Re-Assigning Documents - Re-Assigning Documents - OnBase - Electronic Plan Review - OnBase/Electronic-Plan-Review/Foundation-23.1/Electronic-Plan-Review/Usage-Reviewer/Getting-Started/Reviewing-Documents/Re-Assigning-Documents - Foundation 23.1 - Foundation 23.1

Electronic Plan Review
Platform
OnBase
Product
Electronic Plan Review
Release
Foundation 23.1
License
Premier
Standard
Essential
ft:lastPublication
2026-05-06T23:03:08.111616
ft:locale
en-US

In some cases, plan documents may be assigned to the incorrect Discipline or Sheet Type. To re-assign a document's Discipline or Sheet Type, or modify a document's Sheet Name, follow these steps:

  1. Select the Plan Review tab. The Plan Review window is displayed.
  2. Specify your desired search criteria in the Search Project section, then click Find.
  3. Select a project from the list.
  4. Select a project documents.
  5. Select the Re-Assign Document button from the ribbon. The Re-Assign Document window is displayed.
  6. Modify the Sheet Name as desired.
  7. Select the appropriate Discipline from the Discipline drop-down list. The document will be grouped and stored in the selected Discipline.
  8. If desired, select a Sheet Type from the Sheet Type drop-down list. The document will be grouped and stored in the selected Sheet Type.
  9. Click Save.