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For standalone users, those with goPost, or those with integrations that require EPR Intake, staff can either create assignments manually on the project Intake tab or use Automated Distribution workflows (if configured). |
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Integrated clients using EPR in conjunction with a partner permitting system should create assignments through their designated process rather using Intake unless instructed to. |
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The Intake Tab
Whenever documents require intake, the e-PlanREVIEW® (EPR) Intake tab displays a number that corresponds the number of files that need assignments. Incoming documents are listed separately, with each one then listing its own possible assignments. If there is more than one file, the first displays an expanded ‘assignments view’ while the rest remain collapsed until clicked.
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Feature | Icon | Description | ||
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Prior Submittals | N/A | For resubmittals only. Dropdown that lists all first submittal documents within this project.
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Group | N/A | Required. Each assignment must belong to a group so that one or more members of that group can view and work on the assignment as needed. | ||
Review Type | N/A | Optional. If staff need to create multiple assignments for a single group, they can use this field to create unique sub-assignments. The options for this field populate from a list configured by the Admin. | ||
Assignee | N/A | Optional. Staff can further designate a specific assignee (from a list of group members) to perform a plan review. Other group members will still have access and can work on the assignment, but the assignee is the designated reviewer. | ||
Due Date (Assignment-level) |
| Recommended. Click on the calendar-shaped icon next to each assignment to set a Due Date.
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Due Date (Document-level) |
| Optional. If a document has multiple assignments and they all require the same Due Date, click on the calendar-shaped icon in-line with the document name to set a Due Date for all the document’s assignments at once. | ||
Add Assignment | ➕ | Click to add another row for an additional assignment below the existing assignment row. | ||
Remove Assignment | ➖ | Click to remove the current assignment row (removed assignments will not be created). | ||
CREATE ASSIGNMENTS (Document-level) |
| Click to confirm and create all assignments for the current document. | ||
RESET |  | Click to clear all filled-out assignment information for the current document. | ||
Delete (Document-level) |
| Click to delete an incoming document directly from Intake (users with delete rights only).
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Feature | Icon | Description | ||||
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CREATE ASSIGNMENTS (Multi-document) |
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Due Date (Multi-document) |
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Delete (Multi-document) |
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Expand each document in the list to review the suggested assignments.
Add Due Dates and/or otherwise modify suggested assignments, if necessary (refer to Assignment View [LINK] for details).
Finish creating the assignment(s) by clicking CREATE ASSIGNMENTS or clear assignment suggestion(s) by clicking RESET.
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Group cannot be changed for existing assignments. Review Type, Assignee, and the number of assignments cannot be changed during resubmittal intake, but can be updated afterward from the project’s ASSIGNMENTS tab. [LINK] |
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Deleting a Document from Intake
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