Project

Permit or design review project. Documents are associated to a project.

Plan Review Document

A document that requires plan review. Plan review documents must be in PDF format. One plan review document is used to create an unlimited number of plan review assignments.

Attachment

A supporting document in any file format that does not undergo plan review and for which no assignments will be created. Attachments may consist of XLS files, specifications in PDF or DOC format, photos, etc. and are accessible for reference purposes.

Upload

The process of uploading documents/attachments for a particular project.

Render

The process of converting pages in a plan review document (PDF) to PNG files. During plan review, the PNG images are pulled once to the user's workstation and presented on the Review page in the user's browser.

Rendering is performed after plan review documents are uploaded. Each page completes in between 2 - 30 seconds, depending on the paper size. All pages in all documents are rendered asynchronously. See Document Rendering and Print Rendering.

Intake

Following the upload process, the preliminary step of preparing plan review assignments. See Performing Intake. Integrated environments typically bypass this manual intake step.

Document Cycle/Submittal

Refers to plan review documents only. Documents uploaded for initial review are referred to as 1st submittal or 1st document cycle.  The database links the 1st cycle to subsequent cycles/submittals (2nd, 3rd, 4th, etc.).

When document cycles/submittals are properly managed during intake, all comments, sketches, measurements, stamps, etc. are carried forward from prior submittals to the most recent submittal and user's are prevented from conducting reviews on prior submittals. 

Version Date

Date stamp (yyyymmdd) applied to newly uploaded plan review documents (ex: 20180301, 20180411). 

Plan Review Assignment

An assignment record requires a plan review document for each cycle and a Group. A named user may be associated to an assignment. An unlimited number of assignments may be created for each plan review document/cycle The assignment's Status is used to manage the review process from start to finish. 

Group

A Group is an affiliation of disciplines, locations, divisions, departments, or equivalent. Each assignment must be associated to a Group. Users who conduct plan review must be associated to at least one group. 

Assignee

A user who is specifically given the responsibility to complete an assignment.

Assignment Status

On the Project Documents page, the Assignment Status refers to the overall/aggregate plan review status for all groups.