The e-PlanREVIEW® (EPR) Review page is where reviewers and other users will spend most of their time looking through, marking up, and commenting on plans supplied by applicants.
...
Components of the Review Page
The Review page is made up of four main areas:
The Header (top)
Navigation Menu
Assignment/Document Functions
The Review Window (center)
Toolbar
Markup Details
The Thumbnail Panel (left side)
Thumbnails Pane
Layers Pane
The Markup Panel (right side)
Comments Pane
Measurements Pane
Sketches Pane
...
Feature | Icon | Description |
|---|---|---|
Navigation Menu |
| Click to navigate to the current project’s DETAILS, ASSIGNMENTS, DOCUMENTS, COMMENTS, or DELIVERABLES tabs. Also provides access to: |
Document Filename | N/A | The filename of the document you are currently reviewing. |
Document Information | | Click to open the “Project/Document Information” window to view available information for project address, contact, document/version, and assignment information. |
SAVE MARKUPS |   | Click to save any unsaved markups. The SAVE MARKUPS button will turngreenwhenever there are any unsaved sketches or measurements on the page. (Comments and stamps are saved immediately once created.) Save as frequently as comfortable or configure autosave preferences in Workspace Preferences. |
SAVE WORKSPACE |   | Click SAVE WORKSPACE to save your current page position, page zoom, and line style/opacity markup settings for reuse next time you open a document page. Layer settings are also saved to your workspace profile. To update, simply make desired changes and then click SAVE WORKSPACE again. |
Group |  | Displays your reviewer group (department, discipline, etc.) in the markup color assigned to your the group. All markups made will be associated to your the currently selected group. If you belong to multiple groups, click here to open a window allowing you to switch to another reviewer group for additional markup. (Note that you are still in the same assignment as before.) |
Assignment Status |  | Click the “Status” dropdown to choose the appropriate assignment status once you have complete your plan review. Updating your assignment status is an expected part of your plan review unless otherwise specified. If the “Status” dropdown is not clickable, you may have selected the assignment for a different group and must stop and switch to the correct assignment. |
ReviewSession |
| If enabled, click to invite one or more guest(s) to view and respond to comments on the plan set for limited time. |
Time Tracker |
| Click to self-report how much time you have spent reviewing the current document. |
Full Screen |
| Click to enter the browser’s “Full Screen” mode, which hides the browser buttons from view. Press F11 to return to normal screen mode. |
Restore Workspace |
| Revert the page view to your previously saved workspace settings without having to refresh the browser page or losing any unsaved markups. |
Attachments |
| Click to open the Project Attachments window. You may view existing attachments and upload new attachments to the project (assuming those permissions have been granted). |
Printer Preview |
| Click to open the “Print to PDF Preview” window to preview what the pdf would look like if created with the current markups. From the preview window you will have the option to DOWNLOAD the marked up pdf file to your desktop. |
Page Lock |
| Click to prevent a page from being replaced by a newer version of the page during a resubmittal. |
Help |
| Click to view options for accessing the EPR Online Wiki or to create a service desk ticket for technical support. |
Logout |
| Click to log out of EPR. You will be reminded to save if you have any unsaved markups. |
...
Feature | Icon | Description | Toolbar |
|---|---|---|---|
Rotate Toolbar |
| Toggle the toolbar between vertical and horizontal layout. |
|
Markup Color |
| Color used for new markups (excluding stamps). Your Group color determines the default selection and this can only be edited if allowed by your Administrator. | |
Markup Opacity | % | Opacity used for new markups (whenever opacity applies). Set to 60% by default and can be changed to 0% (fully transparent), 20%, 40%, 80% or 100% (fully opaque). | |
Markup Line Weight/Style |
| Line weight and style used for new markups. Set to thin, solid line by default. Options include three different line weights and 2 line styles (solid and dashed line). | |
Move, Pan, and Select |
| Click on page to move it around within the review window or select a markup to view markup detail and edit. | |
Text Box |
| Create a text box/label that will print on marked up document returned to the applicant. | |
Rectangle |
| Draw a rectangle. | |
Polygon |
| Draw a polygon. | |
Polygon Cloud |
| Draw a polygon cloud. | |
Circle |
| Draw a circle. | |
Line |
| Draw a line. | |
Arrow |
| Draws a line with an arrowhead. | |
Draw | | Freehand draw. | |
Comment |
| Place a comment tag. | |
Highlight |
| Highlight text or an area. | |
| Calibrate using a known distance between two points. | ||
| Calculate a distance. | ||
| Calculate an area. | ||
| Calculate an angle using three points. | ||
| Calculate a radius from a center point. | ||
Stamp |
| Place a stamp. | |
Save Page Rotation |
| Save page rotation permanently. | |
Zoom Out |
| Zoom out of the page in 25% increments. | |
Zoom In |
| Zoom into the page in 25% increments. | |
Auto-Center |
| Fit full document page centered within window. | |
| Compare two selected pages or page versions using “overlay” or “paired window” views. | ||
Rotate Left |
| Rotate page to the left temporarily. | |
Rotate Right |
| Rotate page to the right temporarily. |
...
How-To Markup
...
Refer to the links below for more instructions on how to use some of these tools for review.
Select a Topic: |
|---|
...
The Thumbnail Panel
The Thumbnail Panel is located to the left of the review window and consists of two panes which users can toggle between: Thumbnails and Layers.
...
Feature | Description | Thumbnails Pane ( | Feature | Description | Layers Pane ( |
|---|---|---|---|---|---|
Submittal Dropdown | Allows you to switch between current and previous submittals. Changing the value will update the thumbnails displayed. |
| Show (User) Group Filter | Click the checkbox to quickly display only your Group’s markups and hide all others. |
|
Search Filter | Type in a letter or sheet number to filter for sheets that begin with that same value. | Move Markups | Click to move all your markups from the current sheet to another selected sheet. | ||
Submittal Tag | If Submittal Tags are turned on (ask your Admin), they will display for each document submittal up to 10 submittals. The sheet is part of any submittal where the tag is teal instead of gray. Click on a submittal tag and you will jump to that sheet in that submittal version. | Expand/Collapse Layer | Click the arrow to expand the markups layer to display a sublayer for each available Group’s markups. (Each sublayer can be controlled separately.) Click the arrow again to collapse all the sublayers. | Sketches Badge ( | This icon displays if reviewer sketches exist on a sheet|
Pan/Zoom Frame | Drag or resize the frame within the thumbnail to pan and zoom on the page. | Delete Group ( | Click to delete markups for this Group layer all at once. (No one will see the markups after this.) | ||
Sketches Badge ( | This icon displays if reviewer sketches exist on a sheet. | ||||
Page Lock/Unlock ( | Click to “lock” the page and prevent it from being replaced by a newer version in a future resubmittal. (This affects all reviewers.) | Hide/Show Group ( | Click the eye icon to hide markups for this Group layer from your current view. (Other users can still view the markups.) Click the closed eye icon to display the Group’s markups once again. | ||
Comment Count | These icons display if an “open” comment exists on a sheet. Comments are counted and displayed by Group using the group color. | ||||
Page/Sheet Number | Page number displays beneath the thumbnail. If sheet number is captured it will also display. | Hide/Show Layer ( | Click the eye icon to hide the entire layer from your current view. (Other users can still view the layer.) Click the closed eye icon to display the layer once again. | ||
Stamp Badge ( | This icon displays if a stamp exists on a sheet. |
...