12 Apr

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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