Page Comparison

This article provides information about the Settings/Configuration/Distributions page. Use the Distributions page to configure assignment distributions to create plan review assignments efficiently. 

Workflow distributions are recommended when EPR is running as a stand alone product or when an integrated partner will not import plan review assignments using our ConnectAPI.

Configure Project Types for Permitting and Design Review Lists.

Prerequisites:

1. Configure Review Types for Permitting and Design Review Lists.
2. Configure Groups for Permitting and Design Review Lists.
3. Create user accounts for plan reviewers.
   1. Assign plan review users to Permitting and Design Review groups .
4. For each project type, you will need:
   1. A list of plan review documents that will typically be required, by discipline (review type).
   2. A list of group members who will typically be assigned to these projects.

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File Naming Requirements for plan review documents

Configuring Distributions based on a file name prefix:

Incoming PDF's that follow file naming requirements provide the ability to create plan review assignments to for the appropriate reviewers/groups by matching the leftmost 4 characters in the filename that preceed precede the underscore ( _ ) against the Abbreviation of a Review Type record. 

Optionally, if the Review Type setting on the workflow record has been set to 'Any', the first 4 characters of the filenames will be ignored and plan review assignments will be triggered during intake, assuming the filename includes the required underscore character.

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Using the three documents below as an example, the Mixed Use workflow record (abovebelow) would trigger 4 create two group assignments for the CIVL_Notes.pdf file and two group assignments for the MEP_Landscape.pdf file. 

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No assignments would be auto-created for the document named Sprinkler Diagram.pdf, because a matching Review Type prefix (and underscore character) are missing from the filename.Image RemovedImage Removedhave not been configured and the filename is missing the underscore character.

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Configuring Workflows for any plan review document

To create a workflow record that ignores the filename prefix, select the 'Any' checkbox was enabled, any documents that included an underscore character would be used to create assignments. The filenames are not matched to a Review Type abbreviaton.. During intake, assuming the filenames include the required underscore character, the selected group assignments will be triggered.

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1. Click the + button on the bottom of the page to open the Add/Edit Distribution form.
2. Select a Purpose and Project Type from the dropdown lists.
3. Choose the Review Type abbreviation(s) if the files will be distributed by discipline or choose ‘Select All’ if the files do not need to be distributed by discipline.
4. Optionally, choose the 'Any' checkbox to ignore matching the filename prefix to a Review Type abbreviation.
5. Select the Groups who should receive assignments and if desired,
   1. Select an Assignee as a named user or
   2. Choose ‘Select All’  when if all Groups should receive assignments.
6. Verify that the selections are correct, including the Purpose and Project Type.
   1. Changing the Purpose/Project Type will not be allowed after the record is saved.
7. Click the ‘Confirm’ button to save.

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1. Automated Distributions must be toggled ‘on.’
2. The Distribution record must be 'Active'.
3. The Project record's project type value must match to a Distribution workflow record's project type.
4. Incoming filename(s) must contain an underscore character to delineate the file as a plan review document.
5. Incoming filename(s) must be prefixed with a Review Type abbreviation, unless the 'Any' checkbox is enabled.

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