ePlanSoft Setup
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      2. Electronic Document Management
      3. ePlanSoft Setup

      Publish Review ePlanSoft Connector Setup: Velosimo Configuration - ePlanSoft Settings

      ePlanSoft Settings

      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

      ePlanSoft Settings

      Velosimo suggests that you use the standard ePlanSoft settings that are loaded. However, all the settings are editable, and new settings can be added at any time.

      Watch how to update Settings.

      1. Go to Data> Object and click on EPlanSoft.

        map 1

      2. Click on the Settings.

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      3. Use the table below for reference for updating and adding new Settings.

      1

      Setting Id

      Value

      Description
      2

      ACCELA_APPROVED_WORKFLOW_TASKS

      Approved Deliverable

      Velosimo recommends using this as part of a standard Implementation.

      The workflow status that sends back the Approved stamped plans from EPR to Accela.

      If this setting is changed, the workflow code sendTaskEventToVelosimo workflow code needs to be updated to match this setting.
      3

      ACCELA_ATTACHMENTS_DOC_CATGROUP_MODULE

      TBD

      Document Category/Group for any attachments that are added from EPR and sent back to Accela. To configure this, add the Module; it is optional. This setting is configurable at the record type level.

      The module is Permits, and the record type is PERMITS/BUILDING/COMMERCIAL/NEW/BUILDING.

      • Group/Type/SubType/Category

      • GroupType/SubType/*

      • Group/Type/*/*
      4

      ACCELA_CORRECTIONS_REPORT_DOC_CATGROUP_MODULE

      TBD

      Document Category/Group for the Corrections Report sent from EPR and to Accela.

      To configure this, add the Module; it is optional. This setting is configurable at the record type level.

      The module is Permits, and the record type is PERMITS/BUILDING/COMMERCIAL/NEW/BUILDING.

      • Group/Type/SubType/Category

      • GroupType/SubType/*

      • Group/Type/*/*
      5

      ACCELA_CORRECTIONS_WORKFLOW_TASKS

      Correction Deliverable

       

      Velosimo recommends using this as part of a standard Implementation.

      The status that sends back the corrections deliverable from EPR to Accela.

      If this setting is changed, the sendTaskEventToVelosimo workflow code needs to be updated to match this setting.
      6

      ACCELA_DOC_STATUS_APPROVED

      Approved

      Velosimo recommends using this as part of a standard Implementation.

      Document status in Accela for plans approved.
      7

      ACCELA_DOC_STATUS_APPROVED_W_COMMENTS

      Approved With Conditions

      Velosimo recommends using this as part of a standard Implementation.

      Document status in Accela for plans approved with conditions.
      8

      ACCELA_DOC_STATUS_CORRECTIONS

      Revisions Required

      Velosimo recommends using this as part of a standard Implementation.

      Document status in Accela for plans that require corrections.
      9

      ACCELA_DOC_STATUS_AFTER_REVIEW

      Review Complete

      Velosimo recommends using this as part of a standard Implementation.

      Document status in Accela for plan reviews that are complete.
      10

      ACCELA_DOC_STATUS_ROUTED

      Routed for Review

      Velosimo recommends using this as part of a standard Implementation.

      Document statuses in Accela for plans sent to EPR that are ready to be reviewed.

      If this setting is changed, the sendTaskEventToVelosimo workflow code needs to be updated to match this setting.
      11

      ACCELA_MODULES

      Building
      Planning
      Engineering

      All the modules in Accela. List all modules using EPC.
      12

      ACCELA_ROUTE_DOC_CATEGORIES

      Building Plans
      Site Plans
      Engineering Calcs

      All the documents are sent from Accela to ePlanSoft for review. i.e., Site Plans, Plans, Plumbing Plans, Calcs, Calculations.
      13

      ACCELA_ROUTE_DOC_STATUS

      Uploaded

      Velosimo recommends using this as part of a standard Implementation.
      14

      ACCELA_SUBTASK_STATUS_APPROVED

      Approved

      Velosimo recommends using this as part of a standard Implementation.

      This setting is the workflow subtask status for plans that are approved.
      15

      ACCELA_SUBTASK_STATUS_CANCELLED

      Canceled

      Velosimo recommends using this as part of a standard Implementation.

      This setting is the workflow subtask status for plans that are canceled.
      16

      ACCELA_SUBTASK_STATUS_CORRECTIONS

      Corrections Required

      Velosimo recommends using this as part of a standard Implementation.

      This setting is the workflow subtask status for plans that require correction.
      17

      ENABLE_RECORD_ID_FLOW_DESCRIPTION

      true

      Always set this to true.

      This setting displays the Accela record ID in the Description column in the Velosimo flow execution logs. Making searching the project logs easy and helps with troubleshooting issues.
      18

      EPR_DAILY_ADMIN_APPNAME

      EPR<agency><environment>

      Velosimo provides this information.
      19

      EPR_ADDRESS_ADD_PARCEL

      true

      If true, the parcel comes over from Accela and populates in ePlanSoft.

      If false, the parcel does not populate in ePlanSoft.

      This must be lower case to work correctly.
      20

      EPR_ADDRESS_STATE

      States_USA_General_STATE

      This setting sets the State in EPR.

      Update <STATE> to the desired state.
      21

      EPR_CORRECTIONS_REPORT_MODULE

      1

      Run the Algorithm get_report_templates.

      See the Algorithm section on how to run an algorithm.

      This algorithm lists all the corrections reports and the number they map to for this setting.
      22

      EPR_CORRECTION_REPORT_NAMES

      Corrections by Group and Category.PDF

      List the file names of all the corrections reports.
      23

      EPR_DAILY_ADMIN_APPNAME

      erpadmin<agency><environment>

      Velosimo provides this information for each tenant.
      24

      EPR_TIMEZONE_OFFSET

      TBD

      Velosimo uses GMT. This setting allows us to make changes, so logging is set to the local time zone. Enter the value below for your time zone.

      • Eastern Standard Time, 5 hours behind Greenwich Mean Time (GMT). Example city: New York

      • Central Standard Time, 6 hours behind GMT. Example city: Chicago

      • Mountain Standard Time, 7 hours behind GMT. Example city: Denver

      • Pacific Standard Time, 8 hours behind GMT. Example city: Los Angeles

      • Alaska and Hawaii have their time zones: Alaska Standard Time (AKST) and Hawaii Standard Time (HST) ) respectively.
      25

      VERSION_BY_FILENAME

      false

      Set this to be False.

      This setting is for agencies that are using the Open Text Adapter.

      Copy a Setting

      Copy and edit settings as needed. For example, the agency has multiple corrections reports you can copy and edit the EPR_CORRECTIONS_REPORT_<MODULE>

      Watch how to Copy and Edit a Setting.

      1. Go to the Setting you want to copy. Click the three black dots—a drop-down menu displays. Click the Copy button.

        set 2

      2. The setting is copied and now needs to be updated.

        set 3

      3. Edit the Name, Value, and Value As Json, if applicable.set 4

      4. Click the Save button.

      Add New Settings

      1. Click the Add new button.

        set 5

      2. Enter a Name, Value, and Value As Json, if applicable.

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      3. Click the Save button.

       

      Edit Existing Settings

      Watch how to edit Settings.

      1. Go to the Setting you want to edit. Click the three black dots—a drop-down menu displays. Click the Edit button.

      2. Edit the Name, Value, and Value As Json, if applicable.

        set 7

      3. Click the Save button.