14 Sep 2019
22 Aug 2019
15 Jul 2019

Release 1907.1401

Projects

  • Add option to close project – waives associated requirements and removes it from the overview.
  • Reorganize inspection listing to group by permit and show status information.

 

Permits

  • Add option to close permit – waives associated requirements and prevent further activity.
  • Add “close” permit event and options for email notifications.

 

General

  • Bug fixes and Interface improvements
10 Jul 2019

Release 1907.1001

Inspections

  • Add general inspection settings with inspections specific support email address, permit matching requirements, etc.
  • Add inspection detail page
  • Auto add a new project inspection requirement when inspection is failed.
  • Require permit number entry with a matching permit number requirement depending on inspection setting.
  • Require registered user to submit an inspection request and disable batch requests.
  • Add jurisdiction selection when no matching permit number is required.
  • Filter available inspection types based on jurisdiction, permit, and project requirements.
  • Automatically link inspections to projects based on matching permit number.  When no matching permit number is required, a project is automatically generated so future requests have a matching permit record.
  • Change options for requesting additional inspections on the confirmation page.
  • Mark pending inspection as a re-inspection when applicable.

Re-Inspection Options (On Inspection Complete – FAIL)

  • Add option to define re-inspection fees.
  • Add option to waive re-inspection fees on inspection completion or from the project inspection listing – only shown if re-inspection fees are defined on the applicable inspection type.
  • Add option to prevent scheduling re-inspections for a given time span from the completion date of the last failed inspection.
  • Add option to auto copy previous checklist and comments.
  • Add option to auto assign previous inspector.

Permits

  • Add permission for Permit Stop/Resume actions.
  • Multiple permit types can now use the same sequence.

Projects

  • Display jurisdiction in project summary.
  • General UI improvements.
07 Jun 2019

Release 1906.0701

Activity Logging

  • Record project activity when individual review resulted or re-opened.

Project Page

  • Remove administrative project info section and always show Project ID under project name.
  • Show message when project is inactive and display link to restore with applicable permissions.
05 Jun 2019

Feature Release 1906.0501

  • Allow creation of multiple new copies of inspection types.
  • Display category in inspection type copy selection list for source and target, when available.
  • Display number of associated types for a category in the “Manage Categories” screen and link list of inspection types.
12 Apr 2018

Minor Release Update

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.

 

 

 

 

 

 

27 Feb 2018

Major Release Update

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.
03 Nov 2017

New Overview Filter

In response to recent feedback, we will be adding a new filter to the 4 preset views on the plan review overview page.  By default users will only be shown projects that they have permission to view or access.  Site admins will not see any changes since they have access to all projects.  Permit Techs and reviewers may see fewer results on the overview based on their permissions.  This change is scheduled to be deployed over the weekend and you are encouraged to contact us if you have any questions or if you would like to set this new filter to the off position.  For most users we believe that this will be an improvement and lead to a more focused view of what’s important to each user.

Thank you and have a great weekend!

20 Oct 2017

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