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

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

2. How Planners Use Tidemark? Planners can search for and track • Parcel information • Project information • Permit information October 2001 Tidemark User's Conference

3. The City of Pasadena has created a customized ‘Parcel’ screen to display important fields of information. ‘Parcel’ Information October 2001 Tidemark User's Conference

4. ‘Parcel’ Screen (1) Planners can quickly retrieve parcel information without leaving their desk. October 2001 Tidemark User's Conference

5. ‘Parcel’ Screen (2) Data fields can be used to create maps utilizing Geographic Information System (GIS). October 2001 Tidemark User's Conference

6. ‘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.’ October 2001 Tidemark User's Conference

7. ‘Project’ Screen The ‘Project’ screen is essentially a header containing basic project information.   October 2001 Tidemark User's Conference

8. Case ‘Activity’ (1) • By creating a case ‘activity’ in Tidemark, planners can permanently record:  • Application information • Applicant’s information • Number and type of applications • Fees paid October 2001 Tidemark User's Conference

9. 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 October 2001 Tidemark User's Conference

10. Case ‘Activity’ (3) When creating a case ‘activity,’ Tidemark allows the planner to: • Select a ‘case’ type • Automatically number the activity, • Attach the new case to the project • 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. October 2001 Tidemark User's Conference

11. 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. October 2001 Tidemark User's Conference

12. Case ‘Activity’ (5) The Planning Application – Case Detail’ screen is used for automatically calculating the fees and for capturing multiple applications. October 2001 Tidemark User's Conference

13. Case ‘Activity’ (6) The Fee screen summarizes the type of fee, provides the amount, and calculates the total. October 2001 Tidemark User's Conference

14. Other Related Actions (1) Once a case is created, planners can update the case status and enter critical dates…. October 2001 Tidemark User's Conference

15. Other Related Actions (2) …can attach important documents from other programs October 2001 Tidemark User's Conference

16. Other Related Actions (3) ...can create mitigation or condition monitoring activities.   October 2001 Tidemark User's Conference

17. Other Related Actions (4) …and can run reports of cases based on any of the data fields. October 2001 Tidemark User's Conference