Reviewing Project Documents - 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

To review a Plan Review project, open the Unity Client and follow these steps:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Open the My Projects tab from the Available Projects section.

    If necessary, you can also use the Search Projects interface to retrieve a Plan Review project.

  3. Select a project from the list. The project's documents will be displayed in the Project section.

    By default, the Project view contains every single document submitted for this project. You can filter the list to only display specific Disciplines and/or Sheet Types by selecting the desired criteria from the Project View section.

  4. Open one or more documents from the list.

    You can open multiple documents within the same viewer window by selecting multiple documents and clicking the Open Document Set option from the Plan Document section of the ribbon.

  5. Review the documents and make comments/markups as needed - for more information on adding comments or working with markups, see Reviewing Documents.

    You can right-click on a document in the Project Documents section to access general Unity Client functionality, such as viewing notes and Keyword Values. See the Unity Client documentation for more information on general Unity Client functionality.

  6. If a document has been submitted under an incorrect Discipline or Sheet Type, you can resolve this issue by following these steps:
    1. Select the Re-Assign Document button from the ribbon. The Re-Assign Document pane is displayed.
    2. Modify the Discipline and Sheet Type as needed.
    3. Click Save.
  7. After you have finished reviewing and commenting on the submitted project, you need to transition the project to the next stage in the review cycle. To do so, select the Plan Review Tasks tab from the ribbon, then select the appropriate task to send the project to the next stage.

If one or more issues were found, the project will need to be returned to the submitter for correction - if this is the case, continue on to Creating a Plan Set. If no issues were found, the project documents can be approved and sent back to the submitter for reference - for more information, see Preparing Documents for Approval.