The date of the annual fall Special Assessments User Group meeting is quickly approaching. Scheduled for Thursday, August 17, 2017, this date is earlier than normal. Fall is especially busy for Special Assessment departments finalizing & balancing assessments, hence the earlier date as requested by the users.
This meeting is a useful tool for the users as a way to brainstorm with other users about how to handle complex situations. It is also a way for users to relay to LOGIS what they need the system to do.
VSI, the developers of RecTrac, have a quarterly newsletter available on their website that contains a lot of good information about the product and how to best use it. It usually has a column from Giles Willey, the President of VSI. This column has lately contained detailed information about changes and enhancements to credit card processing—a subject near and dear to many of our users.
Most users should be getting this newsletter delivered to their email address automatically. If you do not, you can access the latest newsletter (Summer 2017) by clicking here. If you’re not getting the newsletter and would like to get on VSI’s mailing list, please contact LOGIS RecTrac support at firstname.lastname@example.org.
Shakopee is now offering permits online that require a plan review. In the past, only permits that did not require a plan review were offered online. With the implementation of Electronic Plan Review, cities have the opportunity to offer all permits online.
Electronic Plan Review can improve customer service by increasing transparency, communication, and efficiency throughout the plan review process. Documents and drawings are submitted electronically via ProjectDox and follow a workflow framework. Multiple departments within a city can review plans concurrently.
Once a plan is approved, an approved date will be transferred from the plan review software to the PIMS system. This action alerts the applicant (via email) that the submitted plans for the permit have been approved and final payment needs to be submitted before the permit can be issued.
If desired, city staff and contractors are then able to review the final plan information electronically away from the office, reducing confusion and delay. LOGIS is working on implementation of Electronic Plan Review software with additional cities.
Shutting Down Your Workstation
Did you know that shutting down your workstation at the end of the day for a minimum of 2 minutes allows the memory to be completely refreshed?
Running CIS Maintenance Weekly
Did you know that running weekly CIS Maintenance before any billing calculation will ensure customer address information is updated?
Vacant Account Move-In Pickup
Did you know there is a pickup routine in CIS that you can run that will move ‘Vacant’ accounts from the ‘Incoming’ status to ‘Active’ status?
Cycle Bill Batches
Did you know that ‘Cycle Bill Batches’ are sort-able on the ‘Amount Due’ column within the billing batch? Sorting this way can give you a quick review of dollar amounts billed, enabling you to see extremely high or low/credit balances in your batch before printing and mailing your bills.
Daily Balancing In CIS
Did you know that daily balancing will provide you confidence that your UB processes are ‘up to par’ and ‘accurate’ at the end of each day? Daily balancing can be a huge time-saver by preventing you from having to ‘dig’ and ‘research’ several days back when something is ‘not right’. Performing ‘Daily Balancing’ will help you preserve the ‘Billing Integrity’ of your City.