101-std-frm-002

Workflow

– Ongoing Development –

Overview

A Workflow can be described as a sequence of events that occur to complete a work process. This can be anything from printing invoices to steps that make up an end-of-year procedure. A workflow can include Batch processes, or Administrative procedures and Reports. These processes, the order that they are to occur/be completed, and the person that needs to access them are added to a queue. When configured the Process Flow is initiated. The steps of the process are monitored, i.e. start and completion date and times, and user names, and so on.

Features

The features of the Govern 6.0 Workflow include the following:

  • Ability to select a Workflow Type.
  • Based on the Workflow type, added fields are displayed.
  • The first activity can be initiated after creation of the Workflow.
  • Workflows can be updated, saved or deleted.
  • When fees are associated with an activity, they can be overridden.

Workflow – Creating and Deleting

During the creation and deletion process of a workflow, Reports can be loaded and Multimedia Documents can be created. Overrides can be applied for the following:

  • Inspections
  • A/R and G/L Accounts (Includes associated fee’s)
  • Link to Names
  • Email user information (Only during creation process)

Database Modifications

The following modifications were made to the database in order to enable this feature.
(Table: PM_LK_MASTER) has been linked to (Table: PM_COMPLAINT)

What’s new

As new features are introduced, they will be presented in this section.

Technical Information

– In Progress-
See 101-std-frm-002-techsheet
See 101-std-frm-002-specs
See 101-std-frm-002-setup

 

 

101-std-frm-002

 

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101-std-frm-004

Activities

– Ongoing Development –

Overview

Activities are the steps or stages that comprise the permit and certificate process. From accepting a permit application, to verifying and adding
multimedia documents, to scheduling the various inspections, to finally issuing a certificate, the activities can be composed of as many steps as required in order to obtain the level of detail that the business requirement demands.

When properly configured, activities can be loaded, initiated, completed, or deleted. When finally implemented, custom security can be applied to control column visibility.

Setup Options

Currently the setup for Activities that cannot be performed in Govern for .NET, i.e. Govern, are performed in the Govern for Windows GovAdmin application.

Generate Self Reported Business Tax

When processing a step, it is possible to generate an ST Account. No UI configuration is required and queries will have to be executed to do so.
The steps for the process are as follows:
In (Table: PM_ACTIVITY):

  • Column CREATE_NEW determines if something needs to be created when a step is processed.
  • Column GENERATE_SRT determines when to generate the account
    • 0 = When the step is initiated.
    • 1 to 4 = the completion status.
    • NULL = never
  • Column CATEGORY_CODE is used by the account creation
    • update PM_ACTIVITY
    • set GENERATE_SRT = <completion status>,
      • CATEGORY_CODE = ‘SUT’,
      • CREATE_NEW = -1

where ACTIVITY_NO = <step no> and DEPT_ID = ‘<dept id>‘
NOTE: Configuration options for Activities can be found in the documents linked in the Technical Information section below.

Configuration

The setup steps to configure activities are basic, and there are other methods for customizing, Refer to the main document for details.

  1. Open GovAdm
  2. Select Parameters in the menu
  3. Select Land Management
  4. Select Parameters
  5. Select a Department
  6. Select Maintain in the menu

Maintaining a Type

Activities must be linked to a TYPE. Although this TYPE is maintained in GovAdmin, the setup steps for the control can be found in the Workflow technical guide; see Workflow link below.

Added Fields

You can select or create new added fields (Columns)

NOTE: Once Added Fields have been created, they CANNOT be edited.

Display Descriptions for Added Fields

Govern documentation is available to describe how to set up added fields, but a workaround is required to make added fields work in Govern.
When added fields are selected, Govern textboxes with the name of the added fields are seen, but not the descriptions. In order to see the descriptions the following workaround can be used:

  1. Open Govern for windows
  2. Search for records.
  3. Open the workflow functionality
  4. Create a new workflow
  5. Select your type

At this point you should see your added fields

  1. Click the Setup menu and select “Field Setup Mode”
  2. Double click on the label of your added field
  3. Give a description and click OK.
  4. Double click on the field’s control then click OK.
  5. Click the Setup menu and select “Save Current Form Size”

Activity Steps

The following assumes you want to create a new step but if you only want to modify one, browse for it and customize it based upon your requirements.

  1. Click the new button and fill the Step Number and the description
  2. Select the activities to perform for the step and click the A button (R button is to remove an activity). This is optional, you can have a step that doesn’t perform actions.
  3. Select a default answer. This is the selected default completion answer when the user wants to complete the step.
  4. Setup the next step number to show after this step is completed depending on which status is selected.
    • You have 4 possible completion statuses and each can go to a different step.
      • Step 9999 stops the chain of steps.
    • Fill at least one of them.

This is what is mandatory to set up to have a functional step. See Govern documentation to know how to setup the other options.

  • Generate SRT account
    • This is a new option that doesn’t have a UI to set it up. See the database section for the queries to execute to set it up.

 

Technical information

Below are the technical setup and configuration documents for Activities in Govern 6.0.
Govern for Windows (GovAdmin) setup, see – 101-std-frm-004-Govern Activities Setup in GovAdm
Govern 6.0 setup, see – 101-std-frm-004 Govern 6.0 Activities

Related Topics

Workflow Configuration, see – 101-std-frm-002-(tech)-Workflow

 

101-std-frm-004

 

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101-cc-fea-050

Cash Collection Workflow Wizard

Version 6.0 / 6.1 (In Development)

Overview

In Development

 

See Also

In Development

 

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101-cc-fea-050

201-mb-fea-005

Miscellaneous Billing Online Payments (ePayments)

Overview

This is a feature that is designed for eGovern users that have a business need to make Miscellaneous Billing (MB) payments online.

Configuration

Required Configuration Steps

This feature is configured in the Govern New Administration (GNA) application. To configure…
On the GNA ribbon, select the Application Configurations tab.

  1. Click Web Configuration group > Manage Website.
  2. In the list column, select your web site.
  3. Under the Website tab, click the Others tab; click the Misc Billing Payment button.

User Interface

Misc Billing Receipt command buttons

Create New – Click to create a new MB payment type, i.e. School Tuition, Tax, and so on.
Cancel Changes – When no configuration information is required to be entered.

Save the current item – To save any changes, made to the configuration, click Save.

Misc Billing Receipt parameters

Active A/R Class Link Online – To make the option available online through eGovern, click Active A/R Class Link online. Until selected the settings remain in the configuration, but is not active.
A/R Class – Select the A/R Class that the payment will be transferred from the combo box.
Name ID – The NA_ID of the account requesting the ability to make an online payment.
Miscellaneous Billing ID – A required field.
User Custom Label Text – Enter the text string that is to appear as the label

Creating an Entry
To add an entry to the list…

  1. In the Filter group, select a year that the payments are made to
  2. Select an A/R Class in the A/R Class Link parameter that the payment will be entered into.
  3. They will need to specify an NA_ID for the account
  4. A required MB_ID is also entered for the account.
  5. The label that the user will see online.

Deleting an Entry
Remove the current item – To delete a payment type, where there multiple entries, click to select the type from the list on the left hand column; click the Trashcan icon.

NOTE: An entry must be made for each Misc. Billing payment type.

 

 

201-mb-fea-005

 

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101-cc-fea-051

Cash Collection Wizard

Version 6.0 | Version 6.1

Overview

The Cash Collection Wizard can be used to process payments and other cash collection types, at the counter. It is automatically launched after all information, regarding the payment is entered and saved on the Cash Collection form.

The Cash Collection transaction types are:

  • Payment
  • Postdated Payment
  • Deposit
  • Voluntary Payment

Before the Cash Collection can be launched, the cashier must enter the following:

  • Transaction Type
  • Deposit Number
  • Transaction Details
  • Payer Name and Details

This is described under A/R Class Distribution.

Overview of the Cash Collection Wizard Process

When the A/R Cash Collection Wizard is launched, the following steps are performed:

  1. The Cash Collection payment or transaction is validated.
  2. Amounts paid by check and cash are processed.
  3. Amounts paid by credit or debit card are processed.
  4. The payment is saved in the database.
  5. The Receipt page is presented.

If any errors occur, the error page is presented.

Completing the Cash Collection Transaction

This section describes the Money section of the Cash Collection form. The total amount of the payment, deposit, or voluntary payment is displayed in the Amount field under Money, once you have completed the Cash Collection form.
In order to complete the Cash Collection transaction:

  1. Select one of the following payment types under Type:
    Cash
    Check
    Certified Check
    Credit or Debit
    Money Order
  2. If the payment is composed of several different payments, such as a check and cash or a credit card and a check, modify the amount in the Amount field and select another payment type.
  3. Repeat step 2 if required.
  4. Click the Save on the Cash Collection form.

If any required fields, on the Cash Collection form, are missing a message appears. Otherwise, the Cash Collection wizard is launched.

Validating the Cash Collection Transaction

When the user clicks the Save button on the Cash Collection form, the Cash Collection Wizard opens and the validation of the transaction begins.
The first screen that appears lists the payments collected by check, certified check, money order, and cash. Credit and Debit card payments appear on a following screen.

The checks are listed at the top of the screen.
The total amount of cash entered is displayed under Cash to Collect in the Collect this Amount field.

  1. If the client gives an amount other than the total required, modify the amount in the Cash Received field.
    If the amount received is greater than the amount to collect, the change due to the client is displayed in the Change field in black.
    If the amount received is less than the amount to collect, the missing amount is displayed in the Change field in red with a minus sign.
    In this case, you must cancel the transaction.
    You can return the cash and checks collected and begin again if the client prefers to pay by credit card.
  2. When the Next button is enabled, click Next to continue.
  3. If you are accepted payment by credit card or debit card, give the payment terminal to the client.
    At this stage, while the client is entering information on the terminal device, messages are displayed on the terminal.
    On the Cash Collection Wizard:
    The Retry button is not visible.
    The Cancel button is disabled.
  4. Click Finish on the Cash Collection Wizard.

When the payment is complete and successful, the payment information is saved in the database.
The Cash Collection form is displayed with information

Canceling a Cash Collection Transaction

If an error occurs during the Cash Collection Wizard process, such as the following, the Canceled Payment screen is displayed:

  • Time out
  • Credit or Debit card declined
  • Invalid Personal Identification Number (PIN)

When you are canceling a payment, the checks and cash that you collected are displayed on Payment Canceled screen. At this point:

  1. Return the checks and cash to the client.
  2. Click Finish.
    The Cash Collection form is presented again.
    It is now in an unsaved state.You can do one of the following:
    Re-enter the payments.
    Click Cancel on the Cash Collection form to cancel the record.

 

 

101-cc-fea-051

 

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201-na-fea-201

e-Profile Password Management

Overview

It is now possible to manage e-profile logins using the Name & Address Govern Openform.

201-na-001-fea-001-(uiTN).png
Set Password Feature (Click to enlarge)

General Setup

In order to use this functionality you need to do the following administration changes:

  1. Add the custom control to the (NA01) Name & Address model.
  2. Change the (NA01) attribute type of WEBPROFILEACCESS to ‘Checkbox’
  3. Synchronize all in Govern Security Manager (GSM)
  4. Change permissions if needed of the button ‘view’ in GSM. Default is on.

 

Form Custom Control Settings

Open the model and right-click to add a new action button CUSTOM CONTROL.
You must fill in the following information.

201-na-001-ctl-(uiTN)-(setup)-ManageEportalNames.docx.png
Custom Control Setup (Click to enlarge)

Assembly Name: WPFCustomControl.dll
Class Name: EportalLoginManage
MethodName: LoadUserControl
Embedded Image: Icon_Generic
Is Alone: False
Tool Tip: Set Password
Label Text: Set Password
Width: 300
Heigth: 200

Form Attribute Settings

Change the web profile access attribute to a checkbox (WEBPROFILEACCESS).
Set the UI Map ID to 11.

201-na-001-fld-(uiTN)-(setup)-ManageEportalNames.docx.png
Web Profile Access Attribute Setup (Click to enlarge)

Security Settings

You first need to run a Synchronize all. Then you can remove the VIEW of the action button by going into the profile, then the form and clicking on the Set Password button.

 

 

201-na-fea-201

 

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101-cc-fea-052

Cash Collection Workflow Wizard – Collect Credit and Debit

Version 6.0 | Version 6.1

Overview

This information will be updated when it becomes available.

See Also

This information will be updated when it becomes available.

 

 

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101-cc-fea-052