Using the Plan Review Website - 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

The following list contains a brief overview of the steps you need to perform to create and submit a project for review using the Plan Review website.

  1. Enter contact information for people that are associated with your project (including information for the company at which they are employed). For more information, see Adding People to Your Contacts List.
  2. Create a project within Plan Review that is used to store all documents and information related to your project. For more information, see Creating A New Project.
  3. Assign the contacts you added in step 1 to the roles they perform for your project (for example, Architect or Subcontractor). For more information, see Assigning Someone to a Project Role.
  4. Enter the locations at which the project is taking place. For more information, see Adding a New Location Parcel.
  5. Upload plan documents associated with the project. For more information, see Adding Documents to a Project.
  6. Submit your project for review. For more information, see Submitting A Project.
    Once your project is reviewed, the reviewed documents are displayed in the Review Documents or Approved Documents views.
  7. Review any documents added to the Review Documents view, and modify the documents per the reviewers comments. Once all required modifications are made, re-upload your revised plan documents. For more information, see Viewing Reviewed Documents.
  8. Resubmit your project for review. For more information, see Submitting A Project.