Tyler/Munis
MUNIS - HR & Payroll - Adding an ADDITIONAL position
Attached are details for the process on how to an an additional position for an employee. If you believe changes are needed, please contact IT.
MUNIS - HR & Payroll - Workflow for Promotion/Transfer
Attached is a document that outlines process for an Employee Promotion or Transfer. If you believe revisions are needed, please contact IT.
MUNIS - HR & Payroll - Date Fields in Employee Master (Town Employees)
Attached is a document outlining use of Date Fields in Employee Master for TOWN side employees.
Processing General Billing Invoices in Munis
The attached PDF contains steps to process invoices in the General Billing module of Munis. These steps are maintained by Accounting.
Forms - Onboarding
Below are the steps to send onboarding forms to someone from Munis. Start in Personnel Actions Entry Go to Menu> TCM-Onboarding. Enter the Effective Date (hired date). Enter the Action Code (new hire). Click 'Accept'. Enter First and Last Name, Job ...
How to Process Payroll
The attached document can be used by time clerks to process payroll. Please reach out to IT via support@norwoodma.gov or x9999 with questions or problems.
EnerGov - How to Inspections
Attached are detailed instruction on how to create and manage Inspections from EnerGov and/or iPads using iG inspect. There is also a chart showing where notes and comments display when entered.
EnerGov - Transactions by GL Report Instructions
Attached are Instructions for clerks to run GL Report
EnerGov - How to search for a record
Attached are instructions on how to search for a record in EnerGov.
EnerGov - Intro to Advanced Search
Attached are details on how to use Advanced Search. FILE NOT YET AVAILABLE.
Citizen Self Service (EnerGov) - Payment and Printing Instructions
Attached are instruction on how CSS users can pay as well as how to print issued permit/license.
Citizen Self Service (EnerGov) How to Apply for a Business Certificate (as of 06/15/23)
Attached are step by step instructions on how to apply for a Business Certificate.
Citizen Self Service (EnerGov) - How to Renew a License
Attached are Instructions on how a user renews a License online (license must be available to be renewed.
Citizen Self Service (EnerGov) Forgot Password
Attached is a pdf that shoes CSS users what to do if they forget their password.
EnerGov - Workflow Guide for BLD (original from Go Live)
Attached is a guide for managing Workflow by the Building Department.
EnerGov - Paying Invoices online or in person
Attached are details on the different ways EnerGov invoices can be paid.
EnerGov - Correcting a manually added address so that associated parcel ID is on record
Attached are instructions on how to add an associated parcel ID to a am application submitted with a manually added address.
How to Access Custom Built Monthly Building Permit Report (Assessor)
Attached are instructions on how to Access Custom Built Monthly Building Permit Report (Assessor)
EnerGov - How to VOID an application (and invoice if applicable)
Attached are instructions on how to VOID an application (and invoice if applicable)
EnerGov - Support Documents for PLN ZBA Workflow & Automations
Attached are documents to support PLN & ZBA in use of their revised Workflows and associated Automations. 1) Summary of which Workflow is assigned to each PLN and ZBA application 2) Key - by Workflow for which automations trigger when 3) PLN/ZBA ...
EnerGov - How to access iG Workforce Apps (iPad users for Inspections)
Attached are instructions on How to access iG Workforce Apps (iPad users for Inspections).
EnerGov - HOLDS for BLD department
Attached is a document detailing HOLD for the Building Department.
EnerGov - Setting up HUB for EnerGov (must have EnerGov License)
Attached are instructions on initial set up for HUB for EnerGov
EnerGov - How to work through Department Review Action in Workflow (2 ways)
The attached document is an overview of how to handle the Department Review portion (often referred to as a Submittal in EnerGov terms). Quick and Expanded processes (dependent on what user needs to do) are outlined.
EnerGov - How to add an optional Inspection
Attached are instructions on how to add an Inspection that does not auto-fill in the Workflow OR how to add a repeat of an Inspection Type.
EnerGov - How to add an Internal Note
Attached are instructions on how to add an Internal Note.
EnerGov - How to create one invoice for multiple permits (ex. DPW)
Attached are screen shots on how to create one invoice for multiple permits - needed by DPW for utility company.
EnerGov - How to add an Inspection to a Business
EnerGov - How to handle an Inspection that was mistakenly entered
How to handle an Inspection that was mistakenly entered - see attached document to resolve.
EnerGov - How to Void an unpaid invoice, delete and/or edit fees
Please see attached document
How to Access Snapshot Report in EnerGov
When logged into EnerGov, Go to Print Documents, choose Permit Snapshot Report (hover far right to get printer icon) You will see the report, you can export it as needed. I attached a sample.
Citizen Self Service (EnerGov) - How to Print A Permit/License/Plan - once fees are paid
Please see the attached document for a Step-by-Step Guide on how to Print A Permit/License/Plan from CSS. NOTE* This can only be done via the CSS Portal if all fees are paid in full.
Citizen Self Service (EnerGov) - How to Pay an Invoice
Please see attachment for a Step-by-Step guide on how to pay an invoice on the Norwood Permitting & Licensing CSS Portal.
Citizen Self Service (EnerGov) - How to Register for a CSS account
Please see the attached document for a step by step guide on How to Register for an CSS account.
Purchase Orders stuck in 'Released' status
Go to Financials > Purchasing > Purchase Order Processing > Purchase Order Entry If batch doesn't immediately display, Find Batch Click ellipses next to batch field name (three little dots) Double click into batch IF POs are in "4 - allocated status" ...
Citizen Self Service (EnerGov) - How to access saved DRAFTS of applications
Please see attachment for steps on How to access saved DRAFTS of applications from the Norwood Citizen Self Service page for Permits and Licensing,
Citizen Self Service (EnerGov) - How to Access Online Permit/Licensing Page
Please see the attached document for step-by-step instructions on how users can access the Norwood Citizen Self Service site for Online Permitting and Licensing.
Time Entry Report Options
If a user is not being prompted for report options after clicking the PDF option in Time Entry they need to change their Preferences using the following steps. Go to 'Time Entry' and select a current batch. Form the top ribbon select 'Preferences'. ...
YTD (Year to Date) Budget Reports
Accounting has put together a slides detailing the best way to use YTD Budget Reports in Tyler/Munis Please see the attached PDF for more information. Please email accounting@norwoodma.gov with any questions.
How to Access Tyler Cashiering
Log in to the environment you wish to use: LIVE- https://tylerhub.norwoodma.gov/ Train- https://tylerhubtrain.norwoodma.gov/ On the left side of your screen select 'Tyler Menu'. This area may be minimized, you can ...
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