After a permit application case is created in Trimble Unity Permit Public Access, you can access the associated project in Plan Review using the OnBase integration widget in Trimble Unity Permit Public Access.
To access a Plan Review project from Trimble Unity Permit Public Access:
-
Do one of the following:
- To create a new application, from the side menu, click New Application, select the application type, and click Begin Application.
- To open an existing application, select one of the available applications from the Existing Applications page.
The Application Overview page is displayed with the Widget button at the top, such as in the following example:
All metadata from the Trimble application case is populated within
the Project Information section, such as in the following
example:
A new portal user is created matching the Trimble user name and email address, as shown in the User Profile.
To upload necessary documents or complete the remaining project information, see the Usage - Submitter section in the Electronic Plan Review documentation.