Creating a PSA Form
Inspectors can capture PSA information on the PSA form (.pdf) in the field where there is no internet connection. In order to get this information from the form into the system inspectors can upload one PSA form for each inspection to an EPS File Transfer Protocol (FTP) site.
Inspectors must log into the site in order to upload the file(s). Each inspector can enter up to two PSAs for the same application on the same date.
Multiple inspectors can enter PSAs for the same permit on the same date.
Batch Process
The batch process will perform the following actions:
· Move PDF Forms
· Extract data & create new PSAs
A batch job will run daily to move the PSA Forms to a temporary holding folder from which they will be imported into the EPS system.
· The batch job will move the forms from the EFT site to a new folder to wait until processed.
· The uploaded PSA files will be deleted from the EFT site after they are moved to the new folder.
PSA Extraction and Matching
The system will extract the data from the PSA form and attempt to associate the PSA with the appropriate Application or Permit. The system will match new PSAs to an Application or Permit based on the following fields:
· Application or Permit Number
· District
· County
In the event that no match is found the PSA is added to an exception list. The PSA will be added as an EPS PSA record when a match is found and:
· The PSA form fields are mapped to the PSA record in EPS.
· The PSA status is set to Submitted.
· The PDF form is attached to the PSA as Document Type FID/PSA.
· The PSA is added to the list of PSAs for an Application or Permit.
· The PSA is added to the PSA Work Queue.
Exception Notifications
If the system is not able to match a PSA to an existing Application or Permit and District, an email is sent to alert the inspector that something needs to be updated on the PSA form.
· The failed PSA will be attached to the email.
· The email will be sent to the inspector who submitted the PSA.
§ The email address is the user-entered email address on the PSA form.
§ The email Subject Line is PSA Requires Attention.
§ The email body is standard text.
§ The email text will be approved by the business user.
· The inspector must upload the corrected PSA in order to have it processed again.
To prepare a PSA form for an inspection:
1 Login to ePermitting. The Application Portal screen displays.
2 Select the PSA form from the Links section.
3 Save the PSA form to your local drive.
4 Search for or enter an application number or permit number. The Application Information screen displays.
5 Open the appropriate application and copy application information into the PSA form, i.e., Permittee and Contractor names, Application ID, Permit Number, District and County, and Work Description.
6 Expand the File menu.
7 Click Save As.
8 Indicate Location, File Name, and File Type to identify where the file is to be saved and the file name and type under which it is to be saved.
9 Follow this naming convention to ensure your upload of the PDF into ePermitting will succeed. The PSA file name should not include spaces. The file upload will not work if there are spaces in the file name.
<User ID>-<Application ID or Permit Number>-<Inspection date YYYYMMDD>-<Upload Number>-EFTID-12345-20160916-1 (your EFTID number)
10 The PSA form is ready to be used for the inspection.