Exporting and Importing - 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

Plan Review configuration items can be exported and imported using OnBase Configuration.

In OnBase Configuration, in addition to the configuration items listed in the System Administration module reference guide, the following Plan Review configuration items can be exported and imported:

  • Plan Review Configuration

    Note:

    Only one Plan Review Configuration item can exist in OnBase at one time. To import a Plan Review Configuration item, ensure that one does not already exist, or select Replace in the Import Wizard.

  • Plan Review Departments

  • Plan Review Disciplines

  • Plan Review Document Comments

  • Plan Review Roles

  • Plan Review Sheet Types

  • Plan Review Types

When importing an export package, additional associated configuration items may require decisioning.

For more information, see the System Administration module reference guide.