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

FIDUser/Group
0364- Restful Script APIsBuilding Admin Group users group. This only needs to be enabled for the Admin Group.
8433-Document Permission Settings - 7.0.0All users using Bluebeam Studio have this FID enabled
8504-Document Checklist - 7.3.3All users using Bluebeam Studio have this FID enabled
8474-Check-in permission - 7.1.0All users using Bluebeam Studio have this FID enabled
8486-Compare Documents - 7.2.0All users using Bluebeam Studio have this FID enabled
8478-Document Assign Permission - 7.2.0All users using Bluebeam Studio have this FID enabled
8505-Document Review Comments - 7.3.3All 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 ValueValue DescDescription
ACCOUNTusername=velosimo;password=notusedThis is the same for every client.
PRODUCTEPCThis is the same for every client.
WEB_SERVICE_URLhttps://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 ValueValue DescDescription
VELOSIMO_ACCELA_USERAACMTThis is the connection user. Set the password out 9999 Add user to the Admin group.
VELOSIMO_TENANT_KEYEach environment will have a unique Tenant KeyPlease contact Velosimo for the unique Tenant Key
VELOSIMO_TENANT_TOKENEach environment will have a unique Tenant KeyPlease contact Velosimo for the unique Tenant Token
VELOSIMO_URLhttps://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

1473

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.

1484

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

  1. VELOSIMO_GETDOCUMENTS

  2. VELOSIMO_GETUSERS

  3. VELOSIMO_GETWORKFLOW

  4. VELOSIMO_GETWORKFLOW_V2

  5. VELOSIMO_GET_REF_WORKFLOW

  6. VELOSIMO_UPDATESUBTASK

  7. VELOSIMO_GETDOCIDBY3RDPARTYID

and, Velosimo_IncludesCustomAdditions

Event Script sample

  1. DocumentUpdateAfter

  2. WorkflowTaskUpdateAfter

  3. InspectioResultSubmitAfter

  4. CovertToRealCapAfter

  5. 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.

1544

3rd- party Integration Settings

All the records included in the Bluebeam Studio integration need to be added here.

1072

Record Type Mapping

  • Click the New button.

  • Select a record type from the picker.

  • Select Velosimo(1) for all the 3rd-party drop-down fields.

947
  • Click the Submit button.

Department Type Mapping

All the departments included in the Bluebeam Studio integration need to be added here.

1148

Construction Type Mapping

This maps to the “Construction Type” field on the Addtl Info tab.

712

Contact Type Mapping

This maps to the “Contact Types” that are available to Bluebeam Studio.

1034