Onsite Renewals - process back office renewals
An Onsite Renewal record can be processed through the back office by submitting payment in full or by updating the workflow. The fastest method is by submitting payment in full.
Some agencies elected to not accept/require payment online for online Renewal records (annual inspection reports). This means that your customers will submit their annual inspection report data online without payment. You will be able to see their submitted records and process payment from the back office.
Some agencies elected to not accept/require payment online for online Renewal records (annual inspection reports). This means that your customers will submit their annual inspection report data online without payment. You will be able to see their submitted records and process payment from the back office.
Includes a list of Record List Filters that can be used to help track your Renewal records, including those submitted online through Citizen Access.
From the Back Office, when a Renewal record is initiated, the current Reference Owner can be retrieved from the database and will be copied to the Master record.
Onsite Renewals - generate holding tank and ATT letters
Instructions for generating annual inspection reminder letters to property owners with holding tanks.
Instructions for generating annual inspection reminder letters to property owners with an ATT system.
Onsite Renewals - manage master records
Provides three methods to create master SRVC records.
A diagram that illustrates the record type relationship between the master SRVC record and the child renewal record.
A table that outlines the actions that occur and data that is updated for annual service systems.
Steps to record the property owners as the professional on a holding tank master SRVC record.
A checklist that outlines how master records can be prepared for an upcoming renewal period.
Master records will be “Active" records in the Accela system for the life of the installed system, or until it becomes decommissioned. It will be easier going forward to get the current Owner in the years to come as the renewal period rolls around and letters need to be sent to the current Owner when these records are connected to Reference APO.
An illustration that shows how data is copied between the master SRVC and renewal records at different points in the lifecycle.