This article provides intake instructions for manually uploading plan review documents in PDF format and supporting attachments in any format, to a Project.
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- Delete plan review files marked with an X status,
- PDF's that do not pass inspection will not proceed to plan review.
- For plan review files that pass inspection, flagged with a checkmark:
- Select the FINISH button to complete the upload process.
- The documents will be uploaded to the server.
- The INTAKE tab will become visible.
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Step 3 - Intake
The Intake page (below), will display a thumbnail image of all plan review files that have yet to be assigned.
After assignments are created, the document thumbnail is removed from the Intake page and made visibile on the Documents page.
Document Versioning
The filename of the incoming document is checked against previously uploaded files to look for other files with exactly the same filename.
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When a matching document is found, the new file is assumed to be the next submittal.
Workflow Distributions
In addition to the filename being important for managing document versions, it is also evaluated to determine whether preconfigured workflow distributions are triggered to preload assignments on this Intake page. See
Creating Assignments for the 1st Submittal
- Click on the first document thumbnail image.
- Select the appropriate Group from the dropdown.
- Optionally, select a Review Type.
- Optionally, chose a specific user as an Assignee.
- Repeat these steps for the remaining documents that you wish to processs for assignments.
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Choose a Review Type when you want to provide additional information about an assignment. For example, create one assignment to the Building department with a Grading review type and another assignment to the Building department with a Landscape review type. This allows the same department/group to approve or deny a document for different reasons. |
Workflow Distributions
In addition to the filename being important for managing document versions, it is also evaluated to determine whether preconfigured workflow distributions are triggered to preload assignments on this Intake page. See Workflow Distributions.
In the image above, the document ARCH_Floor Demolition Plan.pdf triggered the autocreation of assignments for the Fire and Building groups. .
The user may choose to accept the distribution records, or modify them as desired.
Assignment Due Dates
Workflow
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