Both the City of Farmington and the City of Brooklyn Center are live on the Tungsten software for Accounts Payable Automation!! The City of Farmington went live on April 18th, 2016 and the City of Brooklyn Center went live on June 6th, 2016.
LOGIS staff, along with the staff from the two cities, with assistance from Tungsten staff, completed these two implementations in less than eight months from start to finish. These implementations included new functionality that many other members may want to take advantage of – a fillable Form that can be utilized to create new items in the workflow that don’t have a normal “invoice” as backup, with refunds being the primary example.
Also, in conjunction with the Brooklyn Center go-live, an upgrade was done with the scanning / validation functionality for all members, and additional changes were made to each workflow to take advantage of new ideas and processes.
The initial Discovery meetings for the City of Minnetonka’s implementation will be held on July 18th thru 20th. The information acquired during these three days will be compiled into a Detailed Design document developing their workflow processes to be used as the basis for their implementation.
The City of White Bear Lake has joined the ranks and is now live on ePermits as of June 2016!
After months of preparation, data entry, training and testing, White Bear Lake has successfully launched ePermits to the public.
City staff are thrilled to offer this service enhancement to contractors and homeowners (as well as other business associates). ePermits is a fast and efficient means of acquiring a permit without making a special trip to City Hall.
The ePermits website also contains a powerful search function which allows the general public to obtain important permit information (view inspection results, confirm a final date, view scheduled inspections, etc.) at any time day or night. This is another great example of fully meeting the customers’ needs.
Did you know that it’s possible to export most data grids in RecTrac to an Excel spreadsheet? In RecTrac, data grids are the lists of data (activities, facilities, etc.) that appear at the top of a screen. The data that appears in the grid can be controlled by various filters. Thus, data grids can be used as a sort of “ad hoc report” if you carefully control the data that is displayed in them.
To export the data, use the following procedure:
Click on the Options button on the upper left of the data grid.
From the resulting fly-out menu, select “Export Comma Delimited.”
RecTrac will prompt you for a place to save the resulting comma delimited text file. Provide a name and location that you know you will be able to access in Excel.
Open the file in Excel. When you subsequently save the file, be sure to save it in Excel format instead of saving it to its original name (“XXXXXXXXX.CSV”).
Assessment flags can be used in a number of different ways. But their main design was to alert users about special information concerning a property.
You are able to configure up to 15 flags to be used for different notifications. Many members use them for city properties and deferrals. Basically any special information you want to be notified about.
Once a flag is set for a property, the flag and description will be displayed on the screen in red when an assessment search is done for a parcel. The assessment search report will not display the description, only that the flag is set.
LOGIS participated in the 2016 Midwest Regional User Group (MWRUG) meeting hosted by Madison Water Utility, Madison, WI on April 27th. The meeting was well represented by the MWRUG membership. A new Advanced Utility System client will join the group, Murfreesboro Water and Sewer Dept., Murfreesboro, TN. The 2017 annual meeting will be held in Missouri or Illinois.
The main topic of discussion focused on best practices for testing/implementing platform movement. Each attendee shared their testing process. Due to the amount of time involved in testing new builds, the majority of the membership only apply new CIS Infinity builds twice a year. LOGIS was asked to share our build testing matrix with attendees.
The synergy groups were a huge success as we had ample time to network and learn how each member does business; i.e. frequency of billing, add-on modules, collections, etc. The open forum provided a platform to share what is working with CIS and what needs improvement. Advanced staff took the topics back to Toronto for further discussion.