Mapping Document Types and Keyword 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 | Configuration. The Plan Review Configuration window is displayed.
  3. Specify all options as desired. The following options are available:

    Document Type Mapping

    Description

    Plans and Documents

    Select a Document Type from this drop-down list to map to submitted plans and documents. Submitted documents will be stored in OnBase using the specified Document Type.

    Review Cycle Documents

    Select a Document Type from this drop-down list to map to review cycle documents. Review cycle documents will be stored in OnBase using the specified Document Type.

    Approved Plan Documents

    Select a Document Type from this drop-down list to map to approved plan documents. Approved plan documents will be stored in OnBase using the specified Document Type.

    Approved Plan Set Documents

    Select a Document Type from this drop-down list to map to approved plan set documents. Approved plan sets will be created and stored in OnBase using the specified Document Type.

    Configuration Settings

    Description

    Default File Type

    Select a default file type for Plan Review documents from this drop-down list.

    Document Source Custom Query

    Select a Custom Query used to associate Plan Review documents from this drop-down list.

    Stamp Custom Query

    Select a Custom Query to be used when adding an image markup to a document from this drop-down list.

    Import Review Custom Query

    Select the Custom Query to be used to relate an import review document to an uploaded plan document.

    Keyword Mapping

    Description

    Project ID

    Select a Keyword Type from this drop-down list to map to the Plan Review Project ID value.

    Discipline

    Select a Keyword Type from this drop-down list to map to the Plan Review Discipline value.

    Sheet Type

    Select a Keyword Type from this drop-down list to map to the Plan Review Sheet Type value.

    Project Name

    Select a Keyword Type from this drop-down list to map to the Plan Review Project Name value.

    Sheet Name

    Select a Keyword Type from this drop-down list to map to the Plan Review Sheet Name value.

    Parcel ID

    Select a Keyword Type from this drop-down list to map to the Plan Review Parcel ID value.

    Description

    Select a Keyword Type from this drop-down list to map to the Plan Review Description value.

  4. Click OK.
    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.