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Record list filters related to renewals

The following Record List Filters can be used to help track your Renewal records, including those submitted online through Citizen Access.

Annual Service Renewals - Submitted Online in Past 90 Days

This filter can be used to get a list of Renewal records that were submitted online within the last 90 days.

  • Record Type = Annual Inspection Reports
  • Created by a public user
  • Created within the last 90 days

Annual Service Renewals – Incomplete

This filter can be used to get a list of Renewal records that have been started but not complete.

  • Record Type = Annual Inspection Reports
  • Record Status is NOT = Renewed

Annual Service Renewals - Negative Results

This filter can be used to get a list of Renewal records that were submitted with negative inspection questions.

  • Record Type = Annual Inspection Reports
  • At least one negative result marked for inspection report Y/N questions

Annual Service Renewals - Balance Due

This filter can be used to get a list of Renewal records that have a balance due, no matter the status.

  • Record Type = Annual Inspection Reports
  • Balance is greater than 0

Annual Service Master - Not Renewed

This filter can be used to get a list of Master records where the Renewal record has not been started.

  • Record Type = Master Record
  • Expiration Status = About to Expire