This article provides information on a high-level overview of the project and plan review lifecycle and typical integration scenarios for connecting eplansoft REVIEW e-PlanREVIEW® (EPR) 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:

1. Create a Project: A project record is necessary as a container to upload files.
2. Upload files via the Upload API
   1. Upload files
   2. Trigger assignment creation for plan files to be reviewed
3. Conduct plan review and Complete assignments.
   1. Reviewer will give a status upon completion of assignment (completed, cancelled, approved, etc)
4. A deliverable package with the marked up documents is prepared, this completes the 1st submittal cycle.
   1. Return the deliverable package to the customer for corrections via 3rd party upload api or pull from EPR api.
5. Corrected documents are provided by the customer as the next submittal. Repeat from step 2.
   1. Existing assignments are reopened with a Not Started status and markups are carried forward to the latest version.
   2. Repeat steps 3 and 4
      • The process repeats until all noted issues are resolved and project is closed or archived.

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