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e-PlanSoft’s Scout™ Tool inspects PDFs uploaded directly to e-PlanREVIEW® (EPR) as well as PDFs sent over by integrated partners using EPR’s Connect APIs.

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  1. Files are uploaded (either to EPR or to an integrated partner).

    1. For integrations, additional steps may be required before files are routed over to EPR. Consult with your implementation workflow guidelines for the exact steps.

  2. Files are processed and checked by Scout.

    1. For integrations, Scout inspection may occur twice: once when the file is uploaded to the partner system, then again when the file is routed to EPR from the partner system.

  3. If files pass Scout inspection, the upload/routing process is completed.

  4. Files will render and then become available for plan review.

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Client environments created after Summer 2023 (or existing clients who have upgraded) will each have their own configurable version of Scout which Administrators can manage directly within EPR (and goPost, if EPR is integrated with goPost). While this version of Scout checks for the same potential issues as the original, agencies can adjust several of these settings to their liking, as stated below.

“Active” refers to conditions that are being whether a condition will be checked by Scout.

“Configurable” refers to whether Admin can make changes to a condition (see “Configurations” column).

Info

If your Agency has modified your configurable Scout behavior, you may need to consult with an agency Administrator for further instruction.

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