This article provides intake instructions for manually uploading plan review documents in PDF format and supporting attachments in any format, to a Project.
...
- 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:
...
| Table of Contents |
|---|
...
Step 2 - Upload Documents
- Navigate to the Projects page and select the Documents tab.
- Click the upload icon on the bottom of the Documents tab.
- Browse and select the PDF’s for plan review and supporting attachments (in other file formats).
- Drag PDF’s not intended for plan review to the ‘Attachments Here’ ‘Attachments Here’ panel, as shown below.
- Supporting attachments will not be used to create plan review assignments. They are considered reference material only.
- Confirm that the plans and supporting documents are on the correct panels.
- Select the PROCESS button to launch the Scout PDF inspector for the incoming plan review files.
- Drag PDF’s not intended for plan review to the ‘Attachments Here’ ‘Attachments Here’ panel, as shown below.
- After Scout After the PDF inspection completes, inspection results results are displayed on the REVIEW PROCESSED DOCUMENTS tab, shown below.
- For files flagged with a warning icon or X status,
- Select the eye icon to see the Scout inspection results.
- For files flagged with a warning icon or X status,
Delete plan
Delete plan review files marked with an X
...
status
- PDF's that do not pass inspection will not proceed to plan review.
Finishing upload for Plan Review files that pass inspection
For plan review files that pass inspection , are flagged with a green check mark :as shown above.
- Select the FINISH button to complete the upload process. The
- Plan review documents will be uploaded sent to the AWS serverrendering server.
- An optical character recognition (OCR) process is then performed to capture the sheet numbers.
- Attachments/supporting documents will be visible on the ATTACHMENTS page.
- OCR is not performed on attachments.
...
Step 3 - Intake
The Intake Page Described
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 visible on the Documents page.
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.
...
Document Versioning
The filename of the incoming document is checked against previously uploaded files to look for other files with exactly the same filename.
...
| Info | ||
|---|---|---|
| ||
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. |
...
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.
...
| Info | ||
|---|---|---|
| ||
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. |
...
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.
...
Setting Assignment Due Dates
...