In this article:
e-PlanSoft's suite of products: goPost Public Portal (goPost), e-PlanREVIEW (EPR), PDF Scout Inspector Tool (PDF Scout), REVIEW Session
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Release 1.25.0 Enhancements January 14, 2024
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Beginning with this release, users may notice several UI/UX changes resulting from updates to improve compliance with Federal ADA Standards (e.g., changes to how fields may display, how certain text is contrasted against backgrounds, as well as some general page layout changes). |
Component | Feature | Description |
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| Account Lockout | Account Lockout Configuration Settings | goPost Administrators now can configure account lockout settings from the Server Config page under Settings.
The Account Lockout Configuration settings are configured independently between goPost and EPR. The settings will not get mapped between the two environments. |
| Project Documents Tab | Ability to add a Document Type or Attachment Type to Files During Upload | Users may now apply a Document Type to any plan review document uploaded and an Assignment Type to any supporting documents uploaded. While not required, it is recommended to help further define project application files.
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| Navigation | Persist Pagination Preferences | Pagination preferences on the Dashboard and Projects pages will now persist after navigating away or after logging out and back in.
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| Component | Feature | Description | ||||||
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| Contacts | Update Contact Messaging and Default Self | When an applicant creates a project record, the project CONTACTS tab now informs them that they are not (yet) a contact. The initial contact option now defaults to 'Add Self' so the user adds themselves to the project before adding others.
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| Project Search | Project Search Bar should Trim Leading and Trailing Spaces | When a user enters text into the Projects page search bar, goPost will automatically trim any spaces before or after the word (or phrase) so that they do not affect potential search results. (Spaces between words in a phrase are not affected.)  | ||||||
| Standard Responses | Ability to Delete Standard Responses | Admins and Internal Staff now have the ability to edit and/or delete their own Standard Responses from the goPost Settings > Standard Responses page.
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| Projects Config | Add Priority Field to the Project Information Page | Admins can now configure the project Information tab to display a "Priority" field and, optionally, to make it required. If enabled, the applicant can select a priority from the list of options configured by the agency within EPR (see "Priority" list).
Go to Settings > Portal Config > (choose portal) > Project Settings in goPost to enable this feature. | ||||||
| Email Notifications | Enable Admin to Customize Default Notification Checkboxes | Admins now have the ability to modify the default email notification selections for any newly created applicant accounts. (For existing customers, goPost will continue to use the standard default choices unless modified by an Admin.)
Admins can now also restrict all applicants' ability to modify their personal email notification settings, if desired, in order to better regulate which notification options applicants may receive.
Go to Settings > Email Notification to manage these new options. | ||||||
| Projects | Add Option to Print Project Information Page | The Project Information tab now includes a Print icon that allows any user to export the information on the page as an easy-to-read PDF file.
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| Security | Enforce Multi-Factor Authentication | The previously optional "Enable Two-Step Authentication" feature - which asks users (including applicants) to set up challenge questions and provide answers to verify their identity - will now be required in order to strengthen account security and deter potential hacking efforts. If they have not already done so, users will need to set up their security questions the next time they log in to goPost before they are allowed to continue. Going forward, goPost may periodically request for users/applicants to verify their identity when they log in. If a user cannot remember their security questions, they may contact staff so that an Admin-level user can reset their security questions from the Users page. |
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| Component | Issue | Description |
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| Security | Internet Explorer Browser Allows Fewer Than 8 Characters In Password | Resolved an issue where accounts created using the legacy browser Internet Explorer could potentially accept password selections with fewer than the required number of characters. |
| Email Notification | Notification Checkboxes Not Saving in User Profile | Fixed an issue where changes made to the user notification options were saving, but did not display correctly after the change because the cache was not clearing properly. |
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| Component | Feature | Description |
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| User Profile - Email Notification Settings | Allow Project Status Notification Filtering by Portlet (For clients with multiple portlets) | Users who subscribe to "Project - Status Changed..." notification emails can now specify for which portlets they want to receive these types of notifications. Portlets not selected will no longer trigger project status notifications for the user. This filtering does not apply to any other email notifications.
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| Email Contacts | Provide Option to Exclude Admin/Internal User Email from 'Email Contacts' Messages | Admins can now decide whether to include or exclude staff email addresses from messages sent to contacts through the Email Contacts feature on COMMENTS tab. Staff email addresses are included by default, but agencies who wish to exclude them can check the "Exclude staff email..." option on the Settings > Server Config page as shown below. (Note this will apply to all staff using goPost.)
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| Internal Notes | Allow Internal Users to Add Notes Not Visible to the Applicant | The new INTERNAL NOTES tab allows staff to add notes and comments that are visible to other staff members but not to applicants. This allows staff to track progress, input reminders, miscellaneous notes, use as internal communication feature, etc.
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| Portlet Configuration | Provide option to hide a portlet from applicant access | Internal users can now request for e-PlanSoft to make a portlet "internal-use only" so that it is inaccessible to applicants but can be used by staff for internal project work, such as for Capital Improvement Programs. Contact e-PlanSoft staff to enable. |
| Projects | Provide "Export Project" button on Project page to export list of projects as command separate value (CSV) file. | Internal and Admin users can use the "Export Project" button to export projects as CSV file.
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| Component | Issue | Description |
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| Email Templates | Allow Email Templates to Replace the Same Field Data More Than Once | Users can now reuse the same field value, such as {{projectNumber}} or {{projectAddress}}, multiple times within a single email template successfully. Previously, only the first usage of each field would populate the correct data. |
| Reset Password | After resetting password, it always sends user to Master portal instead of the designated portlet login screen. | Fixed an issue where users who updated their password from the login page were redirected to the wrong login screen. |
| Projects Page | Project status filter will display incorrect data if statuses of different purpose have the same abbreviation. | Resolved a project status filter issue that displayed the wrong results if more than one project status shared the same abbreviation. |
| Event Logs | Event Log Styling Issue (Admin Users) | Admin users now have an easier time viewing Event Log Detail information when checking the record logs. |
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| Summary | Description |
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| Project Submit Button Updates | Added dialog message alerting applicants that they have unsubmitted documents if they try to navigate away or close the page without clicking on SUBMIT. Moved document upload count badge to SUBMIT button. |
| Improve Messaging for Granting Ownership Rights to Contact Records | Improved messaging on 'Add/Edit Contacts' form to indicate whether a contact can have project rights granted to him/her. Also added check to prevent 'Grant Rights' option from remaining enabled for email addresses once updated if new address does not belong to an existing applicant, internal user, or admin account. |
| goPost Re-submittal/Version Enhancements | Updated Documents tab interface to display an 'Upload New Version' button next to each document record so applicant has clearer understanding of how to upload new versions of documents. Also updated the way document list expands to allow for clicking on any portion of the row. |
| Add Check to Verify EPR Partial Intake Setting | Added a check to ensure that whenever connected EPR portal has 'partial intake' setting turned off, goPost rejects any resubmittal with fewer pages than original submittal. |
| Handle Special Characters in File Name for both Plan and Attachment files | goPost Scout will reject filenames with pound (#), plus (+ ), and ampersands (&) in filenames. Other characters, such as back-slash (\), forward-slash (/ ), colon (: ), asterisk (* ), question mark , quotation mark ("), less than (<), greater than (>), and pipe (| ) will be encoded within in filenames so that these files can be properly uploaded, moved and processed within cloud storage. |
| Provide Method for Applicants to Contact Agency Staff | Applicants can now communicate with internal agency staff through the COMMENTS tab's 'Email Staff' form. |
| Add Configurable Recipient Address for Emails Sent to Staff | Added a configuration where agency can set a specific email to receive all incoming applicant mail sent using the new 'Email Staff' feature in the Settings > Portal Manager page. |
| Handle duplicate attachment when sending to EPR | Added a check to prevent duplicate attachment files from being pushed to EPR. |
Prevent Attachments from Being Uploaded with Same Filename | Updated goPost UI to prevent users from creating duplicate attachment records in EPR when clicking the goPost “Accept” button more than once. |
| Store 'User' Data When Deleting a goPost Record | Whenever a user deleted a project, documents, document version, or project persons record, goPost will store the information of the user triggering the delete event. |
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| Summary | Description |
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| When New Portlet is Created in goPost, the Service Area for that Portlet is not Created in EPR | Resolved issue where creating a new portlet was not resulting in creation of expected EPR record values. |
| Null Project Contact User_Id | Resolved issue where project contact records with 'null' user_Id records resulted in a broken Projects page so that projects page will now properly load list. |
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| Summary | Description |
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| Email Contacts Messaging For 10MB Attachment Limit | In the email contacts form, added text next to the Choose Files button stating “Attachments (file size must less than 10MB).” |
| Remove annotation check for pdf coming into goPost | goPost now allows pdf files with annotations to pass successfully through PDF Scout. |
| Enable Faster goPost to EPR File Sync (for plans) | Modified process for sync'ing files from goPost to EPR so that EPR performs its PDF Scout check on files while they are still in goPost S3, rather than waiting for files to get transferred to EPR. The files are later moved from goPost to EPR. |
| Enable Faster goPost to EPR File Sync (for attachments) | Modified process for sync'ing files from goPost to EPR so that EPR performs its PDFScout check on files while they are still in goPost S3, rather than waiting for files to get transferred to EPR. The files are later moved from goPost to EPR. |
| Add Captcha to goPost "Create an Account" link | Added Captcha check to "Create an Account" requests for added security. |
| Add Project Type and ProjectID to Subject Line of Project - Created Notification | Added "Project Type" and "ProjectID" to Subject Line of Project - Created Notification. |
| Add “Project Status Updated On” Column to Pending and Recent Projects Dashboard Tables | Added "Updated On" column (with sort ability) to Pending Projects and Recent Projects tables on Dashboard page. |
1.7.0 Bug Fixes
| Summary | Description |
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| Not Receiving New User Notification Emails Even Though I Have Opted to Receive Them | Resolved issue where users who opt to receive 'New User Notification' emails were not receiving them. |
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