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

Electronic Plan Review

Electronic Plan Review
Foundation 23.1

Review plan sets only contain plan documents that have one or more open comments.

To create a plan set for distribution:

  1. Select the Plan Review tab. The Plan Review layout is displayed.
  2. Specify your desired search criteria in the Search Project section.
  3. Click Find. The search results list is displayed.
  4. Select a project from the search results list.
  5. Select one of the following folders from the Project View pane:
    • Plans and Documents: Select this folder to select the individual plan documents with open comments to include in the review plan set.

    • Review Cycle Documents: Select this folder to add all plan documents with open comments to the review plan set.

  6. From the Plan Review ribbon, in the Create ribbon group, select Create Plan Set. Documents with open comments are merged together into a plan set document and saved in the Review Cycle Documents folder.

    Comments marked as Internal Only are not included in generated plan sets.