it.
You may not know there is a way to relieve this frustration by clicking on the “i” icon itself while you are hovering over it. Doing so will cause the full on-line help screen to appear with that field definition at the top of the screen. You may then click on the embedded link without a problem.
LOGIS Staff has been working with the City of Edina to develop a PIMS health inspections module. Initial design and development started in early 2017 and focused on food establishment inspections. Food inspections went into beta testing in the fall of 2017.
We are pleased to announce that the City of Edina went live with Food Inspections in PIMS in January of 2018!
Health Inspections build upon the Business License framework that already exists in PIMS. The new module provides an interface to review upcoming health inspections, tracking of inspection dates and frequencies, and custom reporting – which includes CFP’s and detailed inspection reports.
LOGIS staff are currently working with Edina staff to add Lodging and Pool inspection types. These inspections use a similar design as food inspections but are being tailored to meet the unique needs of both. Lodging and Pool inspections are currently in internal testing and will be moving into beta testing soon!
LOGIS RecTrac members recently gathered for a user group meeting focusing on Card Connect—a credit card payment gateway that has some unique advantages in regards to compliance with Payment Card Industry Data Security Standards (PCI-DSS). The presentation was given by Dimitrios Hilton, one of LOGIS’ security specialists.
The main advantage of Card Connect is that it uses a “P2PE” (Point-to-Point Encryption) certified hardware/software solution that Card Connect calls the “Bolt” interface. In short, Bolt eliminates the need for an entire PC to be dedicated to credit card transaction processing. It also vastly reduces the amount of paperwork and resources necessary to become and remain PCI-DSS compliant.
If you have any questions about the Bolt interface, please contact LOGIS RecTrac support at email@example.com.
A little known menu option “Mass Admin Fee” is currently used by one member. Mass Admin Fee will apply a onetime percentage amount to the current assessment. Coming soon will be the ability to apply a flat fee. This is different than the Admin Fee on the Special Assessment Master Information screen. The Admin Fee on the Special Assessment Master information screen has historically been unused and was informational only. Recent programming changes for one member now uses this field for an annual fee applied to the assessment.
Contact LOGIS support to discuss the use of either of these options.
PIMS (Permits and Inspections Management Systems) was initially launched into production with the City of Savage in June of 2017. They began using the permits, inspections and scheduling modules. Since that time, city staff and LOGIS have been working hard towards implementing other modules available within PIMS.
After months of meetings, preparations, data entry sessions, database/web site setup, training and testing, Savage introduced new functionality for homeowners, contractors, business owners and city staff.
In September 2017, Savage went live with ePermits and added eScheduling in November. At the beginning of the 2018, Savage also implemented Business Licensing and Code Enforcement within PIMS.
There are many modules offered within PIMS which can fit the needs of several departments within a City. This allows the City to utilize one software package with multiple functions to increase efficiency and improve customer service. Great job Savage staff!
Advanced released new Build 3.1.27 towards the end of 2017. LOGIS along with some Member volunteers have been working hard to test this new build within Members’ TEST databases. Testing is being done utilizing Windows 7, Windows 10, Office 2013 and Office 2016. LOGIS plans to start rolling out Build 3.1.27 late February and into March 2018.
Along with testing all Member processes on Build 3.1.27, LOGIS is also planning to test the new Web Services Build 03.03.02.17. All Member processes will be tested along with functionality between CIS and Invoice Cloud.
We are pleased to announce the City of Minnetonka is live using Electronic Plan Review!
As of September 2017, Minnetonka is offering plan review permits online using ePermits. Some time ago, only permits that did not require plan review were offered online, now cities have the opportunity to offer all permits online.
For permits that require a plan review, our PIMS software begins the process by allowing the applicant to apply for a permit online. Once submitted and fees are collected, a permit is created in PIMS. The permit has not been issued at this point, but a percentage of the permit fee can be collected upfront and subsequently subtracted from the total fee.
Next Step: Documents and drawings (plans) are submitted electronically by the applicant and reviewed by city staff for accuracy and proper orientation. All electronic plans can be reviewed by multiple departments within a city concurrently.
Once approved, an approved date will be transferred from the electronic plan review software to the PIMS system. This action will alert the applicant (via email) that the submitted plans for the permit have been approved, and final payment needs to be completed before the permit can be issued and approved plans can be downloaded.
Since going “Live” in September, Minnetonka has approximately 400 projects submitted online using ePermits and electronic plan review.
Many of our RecTrac users may not know that it is possible to display additional family members in a grid format in Household Maintenance (instead of as a series of tabs on the right side of the screen). This can cut down screen clutter considerably, which can help a lot on a screen that is already full of information. The family member grid is controlled by the Household Profile in the Management > System Management > User/Menu/Profile Management > Profile Management screen. If you want more information about this option, contact LOGIS RecTrac support at RecTrac@LOGIS.org.
Assessors requested a quick option to assist them in the verification of homesteaded properties. To qualify for homestead the property must be occupied by the owner or a family member.
A new option was added which will interface with the Permits and Inspections system to list all homestead properties, which also have a rental license issued. The assessors can then verify whether the property qualifies for homestead.
LOGIS has been working on developing and testing eLicenses at the request of many members. This feature builds upon existing animal and business licenses that are tracked and maintained within the PIMS system. eLicenses allows customers to renew business and animal licenses, and apply for new animal licenses. Customers are able to pay for their elicenses online.
eLicenses is moving into beta testing in January. Two member cities have volunteered to beta test and provide feedback.