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

Electronic Plan Review

Electronic Plan Review
Foundation 23.1

You can add disciplines to apply to your Plan Review projects.

To create the Disciplines used by your Plan Review solution:

  1. Log on to the OnBase Configuration module.
  2. Navigate to Document | Plan Review | Disciplines. The Plan Review Disciplines dialog box is displayed.
  3. Type the name of your desired discipline in the field.
  4. Click Create.
  5. Click Settings. The Discipline Settings dialog box is displayed.
  6. Enter a regular expression into the Filename Matches field to automatically assign this discipline to all submitted documents that meet the criteria specified by the regular expression.
    For more information on regular expressions, see
  7. Click Save.
  8. Click Users. The Plan Review Discipline 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. Click Sheet Types. The Plan Review Discipline Sheet Types dialog box is displayed.
  13. Select the desired Sheet Types from the Available Sheet Types section.
  14. Click Add. All selected Sheet Types are added to the Assigned Sheet Types section for the selected discipline.
  15. Click Close.

    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.


    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.