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.

 

 

 

 

 

 

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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.
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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!

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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
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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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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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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!

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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.

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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.
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