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

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

You can create Review Types for the different types of review needed for your Plan Set.

To create the Review Types used by your Plan Review solution:

  1. Log on to the OnBase Configuration module.
  2. Navigate to Document | Plan Review | Review Types. The Plan Review Types dialog box is displayed.
  3. Type the name of your desired Review Type in the field.
  4. Click Create.
  5. Click Settings. The Review Type Settings dialog box is displayed.
  6. Enter a prefix for the Review Type in the Review Type Prefix field. The prefix is used when generating a project's Project ID.
    For example, an organization configures a prefix of DPRV for their Public Works Review Type. When a user submits a new Public Works project, the project's Project ID is automatically generated using the prefix, for example, DPRV318.
  7. If desired, select a Unity Form from the Project Form drop-down list. The selected Unity Form is added to the Project Information section for projects submitted through the public-facing website.
  8. Enter a description for the Review Type in the Description field. The description is displayed on the Plan Review website when the user is selecting a Review Type.
  9. Click Save.
  10. Select Disciplines. The Plan Review Type Disciplines window is displayed.
  11. Select all desired disciplines from the Available Disciplines list.
  12. Click Add. The selected disciplines are added to the Assigned Disciplines list.
  13. Click Close.
  14. From the Plan Review Types 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 in must log out and log back in 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.