This article provides information about e-PlanREVIEW® (EPR) partial document submittal, which some refer to as "partial intake." This page covers the pros and cons of using partial intake, including how document page sheet numbers factor into the process.
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- Applicants cannot submit just new and/or updated plan pages during resubmittal
- Stricter submittal requirements
- Each resubmittal set must have an equal or greater number of pages than the previous submittal; if a plan has 10 pages during the first submittal, it must have at least 10 pages in the second submittal; if the second submittal has 12 pages, the third submittal must have at least 12 pages, and so on...
- Applicants must maintain submittal pages in the same order
- Applicant must add new pages at the end of the document
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Failure to submit plan set pages in the same order as the original submittal may result in reviewer markups being transferred to the wrong page on the latest plan set version. This reduces resubmittal review efficiency and can lead to more work for agency plan reviewers. |
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- If applicants still submit full plan sets (which is allowed but NOT RECOMMENDED), this can create more work for intake staff
- Potentially more elaborate intake process
- Requires more detailed training for agency intake staff
- Proper sheet numbering for document pages is required or this will result in additional work for agency staff
- Agency staff may be reminded if any submittal pages are missing sheet numbers on the review page
- Sheet numbers should be added or corrected on the current plan set before a new version of the plan set is accepted for intake to prevent from potential data issues down the line
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If applicants do not follow sheet number recommendations (see below), EPR's ability to automatically transfer markups may be impacted. This can result in additional work for intake staff or other agency employees who will need to fill in missing or incorrect sheet numbers. |
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How EPR Identifies Sheet Numbers
During the document render process, optical character recognition (OCR) runs to try to identify sheet numbers automatically. While OCR technology has limits, three main factors affect whether EPR can identify a sheet number properly:
- Location and Page Rotation
- Font Style
- Sheet Number Pattern
Location and Page Rotation
To reduce the potential for errors, EPR focuses on the lower right corner of the incoming page to try to identify the sheet number (as highlighted in red below):
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If EPR is unable to identify a sheet number, or if EPR misidentifies a sheet number during the automated process, users will need to manually add or edit the sheet number.
Font Style Guidelines
Certain fonts are more likely to result in successful sheet number identification than others. To provide the best chance for success:
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The sheet number is written in a large, clear, True-Type font with adequate space around each character and follows the pattern rules:
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BAD EXAMPLES
Sheet number has bad font style or breaks pattern guidelines:
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While the automated process is designed as a first pass for identifying sheet numbers, document pages and sheet numbers that don't fit the criteria described in previous sections can limit its effectiveness. To help with cases where automated identification is unsuccessful, the project Sheet Numbers tab offers users a secondary way to add missing sheet numbers or correcting mismatched sheet numbers. Using the Sheet Numbers tab to review sheet number accuracy is strongly encouraged.
To add or update sheet numbers manually:
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