DigEplan Integration|How to complete a review using an integrated mark-up tool

Cloudpermit has an integration with DigEplan, a plans review tool, that can be used for reviewing and marking up the documents. This article describes the workflow when there is a need to review a single document under an Attachments section in a Cloudpermit workspace.


Prerequisites


  • The municipality has a subscription with Cloudpermit and DigEplan
  • The integration has been enabled by Cloudpermit
  • The user has accounts both DigEplan and Cloudpermit


Starting a review in Cloudpermit

  1. Open the review view
  2. Select Include items in the review and add the attachments
  3. Select Begin review
  4. Select Mark up in DigEplan to lock the documents and to change the status of the review to In mark-up in Cloudpermit
  5. DigEplan opens in a new browser window. Log in if required.

Image: Start mark-up


Reviewing documents in DigEplan

  1. In the documents list view, review each document/plan independently. Add any mark-up or stamps.
  2. In the documents list, select approved documents (if any) and select Create Accepted Report in Processes action. Execute the report.
  3. In the documents list, select documents (if any) and select Create Changes Required Report in Processes action. Execute the report.
  4. Close DigEplan and move to Cloudpermit browser tab


Managing review results in Cloudpermit

  1. When all documents are reviewed in DigEplan, select End mark-up in DigEplan to remove locking in Cloudpermit
  2. See the changes status of the reviewed attachments and their mark-up versions
  3. Add comments to the applicants and complete the  review 


Image: End mark-up (step 1)

Image: Complete the review (step 3)


Continuing the review

  1. When the applicant has made the required changes and marked the changes as done, a review task is re-assigned to the reviewer (and email sent if reviewer has selected so in own profile)
  2. Reviewer can select Mark up in DigEplan, which will send the documents that are not marked up as OK into the DigEplan for reviewing and mark-ups 


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