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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- An open project record exists. See Add a Project record, Step 1.
- Plan review documents in PDF format and supporting documents, in any file format, are accessible to the user.
- Navigate to the Projects page and select the Documents tab.
In this article:
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Step 2 - Upload 1st Submittal Documents
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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.
The Intake Page Described
PRIOR: Expands the right panel to show a list of plan review documents previously assigned for review.
PREVIEW: Open the PDF for viewing/download.
Prior Submittals: List of plan review files that have already been assigned for review.
Submittal: Your Document Cycle list, sorted by the Order number.
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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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It is critical that incoming documents are properly versioned from 1st, to 2nd, to 3rd, etc. This is because reviewer's markups and comments are carried forward from prior versions to the latest version automatically, significantly reducing the effort needed to complete plan review. |
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Creating Assignments for the 1st Submittal
- Click on the first document thumbnail image.
- A checkmark will be turned on indicating that assignments should be created for this document.
- Turn off the checkmark to prevent assignments from being created until a later time. Documents can sit in the Intake page until you want to handle them.
- 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 process for assignment.
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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. |
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Creating Assignments for the next Submittal
When an incoming document filename matches to a prior plan review document, or when you have manually selected a file from the Prior Submittals dropdown to make that association, assignments that were previously handled, whether they are closed or still in process, will be pointed to the latest version.
Although you cannot change the Group/Review Type/Assignee for these records, you may set a Due date.
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Setting Assignment Due Dates
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