0:00:26 - Support and training
- Discussing the availability of unlimited support and training for users of the software.
0:02:14 - Notifications and workflows features
- Exploring the new features and functionality of the notifications and workflows in the software.
0:02:33 - Accessing the notification feature
- Demonstrating how to access the notification feature within the permit management section of the software.
0:04:35 - GIS data prerequisite
- Mentioning the prerequisite of having GIS data uploaded on the software for using the notification feature.
0:04:50 - Selecting properties for notification
- Explaining the different options for selecting properties, including individual selection and selection by radius.
0:06:38 - Modifying notification details
- Showing how to modify the details that populate the notification letter, including the subject and summary.
0:07:17 - Email notifications
- The speaker explains the process of sending email notifications for properties that did not receive an email, including how to customize the email template and populate the necessary information.
0:07:26 - Print list and delivery method
- Demonstrating how to create a print list of properties and choose the preferred delivery method for the notifications.
0:07:44 - Printing notifications
- The speaker demonstrates how to print out a list of properties that did not receive an email notification, including the customization options for the printed document.
0:08:07 - Property notifications
- Mentioning that iwork provides a list of properties that may have been notified and can generate a print list of properties that need additional information or did not receive an email.
0:08:45 - Customizing notification templates
- Discussing the customization options for the notification letter template, including adding headers and logos.
0:10:59 - Notification history
- The speaker shows where the information about previous notifications is stored, allowing users to search for specific properties and view the notifications that were sent.
0:14:52 - Entity management software
- Entity management software is a tool used to manage and organize information related to entities, such as companies or organizations.
0:14:59 - Inspections and reviews
- Inspections and reviews are specific tasks or actions that need to be completed as part of a workflow, typically to ensure compliance or quality.
0:15:23 - Code enforcement workflow
- The speaker discusses how the workflow feature can be used in code enforcement to ensure that all necessary activities are completed for specific cases.
0:15:32 - Inspection
- Inspection is a step in the workflow where physical inspections are conducted to verify compliance with regulations or requirements.
0:15:32 - Inspection dashboard
- The inspection dashboard is a platform or interface where users can access and manage inspections for different projects or tasks.
0:16:46 - Presentation example
- The presentation example is a sample workflow that is used as an example to demonstrate how workflows can be set up and applied.
0:17:40 - Review
- Review is a step in the workflow where plans or documents are checked and evaluated to ensure they meet the required standards or criteria.
0:21:44 - Simultaneous stage
- Simultaneous stage refers to a stage in the workflow where multiple activities or tasks can be performed concurrently, without one depending on the completion of another.
0:22:38 - Overview of the software
- Discussing the permit software and its various functions and applications.
0:22:38 - Permit view
- The permit view is a view or interface where users can access and manage permits for various projects.
0:22:38 - Project types
- Project types refer to different categories or classifications of projects, such as new construction, residential, or lot split.
0:22:44 - Create permit
- Creating a permit involves initiating the process of obtaining a permit for a specific project or task.
0:23:29 - Plan review
- Plan review is a specific type of review that focuses on evaluating architectural or construction plans.
0:23:52 - Locked activities
- Locked activities are tasks or steps in a workflow that cannot be modified or edited, usually to maintain the integrity and sequence of the workflow.
0:24:01 - Mandatory flow
- A mandatory flow is a workflow or series of steps that must be followed strictly and cannot be altered or skipped.
0:28:18 - Solar Permits
- iwork offers solar permit software that can be customized for individual municipalities, with forms to collect necessary information and the ability to expedite the process if desired.
0:30:23 - Tech support
- The speaker mentions that tech support is available to provide further clarity and assistance with computer-related questions.
0:31:00 - Workflow inspections
- The speaker discusses the possibility of setting up a portal for users to upload pictures for specific workflow inspections and suggests reaching out to support for more information.
0:31:51 - GIS data export
- The speaker explains that GIS data can be exported from iwork to another platform and mentions that iwork typically integrates with third-party sources for GIS data.
0:33:04 - Exporting notification lists
- The speaker explains that there is no direct export function for notification lists, but users can copy and paste the list into Excel for further use.
0:35:46 - Printing incomplete permits
- The speaker mentions that permits can be printed even if the workflow steps have not been completed, but certain data related to inspections or reviews may not be included.
0:38:50 - Adding zoning information to parcel maps
- The speaker explains that zoning information can be added to parcel maps through the property management section or by using restrictions, and demonstrates how it can be displayed on the map.
0:39:30 - Re-review and notifications
- The speaker mentions that there is no limit to adding re-reviews or inspections, and discusses the editing capabilities of notification letters, specifically the subject and body text.
0:40:44 - Adding letterhead
- The speaker mentions that the letterhead is set up during the purchase and setup process, and can include a logo or other relevant information.
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