Creating Assignments
- Stacy Reno (Unlicensed)
- Jorge Raya-Navarro
This article describes how to use EPR's Connect API to create plan review assignments for a particular project.
Prerequisites
EPR Groups have been configured. See Managing Groups for Document Review
A project record has been created. See 3 Easy Steps for a Light Integration to EPR
Plan Review documents have been created. See Using Connect APIs to Upload Documents, Document Versions, and Create Assignments
Step-by-step guide
Follow these steps if you intend to pass plan review assignments from your application to EPR. Otherwise, EPR will perform this task.
Method | Notes |
|---|---|
GET/project/{project_id}/documents | Call this method to obtain the document ID. |
POST/assignments | A group_LIID is required. A user_id is optional. |
Best Practices
We recommend passing your PK/GUID to the 'vendor_id' if your application creates/manages plan review assignments so that it can be used to call your methods.