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Implementing Electronic Plan Review
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.
- OnBase
- eLearning
- E1285
- Expert
- 2 hrs 1 min
- Free
Please login to begin this course.
Prerequisites
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
