Government ePlan Review for Intake Administrators

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Path Overview:

This path is designed to guide you through the various stages of the Electronic Plan (Eplan) Review workflow. Through six courses, you will learn how to manage permit application drawings, prepare them for review, set up a Studio Session for reviewers, create resubmittal request packages, and finalize plans for approval. Each course focuses on specific tasks in the workflow.

Details:
The path takes you step by step through the phases and tasks required for an effective municipal permit plan review. Each course focuses on a different stage in the workflow then guides you through the critical tasks in each phase. You’ll be shown how to complete the tasks and then given an opportunity to practice those tasks.

The courses included in this path are:

• Initial Intake a Review: Learn how to intake drawings and complete a quick initial review.
• Prepare Drawings for Review: Go though the tasks required to prepare the drawings for formal review.
• Preparing the Studio Session for Reviewers: Create and manage the Studio Session where reviews will be completed.
• Finish the Studio Session: Close the Session and save the documents once reviews are completed.
• Plans that Require Resubmittal: Prepare a resubmittal package when drawings don’t pass their permit review.
• Moving Plans to Final Approval: Stamp plans as approved and return them to the applicant.

Learning Goals:
When you’ve completed this path, you will be able to:

• Quickly verify drawings meet minimum submission standards.
• Complete necessary tasks like combining pages and setting page scales using Bluebeam Revu.
• Create and manage Studio Sessions for collaborative review.
• Prepare resubmittal packages and accurately document comments for revisions.
• Stamp drawings as approved, flatten documents for security, and save them appropriately in your Document Management System.