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Table of Contents

Release 2.22.0  Enhancements

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November 14, 2024

Info

Continued in this release, users may notice several UI/UX changes resulting from updates to improve compliance with Federal ADA Standards.

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ComponentFeatureDescription
Review Page MarkupsCopy/Paste Markups

Based on a user's existing Review Page edit permissions, all markups except for stamps can now be copied using the keyboard shortcut Control + C (Windows) or Command + C (Mac). Markups can be pasted to any document page using the keyboard shortcut Control + V (Windows) or Command + V (Mac).

Pasted markups are offset by 10 pixels vertically and 10 pixels horizontally by default.

Control + Z (Windows) or Command + Z (Mac) can be used to undo a pasted or deleted markup.

Review Page MarkupsDouble-Click to Reposition Comments & Stamps

Double-click on a placed comment or stamp to activate the reposition function. Choose a new position on the same document page and single-click to place the selected comment or stamp. (Previous options for moving comments and stamps are still available.)

Review Page CommentsMove Comments

Added the ability to move a selected comment from one page to another.

Cut/Copy the comment by clicking Control + X (Windows) or Command + X (Mac). Paste the comment onto a different page by clicking Control + V (Windows) or Command + V (Mac).

The pasted comment is offset from the position of the original comment by 10 pixels vertically and 10 pixels horizontally.

If a user pastes the comment to the same page of the document, it will be treated as a copied comment instead of a moved comment.

Email NotificationsNew Email Notifications for Comments

Users who subscribe to the "Comment - Allow Response" notification under their user profile are now able to receive additional email notifications.

The following scenarios will trigger new email notifications:

  • The user created the original comment AND another user marks a comment assignment as complete/incomplete
  • The user previously responded to the comment AND they did not create the original comment
  • The user is currently assigned to a comment they did not create AND a new response was added by another user
  • The user is newly assigned to the comment AND they did not create the comment
  • The user's existing comment assignment was marked complete/incomplete by another user
Stamp ManagementUpdate Field NameThe "Template Name" field within Custom Stamp Templates has been renamed to "Stamp Name".
Custom Stamp TemplateAddress/Firm Toggles

The Address and/or Firm can be toggled on or off by administrators (in the custom stamp configuration) as well as by the user (right before placing the custom stamp).

Custom Stamp TemplateMulti-Field Stamp Template

Administrators can create up to 12 custom fields on a custom stamp.

Each custom field has a fixed text size with a 30-character limit and is created as one of four different Field Types: a text field, a dropdown, a checkbox, or a date.

The custom field formatting is preconfigured to display up to 6 fields per column with up to 2 columns (for 12 fields maximum).

Users can manage which custom fields are visible and can edit the Field Label and Field Value of each custom field prior to placing the custom stamp.

Comment ReportExport Comment Report as a Word Document

Comment Reports can now be generated as a Word document (.docx) in addition to PDF.

Select your preferred file format next to the filename of your comment report prior to creating it.

Thumbnail PanelPopout Window Navigation Updates

The Thumbnail Panel's popout window now has:

  • Keyboard navigation: similar to the Thumbnail Panel's keyboard navigation, users can navigate between thumbnails in the pop-out window by using the arrow keys and can select a thumbnail to open within the Review Window by clicking Enter.
  • Scrolling: a scroll bar allows users to scroll through all pages within a document. This replaces the navigation buttons that were available only when viewing a document with more than 15 pages.
  • Responsive resizing: the document pages will always display as 5 pages across with no limit to the number of rows, regardless of window size. Previously, the pop-out would display 5 pages across with a maximum of 3 rows (or 15 pages total).

Review Page HeaderMenu Navigation

Quick access options are now available for Assignments and Attachments from the Header's Menu on the Review Page. Clicking on either option will navigate the user to the corresponding project tab. Hovering over either option will open a submenu with additional information.

The Assignments option displays three (3) additional navigation options:

  • My Assignments displays assignments that are assigned to the current user.
  • My Groups displays assignments that are assigned to any Group(s) the current user is associated with.
  • Other Groups displays all other assignments that are assigned to Groups the current user is not associated with.

Clicking on any other assignment will reload the Review Page and load the selected assignment.

The Attachments option displays all the project's supporting documents. Depending on the user's browser settings, clicking on an attachment will either download or open in a new browser tab.


Comment ReportExpanded Report Naming Options

Updated the comment report template to provide users with more choices of information to include in the report name.

The full list of choices now includes Project Number, Project Name, Project id, Review Type, Comment Group Label, Date & Time, and Template Title (new options in bold).

Administrators can select up to five (5) filename options total and preview a "Sample File Name" before committing to the selections.

Existing comment report filename configurations will be persisted automatically.

DashboardImproved Loading Times for Dashboard GraphsFor agencies with large amounts of data, updates were made to the Dashboard to improve loading times.
DashboardMy Assignments by Due Date Graph Update

Changes were made to the Dashboard graph "My Assignments by Due Date" to improve the queried results displayed.

It will now display assignments with an Assignment Status associated to parent items Active or Not Started and only from Projects in the Open Project Status.

The graph was also renamed to "My Open Assignments by Due Date".

Sheet Number TabImproved OCR Performance

Changes were made to improve the optical character recognition (OCR) performance.

As a result, the images that are displayed when users toggle Show Sheet Number or use the Reorder Pages feature is now wider and shorter.

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ComponentFeatureDescription
Review PageMake Scroll Bar More Noticeable

The look of the scroll bar on the Review page thumbnail panel has been updated to it is easier for users to identify.

Comment ReportAllow for Carriage Returns in Single-Column Report Instructions Field

Admins can now write comment report instructions that include carriage returns (line spacing) in the "single column" report, as shown below.

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ContributorsContributor Role Comments Page Enhancements

Users with the Contributor role can now export comments in XLS format from the Project Comments page using the "Export Comment" feature.

Contributors can now use the "Response Enabled" and "Comment Responses" filters in the Project Comments page.

Project CommentsAdd Filter for Project-Level Comments

The comment filters on the Project Comments tab now include an option for selecting 'Project-Level' comments (these are comments added from the Project Comments page itself and not tied to any particular document) under the Documents filter. Using this new option, users can select a mix of both document-specific and project-level comments to include in a single comment report letter.

Review PagePage Numbering on Review Page

Thumbnails on the Review page now display page number in addition to the sheet number whenever a sheet number is identified so that users can more easily understand where the page is found within the document.

StampsPrevent Stamps from Transferring Automatically from One Submittal to Another (Phase I)

The Settings > Configuration > Stamps page now allows Admins to configure whether to allow stamps to carry over/transfer automatically from a previous submittal over to the resubmittal (this is the current, default behavior) or to change the behavior to prevent stamps from transferring over to the resubmittal. This is a global setting that will apply to all projects.

Page LockingIndicate which pages have been locked down in the Review Page.

When a page is locked down (to prevent it from being replaced by a newer version of the same page), a new lock icon will be displayed beneath the thumbnail on the Review page to indicate the page is locked.

Users can now 'unlock' a page by clicking on new lock icon; the icon then changes to an unlocked icon, as shown below.

               

StampsCustom Stamp Tool

EPR now allows Admins to create custom stamps from scratch directly within the Settings > Configuration > Stamps page.

An Admin can name their template, then configure the (1) stamp title to display, (2) status value, (3) text content, (4) firm and address information, and (5) stamp color to use for the border and status label. Once saved, this new stamp can be assigned to one or more users who can access it from the Review page stamp tool.

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Users with access to a custom stamp on the Review page will be able to select it and, before applying it to the page, can modify the date and content/text in real time before placing it on a page or pages.

Partial SubmittalUpdate Sheet Numbers Page to Use "Partial Submittal" Terminology

Updated the Sheet Numbers page to refer to the "Partial Submittal" configuration using the correct terminology. This replaces the previously inaccurate "Slipsheet" term usage.

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ComponentIssueDescription
Standard CommentsBatch Inserting More than 20 Standard Comments UnsuccessfulResolved an issue where attempting to insert more than 20 standard comments at a time from the Project Comments tab was failing. Users can once again insert as many standard comments as needed using the batch function.
Project Comments

Error When Selecting the Comment filter With or Without Responses

Fixed an issue where selecting any of the "Comment Responses" filter options on the Project Comments tab was returning an error unexpectedly. The filters can now be selected and return the correct results.
Textbox ToolPrinting Issue: Text Box Tool Content Resizes

Resolved an issue where textbox tool text appeared significantly different in either size or shape on the deliverable PDF file when compared to how it looked on the EPR Review page. Text should now be more consistent in size and shape, even when inserting larger amounts of text.

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Overlay ToolOverlay Window Thumbnail Does Not Match Sheet Number/Page RefResolved an issue where the Overlay tool's "Comparison View" window did not always update the displayed thumbnail properly when a user clicked to view the next documetn page.
Move ToolMarkups "Move" Button Not WorkingFixed an issue where the Markups Move button was not triggering the move modal form to display as expected.
CommentsInactive Comment List items Show Up in Dropdown Lists and UI PagesResolved an issue where list items marked as "Inactive" would still show as options on dropdown lists in Comment Library filters, Project Comment tab filters, and within the Standard Comment creation form. Inactive list items will no longer display in these locations.
AssignmentsChange Due Date in Project Assignments Tab to be Red Once It's past due

Fixed an issue where project assignment due dates which were past due (meaning the due date was before the current date), had stopped highlighting in red text as they had in the past. This 'red text highlight' effect has been restored.

Session ExpirationEPR Timeout - Flashing AlertResolved an issue where, after a user session expired due to inactivity on the Review page, the pop-up message indicating "Session Expired" might flash repeatedly on screen instead of displaying once.
IntegrationBug is Not Allowing Me to Lock Projects in goPostFixed an issue where EPR occasionally prevented a project in a connected goPost portal from being locked by staff (to prevent further file uploads).

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ComponentFeatureDescription
Partial Intake/OCR Partial Intake (slipsheet) ImprovementsWhen Optical Character Recognition (OCR) fails perform a secondary text extraction from PDF data to pick out potential text candidates that could represent the sheet number. The secondary text extraction is automatically done if primary OCR fails. This should reduce OCR errors by as much as 40%.
Sheet Numbers

Add Hidden and Visible Page Counts to Result Column in Sheet Numbers Page

On the project SHEET NUMBERS page, the Result column now shows the total page count, the hidden page count, and the visible page count. For example: 5 Pages (2 Hidden / 3 Visible)

Sheet Numbers

Exclude Hidden Sheets from Document Page Mapping Export Data

After a sheet is hidden on the project SHEET NUMBERS page and the user clicks SAVE, the sheet will no longer be listed within the Document Page Mapping data export.

Sheet NumbersAdd Submittal Date to Sheet Numbers Page

When multiple submittals exist for a document, the project SHEET NUMBERS tab will now display the date for each submittal shown on screen.

Comments

Add New Comment Filter Options

The project COMMENTS page now allows users to filter for comments:

  • With/Without Comment Responses
  • With/Without Attachments

APIs

Provide API to check whether a project has comments with attachment


Integrated partners can now check via API method whether a project has comments that include file attachments, thus providing more comment information to 3rd party systems.

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ComponentIssueDescription
Review PageInformation Button Loads Empty Form

Resolved an issue where clicking on the Information (info) button on the Review page returned a blank form instead of one containing the project and document data.

Review PageComment Panel Filters on Review Page Display But Stop Filtering ResultsFilters set in the review page comment panel will continue to filter results whenever a user switches from the current page to another page. 
Email TemplatesPortions of Email Templates Page Load Above User Profile Resolved an issue where parts of the CONFIGURATION > TEMPLATES page were displaying above the "Help?" pop up window.
Standard CommentsStandard Comments Library Filters/Sort By Fields Do Not Display

Resolved an issue where users editing a previously saved comment who then clicked on Insert Standard Comment(s) button did not see the Filters and Sort By fields within the standard comments form as expected.

Filters - Assignments

Assignment Page Status Filters Incorrectly

Filter settings on the global Assignments page were sometimes applied incorrectly, which resulted in more assignments displaying than expected. Assignments page will now filter properly.
Project Status (goPost Users)Updating Project Status in EPR Sometimes Results in Mismatched goPost Project StatusResolved an issue where updating a project status in EPR did not always update the project status correctly for the linked goPost project.

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2.8.1 Bug Fixes 

SummaryDescription
Fix Sheet Number page bugs

[For Agencies with the Partial Intake setting = “ON”]: Resolved an internal issue where some sheet numbers were being set to the incorrect document version. This sometimes resulted in pages being matched incorrectly across versions by EPR, but will no longer affect files moving forward. Any existing files affected should be reported to the e-PlanSoft team for resolution.

Inject project data and user_id into assignment event log

In the EPR Event Log we have added Project and User identity data into the assignment events that are recorded to improve the system’s auditing capabilities.

Create deliverables based on latest document page orderWhen a user sets their Review page order view preferences to "Order Page by Current Version" (see 2.8.0 Release Notes), EPR will also set the deliverable PDF print order to match.

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Release 2.5.3 Enhancements June 26, 2020

SummaryDescription
Refactor get user by ID apiRefactor of the API to not be affected by the number of projects a user is a member of.

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SummaryDescription
Pinned Comment Text Position on Review PageReview page display of pinned open comments now matches how they print on deliverables.
Text box Text AlignmentText box content alignment now matches on Review page as well as in printed deliverables.
Stamps Display Size in Review Page Compared to Printed PDFStamp text placement and text size on printed deliverable plans now better matches how this displays on the Review page.
Image size recommendations on the Branding pageAdded messaging on Branding page for recommended image dimensions. 
Display Full Status Labels in Review Page Drop-downFull labels are now displayed within Review page 'Status' drop-down rather than abbreviation.

New Intake UI - Match New Doc Submittal with Prior Version if Name Match is Found

New intake UI updated so that if incoming document name is recognized, the prior submittal is pre-selected on the Project Intake page.
New Intake UI - Fix distribution workflow filters

New intake UI updated so that only appropriate distribution workflows were applied to document records when processing assignments for an individual file.

Distribution setting must be 'on'; workflow must be 'Active'; both 'Purpose' and 'Project Type' of workflow must match project data; finally, 'Review Type' must either be part of filename OR workflow Review Type must equal "any" ( * ).  

New Intake UI - Batch Assignment - Assign Selected Documents still bring up all workflowsNew intake UI updated so that only appropriate distribution workflows were applied to document records when batch processing assignments for multiple files.
Review Page Render On DemandIf user go to review page and there is no thumbnail + review images for the current page, EPR will trigger render on demand for that one page.
Send Notification for features dealing with contributor Role

When a user sets the 'Response Enabled' feature on a comment, this now triggers an email notification to any project team members with the Contributor role.

Separately, whenever anyone responds to a comment within a response thread, users involved in the thread will be notified of the response via email.

Added Captcha to "Request a New Account" LinkAdded Captcha to "Request a New Account" Link as a security enhancement to prevent non-human requests from causing issues.
Don't Call goPost When Project Status Updated to Cycle CompleteEPR no longer calls goPost when project status has been updated to 'Cycle Complete' as this status is no longer applicable to goPost.
Append Comment Number to Comment Attachment Filename

If an attachment is added to a project using the comment form, append the comment number to the beginning of the attachment file name.

Remove Version Check for ScoutUpdated PDF Scout messaging to remove pdf version 1.4 warning to prevent user confusion. (PDF Scout now accepts pdf version 1.3 files).

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SummaryDescription
Partial Intake / SlipsheetAllows applicant to resubmit plan sets with fewer pages than the previous submittal, with the intent that only new and/or changed pages need to be resubmitted. Extracted Sheet Number data will be used to either map updated pages to existing versions or slip new sheets into an appropriate location.
Persist Intake TabThe Projects/Intake tab will now persist even when no documents require intake. A new message displays when all documents complete intake.
Create Assignments for Multiple Documents During IntakeProject Intake Page now allows user to select multiple documents and create a set of assignments that apply to all selections. Users can also continue to create separate assignments per individual file. 
OCR Page UpdatesUpdated OCR page UI to allow users to set page Sheet Numbers for each version of a document. See here for more details.
Display Document Submittal Value Instead of Version DatestampUpdated Thumbnail panel drop-down to display document submittal to reviewers rather than version datestamp.
Thumbnail UpdatesEnlarged thumbnail image and moved Sheet Number to display beneath image.
Thumbnail Comment CountThumbnail comment count now considers only comments with "open" dispositions.
Highlight New/Changed PagesOn thumbnail panel, new/updated pages for the current document version are highlighted in blue.
Layer UpdatesUpdated UI so all expandable layers are grouped together.
Markup Batch Move ToolAdded tool that can batch migrate all markups from current page to another selected page.
New Version NotificationUsers who are already on the Review page when a new document version is processed will be notified that a new version is available and have their changes saved before being updated. 
PDF Printer UpdatesUpdated EPR PDF printer to print render a greater variety of PDF files successfully.
Display Full Assignment Status Labels in Review Drop-downUpdated Review page drop-down to display full assignment status label with abbreviation.
Select All Checkbox for Deliverable AttachmentsAdded a 'Select All' checkbox to Projects/Deliverables/Attachments tab.
Update UI for Delete ControlsUser interface has been updated to display 'Delete' trash can icon more readily rather than having delete method nested within an expanded options '...' menu.

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SummaryDescription
Moving documents from goPost to EPRModified method for moving files from goPost to EPR so process occurs on the backend instead of depending on the browser
Enhance Environment > Partners page to allow adding new partners in the UIEnhanced the Environment > Partners to allow adding new partner when none exists via the UI.
Complete Date Header in Dashboard is actually the Project Due DateUpdated labeling to clarify that 'Complete Date' is actually Project 'Due Date.'
Corrections Report PDF Comment Text Cuts OffChanged method for generating corrections reports such that comment text no longer cuts off.
New Overlay EnhancementsSeveral enhancements to existing overlay controls: arrow keys now nudge one unit at a time, though pressing down will move the layer quickly; input values now update without clicking outside the field; Overlay and Original labels reflect current color settings as defined in the PREFERENCES section of the upper left menu

1.6.1 Bug Fixes 

SummaryDescription
EPR slows down and almost appears to freeze when attempting to add e-mails address(es) to the CC line in "Comments"Resolved an issue where entering long email addresses in CC line resulted in slow loading.
Updating a project assignments is triggering a new assignment email notification.Resolved issue where assignment creation was triggering email notifications even when user was not subscribed.
Deliverable package sent to cc address isn't being receivedResolved issue where packages were not being delivered to addresses included in cc field.
EPR QA Email Page Error MessageResolved issue where Email page returns a "user is not authorized error" unexpectedly.
Refresh Issue During IntakeResolved an issue where thumbnails on intake page did not update as expected after creating assignments.
Some portion of the dashboard (projects in cycle complete) in ERP does not load or finish loadingResolved an issue where dashboard table for Projects in Cycle Complete was loading slowly or did not complete.
Project Details Page Asking If You Want To Save with No Updates MadeResolved issue where 'Unsaved changes' message was triggering when no project data changes were made.
Assignment Status Drop-downsResolved an issue where assignment status drop-down fields were not loading as expected.
Project Service Area Not Populating with goPost DataResolved issue where project Service Area field did not populate using goPost data as expected.
Columns Filters search option is not filtering correctly

Restored wild card functionality in search column filters.

Markups Display Assignee as Owner Instead of CreatorResolved an issue where markups were displayed as belonging to the plan assignee instead of the markup creator.

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SummaryDescription
Comment Panel Icons Don't Match Comment DispositionChanged method for setting Review page comments panel icon to more accurately match comment disposition.
Assignment Status Not Automatically Updating when Making Mark-upsResolved issue where assignment status did not update from 'Not Started' to 'Active' status automatically when a user added a markup.
Adding Comments Triggers Save Markups ButtonResolved issue where adding a comment was triggering the SAVE button unnecessarily.
Logging in as GM and select Projects page and it just spins, no error messageResolved issue where Group Manager role could not load the Projects page successfully.
Projects/Assignments - Have to refresh the page in order to see Assignment ChangesResolved issue where changing assignment record data did not automatically refresh table.
Project Assignment assignee drop down list is blankResolved issue where assignee drop down was displaying as blank when editing project assignments.
Unable to set Project Assignment StatusResolved issue where assignment status drop down was displaying as blank when editing project assignments.


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Release 1.5.2 Enhancements APR 19, 2019

SummaryDescription
Update User Profile Window

Removed the LATITUDE and LONGITUDE fields from the USER PROFILE window.

Update Address in Project HeaderUpdated address display in Project Header to also include City, State and ZIP code or Lot Number and Tract Number (if supplied).
Reassignment from Group to Named UserAllows review tasks to be reassigned from general Group to specific Named User.
Update PDFScout Response UIUpdates Scout messaging to wrap text instead of cutting off.
Create hash whenever a deliverable is created

Provides partners with a download option for deliverables.

Auto add PARTNER account into project Team Member ListAutomatically adds partner record into new project team member list for all integrate partners.
Exclude correction report template data from saving to event log

Excludes report template content before saving create or update record into the event log.

Sort table header for Permission SectionChange sort of table headers in Permissions section to: View | Add | Edit | Delete
Replace Downloadable Standard Comments Template (.csv to .xls)Replaces downloadable Standard Comments template .csv file with an .xls file.
Review Page Image Quality When Zooming

Changed Review page to always use high quality image instead of only switching to high quality image as needed during tighter zooms.

Modify PDFScout Response for [object Object]Modified PDFScout response to provide further detail whenever PDF metadata issue is encountered.
Replace deprecated report header template componentAutomatically replaces deprecated Report Header template component with new components wherever previously used.

Implement New Overlay Comparison Controls

Implemented new Overlay Comparison controls allowing user to better nudge, scale, and exit mode.

Detailed instructions are available here.

1.5.2 Bug Fixes 

SummaryDescription
Project Contact is not transferring to EPRResolved issue where transferred contact data sometimes did not display in project.
Restrict Prior Document Version Edits When Newer Version Available

Resolved scenario where users were able to edit prior document versions even after a newer version became available.

Closing Comment updates status across all Document Versions

Resolved issue where comment status change was reflected across all document versions. Instead, changes are reflected in current and later versions.
User Can Only Access Current and Prior Version in Comparison ToolResolved issue preventing users from accessing document versions older than current and previous version.
Auto Refresh is Not Triggering After List Type record AddedResolved an issue where List Type table did not auto refresh when new record was added.
ColumnFilter not updating page tables properly until refreshedResolved issue where saving columnFilter changes did not update page table(s) properly.
Reviewer cannot delete a stampResolved an issue where 'Stamp - Delete' api call did not work as expected.
Update Corrections Report address Permission Requirement

Removed requirement for having Settings > Address > View rights in order to create a corrections report.



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