This article provides information about how eplansoft REVIEW (EPR) manages projects, plan review documents, supporting attachments and the plan review cycle.
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In this article:
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High Level Overview
A typical plan review Project undergoes this basic process:
- Create a Project: A project record is created that includes at minimum, one primary Contact.
Conduct Intake on the new plan review documents.- Plan review documents (in PDF format) are uploaded to the project.
- Supporting attachments (any file type) are uploaded to the project.
- Trigger Distribution Workflows to create group and/or named-user assignments.
- Multiple assignments are created for each plan review document.
- Conduct plan review.
- Complete assignments.
- Each assignment is given a pass/fail status by the reviewers.
- A deliverable package with the marked up documents is prepared, this completes the 1st submittal cycle.
- Return the deliverable package to the customer for corrections.
- Corrected documents are provided by the customer as the next submittal. Repeat from step 2.
- Existing assignments are reopened with a Not Started status and markups are carried forward to the latest version.
- Comments found to be resolved are marked ‘closed’.
- Plan Review Assignments are completed.
- The process repeats until all noted issues are resolved.
- The project is closed.
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Integrated Environments
Variations on the process described above include the following scenarios when EPR is integrated to another application using our Connect API toolkit:
Integration Option 1:
The integrated application pushes project data, documents and plan review assignments to EPR. The integrated application manages document versioning.
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Plan review deliverables are checked in to the integrated application using API calls.
Integration Option 2:
The integrated application pushes project data and documents to EPR using API calls.
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Plan review deliverables are checked in to the integrated application using API calls or downloaded to another network location.
Integration Option 3:
EPR is connected to the e-PlanSoft goPost Customer Portal.
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In some cases, a project may need to be reopened for plan review of revised drawings after a project has been closed. For instructions on how to handle documents submitted as revisions, see: XXXXX |
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The Project Status Workflow
Project statuses are configured by your site administrator and mapped to an internal project status workflow.
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For stand alone deployments, email notifications should be configured to alert the appropriate project team members when a project cycle is set to Cycle Complete so that a deliverable package can be prepared. |
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