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Implementing Electronic Plan Review

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SECTION 1: Overview of an Electronic Plan Review Solution

01 Introduction to Electronic Plan Review 3 m

SECTION 2: Implementation of an Electronic Plan Review Solution

02 A Closer Look at the Base Solution 17 m
03 Document Types and Keyword Types: Importing the Workflow & Review of Types 9 m
04 Base Plan Review Configuration: Setup of Plan Review Settings in OnBase Configuration 23 m
05 Base Plan Review Workflow Import 3 m
06 Base Plan Review Workflow Overview 4 m
07 Adding Review Departments 4 m
08 Installing the Plan Review Submitter Portal 14 m
09 Overview of Standard Comments & Importing Sample Comments 3 m
10 Plan Review Comment Letters 13 m
11 Signature Stamp Setup 7 m

SECTION 3: Using the Electronic Plan Review Solution

12 Electronic Plan Review Viewer 21 m

SECTION 4: Final Assessment (Earn 80% or higher to earn credit)

13 Final Assessment

The OnBase Electronic Plan Review solution enables government agencies to automate plan submission, review & approval processes. Using functionality from across the OnBase suite, plan submitters are able to easily import plans and supporting documentation into OnBase where it is automatically organized and routed to the appropriate viewers.

Join our Government Solutions expert, Scott Anderson, as he discusses the base Plan Review solution and demonstrates how to implement and configure the solution on site.

  • eLearning
  • E1285
  • Expert
  • 2 hrs 1 min
  • Free

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Prerequisites
There are no prerequisites for this course.
Topics Covered
  • Elements of the Electronic Plan Review Solution
  • Basic Electronic Plan Review Configuration
  • The Electronic Plan Review Workflow
  • The Electronic Plan Review Submitter Portal
  • The Electronic Plan Review Viewer
  • Comment Letters
  • Signature Stamps