Creating an Approved Plan Set - 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

Approved plan sets only contain plan documents that were reviewed and approved.

To create an approved 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. From the Project View pane, select the Approved Plan Documents folder. All approved documents are displayed in the Project Documents list.
  6. Select one or more project documents.
    Note:

    If a plan document contains one or more open comments, it is displayed in your approved plan set as a stipulation.

  7. From the Plan Review ribbon, in the Create ribbon group, select Create Plan Set. The selected documents are merged together into a plan set document and saved in the Approved Plan Documents folder.
    Note:

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