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This article provides information about preparing a ZIP package of reviewed plans, attachments, correction reports, etc. for export from the Project Deliverables page.

These tasks are typically performed by a Project Coordinator.


A Deliverable package is a ZIP file that typically consist of:

  1. Marked up documents with comments, stamps, sketches.
  2. Attachments such as:
    1. Correction Reports
    2. Attachments meant to be returned to the customer.


Deliverable packages may be:

  1. Downloaded to a local/network location.
  2. 'Checked in' to an integrated application (Customer Portal or back-office/Enterprise suite) using our Connect API
  3. Sent via Email.


Prerequisites:

  1. A project record exists.
  2. Plan review assignments have been created and completed.
  3. Optionally, a Correction/Deficiency report has been created and saved to the project as an Attachment.
    1. Ideally, the Correction report is generated just prior to preparing the deliverable package.




Overview of the Deliverables Page

The Project Deliverables page (below) contains three tabs:

  1. Documents
  2. Attachments
  3. Export

The Documents Tab

The Documents tab displays a list of plan review documents.

For each document, the filename, most recent version date, most recent submittal number and the current assignment status, by group, is shown.

PRINTER RENDER SETTINGS

Prior to assembling the ZIP file of plan review documents, each of the selected documents will be print rendered.

The print render process embeds sketches, stamps and comments with an 'open' disposition, for each Group, onto a copy of the original PDF. This new document becomes part of the deliverable package.

In the example below, open comments, stamps and sketches for the Building and Fire groups will be included in the deliverable package.

Step 1 - Choose Documents

Use the check boxes on the left to choose the plan review documents you wish to export. 


Changing the Printer Render Settings (Optional)

Select the PRINTER RENDER SETTINGS button if you want to override the default print settings and:

  1. Choose 'Limit to specific groups'
    1. Remove the groups you do not wish to include in the print render.
  2. Or, choose 'Limit to specific users'
    1. Remove the users you do not wish to include in the print render.


Printer Render Settings

Step 2 - Choose Attachments

  1. Select the Attachments tab
  2. Choose the files you wish to include in the deliverable package.


Step 3 - Export the Package

  1. Select the Export tab
  2. Choose a deliverable method:
    1. Download ZIP
    2. Check In to an integrated product
    3. Email to Contacts



Changing the Project Status

If appropriate, change the project status from the Export page now.

For example, if corrected documents are being requested, change the project status to 'Resubmit/Corrections Required'

If the documents are approved and the project will be closed, change the status to Approved/Closed, etc.





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