Shared follow-up workspace

City of Oceanside Follow-Up Workspace

Working notes, implementation status, walkthroughs, and open questions from the May 20, 2026 CityCycle discovery call with Oceanside's solid waste and recycling team.

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Ready to review

Configured In CityCycle

Four-bin setting enabled for Oceanside
Separate food scraps and green waste stream records
Bulk compliance edit from selected Sites rows
Compliance reasons visible on account records
Compliance reason dropdown editable per municipality
Dashboard counts for food scraps and green waste
Stream filters for status, reason, and required/not-required
Engagement cases started from sites or outreach logs
Campaigns can be attached as engagement sources
Engagement 1 / 2 / 3 progression with 30-day due dates
Engagement board view with due-soon and overdue queues
Formal violation handoff from ready-for-NOV engagements
Completed outreach CSV import with optional Engagement 1 / 2 / 3 creation
Production health check completed after deployment
Waiver approvals kept in the waiver workflow

Next up

In Progress Or Planned

One-click NOV issuing from converted engagements
Completed outreach attachment and audience-count polish
Mobile app UI update after web workflow testing

What we heard

Oceanside Needs And Current Coverage

This checklist captures the operational gaps discussed by Priscilla, Janine, Rocio, and Victoria. It is meant to stay current as CityCycle configuration and follow-up builds move forward.

Oceanside need

Review and update many generator accounts without opening each one manually.

CityCycle coverage

Available from the Sites bulk actions menu. Staff can select filtered accounts and apply one stream-level compliance update with a status, reason, and shared note.

Available

Oceanside need

Track Oceanside's four-bin system: landfill, recycling, food scraps, and green waste.

CityCycle coverage

Configured for Oceanside on the web app with separate food scraps and green waste streams. Mobile UI updates are planned after web-side testing settles.

Configured for Oceanside

Oceanside need

Show CalRecycle why a site is compliant even when a specific service stream is not present.

CityCycle coverage

Service-stream compliance reasons make exceptions visible from the account record instead of hiding them in free-form notes. Managers can edit the reason dropdown per municipality in Settings. Waiver approvals remain in the waiver workflow.

Configured for Oceanside

Oceanside need

Use Oceanside-specific language for desktop audit reasons.

CityCycle coverage

Compliance Reasons settings let staff add, rename, reorder, deactivate, or keep CityCycle's default reasons for bulk compliance updates and stream filters.

Configured for Oceanside

Oceanside need

Log completed outreach that happened outside a formal campaign.

CityCycle coverage

Outreach now includes an Import Completed flow for WM, city, or consultant CSV files. Rows can create outreach logs, attach a program or campaign, and either remain reporting evidence or intentionally start/link Engagement 1, 2, or 3 cases.

Configured for Oceanside

Oceanside need

Track engagement stages before NOVs and citations.

CityCycle coverage

Configured with Engagement 1, Engagement 2, manager escalation, 30-day timers, due-soon/overdue queues, board view, timeline notes, campaign sources, and a prepare-violation handoff.

Configured for Oceanside

Oceanside need

Keep a resident-facing item lookup similar to Waste Wizard.

CityCycle coverage

CityCycle is scoping a searchable disposal guide with local donation, reuse, recycling, and landfill instructions.

Research

Workstreams

Ready, In Progress, And Planned Work

This section is the source of truth for what is ready to review and what still needs product work before another walkthrough.

Priority 1

Four-bin compliance tracking

Oceanside separates landfill, recycling, food scraps, and green waste. CityCycle now supports separate web tracking for food scraps and green waste, including reasons when a stream is not applicable.

Ready

Owner: CityCycle

Jurisdiction-level 3-bin / 4-bin configuration
Separate food scraps and green waste service streams
Per-site compliance reasons for not-applicable streams
Municipality-editable compliance reason settings
Dashboard counts for food scraps and green waste
Stream filters for status, reason, and required/not-required
Bulk compliance update for selected accounts
Mobile API updates for field visibility

Priority 2

Bulk desktop audit updates

Staff can select accounts from the Sites table and apply a single compliance update across the selected set. This supports the desktop audit use case without opening hundreds or thousands of records one at a time.

Ready

Owner: CityCycle

Bulk Actions entry for compliance updates
Stream, status, reason, and shared note fields
Reason dropdown managed from Settings
Manual verification metadata on each updated stream
Waivers kept separate in the waiver review flow

Priority 3

Engagement-to-enforcement workflow

Oceanside described a staged path: hauler or consultant education, city staff engagement, manager-level engagement, then NOV/citation if unresolved. The web workflow is now available for review.

Ready

Owner: CityCycle

Engagement cases on site records
Start engagement from outreach activity or campaign
Engagement 1 / 2 / 3 progression
30-day due dates between stages
Ready for NOV and Resolved states
Case timeline notes and status changes
Board view with due-soon and overdue queues
Prepare formal violation from an engagement

Priority 4

Completed outreach import

Oceanside tracks completed education and outreach from Waste Management, city events, bill inserts, website updates, flyers, photos, and supporting documents. CityCycle now has a CSV import for completed outreach records. Rows can stay as campaign/reporting evidence or feed a selected engagement stage when needed.

Ready

Owner: CityCycle

Outreach -> Import Completed entry point
CSV matching by account number, site name, and address
Performed-by, date, channel, outcome, program, and campaign fields
Optional Engagement 1 / 2 / 3 creation or active engagement linking
Annual report export roll-up still to confirm

Priority 5

NOV handoff polish

The board and prepare-violation path are in place. Next polish is issuing the NOV directly from a converted engagement once the violation type and notice template are confirmed.

Planned

Owner: CityCycle

One-click NOV issuing from converted engagements
Clear template selection
CalRecycle-facing visibility into current stage

Research

Waste Wizard-style public guide

Oceanside values Recyclist's public disposal lookup tool. CityCycle will evaluate a searchable, locally configurable guide with item instructions and donation/drop-off options.

Planned

Owner: CityCycle + Oceanside

Scope resident search requirements
Model item categories and local disposal options
Review embed/public page options
Decide whether this belongs in phase one

Demo videos

Workspace For Follow-Up Recordings

Add Loom, YouTube, Vimeo, or direct video links here as each workflow is ready. The goal is to let Oceanside review specific product answers without scheduling another full meeting.

Ready to record

Four-bin compliance configuration

Show the 3-bin / 4-bin setting, separate food scraps and green waste tracking, and not-applicable compliance reasons.

Ready to record

Bulk desktop audit update

Show selected accounts being updated with one stream-level status, reason, and shared note from the Sites bulk actions menu.

Planned

Engagement tracking workflow

Show Engagement 1, Engagement 2, manager escalation, 30-day timers, and transition into NOV/citation.

Ready to record

Completed outreach import

Show a WM or city CSV imported as campaign evidence only, then the same flow feeding a selected engagement stage when escalation tracking is needed.

Open questions

Items To Confirm With Oceanside

For engagement timers, should Oceanside use calendar days or business days?

Should Engagement 1 records from WM or consultants require city review before moving to Engagement 2?

Which Oceanside-specific compliance reason labels should staff add or rename in Settings?

What evidence should CalRecycle see by default without staff explanation?

Is Waste Wizard-style item lookup a phase-one requirement or a later resident-facing add-on?

Change log

Workspace Updates

May 20, 2026

Discovery call completed

Oceanside identified four-bin tracking, bulk desktop audits, completed outreach records, staged engagements, and Waste Wizard-style lookup as the main evaluation areas.
May 20, 2026

Four-bin web support configured

CityCycle now separates food scraps and green waste for Oceanside's commercial collection model.
May 20, 2026

Bulk compliance editing added

Selected Sites rows can now receive one stream-level status, reason, and shared note in bulk.
May 20, 2026

Dashboard stream counts and filters added

Food scraps and green waste now have dashboard counts and clickable filters into the Sites table.
May 20, 2026

Compliance reason settings added

Managers can now edit the bulk compliance reason dropdown per municipality from Settings.
May 20, 2026

Engagement workflow started

CityCycle now has pre-enforcement engagement cases that can start from a site or outreach log and move through Engagement 1, 2, 3, Ready for NOV, and Resolved.
May 20, 2026

Engagement board and violation handoff added

Engagements now include a board view, due-soon queue, campaign source links, and a prepare-violation path for cases ready to move into formal enforcement.
May 20, 2026

Completed outreach import added

Outreach now has a CSV import for completed WM, city, or consultant activity. Imports can stay as campaign/reporting evidence or intentionally create/link Engagement 1, 2, or 3 cases.
May 20, 2026

Production review check completed

The deployed web app is running the engagement board and violation handoff release. Health checks passed, production migrations are current, and recent logs showed no new errors.
Next

Outreach, engagements, and walkthroughs

Next work focuses on attachment/count polish for completed outreach, one-click NOV issuing from converted engagements, and short videos for Oceanside review.

Review the live Oceanside workspace

CityCycle will continue adding short walkthroughs here as each Oceanside-specific workflow is configured or built.

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