Creating Departments - Electronic Plan Review - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Electronic Plan Review

Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Standard
Essential
Premier

You can create departments to assign to your Plan Review projects.

To create the Departments used by your Plan Review solution:

  1. Log on to the OnBase Configuration module.
  2. Navigate to Document | Plan Review | Departments. The Plan Review Departments dialog box is displayed.
  3. Enter the name of the department you want to create in the field.
  4. Click Create.
  5. Click Prefix. The Department Prefix dialog box is displayed.
  6. Enter a prefix for the department in the Department Prefix field. The prefix is used when generating a comment's Comment ID.
    For example, an organization configures a prefix of PBS for their Public Safety department. When a reviewer user creates a comment on a document and assigns the comment to the Public Safety department, the comment's Comment ID is generated using the prefix, for example, PBS1.
  7. Click Save.
  8. From the Plan Review Departments dialog box, click Users. The Plan Review Department Users dialog box is displayed.
  9. Select desired users from the Available Users section.
  10. Click Add. All selected users are added to the Selected Users section.
  11. Click Close.
  12. From the Plan Review Departments dialog box, click Close.
    Note:

    For configuration changes to take effect, you must reset the cache of the OnBase Application Server. The cache can be reset from the Service Monitoring Utilities dialog box in the OnBase Configuration module. A cache reset can take up to one minute to be reflected for all users. Users currently logged on must log out and log on again to gain configuration changes after a cache reset.

    CAUTION:

    Using the Reset Cache option in OnBase Configuration or the Reset Server Cache option in OnBase Studio may have a negative impact on system performance. Requests to the Application Server will be forced to wait until the cache is rebuilt before they can be processed. Depending on the size of the OnBase system, as well as the current server load, the performance impact of resetting the cache may be severe. To avoid performance issues, only reset the cache of the Application Server during off-peak hours. For more information about the Reset Cache option in OnBase Configuration, see the System Administration documentation. For more information about the Reset Server Cache option in OnBase Studio, see the Studio documentation.