Custom Fields are designed to enhance flexibility and adaptability in project management, specifically catering to unique data requirements not covered by default system configurations. This feature is particularly beneficial for projects with specialized needs, such as Permitting projects, where standard data fields may not adequately capture all necessary information. By allowing administrators to create and manage custom fields, the application empowers project managers and teams to tailor data management to their specific project requirements. This customization ensures a more organized, relevant, and efficient handling of project data, leading to better project tracking, reporting, and overall management.

Custom Fields can only be configured by an administrator under Configuration/Custom Fields as follows:

Field Groups

Custom Field Groups serve as a section header to categorize custom fields.

Choose a Purpose, then add a new Custom Field Group by clicking the + button.

Project Type Mapping

Custom Field Groups can be associated with various Project Types to ensure the right custom fields are available on the appropriate projects.

Choose a Purpose and Project Type, then add any of the active Custom Field Groups that you wish to be visible under the "Custom Fields" section of the Project DETAILS tab.

Fields

Custom Fields are used to gather specific project information where standard data fields may not adequately capture all necessary information.

Choose a Custom Field Group, then add a new Custom Field by clicking the + button.

Field Groups Permissions

Edit the Custom Field Groups Permissions as needed to ensure the appropriate User Roles have access to view the Custom Fields within projects. By default, only Administrators can see the Custom Fields once they have been created.

Select a User Role from the drop-down and toggle the visibility by editing the Custom Field Groups.

When using the Radius calculation tool, a radial line segment and the measured radius are now displayed during the measurement.

The radius calculation is also editable from the Markup Detail window by updating each value (exclude the feet and inch tick marks) for the calculated feet and inches one at a time. For example, a radius calculation of 50' 6.00" is updated by changing 50 to 55 or by changing 6.00 to 6.25.

Added a text field in the ReviewSESSION invitation window to enter a custom message to be included in the email notification.

Updated the Scout Configuration page to allow users to edit some inspection parameters, e.g., Page Count and File Size.

A new Document Assignment notification option is available for users to subscribe to from their User Profile. The Due Date Reminder notification can be selected to receive an email reminder that an assigned due date is approaching. The reminder can be set to occur between one and 7 days before the Assignment is due.

*This notification only works when a Due Date has been set on an Assignment.

In addition to being able to download any existing standard comments from the Library, users now may reupload the downloaded comments to perform a bulk update to a set of comments.
The download format now matches the upload template and includes the "Comment ID" which serves as a unique identifier to each comment. For each row in the uploaded file with a unique identifier, the existing standard comment in EPR will be located and subsequently updated with the information from the file.

When a user re-renders a document, the process will now trigger the OCR and Sheet Numbering process to rerun as well. Rerunning the OCR and Sheet Numbering process will only attempt to recapture sheet numbers that were left blank.

Added the ability for the Comment window to be resized while open in the Review Page. Click and drag the bottom right corner of the window to resize.

While searching for a standard comment from a comment's Insert Standard Comment modal, the users filters will be persisted to the next search.

While selecting a standard comment from a comment's Insert Standard Comment modal, users can now move/drag the Insert Standard Comment modal around the page, allowing for better visibility of the planset or comments list behind it.

The Assignments page Column Filter configuration has been updated with a new UI/UX to make it easier to personalize a users preferred page view. The Columns to Display modal now allows for multiple columns to be moved at the same time between what is available and what is displayed.

Additionally, the order in which the columns are displayed can be edited. Click and drag any column to re-order. When finished, click SAVE.

The PDF Text Search feature is now included as Review Page setting that can be persisted after clicking Save Workspace.

The Rendering configuration page was renamed to "PDF Text Search" within the Settings.
The page description was also updated and help text was added.

Updated the Dashboard Configuration Settings window.

Comment Disposition has been added as a Comment Option in Comments Report Templates. When selected, comments will display the status of the comment.

The Dashboard configuration settings have been renamed to "Arrange Dashboard" and moved to the top of the page. They have also been expanded to include toggles to show or hide the graphs and the ability to rearrange all dashboard components to your desired look.

Click on a component toggle to adjust its visibility, and drag and drop to adjust how the components are organized.

Configuration settings will persist after navigating away from the Dashboard and after each logout.

EPR Administrators now can configure account lockout settings from the Account Lockout page under the Configuration Settings.
The Account Lockout Configuration is a crucial component for any modern security infrastructure, designed to empower organizations with granular control over their user account lockout policies. This intuitive and robust interface provides administrators with the tools they need to fine-tune security settings, enhance protection against unauthorized access, and mitigate potential threats.

EPR Administrators now can configure Project Details fields. From the Custom Labels page under the Configuration Settings, custom display labels may be created and applied to each available Project Detail field to align with local terminology/vocabulary. If no custom display label is set, the default field name will be used. These display labels will only be visible to licensed users. In addition, each Project Detail field's visibility and requirement may be configured.

EPR Administrators now can configure Project Address fields. From the Custom Labels page under the Configuration Settings, custom display labels may be created and applied to each available Project Address field to align with local terminology/vocabulary. If no custom display label is set, the default field name will be used. These display labels will only be visible to licensed users. In addition, each Project Address field's visibility and requirement may be configured.

A new pre-configured General List Type, "District/County", can be managed under Settings/Configuration/Lists.

"District/County" has also been added as a new address field under the Project DETAILS with drop-down options relative to the State selected on the environment's Address page.

Added a new column filter option on the Assignments Page to display the Document Type of each document submitted for plan review.

Added a new column filter option on the Projects Page to display the district or county from the project's address.

The Automated Distributions configuration window has been improved to provide a cleaner user interface. Checkboxes have been replaced with drop-down fields to allow for easier multi-select capability.

District/County has been added to the configuration of Automated Distributions. When provided in the project's address, the District/County will provide additional detail to further define Distribution Assignments.

The District/County drop-down options are based on the State the Agency is in, as is provided under Settings/Environment/Address. 

Document Type has been added to the configuration of Automated Distributions. When provided with the PDF plans, the Document Type will provide additional detail to further define Distribution Assignments.

Automated Distributions now support the configuration of Due Dates. Set how many weekdays into the future you wish for a new assignment to be due (i.e., 0 Days = Due Today, No value = No Due Date).

Existing distributions will not have a due date configured by default but can be added as needed.

A new custom stamp template has been created with a configuration to aggregate reviewer names and groups of the same assignment status. The reviewer's first and last name, the group of their assignment, and the date the status was changed will all be aggregated on the stamp.

Select Aggregated Status - Preset 1 from the "Template" drop-down. Select an Assignment Status Parent Item from the "Aggregated Status" drop-down. Fill out the remaining field as needed and SAVE.

Stamps will aggregate per document based on the Assignment Status Parent Item selected.

For example, five (5) assignments for a document have been given an assignment status; three assignments are Approved, one assignment is Rejected, and one assignment is Active:

• IF the stamp is set to aggregate all Approved assignments, then ONLY the assignee of those three Approved assignments will appear on the stamp.
• IF the stamp is set to aggregate all Rejected assignments, then ONLY the assignee of the Rejected assignment will appear on the stamp.

For custom stamps, the ability to duplicate existing stamps has been added to the Stamp Management page under the Configuration Settings. Users with permission may now create a copy of an existing stamp by clicking the Duplicate button.

Upon confirmation, the new stamp name will be "[Original Stamp's Name]_copy" and all stamp configurations will have been copied except for Authorized Stamp Users and the Aggregated Status.

Image stamps can also be duplicated, however, the images themselves will not be copied and will need to be re-uploaded, and name will not get updated.

Comment Report templates can now be configured to include the project valuation. Valuation is an available "Project Fields" option that, when turned on, displays the value provided in the Valuation field under the Project DETAILS.
The valuation amount is automatically rounded to the nearest dollar on comment report previews and on the generated PDF or Word attachment.

Impact has been added as a Sort Option in Comments Report Templates.

When configured as the Primary Sort option, the sort order value is followed. Otherwise, sorting occurs alphabetically.

EPR Administrators can now configure single-column comment reports to display labels for the secondary and tertiary sort options. Toggle on Display on Report under the report template's Sort Options section to display the secondary and tertiary sort options alphabetically as subheadings below the primary sort label.

However, the tertiary sort option will only be displayed if it is not comment specific. (i.e., Group or Filename)

Added the ability to download existing standard comments from the Standard Comments Library.
After selecting one or many standard comments, click the Download button to download the selected comments into a spreadsheet that matches the format of the upload template.

Comment search functionality has been enhanced to allow users to now query comment tag numbers. Search functionality is available from both the Project COMMENTS tab and the Review Page's Markup Panel.

Comment LOGS have been updated to restore the user responsible for each recorded update.

When uploading new files from the Project's DOCUMENTS tab, users may optionally designate a Document Type for plans or an Attachment Type for attachments.

The Document Type can be updated from the document's Details page under the DOCUMENTS tab once the intake process has been completed and at any time during the first submittal only. This is not editable during subsequent submittals as the Document Type listed during the first submittal will persist.

Users with proper permissions can now edit a document's display name from the Project DOCUMENTS DETAILS tab. The Document Display Name will replace the current submittal's filename wherever it is displayed in EPR. Any subsequent submittal will inherit the Document Display Name with the option to update or remove it, as needed. When deliverables are packaged, the current submittal's original filename - not the internal Display Name - is used in the zipped file.

When uploading a new attachment under the Project's ATTACHMENTS tab, users may designate an Attachment Type. The default value is "Comment Attachment" but can be changed when other values are available.

Additionally, existing attachments can now be edited to add an Attachment Type or update the current Attachment Type.

ReviewSESSION invitations can now be tracked via a new Invitation button on the Project COMMENTS tab. The Invitation button is only visible when there are active sessions.

Users with permission can manage an expiration date by clicking the Edit button or end a session early by clicking the Delete button.

Guests already logged in at the time their session expires will remain logged in until they log out or are logged out by an Admin.

In addition, new "Project - Review Session Invitation" Permissions have been created to manage user access. By default, only Administrators can view and edit invitations.

When repositioning comments that have been pinned open, the comment's profile (size and shape) is now visible for users to ensure an accurate placement.
The profile will display in the user's group color for saved comments.

However, comments that have recently been pasted and not yet saved, due to being copied or moved, will display a system-default blue profile.

When uploading a comment attachment, the Attachment Type is defaulted to "Comment Attachment" but can be updated before or after the attachment has been uploaded.

Users now have the ability to search for text within plan review files on the Review Page. With the help of existing OCR technology, additional server-side services have been implemented to enable capture and return of document text results for real-time searches.

Users must Enable PDF Text Search from the Thumbnail Panel or thumbnail pop-out window's search field to toggle the results that can be queried. Only the pages which have the keyword on them will be listed.

To enable this feature, contact e-PlanSoft. Additional charges may apply.

Comment responses can now be included in the printed PDF of the plans for users who generate reports manually.

This can be done one of two ways:
1. Select the option from the Print Preview within the Review page and download a local copy.

2. Select the option from the Printer Render Settings on the DELIVERABLES tab and return the packaged deliverables.

Note that comment responses will not display when viewing a preview in the Review Page.

When packaging a project's deliverables, users now have the option to append the filename of any marked-up plan being returned. Neither the filename of the zipped package nor the filename of included attachments will be affected.

Some special characters (!, ', ;, @, &, =, , (comma), [, and ]) are permitted in the appended filename as this is an outgoing file and does not need to be checked by Scout.

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.

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

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).

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 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.

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).

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.

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.

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".

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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Users can now export a full list of project comment responses into an Excel file by first selecting one or more comments from the Project Comments tab and clicking EXPORT COMMENTS INCLUDING RESPONSES.

All project comment responses will be exported regardless of which comments are selected.

Users with proper delete rights can now delete multiple assignments at once from the Project Assignments tab.
Select assignments to delete by clicking the checkbox and click DELETE ASSIGNMENTS. Users that have the proper delete rights will have to confirm their decision to DELETE the selected assignments from the "Delete selected records" pop-up.

Users without delete rights will receive an error.

Added a new column filter option on the Assignments Page to display the date for when an assignment status was most recently set to 'Approved' or an equivalent status.

Added a new Project report called "All Projects" with advanced report parameters.

A Markups Report providing a summary of all markups placed on a planset can now be manually generated through the Project Deliverables page.
Select the document from the Deliverables Tab and click MARKUPS REPORT. The list of existing single-column report templates appears and any one of these can be selected to serve as the template for the Markups Report. Choose a template, update the filename if desired, and create the report.

The generated report will now be available as an attachment to include in the Deliverables package.

Refresh buttons have been added to the Projects Awaiting Intake and Projects in Cycle Complete tables within the Dashboard to reload the table contents without reloading the entire page.

The Project Number is now displayed in the Paired Window feature on the Review Page.

Stamped document pages will now display a badge on their corresponding Review Page thumbnail to indicate they have been stamped.

Users with rights can now create review assignments for multiple documents at once when working on projects with multiple documents.
Click Add Assignments (+) in the bottom right, open the "Documents" drop-down, and select the document(s) you wish to create assignments for.

At a minimum, select a Group for the assignment and CONFIRM.

The Distribution Page now has a vertical scroll and the configured automated distributions table has been enlarged to display more distributions at once.

When viewing comments from the Project Comments tab, if the user makes a change and then tries to navigate to the next comment, they will be required to confirm and lose changes or stop and save those changes before navigating away.

A Restore Workspace Settings button has been added to the Review Page Header to allow users to revert their page view back to their most recently saved workspace settings without refreshing the browser and losing any unsaved markups.

Workspace Settings that will get restored include the Markup Detail window position, the Toolbar position (won't restore Toolbar rotation), document zoom level, document placement, and LAYERS settings.

Previously, any changes to the content of a comment did not display in the comment's Responses tab. However, if the disposition of the comment was changed, the comment changes would then also display as an update. This could be confusing.
Now, comment changes - whether they are text changes or disposition changes - will display chronologically in the Responses tab.

The unread response icon next to a comment will now display in the same blue color as the badge notification icon until the response has been marked as read.

A new icon will display next to a comment that has been assigned to the logged-in user. The icon will display in the same brown color as the badge notification. Once the assignment is marked 'complete' or is no longer assigned, the icon will disappear.

The Highlighter tool's Markup Detail settings have been streamlined to remove an unused line style/weight feature and enhance the opacity option to allow for adjusting highlights between 20, 40, 60, and 80% opacity.

A new toggle has been added to the Review Page's Workspace Preferences that will allow a user to automatically enable comment responses for every new comment added.

EPR users now have the option to enable an auto-save feature in the Review Page to ensure that markups are saved in the event the user is automatically logged out due to inactivity (token expiration). Previously, users would be automatically logged out of EPR after 12 hours and would not have the opportunity to save any unsaved markups.

From the Review Page's Workspace Preferences, an auto-save feature can be enabled by choosing how frequently users want their markups to be saved from the drop-down.

The Review Page's Markup Panel has been updated to include a new Measurements Panel. Broken down by Calibration Scale, the Summary provides the total Distance and Area calculations for the current page, as well as document-wide totals. Distance and Area list their total calculations, respectively, for the document page being viewed.

The Review Page's Markup Panel has been updated to include a new Markups Panel. Any markups applied to the document will now display a markup record with the markups category, location, and date/timestamp along with the Group and user that applied the markup. Clicking the Markup tag will automatically navigate users to the markup, center the Review Window around the markup and open the Markup Detail window.

When users rotate a document page to a portrait orientation and apply the Save Page Rotation tool, the thumbnail will now display in portrait orientation after the page is refreshed.

The Create a Text Box tool has been improved to include the following enhancements:

• Option to add Callout Arrows to the Text Box. Callout Arrows can be anchored to the center of any side of the Text Box.
• Text Box border color, Callout Arrows, and line styles are editable.
  

Note: If a deleted Text Box/Callout is restored, it will have its previous border and font settings and callout arrows (if any).

Once a Calibration Scale has been set, a measurement label can now be displayed for sketches. Toggle the Measurement Label on in the Markup Detail window.

After Calibrating the document in the Review Page, the Markup Detail window will now display the radius calculation for a circle sketch once applied.

After Calibrating the document in the Review Page, the Markup Detail window will now display the measured angle after the Calculate an Angle tool has been applied.

After Calibrating the document, EPR will automatically use the set Calibration Scale as the default Scale for all Measurement Tools, as long as only one Scale has been calibrated. If more than one Scale has been calibrated, users will need to manually select which Scale their Measurement Tool should utilize before applying it.

Users can now assign a Comment to another Project Team Member to inform them that a reply is requested. Comments can only be assigned after responses have been enabled.

A notification badge will be displayed when you have been given a Comment Assignment.

Comment Assignments are displayed within the Comment Responses tab and can be marked 'Done' once a reply has been added.

Images can now be inserted into Comments.

Image file types that are supported include .jpg, .jpeg, .png, and .tiff. Users can insert an image using the Insert Image button in the Comments editor but cannot be inserted by dragging and dropping or copying and pasting.

File size must not exceed 10 MB and will be automatically resized to fit on its own line within the Comment. Pinned Comments will display the inserted images on the Review Page but will not be visible within the pinned Comment once printed.

Comments Reports will display Comment images by default but can be configured to substitute the image with a placeholder via a hyperlink to the full-resolution version.

Comments that have an image will display an icon in the Comment Panel preview in lieu of a thumbnail of the image itself.

The Comment Preview tool tip for the Private/Public button has been renamed to Unpublish Comment/Publish Comment.

If a Comment has been unpublished by the author, Administrators can now see the unpublished Comment in the Comments Panel and in the Project Comments tab, and can publish it on behalf of the author. Before, only the author could see and publish their own unpublished Comment.

The "Comment - Unpublished" Permission can be updated to allow other User Roles the same rights, if needed.

A new rich text editor is available in the Comment Report template. There are now options for bold and italicized text, adding numbered lists, inserting hyperlinks, and other rich features.

Comments Report templates can now be configured to include responses that have been added to Comments. Include Comment Responses is an available "Comment Option" that, when turned on, displays all updates to a Comment, as visible in the "Responses" tab of a Comment.

If any assignments are unsuccessfully reassigned during a bulk reassignment attempt from either the global Assignments Page or from the Project Assignments tab due to permissions, a Permissions Error pop-up window will now appear indicating the number of assignments which were successful and how many failed; any failed reassignments will be listed in the pop-up window. Any successful reassignments will update accordingly in the record table as it currently does.

(Entirely successful bulk reassignments will not trigger a pop-up.) 

Administrators can now export the existing Permissions list (Settings/Security/Permissions) to an Excel spreadsheet.

The Settings/Security/Users Page has been updated to include a License Type column in place of the Employer column. The User Role column has also been updated to display the full User Role name instead of an abbreviation.

When response has been enabled on a Comment, users will now see a badge on the Project Comments Tab that displays the number of Comments with unread replies. Comments with unread responses will be marked with an unread message icon and will display the most recent reply to the Comment below it. The responder's name, the response date, and a preview of the response will be visible in the Comments Tab.

The unread response will be highlighted in the Comment's Response Tab and will be marked as 'Read' as soon as the user hovers over the Reply.

Users can also filter by Comments that have unread responses.

All Comments that exist prior to the release of this feature will be marked as "Read".

EPR users now have the ability to make a variety of measurements using different scales on the Review Page. When prompted to create a unit of measurement for the calibration scale, a 'Save As' drop-down is available to apply the scale document-wide or specific to the page. Up to six (6) Calibration Scales can be set, one (1) Document-wide Scale and five (5) Document Page Scales, and are available to choose from when using the Measurement Tools.

As soon as a Measurement Tool has been selected, a pop-up will prompt the user to select one of the existing calibrated Scales to use for the calculation.

A warning message will pop-up when attempting to recalibrate an existing Calibration Scale, resulting in overwriting the calibration and recalculating all existing measurements in the document that use the existing Scale, if confirmed.

All existing Projects with measurements will utilize "Scale #1".

From the Thumbnail Panel's LAYERS Tab, users can delete all sketches on the current document version or for each Group on the current document page or the entire document, based on the Group(s) the user belongs to. The Delete button will not appear if a user does not have permission to one or more Groups listed. Permissions to mass delete are based on existing delete permissions for each User Role while on the Review Page.

If necessary, Administrators can track the deletion in the Event Logs.

If sketches have been deleted from the Thumbnail Panel's LAYERS Tab, users can restore the sketches they deleted on an entire document or specific page, in its current version. Clicking the Restore Sketches button only undoes the most recent deletion of sketches. Users may need to refresh the Review Page or reload the LAYERS Tab for the icon to appear.

If a markup is placed after deletion and then the deletion is undone, both the restored sketches and the recently placed sketch exist. The Restore Sketches button will not undo individual deletions.

EPR users now have the ability to quickly navigate between Comments from the Project's Comments Tab. Opening a Comment will pop-up the Comment modal. Within the Comment, users can navigate to the previous/next Comment without exiting the Comment modal pop-up by using the navigation arrows in the top right.

Comments available for navigation are based on filtered results and the sort order of the Comments within the Project Comments Tab. If a user has unsaved changes, a warning pop-up will appear when attempting to navigate to the previous/next Comment.

While creating a new Comment or editing a Comment on the Review Page, users can now move/drag the Comment modal around the Review Page, allowing better visibility of the planset behind the Comment modal.

Assignments Page

Assignments Page

From the Assignments Page, users can select multiple Assignments and perform a bulk reassignment across multiple Projects by clicking Edit Assignments. In the User drop-down, only Active users who belong to the Group of the Assignment(s) will be available to reassign.

Permission to reassign Assignments from the Assignments Page is granted according to the configured Permissions for editing Assignments within a Project. Users without proper Permissions will see a pop-up message in the upper right corner of the page indicating they are not authorized to perform the action.

In the same way that a user is automatically added as a Project Team Member when assigned to an Assignment, the reassigning of Assignments will also automatically add the new assignee as a member of the Project, if they are not already a member, but does NOT change the ownership/authorship of the Assignment's existing Comments or Markups.

Comments Report

Attachments uploaded to a Comment can now be associated with the Comment included in the Comments Report via a hyperlink. Attachment Hyperlink is an optional Comment Option within the Comments Report Template that can be turned on/off if desired.

The hyperlink will provide cloud access to the saved file for Applicants, eliminating the need to return each Attachment in the Deliverables Package and referring to the file in the body of the Comment. Clicking the hyperlink will automatically download the attachment locally.

Users can just send a Comments Report and marked-up planset to reduce the size of the Deliverable returned.

The Overlay Control Panel Tool allows users to compare document pages from the current Project to document pages from another Project in EPR. Users can now search for another existing Project from the Overlay Control Panel by providing the exact Project Number.

If the Project does not exist or the user does not have permissions to the Project, a warning message will appear.

If the Project is found and no warning message appears, users can choose a document, document submittal, and document page to compare to. 

Hovering over a measurement with the Move, Pan, Select Tool selected on the Toolbar will display the Calibration Scale the measurement is using, the distance, or the area of the respective measurement in the Markup Detail window.

Review Page - Measurement Tools

Currently, if a Calibration Scale has previously been set, markups, with the exception of Stamps and Comments, utilize the Scale to display area and distance calculations as they are being drawn but do not permanently display the calculation the way measurements do.

Users can now change the Calibration Scale for each individual markup except for the Text Box, Stamps, and Comments. By default, markups will apply the following logic when being placed to determine which Calibration Scale to use: 1. If Scale #1 is the only Scale set OR if any other Scales are set along with Scale #1, EPR will set the default to Scale #1. 2. If the Document-wide Scale is the only Scale set, EPR will use the Document-wide Scale. 3. If no Scale has been set, calculations will not be shown while a markup is being drawn. With the Move, Pan, Select Tool selected, click a markup to edit it, and select the drop-down arrow next to the Calibration Scale in the Markup Detail window.

If any other Calibration Scales are set, they will appear as options to choose from and will dynamically update the calculation of the markup being edited, according to the Calibration Scale chosen. Markups will only display calculations while being drawn or in the Markup Detail window after being placed.

The option to have any new Comments automatically pinned open upon placement is now a toggle that each individual user can enable on the Review Page. To do so, open the Workspace Preferences from the Navigation Menu and toggle ON Pin-Open New Comments by Default.

Project Assignments Tab

Reviewers can now track time spent on an Assignment from the Project Assignments Tab rather than having to navigate to the Review Page.

Click the Time Tracker icon next to your Assignment, click the Plus (+) button in the bottom right, and input the time spent performing the review.

Comments Report Templates can now be configured to display a dynamic Date & Time stamp suffix after the filename. Within a Comments Report Template, the Suffix filename with date & time toggle can be turned on so that when a Comments Report is generated, the Report filename will automatically display the current date & time, according to the user's timezone.

Previously, if a Contact was promoted to a User with the Contributor Role, they were not provided membership to the One-Time Access Group (OTAG) which would grant access to Projects for Comment Responses. Now, when a Contact is promoted to a User and is given the Contributor Role, if a License is available, the One-Time Access Group (OTAG) membership is automatically added to the User's Profile.

Users can now apply an overlay across all pages in a document from the Review Page Overlay Control Panel. Toggle Auto-Apply Overlay on All Pages ON to add the overlay based on the document and submittal version selected.

Click Add Overlay to trigger the overlay to be created on each document page opened. While the Auto-Apply Overlay on All Pages toggle is ON, no new single-page overlays can be activated. When the Overlay Control Panel window is exited out on any page, the overlay is removed for all pages. If the Review Page is refreshed, the document-wide overlay will not persist.

Within the Review Page Thumbnail Panel, each thumbnail now displays submittal version tags to indicate which submittal the new version of the document page was uploaded with. Agencies utilizing Partial Submittal no longer have to rely only on the thumbnail's teal border to indicate new or changed pages for the current version. Now, submittal version tags can be displayed on each thumbnail to show how many versions of a document have been uploaded to the Project. If a new/changed page was uploaded during a submittal, the tag on that page will display teal text to indicate it is new/changed. Clicking on a tag will open the document in the version clicked for all pages.

Optionally, Submittal Version Tags can be turned off from the Navigation Menu in Workspace Preferences by each individual user. By default, Submittal Version Tags are displayed.

Category has been added as a Comment Option in Comments Report Templates.

When selected, Comments will display the associated Category.

When markups have been saved to a document page within the Review Page, a badge will automatically be added to the corresponding thumbnail in the Thumbnail Panel. Regardless of which Groups or Reviewers apply markups, the badge displays as an identifier all saved markups on a page. Hovering over the badge will display "Text/Sketches on Sheet: #" to provide the total number of markups on the page.

For the purposes of this badge, markups is defined as Sketch Tools, Text Box, and Highlighter. Comments, Measurements, and Stamps do not trigger the badge to be displayed.

Users now have the option to Undo or Redo edits made while in a Comment. Dedicated buttons have been added to the text editing tools.

Resolved an issue where the Polygon Cloud shape was inverted on one of the edges while placing it.

Whenever incorrectly scanned/uploaded pages require staff to correct page orientation on the Review page, staff can now permanently save this change by clicking on the Save Page Rotation Tool.

Clicking the tool (after rotating the page) not only commits the page orientation permanently but also persists this rotation for all user, even after the Review Page has been closed and re-opened. The printing function will also print the PDF using the saved rotation.

Best practice is for the tool to be used before marking up the page to ensure proper placement of all markups during review and to prevent any rotated markups from being potentially cut off during printing.

• Sketches (shapes and lines) made before a page is rotated will rotate along with the page. They will keep calling out the same area.
• Text-based markups such as Comments, Text-boxes, and Stamps will always display horizontally to ensure they remain readable. The location that comments point to will remain the same, but the tag/comment is rotated to remain horizontal.

New messaging that appears in the top right corner confirms when the rotation is saved and instructs users to refresh the page to recalibrate the markups, as shown below.

Confirmation of a saved page rotation is reflected by the thumbnail image displaying the rotation, as shown below.

Instead of simultaneously collapsing and popping out the Thumbnail Panel by clicking the expand/collapse button, users can now pop-out the Thumbnail Panel with a dedicated pop-out button on the left side of the EPR Review page while keeping the Thumbnail Panel expanded. Click on the pop-out button to open the thumbnails in a separate window that users can move wherever they want, including to a new screen.

Clicking on a thumbnail within this window will load the selected page, just like in the static panel. The pop-out window displays a max of 15 thumbnails per page. For documents with more than 15 pages, page navigation buttons will be present. Click on 'X' to close the pop-out when desired.

Dashboard

The Comment Panel has received some updates.

1. 'Other Pages' has been moved next to 'This Page', instead of below it. While 'This Page' shows a list of comments for the currently selected page, clicking on 'Other Pages' will display a list of all comments across every other page within the current document.

2. The page # description for each Comment has been updated from 'Ref-####" to 'Page-#".

3. A scroll bar has been added to the Comment Panel to accommodate scenarios when the Comments in the panel are too numerous.

Assignment Status filters applied by the user will persist until the user logs out of EPR.

Comments Report

The Summary Options is a configurable section within each Comments Reports Template that allows Admins to choose whether Reviewer group, email, and/or phone number information is provided at the end of the Comments Report.

Comments Report

License Type

A new Read-Only License Type has been introduced. Read-Only users have access to:

1. View all Project and Assignment details, regardless of Group or Project Membership.
2. View all Comments with exception of Comments marked as Private.
3. View all user information and security details.
4. View EPR Configurations.
5. Generate and download Reports.
6. Download any attachment or plan associated with a Project.
7. Generate a Comments Report but NOT attach it as a Deliverable.
8. No notification settings.

Each user can configure which Dashboard tables are visible to them by clicking on the Show/Hide Dashboards icon. Settings will persist after logout.

The tooltips that display when hovering over Comment buttons in the Review Page now accurately represent their current Status by dynamically displaying what action will be performed once clicked.

• 'Set Public' now displays while a Comment is marked Private.

• 'Unflag' now displays while a Comment is Flagged.

• 'Unpin' now displays while a Comment is Pinned.

Dashboard

PDF Scout Inspector Tool / Project Documents Page

Documents uploaded to a Project now have the PDF Scout Inspector Tool's results saved to the document for review with relevant descriptions and tooltips of Scout's checklist items. EPR will display the most recent submittal's Scout results on the Project's Documents tab. For Documents with multiple submittals, EPR will display each document submittal's Scout results on the Submittals page within the Documents tab.

Review Page - Text Box

Users can now change the color of the text to be displayed after applying a Text Box in the Review Page. By default, Text Box text color is displayed in the user's Group color.

When Group Color Restrictions are OFF, users on the Review Page have access to change the Text Box text color to any color with the color palette.

When Group Color Restrictions are ON, users on the Review Page have access to two (2) colors: Red and their Group color.

New License Page allows administrators to track the number of remaining licenses across all paid license types. 

Ability for EPR administrators to now allocate allotted licenses to users or make license changes within the User Page.

Added new report which queries every assignment regardless of assignment status and provides any associated time-tracking information. 

Added a new feature enabling EPR users to delete the most recent submittal version of a document. Versions prior to the most recent cannot be deleted until the latest version has been removed. 

Configuration of this feature is located in the Documents Tab of the Configuration Page.

Users on the Review Page may now filter comments based on any reviewer(s) that has placed comments onto any sheet on the document under review. 

Users on the Comments Tab may now filter comments based on any reviewer(s) that has placed either a review page or project-level comment. 

EPR users can now easily download multiple attachments simultaneously from the Attachments tab. Checkboxes can be multi-selected or users can utilize a select all checkbox before pressing "Download Multiple Files." Files will be downloaded as a .ZIP file
similarly to the Deliverables tab. 

Instead of just collapsing it out of view, users can now pop out the thumbnail navigation panel on the left side of the EPR Review page. Click on the circular expand/collapse button to collapse the panels and in their place bring up a window that users can move wherever they want.

Clicking on a thumbnail within this window will load the selected page, just like in the static panel. Click on 'X' to close the pop out when desired.

To restore the static panel, click on the expand/collapse button again. 

Update the Comment Reports list to display reports in alphabetical order on the Settings > Configuration > Reports page.

Added a configuration page at Settings > Configuration > Document for the agency Admin to control whether to allow other users to lock down pages on the Review screen ("Enable Page Locking"). From this page the Admin can also control whether to display the page lock button the Review screen navigation panel.

Added a new table called "Recently Viewed Projects" to the Dashboard page which lists up to the ten (10) most recent projects which the logged-in user has accessed through the Review page.

Note this list is user-specific so results will differ based on who is logged in.

Added a dedicated "Reports" page from which Admins can generate and export report data (refer to additional notes for report details).

Added the ability to generate a report as a .csv file that lists all projects with an OPEN parent status, sorting them by Project Due Date in ascending order.

The report values include Project Number, Project Name, Start Date, Due Date, and Project Status.

Added the ability to generate a report as a .csv file that lists reviewers' time spent on assignments within a selected date range (time recorded is based on users' self-reported time entries).

The report values include (User) First Name, Last Name, User Role, Groups, Number of Assignments and Total Time Logged in Minutes.

Updated the Review screen 'Lock Page' icon behavior so that it now always displays next to thumbnails when the feature has been enabled by the Admin. 

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

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

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.

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.

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.

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.

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.

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.

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.

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

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.

The Assignments table will now display the assignment submittal value under a new 'Submittal' column.

Snap to Image Line / Grid Line Accuracy

The Calculate Area and Calculate Angle tools now allow users to choose whether to draw using the yellow snap-to guidelines or without the guidelines. The 'Without Guidelines' option allows users to better match lines that are not right angles.

Review Page - Measurements

If a user draws a stamp outside of the document page's printable area, EPR will automatically move the stamp to within the printable area to ensure it appears on the plans.

Sheet Numbers Page

Users with access to the Project Sheet Numbers page can now reorder pages within a plan set by clicking "Reorder Pages."

This brings up a form that allows users to reorder the pages with the document by clicking and dragging, by changing the number beneath the sheet, or by using the left or right arrows on either side of a page. Once updated, the user can  save the new order or click Reset to return to the previously saved view. Once saved, the new order will be reflected on the Review page and also on the printed deliverable document.

Admins can now configure a comment dialog alert to display instructions for users when the navigate to the Project Comments page. The dialog text is configurable and the dialog can be turned on/off by navigating to the Settings > Configuration > Project Comment page.

Admins can now define which project statuses will allow staff to check-in deliverable document packages from the Settings > Configuration > Deliverable page. This configuration is 'off' by default.  Note: If previously enabled, Admin will need to update the settings to define the specific project statuses that will allow check-in.

The Corrections/Comment Report template now includes an option for adding an id as a suffix to the auto-suggested report filename.

Fixed an issue where the calendar did not display properly when setting up a Review SESSION invitation so that it now allows the user to easily set the invitation expiration date.

Resolved an issue where selecting "Show All" from the Rows per page option at the bottom of the Project Comments page did not return all comment results and display them as expected. Clicking "Show All" will now return all comments as expected.

New feature in the Review page allows users to 'lock down' sheets so that a customer's resubmittal does not overwrite them. This will help agencies better control final plans so that after approval/stamping an applicant cannot introduce changes to the stamped plans unless the agency allows it.

Review Session

Contributor Role

When a user sets the Calibration Tool unit to "feet (decimal)" on the Review page, the form now removes the 'inches' field for clearer user input.

If a reviewer's pinned comment extends outside of the document page's printable area, EPR will now issue a warning to the user so that they can move the pinned comment to an appropriate position.

Created a new Configuration > Deliverable page where admin can restrict document check-in so it can only be done when project reaches the "Cycle Complete" status, if desired. By default, this new configuration is turned off, meaning plans can be checked-in at any time, regardless of status.

Created new Configuration > Intake page where admin can disable automatic document versioning done by EPR based on matching incoming files to previous versions by filename. By default, this existing feature is enabled but now this page allows agencies to disable this automatic versioning. Manual versioning can still be done, if desired.

Added an "Occupancy Type" column option to the system-wide Assignments page for users who wish to filter or sort assignment tasks using project occupancy data. To see the column, go to Assignments in the left-hand navigation menu. On that page, click on COLUMN FILTER on the upper right. In the form, select the new "Occupancy Type" option to display the column.

Reviewers can now select/click on any sketch (rectangles, polygons, etc.) drawn on the review page and the Markup Detail panel will display which user created the sketch as well as the date and group information.

• If the current user has edit rights, they can update the sketch.
• If the user does not have edit rights, the Markup Detail panel will say "You don't have permission to edit this markup."

Admins for agencies who not wish to use the "Review Session" feature to invite guests to respond to Review page comments can disable the invitation button entirely from the Configuration > Review Session page. This hides the button from Review page.

Any user role can now be granted the ability to check-in deliverable documents through the Security > Permission page by an Admin.

One Time User Access guests invited by staff through the "Review Session" feature can now add attachments to a comment as part of their reply.

Users who prepare deliverables via EPR can click the new 'Digital Signature' option on the Project > Deliverable's EXPORT section to apply a digital signature to the selected plans. 

The Digital Signature uses e-PlanSoft's Digital ID to sign the document and can be viewed within a PDF reader such as Adobe Acrobat Reader to indicate whether the file has been changed since the digital signature was applied.

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)

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

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

• With/Without Comment Responses
• With/Without Attachments

The EPR Comment Report template (Configuration > Reports) now includes an "Address Options" section that auto-fills with the agency's address data (from the EPR Address page).

This section allows an administrator to override the default address with a custom address specific to the selected template.

Resolved an issue in the Projects list page where the Status filter selections are being ignored. Now the selected status filters will be used.

On the Review page Layers panel, the Markup Mover tool was not correctly showing the page thumbnails when one was selected. This has been fixed to show the thumbnail.

Resolved an issue where clients with the ‘Partial Intake’ setting “OFF” were seeing an unneeded “Missing sheet number” message pop up when the opened the review page.

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.

For agencies who want their reviewer staff to interface directly with customers/applications regarding comments, EPR provides a new feature so that reviewers can invite non-account holders to respond to comments within EPR for a limited amount of time.

The Review page now includes an invitation button (“Create Review Session Invitation”). Clicking on this button allows the Reviewer to fill in a First Name, Last Name, Email address and set an expiration time for the invitee’s access.  Invitees will receive an email with a link to participate in the review by responding to comments directly within EPR but does not provide additional functionality.

New feature on the EPR Review page allows Reviewers to track their time spent on assignments by manually inputting their time spent reviewing (in hours and minutes).

Each time the user inputs time for that particular plan set review, a new record listing that time will be created.

Clicking on the “hide” button next to a page thumbnail on the Project > SHEET NUMBERS tab allows sheets to be hidden and not show in Review page.

This also excludes the sheet from the printed document when prepared through Project DELIVERABLES.

Added new PDF printing options to the Project >DELIVERABLES tab to allow users to only print pages that have markups/annotations.

This option is accessed by clicking through the Deliverable tab’s “PRINTER RENDER SETTINGS” button. If the toggle is clicked, it will generate a deliverable that only includes pages that with markups.

Each comment report template (Configuration > Reports) now includes a “Prefix filename with group label” toggle just above the Title field, with the option ‘OFF’ by default.

If toggled ‘ON’, any report generated using the template will prefix the report title with the user’s Group when the user generates the comment report.

Updated the UI/UX of the Project > SHEET NUMBERS tab for a better user experience.

A new option in the EPR Review page allows users to override the default sorting and display of document pages to instead sort pages based on the page order of the most recent version of the submitted document.

By default, the sort setting remains unchanged.

If users want to implement the change, they can manually update the setting by clicking on the Review page dropdown and clicking on “Preferences.” This brings up the Workspace Preferences form (see below), which includes the new feature as a toggle named “Order Page by Current Version.” As noted, after making this change the user must log out and log back in to see this changes take effect on the Review page thumbnail panel.

Show popup notification on the Review page for ‘Missing Sheet Numbers’ only when the selected document has sheets without sheet numbers. This notification will only pop-up if the EPR portal’s Partial Intake settings is ‘ON.’

Users can either click on ‘Dismiss’ to ignore the notification and continue with their plan review or click on ‘Go to Sheet Numbers’ to navigate to the Project SHEET NUMBERS tab to set page sheet numbers.

Fixed document display view issue on the Project > DOCUMENTS tab that prevented uses from seeing listed documents after switching back from the card view to the default document list view.

Included the Created and End date as part of comment date filters on the Project > COMMENTS tab.

Fixed an issue where the print option for ‘Print Pages with Markups Only’ was excluding pages that only had stamps.

Fixed an issue where the comment update history no longer displayed on the Comment form under the LOGS tab.

Updated the Comment Report Title and Filename fields to return clear error messages if the user attempts to insert invalid characters. Report templates and filenames can no longer be saved until invalid characters are removed to prevent issues during deliverable print/check-in process.