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Best Practice: ePlan Review Completion Communication
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Overview: Finishing the Studio Session
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Session Completion and Closeout
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Decision Point
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Walkthrough: Finish the Studio Session
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Knowledge Check: Finish Studio Session
Finish the Studio Session
During this phase you will close the Studio Session and save the files to your Document Management System.
Overview
This course will guide you through the process of closing the Session and beginning the process of returning the drawings to the application.
Details
The course will communication procedures to ensure that reviews are complete, finalizing the review Session, saving files, and running a Session Report. Additionally, you will explore the decision-making process for the next phase of the workflow, whether that leads to resubmittal preparation or final approval of the plans.
Learning Goals
When you’ve finished this course, you will be able to:
- Finish the Studio Session.
- Save the files from the Session.
- Generate a Session Report.
- Make an informed decision about proceeding to resubmittal or final approval stages based on review outcomes.