This article describes the features of the Review page. See the links below to watch our Training Videos.

Open the Review page by selecting the arrow icon on an Assignment record. 

In this article:

Things to Know

1. Users may conduct concurrent reviews of the same document at the same time in their browser.
   1. You will see sketches, stamps and comments being added by other users in 'real time' each time you save your work.
2. Your user account must be granted membership to at least one Group in order to perform plan review.
   1. Groups are typically created based on your departments, disciplines, divisions, office locations, etc. 
3. When the Review page loads, the most recent version of the plan review document will be made available.
   1. If markups, comments, measurements, etc. were created on prior versions of the document, those objects will be brought forward to the most recent version automatically.
   2. New markups, comments, etc. will always be associated to the most recent version.
   3. You may not 'conduct reviews' on prior versions but you may open prior versions to see the markups/comments, etc.
4. Each plan review assignment is associated to a Group. (Groups are defined by your site administrator.)
   1. Each assignment is managed by an assignment Status.
   2. If you are a member of the assignment's Group, that Group will be selected as the default for new markups.
   3. If you belong to many Groups, you may conduct review for any Group. See Conducting review for multiple Groups.
5. All comments, sketches, measurements etc. are associated to your user account and to the currently selected Group.
   1. Each Group is assigned a specific color by the site administrator. This color is used when drawing sketches and creating comments on the drawing canvas.
   2. Before creating/editing markups, measurements, stamps or comments, select 'Current Group' from the menu bar to choose the appropriate Group.
   3. Select LAYERS on the Thumbnail panel to show/hide markups by Group.
6. You may not change the Assignment Status if you are not a member of the assignment's Group, however, if you can open any assignment, you may open add markups, comments, etc.
7. Plan review comments are managed by a Disposition. 
   
   1. Comments are created with an open disposition status so that they will be included on the reviewed plans (deliverables) returned to the customer for corrections.
   2. When the customer resolves the issue, you will change the comment disposition to a closed (resolved) status. This will remove this issue from the reviewed plans.
   3. We do not recommend deleting comments unless the comment was created in error.

Components of the Review Page

The screenshot below shows the basic components of the Review page. 

About the Menu Bar

About the Thumbnail Panel

The Thumbnail Panel provides the following features:

1. Select PAGES to view page thumbnail images and 'open comment' indicators.
   1. Open prior Versions using the Version dropdown control, shown below. 
2. Use the Search field to filter the thumbnail viewer by sheet number.
   1. Enter A to find sheet numbers starting with the letter A
   2. Enter ref- to find pages that do not have a sheet number.

1. Select LAYERS to manage which layers to show or hide on the drawing canvas.

About the Comment Panel

The Comment panel displays comments associated to the plan review document including comments added to prior versions of the document. (To view all comments for the Project, select Comments from the menu at the top of the page.)

The Comment Panel consists of four sections.

1. A  text Search and Filter section.
   1. Filter by Group(s) and/or Disposition(s)
2. Sorting options (by number or Group)
3. View comments placed on the current page of the document (THIS PAGE).
4. View comments placed on other pages of the document (OTHER PAGES). 

Icons	Description
	Comment Disposition is Open (unresolved)
	Comment Disposition is Closed (resolved)
	Refresh the panel to retrieve new and modified comment records from the server.

About the Toolbar

The screenshot below shows provides information about the icons on the dockable Toolbar. Click the Dock icon to flip the Toolbar vertically or horizontally.

The Pan/Move/Select tool is selected by default when the Review page loads.

Refer to the links below for more instructions using these tools.

Training Links

Conducting review for multiple Groups

If you will conduct review for multiple Groups (ex: mechanical and plumbing or civil and architectural, etc.) you will need to change the Group prior to adding markups or comments.

About Groups and Layers

It is important to ensure the correct Group is selected before you begin your review because the Layer controls rely on this information to hide or show markups and comments on the drawing canvas.

Additionally, Groups manage how the markups and comments are selected when printing reviewed plans to a PDF document for return to your customer.

Groups are also used to manage how comments are placed on correction reports and exported comment records.

Switching between Groups

Follow these steps to select a different Group to add or edit comments, markups, measurements, stamps, etc:

1. Click on the Group as shown below, to open the 'Create Markup as...' window.

   
2. Choose the Group that you want to conduct review for.
   1. In this example, the user can work under the Architectural, Civil, Electrical or Structural Group, and switch between any Group at any time.

Completing your Review - Updating the Assignment Status

Because each Assignment is managed by a Status, it is important the assignment Status is updated when the assignment is finished.

Remember that:

• Each assignment belongs to a Group.
• You may conduct review on any assignment.
• You may not change the Assignment Status if you are not a member of the assignment's Group.

About Comment 'Tags'

Each comment added to the drawing canvas is assigned a number (incrementally), and presented as a tag on the drawing canvas.

The comment record is then displayed on the Comment Panel, using the same comment number. The Reviewers name, comment disposition and Group are displayed in the Panel as well (see below).

Click on the tag or click on the comment number in the comment panel to open the comment popup window.

For more information about comments, see the Video: Adding a Comment and the Article: Adding a Comment record.

Changing the Comment Disposition

1. Select the View Detail (right arrow icon) to open the Comment Form.
2. Choose the appropriate Disposition.
3. Select Save (required).

Additional Features

For additional instructions using advanced Comment features including: flagging comments, comment responses and setting private comments, see the video.

For instructions with advanced comment features such as Set Private, Flags and Responses, see: Adding a Comment - Additional Features.

Viewing Prior Document Versions 

Step by Step Guide

1. Open a prior document using the Version dropdown control. (If no prior versions exist, the dropdown is not active.)
   1. Select the desired page in the Thumbnail viewer.
   2. A new tab appears which displays the selected page and a lock icon, as shown below.
   3. The Toolbar will not visible on prior version pages.
   4. You may view existing markups/comments, on prior versions.
   5. You may not add or change markups to prior versions.
2. To switch back to the latest document version, select the latest Version record in the Version dropdown control.
   1. The Thumbnail Viewer will refresh to show images for the selected version.

Batch Stamping

Follow these steps to add stamps to one or many pages:

• Navigate to the area on the page where you want to draw a stamp.
  • The Stamp will be associated to the currently selected Group.
• Select the Stamp tool to open the Select Stamps window.
  • Chose the Stamp you wish to apply and select Confirm.
• Click and drag from left to right and pull down to size the stamp image. 
  • When the stamp is the correct size, click again to complete the drawing action.

When the Stamp Options form loads, choose the appropriate batch stamp option and select Continue. 

For more help resizing stamps, repositioning stamps and batch deleting stamps, see this video: EPR Stamp Tool.mp4.

Setting your Workspace Preferences 

Keyboard Shortcuts

Select the expand control (  ) from the menu bar and click on Shortcuts to open the keyboard shortcuts list.

Alternate Listing: 

Print to PDF

Select the Printer icon on the menu bar to open the Print to PDR Preview window.

Choose whether to include or exclude Sketches, Stamps and open Comments -  and even closed Comments, in situations where that is appropriate.

The print process may take several minutes for very large PDF documents. When the printing completes, the Preview window will load to display the chosen layers

You may download the PDF if desired.

The printing process itself works as follows:

• The latest version of the PDF document uploaded to e-PlanREVIEW® (EPR) is opened
• Each page is copied into a new PDF file.
• Existing markups, stamps and comments for all groups and all users are flattened into the PDF pages.