14 Sep 2019
22 Aug 2019
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!

03 Aug 2017

Major 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

  • Time Zone Localization
    This one has been active for a while now. You may have noticed that all system date/time stamps are now localized to your specific time zone. You can change your time zone at any time by editing your account preferences.
  • Performance Improvements
    We continually monitor system performance and work hard to proactively apply performance updates. Here are some of the most resource consuming processes that were vastly improve.

    • project information page
    • custom variables
    • custom document generation
    • Issue Attachments
    • Offline Technology for iPad

Plan Review

  • Post Approval Uploads
    An optional feature that allows an applicant to submit documents after a project has been approved. This is useful if they need to provide any supporting documentation during the inspection or construction process.
  • Withhold Documents
    Many clients have asked for the ability to create approval documents, certificates, and stamp plans but not release those documents to the applicant until all fees have been paid. This feature was created specifically to do just that.  Once a project is approved, an administrator can complete their work by stamping documents, and generating the appropriate certificates but withhold these documents from the applicant.  Once the applicant pays their final fees, these documents automatically become available to them without any administrative action needed.
  • Static Issue Numbering
    Issues have always had a numbering sequence. This was a handy way to identify which issue someone was referring to within a comment letter or at a point in time.  These identifiers were not consistent though and could change during the life of the project.  After much consideration, we’ve decided to make these identifiers static numbers that will no longer change during the life of the project.  This should help to reduce any confusion between review cycles.
  • Reduce Duplicate Submittals
    Occasionally applicants would inadvertently create duplicate submittals. We’re now proactively attempting to prevent this by automatically detecting any pending submittals and asking the applicant if they would like to continue with an existing submittal, or begin a new one.
  • Round Robin Reviewer Assignments
    You can now default a workflow to several members of the same discipline and have them automatically assigned sequentially. If a new project comes in, the first reviewer will be assigned.  On subsequent reviews, that same reviewer is auto-assigned to leverage their existing knowledge of the project.  When another new project comes in the next reviewer in line will be auto-assigned.  An administrator can manually override the round robin assignment at any time.

Fees & E-Commerce

  • e-Checks
    We’ve added the option to pay fees via e-check in addition to credit cards, or offline payments. This feature has been in production for several months now and is working very well.  The merchant processing fees for e-checks are much lower than that of credit cards and encourages the online payment of large fees.
  • New Feature to Categorize Fees
    This feature improves the way that fees are accessed and applied manually. Often times certain departments are in charge of their own fees.  By categorizing them by department, we can now provide a short list of fees, as well as output fees by category.  Some clients need applicants to make offline payments with more than one check made out to different departments.  This new feature facilitates that automatically.

    • Improved fee reporting output by category
    • Added custom variables for fee totals by category
  • Improvements to Service Charges
    We’ve added the ability to create service charge formulas based on payment type. For example, if a user pays by credit card, you may wish to apply a 3% convenience fee to account for processing charges.  If a user pays by e-check you may need to base your service charge on another formula such as ($2.00 + .75%).  Fees are now recalculated every time a payment method is changed to apply the correct service charge if any.
  • Improvements to Fee Auditing and Reporting
    We’ve added sequential identifiers to all transactions to better conform with auditing requirements. We’ve had unique identifiers all along but they will now be sequential (Reference ID).  Additionally, we’ve added functionality to apply credits back to transactions that may have withdrawn an application.

Inspections

  • Improvements to inspection report formatting
  • Added administrative functionality to edit inspection requests
  • Added inspection overview filters modeled after plan review
  • Reduced emails sent out when multiple inspections are requested at once.
  • New feature to categorize inspections by department

Coming Soon!

  • Cityworks Integration – final testing stage.
  • Hansen Integration
  • Homeowner Registration Improvements
  • GIS Mapping
  • Round Robin Inspector Assignments
29 Nov 2016

Minor Release Update and Scheduled Maintenance

Beginning on Wednesday 11/29/16 at 12:00 am est we will be applying a minor release along with routine scheduled maintenance.

Improved Document Commenting

We’ve been hard at work improving the way that document markups associated with Bluebeam are returned to the applicant.  Previously the documents were auto-flattened when a review cycle was completed.  This allowed the applicant to view the document and it’s markups in any pdf viewer but also removed the list of markups that were associated with the document.  We have recently developed an alternative methodology which will auto-embed the markups instead.  This has a similar effect as the flatten option but preserves the list of annotations within the viewer.  This allows the applicant to easily find or search through the list of markups and when one is clicked, the viewer takes the user directly to the appropriate page.

In addition we’ve also added the following features:

  • New Custom Variables
    We’ve added two new custom variables in an effort to help direct applicants to the proper section of the project page when responding to comments.

    • <ProjectDocumentsLink> – This will output a link to the project that auto-scrolls down to the project documents section.
    • <OpenIssuesLink> – This will output a link to the project that auto-scrolls down to the open issues and expands that section.
  • Improved Email Addressing
    The addressing of emails has been significantly improved with the implementation of an auto-suggest feature.  You can now begin typing a user’s name or email and the system will suggest matches and allow you to add or remove recipients quickly and easily.
  • Improved Performance for Issue Attachments
    We have been seeing more and more open issues that include images which in some cases were causing the pages to load slower than normal.  We’ve improved the way that images are attached to issues which should allow the page to fully load while the images continue streaming.
  • New Options for Displaying Plan Reviewer Contact Info
    We have added options for including the reviewer’s phone number and/or email with the open issues.  Including this information will allow the applicant to contact the reviewer directly if any questions should present themselves during the resubmittal process.
  • Performance and Display Formatting Improvements for Inspections
    We’ve been working hard to optimize the online and offline experiences for mobile devices.  There was some inconsistant behavior on some devices mostly concerning the text editor causing the keyboard to pop up at unexpected times on iOS devices.  This and several other minor display issues have been resolved in this release.

Coming Soon:

  • Time Localization
  • API Framework
  • CityWorks Integration
  • LaserFiche Integration
  • Fee Report Improvements

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