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After this class, you will be able to: Apply the system settings required for Accela EDR

6.0 Using EDR for Plan Review. After this class, you will be able to: Apply the system settings required for Accela EDR Apply the suggested customization options for Adobe Acrobat Pro X Navigate the Adobe Acrobat Pro X interface Conduct plan review using the Adobe Acrobat Pro X tools

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After this class, you will be able to: Apply the system settings required for Accela EDR

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  1. 6.0 Using EDR for Plan Review • After this class, you will be able to: • Apply the system settings required for Accela EDR • Apply the suggested customization options for Adobe Acrobat Pro X • Navigate the Adobe Acrobat Pro X interface • Conduct plan review using the Adobe Acrobat Pro X tools • Utilize the EDR tool functionality • Refresher on plan revision process • Use ComparA for overlay or side-by-side comparison of two PDF documents • Check-in plans and merge all reviewers comments • Review document audit log

  2. 6.0 Using EDR for Plan Review What is EDR? EDR stands for Electronic Document Review. EDR is a separate software client that is installed on the users’ computer. EDR allows Accela Automation to integrate with Adobe Acrobat Pro X to provide jurisdictions with the ability to digitally manage PDF documents and plans for the entire life cycle of a project. A single document or multiple PDF documents can be attached to a record and assigned for review to a reviewer. The reviewer can then open the PDF document directly from the record Documents portlet. Then Adobe Acrobat is automatically launched and provides the tools needed to perform a review and relay notes and comments to the customer. The same PDF document can be viewed simultaneously by multiple reviewers. The EDR client also installs a handful of toolbar buttons that are made available in Adobe Acrobat Pro X that allow users to publish their annotations and comments back to the record in Accela Automation and also check-in a document to compile all of the comments and save a new document that is available to the customer in ACA.

  3. 6.0 Using EDR for Plan Review • System Requirements • 1. Adobe Acrobat Pro X • - Provided by State ePermitting Program • 2. .Net Framework 4.0 Client Profile • - Download from Microsoft • 3. Accela Document Review Client • - Provided by State ePermitting Program • Please contact the State ePermitting Program if you need assistance or installation files for any of the above. • Oregon.epermitting@state.or.us • 503-373-7396

  4. 6.0 Using EDR for Plan Review • Automation Configuration • FIDs (Set to Full Access) • 8474 (Check-in permission) • 8090 (Workflow Supervisor) • 8470 (Allows document review without 8090) • 8132 (Workflow) • 8133 (Workflow Task Assignments) • 8140 (Workflow Limit Access by Dept) • 8486 (Use ComparA overlay / side-by-side comparison)

  5. 6.0 Using EDR for Plan Review • Automation Configuration – Cont’d • Standard Choice • DOCUMENT_AUDIT_ACTION_TYPES • Modifying portlet display • Add “Actions” column to: • - Document portlet • - My Task Document List portlet • EMSE events to trigger email notification • Please contact the State ePermitting Program if you need assistance • with any of the above. • Oregon.epermitting@state.or.us • 503-373-7396

  6. 6.0 Using EDR for Plan Review Roles

  7. 6.0 Using EDR for Plan Review ComparA ComparA is a new feature that allows plan reviewers to compare two different PDF documents to note the differences during the plan review process. ComparA is an additional client that must be installed on the users’ computer. After installation, the ComparA license key file must be added to this path: C:\Program Files\DocuFi\Compara\ The ComparA installation files and license key file will be provided by the State ePermitting Program. Please contact the State ePermitting Program if you need assistance or installation files for any of the above. Oregon.epermitting@state.or.us 503-373-7396

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