Electronic Plan Review 17
Electronic Plan ReviewFoundation EP3
CopyrightInformation in this document is subject to change without notice. The software described in this document isfurnished only under a separate license agreement and may be used or copied only according to the terms ofsuch agreement. It is against the law to copy the software except as specifically allowed in the licenseagreement. This document or accompanying materials contains certain information which is confidentialinformation of Hyland Software, Inc. and its affiliates, and which is subject to the confidentiality provisionsagreed to by you.All data, names, and formats used in this document’s examples are fictitious unless noted otherwise.Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights undercopyright law, no part of this document may be reproduced, stored in or introduced into a retrieval system, ortransmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), orfor any purpose, without the express written permission of Hyland Software, Inc. or one of its affiliates.Hyland and Hyland Software , as well as Hyland product names, are registered and/or unregisteredtrademarks of Hyland Software, Inc. and its affiliates in the United States and other countries. All othertrademarks, service marks, trade names and products of other companies are the property of their respectiveowners. 2020 Hyland Software, Inc. and its affiliates. All rights reserved.Document Name .Electronic Plan ReviewDepartment/Group. DocumentationRevision Number .Foundation EP3 2020 Hyland Software, Inc. and its affiliatesii
Electronic Plan ReviewTable of ContentsOVERVIEWOverview .1Licensing .1USAGEUsage - Submitter .2Getting Started . 2Registering an Account . 2Logging On . 3Resetting or Retrieving Your User Name and Password . 3Resetting or Retrieving Your Password . 3Retrieving Your User Name . 4Using the Plan Review Web Site. 5Adding People to Your Contacts List . 6Modifying An Existing Contact . 8Adding Company Information . 9Adding Project Groups. 11Modifying An Existing Project Group . 12Creating A New Project. 12Editing Project Information. 15Assigning a Project Group to a Project . 17Assigning Someone to a Project Role . 20Adding a New Location Parcel . 28Adding Documents to a Project . 30Uploading a Revision of a Document. 32Removing Documents from a Project. 34Editing Document Names. 36Submitting A Project . 37Searching for Projects . 39Inviting Other Users. 41Managing Invitations . 44Viewing Related Projects . 46Viewing Reviewed Documents . 48Downloading Documents . 48Downloading Approved Documents . 49Approved Plan Sets . 49Approved Plan Sheets . 49Modifying Your Account Information. 50Usage - Reviewer . 51Definitions. 51Navigating the Plan Review Unity Client . 52Retrieving a Plan Review Project. 53Opening Your Plan Review Projects . 53 2020 Hyland Software, Inc. and its affiliatesiii
Electronic Plan ReviewTable of ContentsFinding a Plan Review Project . 53Viewing Related Projects . 54Creating a New Project . 54Adding Documents to a Project . 55Adding Existing Documents . 55Adding New Documents . 57Editing a Project . 59Adding Reference Documents to a Project . 60Deleting Documents . 62Deleting Documents from a Project . 62Deleting Reference Documents from a Project . 62Restoring Documents to a Project . 63Adding a Project to a Workflow Life Cycle . 63Adding Locations to a Project . 63Deleting Locations from a Project . 64Starting a Review Cycle . 65Starting a Review Cycle With a Project Due Date . 65Starting a Review Cycle Without a Project Due Date . 66Reviewing Project Documents . 67Allowing Submitter Uploads . 68Reviewing Documents . 68Refreshing a Project . 69Comparing Documents . 69Using Compare Tools . 73Marking Up Documents . 75Cutting, Copying, and Pasting Markups . 76Cutting Markups . 76Copying Markups. 76Pasting Markups. 77Using Measurement Tools . 77Usage - Plan Review Administration. 78Managing Plan Review Website Users . 79Deactivating Plan Review Web Portal Users . 79Reactivating Plan Review Website Users . 80Reassigning a Project to Another User . 82Revoking Invitations to Projects . 85Managing Project Groups . 87Adding a New Project Group . 87Deleting a Project Group . 89Editing the Name of a Project Group . 91 2020 Hyland Software, Inc. and its affiliatesiv
OVERVIEWOverviewThe Electronic Plan Review module allows public users to conveniently and securely uploadelectronic plan documents into OnBase. The uploaded plan documents can be routed throughOnBase and reviewed by multiple plan reviewers to ensure their completeness and compliancewith all necessary regulations.If any of the uploaded documents need to be modified, a reviewer can note the problem byadding a comment onto the relevant plan documents or the entire project file. After all planreviewers finish reviewing the project documents, all project documents and related commentswill be compiled together and published to the Plan Review website. The submitter can thendownload the document and view all of the reviewer’s comments. After the submitter hasmodified the plans as required, the submitter can resubmit the plans to begin another reviewcycle.LicensingThis module requires the Plan Review license. A Plan Review Named User or Plan ReviewConcurrent Client license is also required to use Plan Review.A Reporting Dashboards license is required to use Reporting Dashboards in conjunction withPlan Review.Check your current licensing status by selecting Utils Product Licenses from theConfiguration module. 2020 Hyland Software, Inc. and its affiliates1
U SAGEUsage - SubmitterThe Plan Review Web site is a web-based interface that allows you to submit electronic plandocuments for review and approval.If you are using a web browser that is not compatible with Plan Review, you will still be able toaccess the site, but all functionality may not be available and/or the site may not function or bedisplayed as expected. Contact your solution provider for a list of web browsers compatiblewith the Plan Review web site.Getting StartedRegistering an AccountIn order to upload plan documents to be reviewed, you must first create a Plan Review account.To register an account for Plan Review, follow these steps:1. Navigate to the address of your Plan Review site.2. Click Register . The New User Registration window is displayed.3. Read the disclaimer, and then select the I agree to the above terms and conditionscheck box and click Next . The Registration Information window is displayed. 2020 Hyland Software, Inc. and its affiliates2
Electronic Plan ReviewUsage4. Enter your user information into the appropriate text fields.Note: Your password is case-sensitive, but your user name is not.Note: You cannot use a user name or e-mail address that is already in use. Click CheckAvailability to see if your chosen user name or e-mail address is available.5. Click Next . The Account Information Summary window is displayed.6. Review your account information for accuracy. If any information is incorrect, click theBack button and revise your information as needed.Depending on your system configuration, you may also have to answer a CAPTCHAbefore proceeding with your registration.7. After your information has been verified and any required CAPTCHAs have beenanswered, click Create . Your Plan Review account is created.Logging OnTo logon to your Plan Review account, follow these steps:1. Navigate to the address of your Plan Review site.2. Click Login .3. Enter your user name and password in the User and Password fields, then click Sign In .Note: If you have forgotten your password, you can select the Forgot Name/Password optionto reset your password. See Resetting or Retrieving Your User Name and Password on page 3for more information.Resetting or Retrieving Your User Name and PasswordIf you have forgotten your user name or password, you can use the Forgot Name/Passwordfeature to reset or retrieve your user name or password.Resetting or Retrieving Your PasswordTo retrieve or reset your password, follow these steps:1. Navigate to the address of your Plan Review site.2. Click Sign In . 2020 Hyland Software, Inc. and its affiliates3
Electronic Plan ReviewUsage3. Select the Forgot Name/Password option. The Account Recovery window is displayed.4. Type your user name in the User name field and click Show Hint . Your security hint isdisplayed. If the security hint was sufficient to remind you of your password, you can click theReturn to Login button and log in to Plan Review. If you still do not remember your password, click the Reset Password button. An email message that contains a hyperlink to reset your password will be sent to your email account. After you reset your password, you can log in to Plan Review with youruser name and new password.Note: Depending on your system’s configuration, the hyperlink that resets your password mayexpire after a specified time. If your hyperlink has expired, you need to click the ResetPassword button again to receive a new hyperlink.Retrieving Your User NameTo retrieve your user name, follow these steps:1. Navigate to the address of your Plan Review site.2. Click Login . 2020 Hyland Software, Inc. and its affiliates4
Electronic Plan ReviewUsage3. Select the Forgot Name/Password option. The Account Recovery window is displayed.4. Type your e-mail address in the Email address field and click Find . An e-mail messagethat contains your user name will be sent to your e-mail account.Using the Plan Review Web SiteThe following list contains a brief overview of the steps you will need to perform in order tocreate and submit a project for review using the Plan Review site.1. Enter contact information for people that are associated with your project (includinginformation for the company at which they are employed). For more information, seeAdding People to Your Contacts List on page 6.2. Create a Project within Plan Review that will be used to store all documents andinformation related to your project. For more information, see Creating A New Projecton page 12.3. Assign the contacts you added in step 1 to the roles they perform for your project (i.e.,Architect, Subcontractor, etc). For more information, see Assigning Someone to aProject Role on page 20.4. Enter the Location(s) at which the project is taking place. For more information, seeAdding a New Location Parcel on page 28.5. Upload plan documents associated with the project. For more information, see AddingDocuments to a Project on page 30.6. Submit your project for review. For more information, see Submitting A Project on page37.Once your project has been reviewed, the reviewed documents will be displayed in yourReview Documents or Approved Documents window.7. Review any documents that have been added to your Review Documents window, andmodify the documents per the reviewer’s comments. Once all required modificationshave been made, re-upload your revised plan documents. For more information, seeViewing Reviewed Documents on page 48. 2020 Hyland Software, Inc. and its affiliates5
Electronic Plan ReviewUsage8. Resubmit your project for review. For more information, see Submitting A Project onpage 37.Adding People to Your Contacts ListYour Plan Review contact list is used to store contact information for every person that has asignificant level of involvement with any of your projects - this could include a project’sarchitect, an engineer, a subcontractor, etc. Any contact in your Contact list can then beassigned to one or more projects before it is submitted for review.To add a new contact to your Plan Review account, follow these steps:1. Select the Settings tab. The Settings window is displayed.2. Select the Contacts tab. 2020 Hyland Software, Inc. and its affiliates6
Electronic Plan ReviewUsage3. Click Add Contact . The New Contact window is displayed.4. Enter the information for your new contact.OptionDescriptionCompanySelect the company the selected contact is affiliated with fromthis drop-down select list. If the contact’s company does notyet exist, see Adding Company Information on page 9.First NameThe contact’s first name. This is a required field.Middle NameThe contact’s middle name.Last NameThe contact’s last name. This is a required field. 2020 Hyland Software, Inc. and its affiliates7
Electronic Plan ReviewUsageOptionDescriptionUse Company AddressSelect the Copy button to copy the selected company’s addressto the contact address fields.AddressThe contact’s address.Address 2The contact’s address.CityThe contact’s city.State / Province / RegionThe contact’s state, province, or region.Postal CodeThe contact’s ZIP or Postal Code.Business PhoneThe contact’s business phone number.Cell PhoneThe contact’s cell phone number.EmailThe contact’s e-mail address.5. Click Add . The contact’s information is added to your Contact list.Note: Contacts in your Contact list must be manually assigned to the project(s) they areassociated with. For more information on assigning a contact to a project, see AssigningSomeone to a Project Role on page 20.Modifying An Existing ContactYou can remove or modify an existing contact’s information at any time by selecting theContacts tab (located in the Settings tab).OptionDescriptionSelect this button to modify an existing contact’s information. Once youhave finished modifying your contact’s information, select Save Contact tosave your changes.Select this button to remove a contact from your Contacts list. 2020 Hyland Software, Inc. and its affiliates8
Electronic Plan ReviewUsageOptionDescriptionAdd ContactSelect this button to add a new contact to your Contacts list. For moreinformation, see Adding People to Your Contacts List on page 6.Adding Company InformationEach contact you create must be assigned to a Company . To add a new company to yourCompany list, follow these steps:1. Select the Settings tab. The Settings window is displayed.2. Select the Contacts tab.3. Click Add Contact . The New Contact window is displayed. 2020 Hyland Software, Inc. and its affiliates9
Electronic Plan ReviewUsage4. Click the Add button next to the Company field. The New Company window is displayed.5. Enter the information for your new company.OptionDescriptionNameThe name of the company. This is a requiredfield.AddressThe company’s address.Address 2The company’s address.CityThe company’s city.State / Province / RegionThe company’s state, province, or region.Postal CodeThe company’s ZIP or Postal Code.Business PhoneThe company’s phone number.6. Click Add . Your new company will be added to your Company list. 2020 Hyland Software, Inc. and its affiliates10
Electronic Plan ReviewUsageAdding Project GroupsYour Plan Review Project Group list is used to store Project Group names that can then beassigned to any new or existing projects in order to help organize the submitted project.To create a new project group, follow these steps:1. Select the Settings tab. The Settings window is displayed.2. Select the Project Groups tab.3. Click Add Project Group . The Edit Project Group window is displayed.4. Enter the name of the new project group in the available text field.5. Click Save . The new project group is added to the Project Group list. 2020 Hyland Software, Inc. and its affiliates11
Electronic Plan ReviewUsageModifying An Existing Project GroupYou can remove or modify an existing project group at any time by selecting the Project Groupstab (located in the Settings tab).OptionDescriptionSelect this button to modify the name of an existing Project Group. Onceyou have finished modifying the Project Group’s name, select Save to saveyour changes.Select this button to remove a group from your Project Groups list.Note: You can’t delete a group from your Project Groups list if it’s assignedto any existing projects.Add ProjectGroupSelect this button to add a new group to your Project Groups list. For moreinformation, see Adding Project Groups on page 11.Creating A New ProjectTo create a new project, follow these steps:1. Select the Projects tab. The Projects window is displayed. 2020 Hyland Software, Inc. and its affiliates12
Electronic Plan ReviewUsage2. Perform one of the following actions to create a project: Select a Review Type for your new project from the Review Type drop-down selectlist in the Start New Project pane and click Add Project . Or, from an existing project, select the blue arrow icon next to the New Projectsection.The Review Type drop-down select list is displayed.Select the Review Type you want to assign to the new project and click Add . 2020 Hyland Software, Inc. and its affiliates13
Electronic Plan ReviewUsage Select the Copy button to copy the selected project’s information into the newproject.Note: Project documents are not copied into the new project.The New Project window is displayed. 2020 Hyland Software, Inc. and its affiliates14
Electronic Plan ReviewUsage3. Enter the information for your new project.OptionDescriptionNameThe name of your project.Alternate IDAn alternate ID number for your project.AddressThe address where the project will be built.CityThe name of the city where the project will be built.State / Province / RegionThe name of the state or province where the project will be built.Postal CodeThe ZIP or Postal Code where the project will be built.Note: Depending on your system’s configuration, additional fields may be displayed. Fill out allavailable fields with the required information before submitting your project.4. If desired, add one or more Roles to your project. For more information on adding roles,see Assigning Someone to a Project Role on page 20.5. If desired, add one or more Parcels to your project. For more information on addinglocation parcels, see Adding a New Location Parcel on page 28.6. Click Add . Your project is added to your Projects list, and the Project Information pageis displayed.Editing Project InformationOnce you have created a project, you can edit that project’s information. To do so, follow thesesteps:1. Select the Projects tab. The Projects window is displayed. 2020 Hyland Software, Inc. and its affiliates15
Electronic Plan ReviewUsage2. Select the folder button for the project you want to add a contact to.The Project Information window is displayed. 2020 Hyland Software, Inc. and its affiliates16
Electronic Plan ReviewUsage3. Select the Edit hyperlink. The Edit Project Information window is displayed.4. Edit the following fields as desired.OptionDescriptionNameThe name of your project.Alternate IDAn alternate ID number for your project.AddressThe address where the project will be built.CityThe name of the city where the project will be built.State / Province / RegionThe name of the state or province where the project will be built.Postal CodeThe ZIP or Postal Code where the project will be built.Note: Depending on your system’s configuration, additional fields may be displayed. Fill out allavailable fields with the required information before submitting your project.5. Click Save .Assigning a Project Group to a ProjectYou can assign project groups to any selected project. 2020 Hyland Software, Inc. and its affiliates17
Electronic Plan ReviewUsageTo assign a project group to a Plan Review project:1. Select the Projects tab. The Projects layout is displayed. 2020 Hyland Software, Inc. and its affiliates18
Electronic Plan ReviewUsage2. Select the folder button for the project you want to add a project group to.The Project Information layout is displayed. 2020 Hyland Software, Inc. and its affiliates19
Electronic Plan ReviewUsage3. Select the blue arrow icon next to the Project Group section.The Project Group drop-down select list is displayed.4. From the Project Group drop-down select list, select the project group you want toassign to the project.Tip: You can remove a project group assigned to a project by selecting None from theProject Group drop-down select list.5. Click Set.Assigning Someone to a Project RoleA project role can be assigned to a person involved with the project. This person can be anexisting contact or a new person that is not an existing contact. For more information aboutadding a contact, see
Address The contact’s address. Address 2 The contact’s address. City The contact’s city. State / Province / Region The contact’s state, province, or region. Postal Code The contact’s ZIP or Postal Code. Business Phone The contact’s business phone number. Cell Phone The contact’s cell phone num
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Plan Review Application 2023. Plan Review Fee Schedule . Regular Plan Rev iew Small ( 25,000 sq. ft.) 250.00 Expedited Plan Review Small (Reviewed in 3 business days) 375.00 Plan Review Fee Large ( 25,000 sq. ft.) 375.00 Expedited Plan Review Large (Reviewed in 3 business days) 562.00
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