Session: Case Types other than BLD Panelist: Alice Sterling, City of Pasadena

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Session: Case Types other than BLD Panelist: Alice Sterling, City of Pasadena Date: Thursday October 4, 2001

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Session: Case Types other than BLD Panelist: Alice Sterling, City of Pasadena Date: Thursday October 4, 2001. How Planners Use Tidemark?. Planners can search for and track Parcel information Project information Permit information. - PowerPoint PPT Presentation

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.  

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Other Related Actions (4)

…and can run reports of cases based on any of the data fields.