Introduction to the Review Page
- Stacy Reno (Unlicensed)
- Jorge Raya-Navarro
- Jorge Hernandez (Unlicensed)
- Colin Warren
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.
Know Before Beginning Your Review
Before you start a plan review, it’s important to keep the following in mind:
You will need to use either Google Chrome or Microsoft Edge browsers to use all of the functionality on the Review page.
You must belong to at least one Group in EPR in order to view the Review page for any project application.
Groups are typically created based on your department, discipline, division, office location, etc.
If you do not belong to any Group (and receive an error), contact your EPR Admin user.
If multiple reviewers are assigned to review the same plans, you may see their work appear as you each save updates.
This is normal and should not affect your review task.
You will be viewing the latest submitted version of plans when the Review page first opens.
Each plan review assignment belongs to a specific Group.
All comments, sketches, measurements, and stamps belong to you but are also linked to your current Group.
If you open an assignment that does not belong to your group you can still mark it up, but cannot update the Assignment Status since it is not your assignment.
Getting to the Review Page
There are several ways to reach the EPR Review page.
From the Dashboard Page:
Click on either Assignments or Projects on the navigation panel and then proceed as directed below.
From the Assignments Page:
Find your assignment in the table, then click on the (right-facing arrow) to jump into the Review page.
From the Projects Page:
Find your project in the table, then click on the (right-facing arrow) to jump into Project DETAILS tab.
Next, click on the project-level ASSIGNMENTS tab.
From the Project ASSIGNMENTS tab:
Find your assignment in the table, then click on the (right-facing arrow) to jump into the Review page.
Some integrated partner systems will send reviewers directly to the EPR review page for an assignment to begin a plan review. If sent to the Project’s ASSIGNMENTS tab instead, simply find your assignment in the table and then click on the right-facing arrow to jump into the Review page. (The page should open in a new tab.)
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
The Header
The Header at the top of the page is where reviewers will find information about the specific file they are working on, such as the filename and other project details. From this area users can also save their markups, update their assignment status, and access other useful features as noted below.
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 turn green whenever 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 group. All markups made will be associated to your 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. |
The Review Window
The Review window shows the current page within the plan set. This area takes up the majority of the screen to provide reviewers with as much space for viewing the page as possible and can expand or contract based on the size of your browser window.
Inside the review window are:
Precision Zoom Controls (upper left)
Click on + or - to change the page zoom very precisely, if needed.
Click on the scrollbar and drag it up or down to zoom in/out very quickly. (Click elsewhere to let go of the scrollbar.)
Page Tabs (top)
Whenever you click on a thumbnail, the page will display within a tab in the review window.
Click on each tab to navigate from one page to another.
Click on the 'x' to close a page tab.
The Markup Detail
Displays additional information and/or editing options when a specific markup is selected.
Can be moved anywhere within the review window.
The Toolbar
Used for plan review markup (see below).
Can be moved anywhere within the review window.
Getting to Know the Review Page Toolbar
The Toolbar allows users to markup documents by drawing, commenting, highlighting, measuring and stamping the plans. It also includes some additional viewing controls for page zoom, rotation, and comparison between pages.
The “Move, Pan, and Select” tool is chosen by default when the Review page loads.
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.
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.
Thumbnails Pane
In the Thumbnails pane (which is the default view), users can preview the current document submittal, scroll through (or filter) to find a page, or click on a thumbnail to open that page in the review window. Once reviewers begin saving markups, markup information starts to display on the thumbnails as “badges” to let you know where markups exist.
If multiple submittals exist for a document, users can switch between each version from within the Thumbnails Pane as well.
Layers Pane
After toggling to the Layers pane, users can view every layer that is currently displayed in the review window and hide any, if desired. They can make the layer show up again by clicking the button once more.
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. | Delete Group ( ) | Click to delete markups for this Group layer all at once. (No one will see the markups after this.) | ||
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. |
The Markup Panel
The Markup Panel consists of three panes which users can toggle between: Comments, Measurements, and Sketches.
Comments Pane
The Comments pane lists comments that have been placed on the document being reviewed, including comments added to prior versions of the file. These comments are split between those on the current page (“THIS PAGE”) and those on the rest of the document (“OTHER PAGES”). Click on either subtab to switch between these lists.
Measurements Pane
The Measurements pane lists every scale that has been applied on the document being reviewed along with each measurement calculated using that scale. The SUMMARY subtab shows all calculations together, though users can decide to only view either DISTANCE calculations or focus on AREA calculations if desired by clicking on those subtabs.
Sketches Pane
The Sketches pane lists sketch objects that have been placed on the document being reviewed. These sketches are split between those on the current page (“THIS PAGE”) and those on the rest of the document (“OTHER PAGES”). Click on either subtab to switch between these lists.
Feature | Description | Comments Pane ( ) | Measurements Pane ( ) | Sketches Pane ( ) |
|---|---|---|---|---|
Refresh Filter ( ) | Click to clear any filters (see below). |
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Comment Filters ( ) | Click to display comment filtering options. Click again to hide the filter options. | |||
Search Filter | Filter for comments by searching text. | |||
Group Filter ( ) | Filter for comments by selected group. | |||
Reviewer Filter ( ) | Filter for comments by selected reviewer. | |||
Sort by Comment Number ( ) | Click to sort by comment number in the comment preview. Click again to reverse sort. | |||
Sort by Group ( ) | Click to sort by group in the comment preview. | |||
Refresh/Reset ( ) | Refresh the comment preview back to the original view. | |||
Comment Preview - THIS PAGE | View comments placed on the current document page being reviewed. | |||
Comment Preview - OTHER PAGES | View comments placed on other pages of the document being reviewed. | |||
Comment Info ( ) | Within the comment preview, each comment will display its comment number, page, comment disposition, group, and up to the first three lines of the text. | |||
SUMMARY - Distance Scales (This Page) | Lists every individual scale applied on the current document page being reviewed along with each distance calculated using that scale. | |||
SUMMARY - Area Scales (This Page) | Lists every individual scale applied on the current document page being reviewed along with each area calculated using that scale. | |||
SUMMARY - Document Wide Scale | If a document wide scale is applied this will list it along with each measurement calculated using that scale. | |||
Refresh Filter ( ) | Click to clear any filters (see below). | |||
Sketch Filters ( ) | Click to display sketch filtering options. Click again to hide the filter options. | |||
Search Filter | Filter for sketches by searching text. | |||
Group Filter ( ) | Filter for sketches by selected group. | |||
Reviewer Filter ( ) | Filter for sketches by selected reviewer. | |||
Sketch Preview - THIS PAGE | View sketches placed on the current document page being reviewed. | |||
Sketch Preview - OTHER PAGES | View sketches placed on other pages of the document being reviewed. | |||
Sketch Info | Within the sketch preview each markup will display the markup name, page, group, user, and date when added. |