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1. Marked up documents with comments, sketches and/or stamps, sketches.
2. Attachments such as:
   1. Correction Reports
   2. Attachments Supplemental files meant to be returned to the customer.

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1. A project record exists.
2. Plan review assignments have been created and completed.
3. Optionally, a Correction/Deficiency report has been created and saved to the project as an Attachment.
   1. Ideally, the Correction report is generated just prior to preparing the deliverable package.

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Overview of the Deliverables

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Process

The Project Deliverables page (below) contains three tabsis broken up into three sub-sections, with users navigating from one section tab to the next:

1. Documents
2. Attachments
3. Export

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The Documents tab displays a list of plan review documents for the project.

For each document, the filename, most recent version date, most recent submittal number and the current assignment status, by group, is shown.

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In the example below, open comments, stamps and sketches for the Building and Fire groups will be included in the deliverable package.

The Attachments Tab

The Attachments tab displays a list of attachments related to the project.

There are several types of attachments:

• Corrections Reports consisting of reviewer comments.
• Supplementary files provided by the applicant/client as part of the project documentation (application documents, calculations, etc.). 
• Reference files attached to comments by reviewers during the plan review process (images explaining their comments, etc.).

All attachment types are displayed on this page.

The Export Tab

The Export tab allows users finalize the package name and method of delivery (choosing "Download .Zip", "Email to Contacts" , or "Check In" as applicable).

The Project Status can also be updated on this page, if desired.

Step 1 - Choose Documents

1. Use the check boxes on the left to choose the plan review documents you wish to

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1. include in the package.

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Changing the Printer Render Settings (Optional)

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Step 2 - Choose Attachments

1. Select Click on the Attachments tab.
2. Choose the files you wish to include in the deliverable package.

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Step 3 - Export the Package

1. Select Click on the Export tab.
2. Choose a deliverable method:
   1. Download ZIP
   2. Check In to an integrated product
   3. Email to Contacts

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