Re-Assigning Documents - 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

In some cases, plan documents may be assigned to the incorrect Discipline or Sheet Type. To re-assign a document's Discipline or Sheet Type, or modify a document's Sheet Name, follow these steps:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Specify your desired search criteria in the Search Project section, then click Find.
  3. Select a project from the list.
  4. Select a project documents.
  5. Select the Re-Assign Document button from the ribbon. The Re-Assign Document window is displayed.
  6. Modify the Sheet Name as desired.
  7. Select the appropriate Discipline from the Discipline drop-down list. The document will be grouped and stored in the selected Discipline.
  8. If desired, select a Sheet Type from the Sheet Type drop-down list. The document will be grouped and stored in the selected Sheet Type.
  9. Click Save.