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
21 Sep 2016

Development News

You’ve asked for new features and we’ve been listening.  During the last several months we’ve been working hard to implement many new feature requests and improve system wide performance.  Here’s a short list of some of the improvements that have recently been added.

  • Workflows
    • Added functionality to attach administrative forms to the following workflow events
      • On Review Approved
      • On Review Declined
      • On Review Waived
    • You can now set the review cycle due date as a required field.
    • You can now set a default review cycle due date N workdays from the date that it’s assigned.
    • Added the ability to copy workflow forms from one workflow to another.
    • You can now customize the default email text to the applicant on the following workflow events
      • On Initial Submittal
      • On Resubmittal
  • Applications
    • Added the ability to customize the application agreement text that is required to be checked off before submitting an application.
    • Added a published column to easily identify those application types that are available to the publis vs those that are still in testing.
  • Project Stages
    • You can now drag and drop stages in order to change the sort order.
    • You can now configure stages to send a reminder email to the project administrator N hours before they’re flagged as late.
    • Stage date history is now recorded for the life of the project.
  • Performance
    • Plan review overview views have been optimized for better performance.
    • Project search feature has been optimized for better performance.
    • Site and custom document logos are now responsive.
    • Improved performance when creating system generated pdf files.
    • Implemented an email queue service to improve performance when sending emails.
  • Fees
    • Added a new length function for more flexibility when assessing fees.
    • Updated fee help text with more formula examples.
  • Integrations
    • Added authorize.net integration.
    • Added Fire RMS integration.
  • Documents
    • Added the ability to merge PDF files from the user interface.
    • Added Bluebeam batch stamp functionality from within the user interface.

We hope that you find these new additions useful and we’re working hard on another batch of upcoming improvements including:

  • Better adobe commenting support when saving out of Bluebeam.
  • Better organization of issues when creating markups in Bluebeam.
  • Bulk Parcel/Address entry and validation.
  • Customizing default emails sent from the new inspections system.
  • Asynchronously adding/removing planholders.
  • & lots more!

We thank you for your continued support and please keep the great suggestions coming!

20 Jul 2016

Join Us At The 2016 NCBIA Annual Conference

Join us as we unveil idtPlans Inspections, the newest member to the idtPlans suite of applications.  We’ll be at the North Carolina Building Inspector’s Association Annual Conference in Atlantic Beach NC on July 25th demonstrating the very latest in inspection and electronic plan review technology.  Designed from the ground up for mobile devices and iPads to work online or offline, idtPlans Inspections is a must-have for any agency or jurisdiction that performs inspections.

01 Jun 2016
27 May 2016
25 Feb 2016

Minor Release Update and Scheduled Maintenance

A minor release update and server maintenance are scheduled to begin on Saturday February 27th at 12:00 AM EST.  We expect the application to be fully operational within ten minutes.  This update includes:

  • Time Tracking
    • UI enhancements – allow reviewers to quickly view any existing time tracking entries for the current review cycle, and add/edit entries easily before closing a review cycle.
    • Time tracking report – improved formatting.
  • Address Book
    • Share entries with company members – allow company members to share address book entries with other members of the same company.  You will not see a difference in the behavior of the address books regarding sharing unless you take action to enable one or more of the new permission types.  Two new permission types have been created:
      • View other company members entries – allows a user or group to view the address book entries that were created by members of the same parent company.
      • Edit & Delete other company member entries – allows a user or group to edit and/or delete address book entries that were created by members of the same parent company.
    • Update transmittals, print orders, and permit applications to use modal address book data entry to improve consistency, performance, and user experience.
  • Custom Documents
    • Added support for outputting documents to ms word format in addition to pdf.
    • Fixed and improved some user interface issues regarding the creation of templates and custom documents.
    • Rewrite of the custom document model to improve performance.
    • Added granular control of how dynamic form data is output.  You can now determine exactly which forms are output on a particular document.
    • Added granular control of how permit application general information is output.  You can now choose to include or exclude this information from a particular document.
03 Feb 2016

Minor Release Update and Scheduled Maintenance

A minor release update and server maintenance are scheduled to begin on Friday February 3rd at 12:00 AM EST.  We expect the application to be fully operational within thirty minutes.  This update includes:

  • ADFS Integration.  Allows administrators to log into the system using their existing Active Directory sign on.
  • Remember me feature pre-populates username/email upon request
  • Support for logging in with username/password or email/password
  • Improvements to the form designer including new form element types
    • GIS co-locator support
    • Project tracking numbers
    • Enhanced email validation
  • Added functionality to publish/un-publish application types, allowing administrators to test new forms easily before making them public.
  • Improve fuzzy project searches to include tracking numbers, city, state, & title.
  • Added functionality for “Office Use Only” form fields.  You can now create custom forms and attach them to specific events within the workflow.  For example, you might want to require an administrator to manually input data when a project is accepted for review.
  • New merge field: <CurrentReviewCycleDue>.  Outputs the due date of the current review cycle.
  • HTTPS encryption for [subdomain].idtplans.com
  • Improvements to error handling for extremely large file uploads.
  • Some minor performance enhancements.
  • Fix an issue with unchecked checklist items.
04 Jan 2016

Happy New Year from idtPlans!

2016 is here and we at idtPlans would like to take a moment to thank our ever growing client base for making 2015 our best year to date.  2015 brought a record number of new clients, and new system features. We’ve started this year hard at work and we’re very excited to announce just a few of the new and exciting features that we have lined up for 2016 including:

  • Advanced GIS integration.
  • Active Directory and ADFS authentication.
  • Improved event driven architecture and REST API.
  • Enhancements to idtPlans Inspections.
  • Even more payment gateway options & partnership with Link2Gov.
  • Improved mobile and offline support.
  • Improved infrastructure and performance.

Thanks again for all of the amazing references, recommendations, and new feature suggestions. We wish you all the very best in the new year and look forward to another groundbreaking year.

Happy New Year from idtPlans!

04 Jan 2016

Minor Release Update and Scheduled Maintenance

A minor release update and server maintenance are scheduled to begin on Monday January 4th at 12:00 AM EST.  We expect the application to be fully operational within thirty minutes.  This update includes:

  • Enhancements to the server side copy paste functions.
  • Improvements to the default formatting for permit applications.
  • Improved performance & security.
  • Automated synchronization of Ad-Hoc report databases.
  • Improvements to ESRI GIS integration and how locations are saved.
08 Oct 2015

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