The idtPlans development team has been working hard to both make improvements to system performance, as well as implement a variety of client feature requests. Here’s a brief rundown of the improvements and new features that you may have missed.

General System Improvements

• Improved Date and Time Validation
• Several performance improvements to improve response times
• Caching improvements
• Added the ability to export project data to CSV or XML.
• Account Management
  • Improved the forgot password feature to make resetting passwords easier and more secure
  • Enforce password complexity requirements
  • Added tips for creating a secure password
• Reports
  • Added two additional filters to the review processing report, Applicant & Discipline(s).
  • Added contact and company information to ad-hoc report views.

Plan Review

• Review Cycle Modal Compatibility Improvements for IE
• Ability to output project checklists in a custom document.
• Workflow
  • ability to customize the text on the decline review button
  • ability to customize the text on the approve review button
  • ability to hide decline button for chained workflows
  • ability to chain revision requests
• Project Activity
  • Improved layout to be more readable and information dense
  • Added additional activity logging for document processes
  • Add additional detail for existing document logging
• Project Notes
  • Notes feature improved to include two tabs: All Notes & My Notes
  • Formatting of notes improved
  • Added functionality to include project notes into custom documents and comment letters.
• Applicant Overview
  Improved to show all applicant related information into 3 tabs
• Document Uploads
  You can now define a submittal upload policy for each workflow:
  • Required – display a modal warning window notifying the user that no documents were submitted and provide buttons to upload now.
  • Requested – display a modal warning window notifying the user that no documents were submitted and provide buttons to upload now or continue without uploading.
  • Optional – do nothing allow them to confirm without warning.

Inspections

• Added inspection request details to confirmation email

ArcGIS Integration

• Address & Parcel Pseudo Composite Locator
  This is a new feature that can take two location layers such as parcel and address and combine them into one user friendly form field.  Users can enter a “Project Location” as either an address or parcel and the system will automatically suggest matching parcels and addresses.  When the applicant selects a location the property information is automatically pulled.
• Formatting Improvements
  Whenever a project location is entered whether its by address or parcel, both the address and parcel are displayed.
• Reviewer Assignments By Location
  This feature allows reviewers to be assigned based on project location.  Reviewers and locations are managed through a GIS layer.

As we continue in our commitment to provide an open architecture and integrations of complimentary 3rd party products and services, a major release has been scheduled for 2/27/18 at 12:00 pm EST.  This update addresses some major improvements to the idtPlans API as well as the internal event handler system and represents a significant improvement in the 2 way integrations of:

• Cityworks PLL
• Infor IPS
• Laserfiche

In addition  we have recently added the following features and functions:

• The ability to customize approve and decline action button text.
• You can now chain a revision request to the original workflow requiring an automatic full re-review.
• Improvements to the fee calculation logic.
• Improvements to filters on the plan review efficiency report.
• Additional information available for Ad-Hoc reports.
• Minor bug fixes and performance improvements.