31 Oct 2016

Minor Release Update and Scheduled Maintenance

Beginning on Wednesday 11/2/16 at 12:00 am est we will be applying a minor release along with routine scheduled maintenance.  This release brings many improvements and new features including some exciting additions to the Inspections Application.

Inspections Enhancements

We’ve been getting great reviews of our new mobile inspections system responsive-web-design-layouts-350hand there have been a lot of excellent feature requests.  With this update we have integrated the dynamic form builder into the inspection request and inspection complete events.  This allows you to customize the information that you request and or require the applicant to enter when requesting an inspection.  This also positions us for another enhancement in the coming months to allow inspectors to enter customized information regarding inspection results.  For example you might require a soil inspection lab results to be submitted when a soil inspection is approved.  This custom form data is configured to also display on the inspection dashboard and associated reports.

In addition we’ve also added the following features:

  • Time Localization (Edit: 11/1/16 pushed to the next minor release)
    We’ve gone to great lengths to modify the date/time stamps in the system to better match local time-zones.  We will automatically detect your most likely time-zone preference for you, but you’ll also have the ability to modify your preferred time zone from within your account preferences as well.
  • New Fee Reports
    There are two new fee reports that have been added to the system.  When searching fees now you will see two new options to sort by Fee Type Detail and Fee Type Summary.  These two new options will allow you to customize reports based on fee types.  The summary will show one record per fee type along with the total paid, unpaid, and grand total.  The detail will output one record per fee sorted by fee type.
  • New Fee Variables
    We have 3 new variables that will allow you to better customize the project fees on your custom documents.  You can now use <totalFees>, <totalFeesPaid>, and <totalFeesUnpaid>.  These will output a decimal value out to two decimal places.  You can apply your own dollar formatting, or use these variables in calculations.
  • Plan Review Summary
    This new custom document element will output the results of the most recent review cycle into your comment and approval letters.  This gives the applicant a quick overview of the review results along with each discipline and the results of their review cycle.
  • Reviewer License Numbers
    You now have the option of entering a license number for a reviewer when adding them to a discipline.  This allows us to record a different license number per reviewer per discipline.  When a comment or approval letter is generated, we can include these license numbers into the new plan review summary.
  • Improved Issue Formatting
    In order to improve performance when generating comment letters with hundreds of comments, we’ve made some slight changes to the way that the project issues are output.  With this change we were able to improve both performance and the appearance of the comments.
  • Issue Document Link Improvements
    We’ve changed the way that the comment letter issues link to documents in order to always point to the flattened or embedded version of the document (even when the markups are flattened/embedded after the comment letter was created).  This should reduce confusion on the part of the applicant and streamline the way that comments are responded to.
  • Miscellaneous Performance Improvements
    We have also applied several performance enhancements in this update to better handle any temporary connection problems with the document server.  We have also applied several patches to the offline functionality of the inspections module regarding different browsers.
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10 Oct 2016

Development News

This development cycle was a short one but packed full of valuable improvements that should help to increase productivity for Plan Reviewers as well as Applicants.

Improved issue/comment organization when saving out of Bluebeambb-color-code

We’ve made some dramatic improvements to the automatic comment synchronization when saving markups within Bluebeam.  You now have the ability to configure how the issues are categorized and grouped within the comment letter.  Available options are to group by: Author Name, Assigned Discipline, Discipline Color Code, or Static Text. The discipline color coding is especially helpful and allows review teams to customize their bluebeam tool set to color match their discipline.  For example, any markups made in red might always fall under the Fire discipline and be grouped that way within the comment letter.  Additionally you can configure and prioritize multiple fallback options just in case a category cannot be automatically determined.   For example, you might decide to group comments by color code, but if a markup is created that does not match any discipline’s color code, you can fall back to the reviewers assigned discipline as a category.  Color coding also makes it easy for the applicant to spot which discipline’s comments are on a given page.

In addition we’ve also added the following features:

  • Improved Comment Synchronization
    Bluebeam markups are now filtered so that only the following markup types will be added into the comment letter:

    • Text Box
    • Callout
    • Cloud+
    • Typewriter
  • Improved Markup Page Identification
    We’re now recording exactly which page a markup resides on.  The page number and sheet title are now displayed next to that issue within the comment letter.  When an applicant clicks on the document title, they’re automatically forwarded to the page that the comment resides on as long as they’re viewing the markup in a pdf viewer that supports document page linking (Adobe, Chrome, Firefox).
  • Bulk Parcel/Address entry feature
    allows applicants to copy and paste hundreds of parcels and or addresses at once instead of entering them one by one.
  • Mandatory / Recommended Issues
    You now have the availability to mark an issue as mandatory or recommended.  Existing clients will see no change here unless you turn the feature on.  Once turned on, you’ll see that all issues are mandatory by default but you can change them to recommended (optional).
  • Configure Default Inspection Emails
    You can now customize the default emails that are sent when an inspection is approved, declined, or conditionally approved.  Each inspection result type can have it’s own default email.
  • Asynchronously Modify Planholders
    The planholders feature has been modified to sort confirmed and unconfirmed bidders into one table.  Confirmed bidders are now highlighted in green.  You can now modify the state of the planholders (confirmed/unconfirmed) or their email preferences without the page needing to refresh the between each change.

 

We’re currently working on:

  • Time Zone Localization
  • Improvements to Reports
  • Additional E-Commerce Integrations
  • Infrastructure Improvements
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