Publish Review ePlanSoft Connector Setup: Accela Configuration - Events, EMSE Scripts and Report Manager

Events, EMSE Scripts and Report Manager

1. Velosimo Configuration
   1. Create Velosimo Accela User
   2. Connect to Accela
   3. Connect to ePlanSoft
   4. ePlanSoft Settings
2. Accela Configuration
   1. FIDs
   2. Accela Standard Choices
   3. Events and EMSE Scripts
   4. Report Manager
   5. 3rd-Party Integration
3. Solution
   1. Application Intake - Project Creation
   2. Assign Reviews - Create Assignments
   3. Update Workflow Task - Assignment Status Update
   4. Corrections Deliverable
   5. Approved Deliverable
4. Updating the Project ID
   
   

Events and EMSE Scripts

In the Accela scripts section, these four Velosimo scripts below need to be installed. All the Event scripts are editable if needed.

Velosimo Scripts

1. GetDocuments

2. GetUsers

3. GetWorkflow

4. Velosimo_IncludesCustomAdditions

5. UPDATESUBTASKSTATUS

Event Script sample

1. WTUA

2. DUDA

Report Manager

Velosimo provides a URL report that has two tabs: Log and Users.

The Log tab shows the logging for a project. The report shows all the interactions between Accela and ePlanSoft. from the initial project creation, documents being passed in-between Accela and ePlanSoft, the creation and updates of the assignment, and finally, the deliverables passing from ePlanSoft to Accela.

The Users tab displays a list of all the Users synchronized between Accela and ePlanSoft. Use this tab to manage users. There is a Sync Users button that will add and then synchronize the new users.

ePlanSoft Daily Admin

Create a URL report. Velosimo will provide this URL.

1. Go to the Accela Report Manager. V360 Admin > Setup > Report Manager

2. Go to the New Reports by Name. Right-click and select New Report

3. Name it EPR Daily Admin

4. Create a URL report. The table below has the details to enter for each field.

   

5. Click the Submit button.

Parameters

1. Go to the Parameters tab.

2. Click the New button.

3. Create the recordid parameter The table below has the details to enter for the report.

   

4. Click the Submit button.

1	Parameters	Value	Description
2	Name	recordid	This setting is the same for every client.
3	Type	SessionVariable	This setting must be SessionVaraiable
4	Report Parameter Name	recordId	This setting must be recordId. “recordId” lower case r for the word record and upper case I in the word Id
5	Required	Yes	Velosimo recommends setting this to Yes. If “Yes,” the Accela record id loads on the Log tab. If “No,” the Accela record id does not load on the Log tab. The user needs to type in the Accela record id.
6	Visible	No	Velosimo recommends setting this to No.
7	Default Value	ALTID	This setting must be ALTID
8	Display Order	TBD	This setting is optional.

Log

The Log tab shows the logging for a project. The report shows all the interactions between Accela and ePlanSoft. From the initial project creation, documents being passed in-between Accela and ePlanSoft, the creation and updates of the assignment, and the deliverables sent from ePlanSoft to Accela.

1. Click the Search button.

2. Log results display.

   

User Sync

The Users tab displays a list of all the Users synchronized between Accela and ePlanSoft. The Users tab helps manage users:

1. Add new users

2. Synchronize users

3. Deactivate users

The users MUST have the same email on ePlanSoft as in Accela. If the emails do not match in-between the two systems, the user will not sync.

1. Click the Users tab

2. Click the Sync Users button on the far right of the menu bar.