Session: Case Types other than BLD Panelist: Alice Sterling, City of Pasadena
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Transcript of Session: Case Types other than BLD Panelist: Alice Sterling, City of Pasadena
Session: Case Types other than BLD
Panelist: Alice Sterling, City of Pasadena
Date: Thursday October 4, 2001
October 2001 Tidemark User's Conference
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Planners can search for and track Parcel information Project information Permit information
How Planners Use Tidemark?
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The City of Pasadena has created a customized ‘Parcel’ screen to display important fields of information.
‘Parcel’ Information
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‘Parcel’ Screen (1)
Planners can quickly retrieve parcel information without leaving their desk.
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‘Parcel’ Screen (2)
Data fields can be used to create maps utilizing Geographic Information System (GIS).
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‘Project’
A ‘project’ in Tidemark is a container or folder in which multiple cases associated with a building or development can be grouped together.
Developments requiring multiple cases or permits can be effectively organized and managed by creating a ‘project.’
Case ‘activities’ are attached to the ‘project.’
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‘Project’ Screen
The ‘Project’ screen is essentially a header containing basic project information.
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Case ‘Activity’ (1)
By creating a case ‘activity’ in Tidemark, planners can permanently record: 1. Application information
2. Applicant’s information
3. Number and type of applications
4. Fees paid
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Case ‘Activity’ (2)
Planners can create a case ‘activity’ for over 26 case types including:
Conditional Use Permits Variances Tentative Tract Maps Final Design Review Planned Development
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Case ‘Activity’ (3)
When creating a case ‘activity,’ Tidemark allows the planner to:
1. Select a ‘case’ type2. Automatically number the activity, 3. Attach the new case to the project4. Enter people information
Many of the fields include a picklist from which the planner makes the appropriate selection.
Picklists are customized and save time in entering data.
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Case ‘Activity’ (4)
The planner uses the information on the Master Application to fill out data fields on the ‘Planning Application – General’ screen. Red fonts prompt planners to enter critical information.
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Case ‘Activity’ (5)
The Planning Application – Case Detail’ screen is used for automatically calculating the fees and for capturing multiple applications.
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Case ‘Activity’ (6)
The Fee screen summarizes the type of fee, provides the amount, and calculates the total.
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Other Related Actions (1)
Once a case is created, planners can update the case status and enter critical dates….
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Other Related Actions (2)
…can attach important documents from other programs
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Other Related Actions (3)
...can create mitigation or condition monitoring activities.