Creating Sheet Types - 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
  1. Log on to the OnBase Configuration module.
  2. Navigate to Document | Plan Review | Sheet Types. The Plan Review Sheet Types window is displayed.
  3. Type the name of your desired Sheet Type and click Create.
  4. Select Settings. The Sheet Type Settings window is displayed.
  5. 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 http://msdn.microsoft.com/en-us/library/hs600312.aspx.
  6. Click Save.
  7. Click Close.
    Note:

    In order for your configuration changes to take effect, you must reset the cache of the OnBase Application Server. The cache can be reset from the Service Monitoring 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.