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Implementing Electronic Plan Review

SECTION 1: Overview of an Electronic Plan Review Solution

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

Electronic Plan Review Viewer

21 m

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

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.