Accela Configuration for Bluebeam Studio
Accela Configuration
Below is all the Accela configuration: Users, FID’s, Standard Choices, EMSE scripts, and the Document > 3rd- party Integration settings that must be configured for Accela to work with Bluebeam Studio. The configuration below will need to be added or updated in Accela for connecting with Velosimo and Bluebeam Studio.
Create VELOSIMO Accela User
This is the user we use to connect Accela to Bluebeam Studio via the Accela Construct API. This is typically the user we use to configure the development environment and connect and view issues in Production.
User Name = Defined by agency.
Set the password reset out to 9999. Make sure they are in the Admin Department and group. Enable all the FID’s listed below.
FIDs
| FID | User/Group |
|---|---|
| 0364- Restful Script APIs | Building Admin Group users group. This only needs to be enabled for the Admin Group. |
| 8433-Document Permission Settings - 7.0.0 | All users using Bluebeam Studio have this FID enabled |
| 8504-Document Checklist - 7.3.3 | All users using Bluebeam Studio have this FID enabled |
| 8474-Check-in permission - 7.1.0 | All users using Bluebeam Studio have this FID enabled |
| 8486-Compare Documents - 7.2.0 | All users using Bluebeam Studio have this FID enabled |
| 8478-Document Assign Permission - 7.2.0 | All users using Bluebeam Studio have this FID enabled |
| 8505-Document Review Comments - 7.3.3 | All users using Bluebeam Studio have this FID enabled |
| 8477-Document Review Permission - 7.1. | All users using Bluebeam Studio have this FID enabled |
Accela Standard Choices
There are six standard choices that needed to be edited/added to Accela.
1. EXTERNAL_DOC_REVIEW
| Standard Choice Value | Value Desc | Description |
|---|---|---|
| ACCOUNT | username=velosimo;password=notused | This is the same for every client. |
| PRODUCT | EPC | This is the same for every client. |
| WEB_SERVICE_URL | https://connect.velosimo.io/app/[unique app name]/restapi?X-Tenant-Access-Key=[unique key value]&X-Tenant-Access-Token=[unique token value]& | NOTE: this enables the Documents >3rd party Integration settings in the V360 admin to be configured. Each environment will have a unique URL. Please contact Velosimo to confirm the unique URL values for each environment |
This URL enables the 3rd - party Integration settings in the V360 Admin >Setup>Document below.
2.VELOSIMO_SETTINGS
| Standard Choice Value | Value Desc | Description |
|---|---|---|
| VELOSIMO_ACCELA_USER | AACMT | This is the connection user. Set the password out 9999 Add user to the Admin group. |
| VELOSIMO_TENANT_KEY | Each environment will have a unique Tenant Key | Please contact Velosimo for the unique Tenant Key |
| VELOSIMO_TENANT_TOKEN | Each environment will have a unique Tenant Key | Please contact Velosimo for the unique Tenant Token |
| VELOSIMO_URL | https://velosimo.io/ | This will always be https://velosimo.io/ unless Velosimo provides a different URL. |
3. EPR_REVIEW_TASKS
Accela tasks that are doing plan reviews. Include all task that does electronic plan review.
4. EPR_DOCUMENT_CATEGORY
This is a list of all the document types being used for Plan Review. Do not include documents that are not Plan Review documents
5. DOCUMENT STATUS
This is an Accela setting. Select the Business Configuration radio button and select Document Status from the drop-down that displays.
a. Routed to Bluebeam Studio
6. DOCUMENT REVIEW STATUS
This is an Accela setting. Select the Business Configuration radio button and select Document Review Status from the drop-down that displays.
Events and EMSE Scripts
There are Velosimo scripts, named below, that need to be installed. Please contact Velosimo when you are ready to receive the scripts.
All of the Event scripts are editable if needed.
The VELOSIMO_GETUSERS script needs to be edited. There are notes at the top of the file on what needs to be edited.
Velosimo Scripts
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VELOSIMO_GETDOCUMENTS
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VELOSIMO_GETUSERS
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VELOSIMO_GETWORKFLOW
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VELOSIMO_GETWORKFLOW_V2
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VELOSIMO_GET_REF_WORKFLOW
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VELOSIMO_UPDATESUBTASK
-
VELOSIMO_GETDOCIDBY3RDPARTYID
and, Velosimo_IncludesCustomAdditions
Event Script sample
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DocumentUpdateAfter
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WorkflowTaskUpdateAfter
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InspectioResultSubmitAfter
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CovertToRealCapAfter
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Convert
Documents
This is all the documents that are being passed from Accela to Bluebeam Studio for review. These document types need to be in the EPR_DOCUMENT_CATEGORY standard choice. Each document must have the Document Status Group and a Document Review Status Group selected on the document type.
3rd- party Integration Settings
All the records included in the Bluebeam Studio integration need to be added here.
Record Type Mapping
-
Click the New button.
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Select a record type from the picker.
-
Select Velosimo(1) for all the 3rd-party drop-down fields.
- Click the Submit button.
Department Type Mapping
All the departments included in the Bluebeam Studio integration need to be added here.
Construction Type Mapping
This maps to the “Construction Type” field on the Addtl Info tab.
Contact Type Mapping
This maps to the “Contact Types” that are available to Bluebeam Studio.
Updated 7 months ago