Entering plan copy information

When an applicant submits building plans with an application, you can make a record of each copy submitted. After the application is saved, you can use Plan Tracking or the Application InfoViewer to check plan copies out to applicants, outsources, and reviewers, assign plan copies to reviews, and edit plan copy information.

  1. Start an application.
  2. Select the Job Description tab and enter the number of plan copies submitted in the # Plans field. Then tab out of this field.
  3. Click the Edit Plan Copy Information link.
    Infor Public Sector shows the Edit Plan Copy Information dialog box. The grid in this dialog box has an entry for each copy submitted.
  4. In the Edit Plan Copy('s) grid, select each plan copy that you want to enter information for.
  5. Select the check box for each piece of information you want to edit.
    You can edit the copy ID, the version number, the copy type, and the location. If you change the location, Infor Public Sector also requires you to enter the time the copies were moved to the new location in the Location Date/Time field.
  6. Enter the updated information in the fields next to the check boxes you selected.
  7. Click Save.
    Infor Public Sector updates the plan copies that you selected in the grid with the new information.
  8. When you're finished entering plan copy information, click Close.
  9. Continue to create the application.