The Automated Distributions feature is designed to help agency staff populate assignment suggestions on the Intake page automatically based on the type of project whenever assignment information is not already being passed along by an integrated permitting system. Users can access this feature by navigating to Settings > Configurations > Distributions.
Automated distributions are recommended when EPR is running as a standalone product or when an integrated partner will send plan review assignments automatically through API calls.
| Table of Contents |
|---|
...
Understanding Automated Distributions
...
Click the
(add) button on the bottom right of the page to open the “Add/Edit Distribution”form.
Make sure that the Active toggle on top is turned on (toggled to the right).
Select a Purpose.
Select the Project Type.
For Review Type:
Check Any to ignore filenames altogether and trigger the assignment(s) for any incoming files to be reviewed.
Most agencies will want to choose this as it is the most flexible option.
Or check Select All to trigger assignment(s) whenever incoming filenames include one of the displayed prefixes.
This option is stricter because it checks for prefixes in filenames.
Or check only the specific Review Type prefixes (abbreviations) which you want to trigger assignment(s) for based on those prefixes being part of the incoming filename.
This is the strictest option.
Select which Group should receive review assignments for the incoming files.
Select specific group(s) or, if all groups should receive assignments, check the option for Select All.
For each group, either:
Leave the Assignee field as “Group” (not assigned to a specific reviewer), or
Select an intended reviewer from the dropdown (other group members can still perform the review, if necessary)
Verify that your choices are correct because the Purpose, Project Type, and Review Type choices cannot be updated after the record is saved.
Click CONFIRM to create the automated distribution.
...