Preparing Documents for Approval - 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

Once you have finished reviewing a Plan Review document and no issues have been found, you can transition the document to the next stage in the review cycle so that it can be approved. To prepare a Plan Review document for approval, follow these steps:

  1. Open a Plan Review project.
  2. Specify your desired search criteria in the Search Project section, then click Find.
  3. Select a project from the list, then select one or more project documents.
  4. Select Copy to Approval. The selected documents are copied into the Approved Plan Documents folder.