Electronic Review Documents – The following questions are included in a formal land management and permit system request from a city of approximately 62,500 residents. Read our answers below to learn more about the Electronic Plan Review features included in the eGovernment software solution.
1.5.1. Describe the EPR capabilities of your solution. Mention how payments are made, the ability to automatically review plans and route them to the appropriate reviewer, versioning, archiving, and document retrieval.
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Answer: Contractors can submit documents on the online portal. Plan review activities can be charged in several ways. Payments can be made online and billing processes and accounts receivable can be set up. Plans are routed through workflow routing functions in . Unlimited storage space is offered as part of the subscription. Bluebeam integration is available. We usually recommend a project-based approach to decide which tools to use. If architects and engineers use Bluebeam for a project, go with Bluebeam for that project; if it is a small project and an owner/builder then maybe the built in tool is best.
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Answer: You can create custom workflows that mimic your plan review process and digitally track plan review status and comments. Each application type can have a specific review route or workflow route, and each workflow route can contain different types of activities and tasks. An unlimited number of activity types can be created in . Each activity can have a specific form or custom fields and template output. A review task can be completed and a template email can be sent to the contractor or others involved in the project. Alerts can be set for packages, applicants and permits.
Features robust and flexible electronic plan review tools to enable professional engineering level reviews. Our review tools include tools for measuring areas and linear distances and accurately scaling drawings. The Electronic Plan Review tool supports electronic plan comments by adding notes, standard comments, highlights, measurements, and other annotations.
1.5.3. Describe the ability to track and record the location of one or more sets of archived plans associated with a permit or project.
Answer: We can create a custom field to track this information; all custom fields are available for search and reporting.
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Answer: It has robust and flexible document marking tools to enable professional reviews at a technical level. The markup tool is fully integrated with your workflows and document management. Our assessment capabilities include tools for measuring areas and linear distances and accurately scaling drawings. The document markup tool supports electronic plan comments by adding notes, standard or custom comments, highlights, measurements, stamps, and other annotations.
Display all reviewer comments and annotations, or display individually by reviewer. You can also choose to display specific comments and highlighted plans to applicants in the online portal at any point in the review process, so applicants can immediately begin addressing issues.
Formatting tools also help with code enforcement and inspection, allowing you to mark up photos to highlight problem areas and add related comments and annotations.
Answer: The markup tool allows comments to be entered and displayed by different users. A user can choose to display only their individual comments, or select specific users whose comments will be displayed next.
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Each department can set its own review and inspection comments with different categories and characteristics. Comments can be taken from top-level departments or the organization.
Answer: The browser and device independent JavaScript toolkit we use for the markup tool supports side-by-side and nested comparison. This feature was added this year. Bluebeam integration is also available, and Bluebeam has side-by-side and overlay comparison features.
1.5.7. Does the solution store building code catalogs and easily include them in plan markers or associated notes?
Answer: Yes, and building code catalog maintenance is included in the unlimited support. Common comments and corrections are available in review activities and are readily available in the markup tool.
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Answer: It is a browser based application and supports all browser functions such as copy and paste. There are also useful built-in features, such as the ability to copy comments from an inspection into a re-inspection for a checklist for that activity.
1.5.9. Provide a simple workflow diagram for the solution’s EPR process. The diagram should illustrate the end-to-end EPR lifecycle, from the plan application process, drawing upload, pre-registration process, fee payment, plan review, building permit costs, stamping and releasing plans up to and including downloading the final plan.
1.5.11. Does the tool’s EPR solution support communication between clients and the plan reviewer? Describe the process for alerting customers to the status of the plan, including redlines and pending permit applications.
Answer: Yes, a plan review report can be sent to the client and the report and associated marks and comments can be viewed in list form on the online portal and also in the plan documents.
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1.5.12. Describe the solution’s capabilities to alert plan reviewers, project managers, and other stakeholders with status information. Describe standard status reports or dashboard capabilities.
Answer: The flexible workflows can be configured to send automatic notifications when tasks are completed, deadlines are approaching or passing, etc. Inspectors are notified of planned inspections and pending requests with required inspections. Notices can be assigned for public notices and legal notices depending on the selected hearing dates. Notices may be in the form of automated letters, emails, or both. Below is an example of the Notifications and User Assignments screen for the authorization module.
There are several standard status reports and unlimited support includes the development of an unlimited number of custom reports. offers multiple dashboards that allow users to quickly get the information they need and set up other dashboards as part of our unlimited support. User dashboards are flexible and configurable and can be configured to meet the specific needs of individual users in different roles. For example, an inspector may choose to set up a dashboard with a calendar that displays scheduled inspections sorted by due date and priority, while a supervisor may choose to have information on overdue inspections and total inspections for the department on their person. to take. plate.
Answer: It uses modern Internet technologies such as HTML5 and JavaScript with the architectural and design goal of remaining browser and device independent. Any file name or character limits that exist in modern Internet technologies also apply to . To date, we have not experienced any issues from customers regarding these restrictions.
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Answer: Unlimited storage and shipping requirements can be defined in the application form and entered in the relevant sections of the application. Each submit button or requirement can specify which document types are acceptable (PDF, JPG, etc.). Submission requirements may allow only one document or may allow multiple documents to be uploaded. The document marking tool is available directly from the application forms with the submitted documents. The document formatting tool is built-in, device and browser independent and available to all users.
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