This article provides information a high level overview the project and plan review lifecycle and typical integration scenarios for connecting eplansoft REVIEW to an external application using our Connect API toolkit.
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High Level Overview
A typical plan review Project undergoes this basic process:
- Create a Project: A project record is necessary as a container to upload files.
Upload files via the Upload API- Upload files
- Trigger assignment creation for plan files to be reviewed
- Conduct plan review and Complete assignments.
- Reviewer will give a status upon completion of assignment (completed, cancelled, approved, etc)
- 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 via 3rd party upload api or pull from EPR api.
- 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.
- Repeat steps 3 and 4
- The process repeats until all noted issues are resolved and project is closed or archived.
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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:
- creates a project via project create API
- uploads file to EPR
- manually creates plan review assignments in EPR thus not using EPR's API
- return final PDF files to the integrated application using API calls provided to EPR.
Integration Option 2
- creates a project via project create API
- uploads file to EPR
- creates plan review assignments in EPR using EPR's assignment API
- during plan review, based on some event trigger a callback to 3rd party application
- return final PDF files to the integrated application using API calls provided to EPR.
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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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