Ensure video is viewed in
highest-quality. Start the video and in the bottom right hand corner select the
gear icon. Select quality and select 1080p from the list. If 1080p is not an
option try a different internet browser. Using the chaptering features down below.
Go to description, select show more and click the blue numbered hyperlink from
the list for the section you would like to watch. The section will start. To view
in full screen select the full screen option in the bottom right-hand corner.
To stop viewing in full screen press the escape button on your keyboard.
The phase 1 review. eTracker intake
dashboard, project received pending intake bin, will update with a new
project when project has been submitted and is ready for EPR administrator setup.
After the project's Bluebeam Studio Project and Session have been set up the
phase 1 reviewer will receive an email invite from Bluebeam Studio. Click the
email's blue hyperlink Bluebeam Project ID. Bluebeam will open to the Bluebeam
Project. Alternatively the Bluebeam Project can be accessed by going to eTracker, selecting the project from the eTracker dashboard,
copying the EPR ID from the plan check worksheet screen.
Open Bluebeam software.
Connect to Bluebeam Studio. Under the Studio tab. Select home, select join, paste
the nine digit EPR ID, click OK. The Bluebeam project folder structure can be
expanded by double-clicking on the parent folder. Double-click increments,
double-click DSA review and double-click plan review documents to view the
version 1 folder. The version 1 folder contains all original submittal
documents. Double-click folder to open. Select documents for review, right click
document and select open. Navigate pages using the bookmarks, the thumbnails, and the hyperlinks. To make comments, check out the document.
Right-click the document name tab and select check out. You can now make
comments as required on the document sheet. Go to the tool chest,
select markup tool and make comment on the sheet. Edit comments on the sheet as
necessary. Double-click comment in question. Move cursors to desired location and
edit comment as required. Click outside the box to save changes.
After comments have been made saved the document. Right-click on the document
name tab, click save from the drop-down menu.
Now check in the document,
right-click the document name tab and select check-in. Click check-in. Document
will update in the Bluebeam Studio Project. Close reviewed documents by
clicking the grey X in the document name tab. If an additional phase one reviewer
is required go to the Blubeam Studio Projec.t Click on the white envelope icon
to the right of the project ID number. Click the green plus icon and enter the
additional reviewers email address. Click OK, click OK. Bluebeam will send invitation
to additional reviewer. Request additional or revised documents from the
Design Professional. The Design Professional will upload documents to
the DSAbox project plan review submittal folder. You can notify the EPR
administrator to request document prep or you can retrieve the submitted files
from DSAbox. Right-click on file select download. Verify naming convention. Open Windows
Explorer, go to your downloads folder. Verify the naming convention of the file
and ensure it includes the version 1 control. If it's incorrect rename it at
this time. Upload file to Bluebeam Studio Project. Expand to the version 1 folder
by double clicking the parent folder. Right-click version 1 folder, select
upload files.
Select your file from the Downloads folder. If this is a resubmittal file, click the original file. Right-click it and select delete, then
select the rresubmittal file. Right-click, select rename and remove the
parentheses one from the end of the file name. Click OK. If phase one is incomplete, right-click the version 1 folder and
select rename. Rename the file to rejected. Click OK. Login to DSAbox, find the
application number, double click the AE license number, submissions to DSA folder,
plan review phase, plan review submittal. Right-click the version 1 folder, select
more actions, click trash. Files will delete from DSAbox. Click OK. You may now close the DSAbox webpage
screen. Go to eTracker, open the project number
and go to the eTracker application screen. Check the incomplete box and input
in the notes section; project incomplete, incomplete phase one review and notified
client on. Enter the date the review was completed. Once complete issue an
incomplete notice letter to the school district owner copying the architect or
engineer in general responsible charge. State that the project was incomplete
and include the specific items that deemed the submittal as incomplete. For
complete phase one plan reviews request that the EPR administrator add the
drawing file, the spec file and the DSA 103 form if applicable to the session.
Alternatively join the Bluebeam Project and Session.
Right-click the project name.
Select the Session and click join. Return to the Project by clicking the project
button. At the top of the Studio tab select file for upload, right-click and
select open. Right-click the document name tab, select save as. Select save to disk and save file to the
Downloads folder. Return to session by clicking the session button at the top
of the Studio tab and right-click the document name tab. Select add to open
Studio Session. Document will upload. Repeat for all documents to be added to
the Bluebeam Studio Session. Once documents have been added to the Session,
update the PR tracker table. Select the PR tracker table file, right-click and
select open. Update the disciplines that need to be reviewed. Go to the toolbox
select the X from the PR tracking table tool chest. Place an X in the not
required box for any discipline not required to be reviewed for this project. If a Cal green review is required for
this project, select the Cal green discipline box from the DSA PR table
structural tool chest.
Place it next to the access box on the PR tracker table.
Open the eTracker schedule and enter the supervisors name for all required
disciplines. Open eTracker plan check worksheet and change plan review status
to 1% for all required disciplines. When the phase 1 review has been completed
and approved by the intake architect, the DSA supervisor receives eTracker plan
review dashboard notification, plan review in progress bin. Select project
from eTracker bin list to open eTracker plan check worksheet. Copy the
nine-digit EPR ID. Open Bluebeam Studio software. Connect to Bluebeam Studio.
Select home, select join. Paste the nine digit EPR ID, click OK to join the Bluebeam
Studio Project. Right-click the Bluebeam Studio Project name. Select show
sessions, select the session and select join.
Review documents as necessary.
Right-click on the document and select open. Using the navigation arrows, the
bookmarks tab, hyperlinks and the thumbnail tab navigate pages as
necessary to review. In the document name tab use the grey X to close the
document. View supporting documents. Return to the Studio tab. Select
project, double-click folders to expand: increments, DSA review, plan review
documents, version 1. Go to the document, right-click, select open to view
supporting documents. Use the X in the document name tab to close file. Assign
project to a single DSA plan reviewer. Open eTracker schedule and enter name
of the plan review. Open eTracker plan check worksheet. Select plan reviewer's
name from checked by drop-down. Change plan review status to 1%. If multiple DSA
plan reviewers are required open eTracker schedule and select add another
schedule for this application. Enter the name of the plan reviewers. Update
session PR tracking table.
Return to Bluebeam Studio and return to the
Session. Right-click on the PR tracking table document and select open. If
additional reviewers are required, go to the tool chest tab. Select the discipline
tool from the tool chest and paste it onto the PR tracking table. If a consultant plan reviewer is being
used, return to the Bluebeam Studio Session, right-click the PR tracking
table and select open. Go to the DSA tool chest tab, select the consultant plan
reviewer point of contact tool and paste it under the applicable discipline. Double-click the tool and update the
point of contact information listed in the bottom box. Return to eTracker, open the eTracker
schedule, enter consultant plan reviewer. Enter DSA point-of-contact plan
reviewer as second reviewer. Send email inviting DSA consultant plan reviewer to
Bluebeam Studio. DSA plan reviewer will receive eTracker
dashboard notification in plan review in progress bin. Select project
from the eTracker bin list to open eTracker plan check worksheet. Copy the
nine digit EPR ID code from eTracker plan check worksheet. Open Bluebeam
Studio software and connect to Bluebeam Studio. Go to the Studio tab, select home
and click join. Paste the nine digit code from
eTracker and click OK.
The Bluebeam Studio Project will open. Join Bluebeam Studio Session. Right-click
Project name, select show sessions, select the plan review session and select join.
The Bluebeam Studio plan review session will open. The plan review session
contains the following documents: the PR tracking table, the 103 form, the DSA
additional comments, the drawing file and the specification file. Review session
documents. Right-click the document and select open. Navigate pages using page
labels, the bookmark tab, and hyperlinks. Making comments. Use the tool chest to make comments on the document. Edit comments on the sheet,
double-click on your comment on the sheet and change the text as
required. Click away from the box to save edits. Edit comments in the markup list.
Click the filter button to activate the filter feature.
Go to any column and
select the down arrow and sort as desired. Go to author select the drop
down arrow and find your name in the drop down menu. Double-click the comment
area to change text as required. Click outside the box to close and update
comment. During the review of a drawing file,
clarify review status of each sheet. Go to the bottom right hand corner of the
sheet, where the sheet number is, provide a Y if there are comments on the sheet
and the review of the sheet is complete. Provide an N if there are no comments on
the sheet and the review of the sheet is complete.
Filter comments based on
individual plan reviewer. Go to Bluebeam Studio tab, click home. Click session,
select session containing documents for review. Under attendees, right-click on plan reviewer name and select filter markups. While in the Bluebeam Studio Session
ensure online connectivity. Under the studio tab confirm the plug icon is
green and connected. Review supporting documents. Under the Studio tab, select
project, double-click the increments folder, double-click the DSA review
folder, double-click plan review documents and double-click version 1.
Review additional supporting documents. Right-click the document and select open
to download. Review supporting document. Supporting documents, greater than 30
pages, will be bookmarked and you can use the bookmark tab to navigate bookmarks.
Marking up supporting documents. Take a snapshot of the section of the document
that needs to be marked up. Return to the drawing file and paste the snapshot into
the appropriate location. Use the DSA tool chest to markup and
make comments as required. If a document sheet is too dense to
accommodate a snapshot from the supporting document, use the DSA
additional comments file to paste the snapshot.
Return to the session and
select the DSA additional comments file from the list. Paste the comment onto an
open spot on the document. Return to the drawing file and use the tool chest to
make a reference comment on the drawing sheet. State that the comment is located
on the DSA additional comments file and list the sheet number.
Return to the additional comments sheet and mark up the pasted section as
required. Adding supporting documents to session
as required. Supporting documents are to be added to the Bluebeam Studio Session
at the discretion of the DSA plan reviewer.
The DSA plan reviewer may
request that the EPR administrator add the documents to the plan review session.
Alternatively the plan reviewer can complete the following steps. Join the
Bluebeam Studio Session. Go to the Bluebeam Project, right -click
on the project name, select show sessions. Select the plan review session, if the
plan review session does not appear, click cancel. Right-click the Project
name, select refresh. Right-click the Project name again, select show sessions.
Select the plan review session, select join. Place the document on your local
computer. Go to the Bluebeam Project, find the document in question, by double
clicking on parent folders to expand down to the version 1 folder. Right-click on the document and select
open. Right-click on the document name tab,
select save as. If save to project file pops up, select save to disk. Select the
Downloads or desktop folder. Add document to the session. Right-click on the
document name tab, select add to open Studio Session. Document will add to the
Bluebeam Studio Session. Request additional or revised documents from the
Design Professional. The Design Professional will upload documents to
the DSAbox project plan review submittal folder.
Retrieve the submitted files from
DSAbox, right-click on file, select download. Verify naming convention. Open Windows
Explorer, go to your downloads folder. Verify the naming convention of the file.
Ensure it includes the version 1 control. If it's incorrect rename it at this time.
Upload file to Bluebeam Studio Project. Expand to the version 1 folder by
double-clicking the parent folder. Right-click version 1 folder, select
upload files. Select your file from the Downloads folder. If this is a
resubmittal file, click the original file, right-click it and select delete. Then
select the resubmittal file, right-click, select rename and remove the
parentheses one from the end of the file name. Click OK.
Updating eTracker during the plan review. Update eTracker plan check worksheet %
complete from 1% to 84%, to show working status. When ready for supervisor QA/QC,
update eTracker plan check worksheet to 85%. Update the plan review tracking
table. Select the document from the Session. Add plan reviewer contact
information.
Go to the tool chest and open the PR tracking table tool chest.
Select reviewer contact information and paste it into the reviewed by box on the
PR tracking table in the appropriate discipline. If this is the first time you've
completed this, update the general information to your information. Once
information is updated you may save this information by right-clicking the
comment, select add to tool chest and select my tools from the drop down menu.
This will add your contact information to the top tool chest under the tool
chest tab.
List the session documents that have comments. Select the tool from
the PR tracking table tool chest and paste it under the appropriate
discipline. Double-click in the comment to update the version number of the
documents reviewed. Verify all comments are made with the
color red. Go to Bluebeam Studio Session, select home, select plan review session.
Right-click on your name in the attendee list, select filter markups.
Expand markup list and select color. Scroll markup list to verify only colors
from the tool chest are being used. If red is not used for a comment, click on
the comment, select properties and change color to red. DSA supervisor will receive eTracker
dashboard notification in plan review complete QA pending bin. Select the
project in eTracker to open the plan check worksheet. Copy the nine digit
EPR ID from eTracker plan check worksheet.
Join Bluebeam Studio Project.
Open Bluebeam Studio software. Connect to Bluebeam Studio under the Studio tab,
select home, select join. Paste the 9 digit EPR ID. Click OK. Join the Bluebeam
Studio Session. Right-click the Project name, select show sessions, select the plan
review session, select join. Perform a QA QC review as required. If the documents
do not require additional phase 2 plan review, then complete the following steps.
Notify the DSA plan reviewer of completed
QA/QC and approval of comments. Update the eTracker plan check worksheet QA finish
date. The plan reviewer will adjust comments per review with supervisor.
Update the plan review tracking table. Place an X in the 85% plan review QA
finished status field. Update eTracker. The plan reviewer will enter the QA
finish date into the eTracker plan check worksheet. Do not enter the return
for correction date, this will be entered by the EPA Administrator when all
required reviews are complete. Once all disciplines have been marked complete in
eTracker plan check worksheet, the DSA EPR administrator will invite the Design
Professional of record to the Bluebeam Studio Session to view comments.
The
Design Professional of record will contact the lead plan reviewer and arrange a
back check appointment. The lead plan reviewer will schedule the appointment
at a designated station. The Design Professional or record will report to the
DSA regional office at the scheduled appointment time.
Plan reviewer will log into an electronic back check station as a guest
user and will login to Bluebeam Studio. Open Bluebeam Studio. Click home, locate
the project on the project list. Double-click the 0 increments folder,
double-click the submissions folder, and double click the plan review documents
folder. Confirm the name and version control of the document is correct. If
they are incorrect, change them at this time.
Right-click the new submitted file, select check out. Right-click the new submitted file and
select open. Verify document preparation. Confirm formatting of documents. Confirm
that the PDF file size is less than one gigabyte.
Right-click on the document in the Project list. Select properties from the
drop-down and confirm that the file size is less than 1 gigabyte. Confirm that a
blank stamp area has been left in the same spot on all documents for the DSA
digital identification stamp.
The exception to this is, PC drawings and
existing relocatable building drawings. Bookmarks. Go to the bookmark tab. Confirm
that bookmarks have been created with page number and sheet name. Verify that
they are nested to match the index sheet sections. Audit bookmarks to confirm that
there are no broken bookmarks. Page labels. Go to the thumbnail tab. Confirm
that page labels have been created with sheet number and sheet name. Flatten
document. Confirm that the document has been flattened and that there are no
comments in the bottom markup tracker.
No layers. Go to the layers tab and confirm
that there are no layers. Verify the sheet count on the index sheet of
drawings. Locate the sheet total, verify that the sheet count matches the
Bluebeam sheet count below. Hyperlinks. Go to the links tab. Select a hyperlink
from the list that is located on the index sheet.
Verify that all sheet labels are highlighted. Scanned documents. Go to the bookmarks tab.
Select random sheets and verify the regeneration speed of the document is
not greater than three seconds.
If applicable open the resubmitted
specification file. Right-click the file and select checkout. Right-click the file
again and select open. Confirm that a single PDF format has been submitted and
check that the file size is less than 1 gigabyte. Right-click the file from the
Project folder structure. Select properties. Confirm that the file size is
less than 1 gigabyte. Bookmarks. Go to the bookmark tab. Confirm that bookmarks have
been created and that they are nested by sections. Audit bookmarks to confirm that
there are no broken bookmarks listed. Flatten document. View the markup list.
Confirm the document has been flattened. There should not be any comments in the
mark-up list at the bottom of the screen. If applicable open the DSA 103 file.
Right-click the file and select check out. Right-click the file and select open. Verify the file has been flattened and
that there are no comments in the markup list. Open PDF supporting documents. Right-click on the supporting document, select check out. Right-click on the document
and select open. Bookmarks. This is only required for
documents that are greater than 30 pages. Verify that bookmarks have been created.
Audit bookmarks to confirm that there are no broken bookmarks.
Flatten
document. Confirm that the document has been flattened. There should not be any
comments in the market list at the bottom of the screen. If documents are
not flattened select the flatten icon, uncheck allow markup recovery, confirm
all markups are selected and that all pages are selected. Click flatten. Non PDF
supporting documents may be provided. These documents require no preparation.
If any of the submitted documents are not properly formatted, the Design
Professional shall log in to Bluebeam Studio and reformat the documents.
Prepare documents for session. The drawing file, the specification file, if
applicable and the 103 form, if applicable, will be formatted by the lead
plan reviewer. Discipline specific supporting documents will be prepared
for the session by the plan reviewer.
Select the manage status icon. If the DSA
back check model occurs, select ok. If the DSA back check model does not
occur, select the foreign model and select delete. Click OK. Select the manage
status gear again, confirm the DSA back check model and select ok. Save and close
file. Repeat steps for all PDF files submitted.
Copy file from submission folder to DSA review folder. For the drawing file, the
specification file, if applicable, and the 103 form, if applicable, this will be done
by the lead plan reviewer. For all discipline specific supporting documents
it will be done by the plan reviewer. In the Bluebeam Studio Project, right-click
the submitted file, select copy.
Double left-click on the DSA review folder.
Right-click on the plan review documents folder and select paste. Repeat for all documents submitted. Add documents to the Bluebeam Studio
Session. This will be done by the lead plan reviewer for the drawing file, the
specification file, if applicable, the 103 form, if applicable. For all discipline
specific supporting documents that will be done by the plan reviewer. Request the
EPR administrator to add the plan review documents to the Session.
Alternatively the plan reviewer can complete the following steps.
Join the Bluebeam Studio Session. Go to the Bluebeam project. Right-click the
project name, select show sessions. Select the plan review session and select join.
If the plan review session does not show, select cancel.
Right-click the Project
name, select refresh. Right-click the Project name again, select show sessions.
Select the plan review session and select join. Return to the Bluebeam
Studio Project to save documents to the local computer. Go to the document,
right-click on the document. select open. Right-click on the document name tab,
select save as. If save to project file pop-up occurs, select save to disk. Select
the Downloads folder or other temporary location on your hard drive. Add the
document to the Session. Right-click on the document name tab. Select Add to open
Studio Session. Document will load to the Bluebeam Studio Session. Back check. Login
to Bluebeam user account using the Bluebeam Studio switch user tool. Join the
Bluebeam Studio Project. Select the Project from the project list. Join the
Bluebeam Studio Session. Right-click on the Project name, select show sessions
from the drop down.
Select the plan review session and select join. Review
session documents. Right-cick on the document and select open. Navigate pages
using page labels, bookmarks and hyperlinks. View comments based on individual DSA
plan reviewer as required. Go to the Studio tab. Click the Session button. Move
mouse over DSA plan reviewer name in the attendee field. Right-click, select filter
markup. To clear filters repeat the process. Verify all plan reviewer red
comments have been incorporated and turned to green. Expand the markup list
at the bottom of the window. If red comments occur, request the
Design Professional to incorporate all comments prior to moving forward with back
check appointment. Each comment will be reviewed with the Design Professional of
record and DSA plan reviewer will mark open or close using the DSA back check
status menu.
Verify comment incorporation. Open the version two of the drawings.
Under the documents area, right-click the document and select open. View the
version 1 and the version 2 side by side. Use the split-screen function to split
the screen. Review each comment. If the comment has been incorporated, double-click in the status area and
select close. If the comment has not been incorporated, in the mark-up list in the
status area double click and select open. If a comment requires additional DSA
review, the comment can be temporarily set to additional review required in the
mark-up list. Double left -click on the status area, select additional review
required and then change the status to open or closed once the review is
complete. Use the tool chest to make new comments on the version 2 of the
document as required during the back check appointment. Edit comments on the sheet. Double-click
the comment and edit comment as required. Edit comment in the bottom markup list.
In the bottom markup list, double-click the text in the comments section and
edit as required. Update the plan review tracking table.
Go to the Studio tab and
select the document under the documents list. Right-click the document and select
open. Update the list of Session documents that have been reviewed. Go to
the tool chest and using the PR tracking table tool, add the new list of documents
and double-click to update the version number. If the current review file is approved,
add an _A to the file name. If the file is approved as corrected, add an
as corrected to the file name. If the current review file has no more
outstanding items, provide a strike through on the file name.
Double
click in the box, highlight the document name to be struck through. Go to the
properties tab, under appearance go to font style. Select strike through font to
strike through the document name. If documents are not code compliant, the
Design Professional can make the required changes within the Bluebeam
Studio Session and the plan review will continue until code compliance is
achieved. If code compliance cannot be achieved using Bluebeam markup tools,
then corrections will be made out of the Session and the Design Professional will
be required to resubmit the drawing. If plans are code compliant, for the
non-lead plan reviewer, plan reviewer will update the eTracker plan check
worksheet bact check to 15% and notify the lead plan reviewer.
Update the plan
reviewer tracking table. Right-click on the Session document PR tracking table and
select open. Place an X in the 15% back check status field. Go to the PR tracking
table tool chest, select the X from the toolbox and place it in the box. Finalize
review by lead plan reviewer. Lead plan reviewer, after the documents are
determined to be code compliant by all plan reviewers, will do the following:
Update the plan review tracking table. Right-click on the session document, PR
tracking table. Select open. Place an X in the 15% black check status field. Verify the PR tracker table is complete
for all disciplines. Confirm that any as corrected items have been included in the
latest document version. In the PR tracker table file identify, for the DSA
EPR administrator, which Session documents will receive approval stamps.
Cross out non-lead plan reviewer list of
documents and label the latest version by adding an _A to the file
name. Strike through previous document version
names. Update back check to 15% in eTracker plan check worksheet. Do not send
the approval letter. The EPR administrator will do this after the
approval documents get processed. Complete a DSA 153 form. Open the
Bluebeam project's DSA review folder. Open the plan review documents folder, Right-click
on the 153 form, select open. Right click on the document name tab and select
check out. Update the DSA 153. Right-click on the
document name tab and select check-in. Click check-in. Click on the X in the
document name tab to close file. The following process is for addendum but it
follows for all post approval documents. If this is the first version of a
submittal, the designated triage plan reviewer will review submittal and
determine which discipline is required and update the eTracker form. All post
approval document sessions will be created as needed by the EPR
administrator. All documents will be loaded to the Bluebeam Studio Session by
the EPR administrator.
ETracker addendum pending dashboard bin will notify
triage reviewer that document is ready for assignment. Open eTracker,
open addendum dashboard. Select submittal from addendum pending dashboard
bin. Copy the nine digit EPR ID. Join Bluebeam Studio Project. Open Bluebeam
software, connect to Bluebeam Studio. Under the Studio tab, select join. Paste
the nine digit Bluebeam EPR ID from eTracker. Click OK. Join the Bluebeam
Studio Session. Right-click on the Project name. Select show sessions,
select the addendum session to join. Select join. Review the addendum. Right
click on submittal, select open. Navigate pages using bookmark tab, page
labels and hyperlinks, if any. Update eTracker addendum record. Set the status
for each of the review fields to required or not required. Assign the
anticipated office and then assign the supervisor or designated plan reviewer
for all statuses with required. Select save. eTracker addendum pending
dashboard bin will notify supervisor that document is ready for assignment.
Open eTracker, open the addendum dashboard. Select the addendum from
eTracker list. Copy the nine digit EPR ID number. Join Bluebeam Studio Project. Open
Bluebeam software. Connect to Bluebeam Studio. Under the Studio tab select join.
Paste the nine digit Bluebeam EPR ID from eTracker.
Click OK.
Join the Bluebeam Studio Session. Right-click on the Project name,
select show sessions. Select the addendum session to join. Select join. Review the
addendum. Right-click on submittal, select open. Navigate pages using bookmark tab, page
labels and hyperlinks, if any. Assign reviewers. Go to eTracker, select plan
change addendum. Assign plan reviewers. Change plan reviewer as required. Open
eTracker, select tools, select supervisor dashboard, select supervisor name, select
employee name, click plan change addendum. Select generate report, select view for
addendum pending, addendum in progress, addendum resubmitted and pending review, select addendum. Change plan reviewer name, select save.
eTracker addendum pending or addendum resubmitted and pending review
dashboard bin will notify the plan reviewer the document is ready for review.
Open eTracker, open the addendum dashboard, select addendum from eTracker
list. Copy the nine digit EPR ID. Join Bluebeam Studio Project. Open
Bluebeam Software. Connect to Bluebeam Studio. Under the Studio tab, select join.
Paste the nine digit Bluebea EPR ID from eTracker, click OK.
Join the Bluebeam Studio Session. Right
click on the Project name, select show sessions. Select the addendum Session to
join. Select join. Review the addendum. Right-click on submittal, select open. Navigate pages using bookmark tab, page
labels and hyperlinks, if any. Making comments. Use the tool chest and add
comments. Edit comments on sheet. Double-click the
comment and make edit. Edit comment in markup list. Click the filter button to
activate filters. Go to any column and select the filter button; example author. Double-click the comment and make edit. Click outside the box to close and update
comment. If submittal is V2 or greater review the new submittal with the
previous version. In the market list double left-click on the
status area and select open, If the comment has not been corrected on this
submittal. In the market list double left-click in the status area and select
close, if the comment has been corrected on this submittal.
Update eTracker.
If submittal is disapproved, complete date and change status to disapprove. If
submit all is approved complete date and change status to approved. Do not update
the approved date, this will be done by the EPR administrator when the approval
is uploaded to the DSAbox project folder. Setup with new account. Open
Bluebeam Studio software. A window will appear. Select next, click create new. Click agree. Change username in the bottom box to
first name, last name, comma.
Space, DSA in all caps and DSA discipline. Add your DSA
email address. Create a password. Password must include:
an uppercase letter, a lowercase letter, a number and a special character. Check
remember password, Click OK. You've now created your Bluebeam Studio Account.
Open the welcome email from Bluebeam Studio. Select the validate email
hyperlink. Close the web page. Return to Bluebeam Studio, Go to settings in the
upper right-hand corner. Click preferences from the drop down menu. On the left-hand scroll bar, select markups.
Check the third check box down; auto size text box and call out markups.
On the
left-hand scrollbar go to general. Confirm the name in the top user box. It
should be; first, last, comma, space, DSA in all caps, followed by the DSA discipline. Click OK.
Proceed to appendix A section 2. Verify existing account. Open Bluebeam Studio
software. Go to settings in the upper right-hand corner, click preferences.
On the left-hand scroll bar, scroll down to Studio, select login. Enter your DSA
email and your Bluebeam Studio Password. Check remember password and click OK.
Click the manage servers button. Double
left-click the email address. Check name for proper naming convention. Click OK,
click close. On the left hand scroll bar select markup. Check the third check box
down auto size text box and call-out markups. On the left hand scroll bar go
to general. Confirm the name in the top user box should be; first, last, comma,
space, DSA in all caps followed by the DSA discipline. Click OK. Proceed to
Appendix A section 2. Demo Bluebeam Studio Project and Session and test
markups. DSA profile. DSA profile, go to view across the top. Select profiles, go
to import. Go to the X Drive. Go to the electronic plan review folder,
administrator, profiles. Select your DSA discipline profile, click open. From the
active drop-down select the DSA profile and click OK. This will load the DSA tool
chest, the custom DSA back check menu and the status bars.
The DSA profile must be
used in all Bluebeam Studio Sessions. The tool chests are located under the
gold tool chest tab. Note the location of the tools.
Tools are located under the gold tool chest tab. Join the Bluebeam Studio Project. Go
to the Studio tab. Select home and click join. Enter the Bluebeam Studio Project
ID number. Click OK. This will load the Bluebeam Studio Project. The Bluebeam
Studio Project contains the following folder structure and can be expanded by
double clicking the folders. The A submission folder, is where the Design
Professional submits version 2 and greater documents. The DSA review folder
is a DSA use only folder for their working documents.
The C approval folder
is the project folder where DSA places the approved documents. 5 DSA review
Sessions will be set up as needed to review submittals. Including plan review, deferred submittals, revisions, addenda and
construction change documents. After joining the Bluebeam Studio Project
there are several ways to join the Bluebeam Studio Session. Within each Project, after opening Bluebeam and connecting
to Bluebeam Studio, under the Home tab, select join and enter the Bluebeam
Studio Session ID. Click OK. Additional methods to join Bluebeam
Studio Sessions. Via the Bluebeam Studio Project. Right-click the Project name, select show
sessions from the drop-down. Select the plan review session and select join. Via
the Bluebeam Studio Session list. Under the Studio tab, click home. From the
session drop-down, select the session to enter from the list. While in a Bluebeam
Studio Session ensure online connectivity. Under the Studio tab
confirm that the plug icon is connected and that the dot is green. Check that
naming convention is correct under attendees: first, last, company. Open the
test document listed under documents. Right-click the file and select open. View bookmarks. Under the blue ribbon tab
view the bookmarks.
Select a page and then return to the tool chests tab. Make
one of each mark up on a document. Click outside the text box or
comment to finish, The textbox will auto size around the text. Tool chest
reference guide. My tools. The my tools tool chest allows reviewers to save
frequently used comments in the DSA format. Make a comment on the document
for review using the DSA discipline tool chest. Right click on the comment, select add to
tool chest from the drop-down and select my tools from the drop-down. Comment will
be added to the my tools tool chest. All reviewers must use the correct
color-coded markups associated with their discipline. This example is
structural. Using the DSA tool chest. The highlight tool.
Select the tool and click
and drag to make a highlight mark. Use this tool to mark off sections that have
been reviewed. Text box. Select the text box. Left-click once and drag to create a
text box. Fill with text and click outside to close.the box.
Create comment outlined in red on a document sheet. Call-out. Select the tool,
the first click will be the indicating arrow. Drag and left-click again to place
the box. Right-click the call-out to add another
indicating arrow. Select add leader from the drop-down menu. Left-click once to
place the second indicating arrow.
To remove an indicating arrow right-click
the indicating arrow and select delete leader from the drop-down menu. Use the
call-out to indicate an item and comment on it. Cloud+. Select the tool
from the tool chest. Left-click once and hold. Then drag mouse to create a
rectangle. Move mouse to place the comment box. Outline an area for review and comment
on it. Dimensions. Select the dimension tool. Click for the start point of the
dimension. Click a second time for the endpoint of
the dimension.
Use this tool to dimension a distance. Label line. Select the tool. Select the
first point, left-click again to finish the line. Enter text as needed. Use this tool to note an area or
distance of importance by adding a label line to area. Rectangle. Select the tool,
left-click once, drag and left-click again to create. Outline an area of
interest or call attention to a detail. Ellipse. Select the tool, click once and
let go. Drag your mouse and left-click again to add. Use the tool to outline an
area of interest or call attention to a detail.
Polyline. Left-click once for a
start point. Click again to create the first line segment. Continue process until line segment has
been completed. Double-click to finish the line segment. Arrow. select the tool
from the tool chest. Left-click once to put the end of the arrow down. Left-click
again to place the arrow point. Y and N. Select the tool and click in the bottom
corner of the page under review.
Use this tool when an initial plan review of a
sheet is complete. This mark is placed at the bottom right corner to help identify
that, yes, the sheet has comments. No. Select tool and click in the bottom
corner of the page under review. Use this tool when an initial plan review of a
sheet is complete. This mark is placed at the bottom right corner to help identify
that, no, the sheet does not have comments. DSA PR tracking table tool chest. The PR
tracking table file will be located in the Session and will be filled out with
the following information per discipline.
Plan reviewer contact information:
including name, phone number and email address. Status, the status box is used to
keep track of the current status of each disciplines review. The bottom box will
be used with the document review summary template. Additional boxes can be added
by the supervisor for additional reviewers. Additional boxes can be added by the
supervisor for additional reviewers. Plan reviewer contact information. Easily
paste into the PR tracker table. Select the tool and left-click once to paste
the contact information. Update the contact information to your contact
information. Click outside, use the grip dots to
adjust the text box so that each line fits in a single row.
Right-click the comment and select Auto size. Save reviewer contact information.
Right-click the contact information and select add to tool chest from the drop
down menu. Add to the my tools tool chest. This will save the contact
information. Moving forward, select the reviewer info from the my
tools and the contact information will paste. Document review summary template. Add this tool to the document review
summary box under the proper discipline.
Select the tool, line up the dotted line
at the top and double-click in the comment box to update the version. Use this list to track the current
documents. Use this list to track the current version under review and which
versions have open comments. When a consultant reviewer is participating in a
review, the supervisor will add the consultant reviewer box to the
appropriate discipline color under the PR tracking table. They will update the
DSA point of contact information with the appropriate information. The red X in the PR tracking table is
used in the status box. At the appropriate times select the tool and
paste it into the proper status box. Left click once to place X. The plan review
tracking table. During the review of a project, each
reviewer will use the PR tracking table to catalog the documents under review.
Using the PR tool chest. Plan reviewers will update the table with contact
information, review status and review documents. Add new documents that have
been reviewed to the list. Double-click in the comment to update
the version number.
Click outside. If the current review file
is approved, add an A to the file name. If the current review file is approved, add
an _A to the file name. If the current review file is approved as
corrected, add an _As Corrected to the document file name. If the current review file has no more
outstanding items, provide a strike through to the file name. Double
click in the document review summary. Highlight the text to be crossed out. Go
to the properties tab on the right-hand side of the Bluebeam screen. Under
appearance, edit the font style to strike through. Click outside the box to
update the style. Resubmittal of documents. The Design Professional of record
will notify the lead plan reviewer that resubmittal documents have been added
to the Bluebeam Project submissions folder. Open eTracker plan check
worksheet and copy the nine-digit EPR ID number. Open Bluebeam Studio and select
join. Paste the nine digit EPR ID and click OK. Double-click the 0 increments
folder, double-click the submissions folder and double-click the plan review
documents folder.
Confirm the name and version control of the document is
correct. If they are incorrect change them at this time.
Right-click the new submitted file, select check out. Right-click the new submitted file and
select open. Verify document preparation. Confirm formatting of documents. Confirm
that the PDF file size is less than one gigabyte.
Right-click on the document in the Project list. Select properties from the
drop-down and confirm that the file size is less than 1 gigabyte. Confirm that a
blank stamp area has been left in the same spot on all documents for the DSA
digital identification stamp. The exception to this is PC drawings and
existing relocatable building drawings.
Bookmarks, go to the bookmark tab. Confirm
the bookmarks have been created with page number and sheet name. Verify that
they are nested to match the index sheet sections. Audit bookmarks to confirm that
there are no broken bookmarks. Page labels, go to the thumbnail tab. Confirm
the page labels have been created with sheet number and sheet name. Flatten
document. Confirm that the document has been flattened and that there are no
comments in the bottom markup tracker. No layers, go to the layers tab and confirm
that there are no layers. Verify the sheet count on the index sheet of
drawings. Locate the sheet total, verify that the sheet count matches the
Bluebeam sheet count below. Hyperlinks, go to the links tab. Select a hyperlink
from the list that is located on the index sheet.
Verify that all sheet labels are highlighted. Scanned documents, go to the bookmarks tab.
Select random sheets and verify the regeneration speed of the document is
not greater than three seconds. If applicable, open the resubmitted
specification file. Right-click the file and select checkout. Right-click the file
again and select open. Confirm that a single PDF format has been submitted and
check that the file size is less than 1 gigabyte.
Right-click the file from the
project folder structure, select properties. Confirm that the file size is
less than 1 gigabyte. Bookmarks, go to the bookmark tab. Confirm that bookmarks have
been created and that they are nested by sections. Audit bookmarks to confirm that
there are no broken bookmarks listed. Flatten document, view the mark-up list.
Confirm the document has been flattened. There should not be any comments in the
mark-up list at the bottom of the screen. If applicable, open the DSA 103 file.
Right-click the file and select check out. Right click the file and select open.
Verify the file has been flattened and that there are no comments in the markup list.
Open PDF supporting documents. Right click on the supporting document, select
check out. Right-click on the document and select open. Bookmarks, this is only required for
documents that are greater than 30 pages. Verify that bookmarks have been created.
Audit bookmarks to confirm that there are no broken bookmarks. Flatten
document, confirm that the document has been flattened. There should not be any
comments in the markup list at the bottom of the screen. If documents are
not flattened. Select the flatten icon. Uncheck allow markup recovery, confirm
all markups are selected and that all pages are selected, click flatten. Non PDF
supporting documents may be provided. These documents require no preparation.
If any of the submitted documents are not properly formatted, email the Design
Professional of record with the items that are required to be reformatted.
Prepare documents for session. The drawing file, the specification file, if
applicable, and the 103 form, if applicable, will be formatted by the lead
plan reviewer.
Discipline specific supporting documents will be prepared
for the session by the plan reviewer. Select the manage status icon. If the DSA
back check model occurs, select ok. If the DSA back check model does not occur,
select the foreign model and select delete. Click OK. Select the manage status
gear again, confirm the DSA back check model and select ok. Save and close file. Repeat steps for all PDF files submitted.
Copy file from submission folder to DSA review folder. For the drawing file, the
specification file, if applicable, and the 103 form, if applicable, this will be done
by the lead plan reviewer.
For all discipline specific supporting documents
it will be done by the plan reviewer. In the Bluebeam Studio Project right-click
the submitted file. Select copy, double left-click on the DSA review folder.
Right-click on the plan review documents folder and select paste. Repeat for all documents submitted. Add documents to the Bluebeam Studio
Session. This will be done by the lead plan reviewer for the drawing file, the
specification file, if applicable, the 103 form, if applicable.
For all discipline
specific supporting documents this will be done by the plan reviewer. Request the
EPR administrator to add the plan review documents to the Session.
Alternatively the plan reviewer can complete the following steps. Join the
Bluebeam Studio session go to the Bluebeam Project. Right-click the Project
name, select show sessions. Select the plan review session and select join. If
the plan review session does not show, select cancel. Right-click the Project
name, select refresh. Right-click the Project name again, select show sessions.
Select the plan review session and select join. Return to the Bluebeam
Studio Project to save documents to the local computer. Go to the document,
right-click on the document, select open. Right click on the document name tab,
select save as. If save to project file pop-up occurs, select save to disk. Select
the Downloads folder or other temporary location on your hard drive. Add the
document to the session.
Right-click on the document name tab. Select add to open
Studio Session. Document will load to the Bluebeam Studio Session. Review the resubmittal.
Join the Bluebeam Studio Project. Select the Project from the Project list.
Join the Bluebeam Studio Session. Right click on the Project name, select show
sessions from the drop down. Select the plan review session and select join.
Review session documents. Right click on the document and select open. Navigate
pages using page labels, bookmarks and hyperlinks. Review comments based on individual DSA
plan reviewer as required. Go to the Studio tab, click the session button. Move
mouse over DSA plan reviewer name in the attendee field, right-click, select
filter markup. Update comment status to open or close in the markup list below. View the version 1 and the version 2
side-by-side. Use the split-screen function to split the screen. Review each
comment. If the comment has been incorporated double-click in the status
area and select close. If the comment has not been incorporated in the markup list,
in the status area double-click and select open.
If a comment requires
additional DSA review, the comment can be temporarily set to additional review
required. In the mark-up list double left click on the status area, select
additional review required and then change the status to open or closed once
the review is complete. Use the tool chest to make new comments on the
version 2 of the document as required during the back check appointment. Edit comments on the sheet. Double-click
the comment and edit comment as required. Edit comment in the bottom markup list.
In the bottom markup list, double-click the text in the comments section and
edit as required. Update the plan review tracking table. Go to the Studio tab and
select the document under the documents list. Right-click the document and select
open. Update the list of session documents that have been reviewed. Go to
the tool chest and using the PR tracking table tool add the new list of documents
and double click to update the version number. If the current review file is approved,
add an _A to the file name. If the file is approved as corrected add an
as corrected to the file name.
If the current review file has no more
outstanding items, provide a strike through on the file name. Double
click in the box. Highlight the document name to be struck through. Go to the
properties tab, under appearance go to font style. Select a strike through font
to strike through the document name. Once the resubmittal review is complete,
the reviewer will notify the Design Professional of the completed review.
Bluebeam Studio email notification settings.
EPR administrator and plan
reviewer settings. Go to the settings icon in the upper right hand corner of
the Bluebeam screen. Select Preferences from the bottom of the drop down menu. In
the Preferences window on the left-hand sidebar scroll and select Studio. Select
the notification preferences link, a web page will open in Bluebeam. Check the,
send me an email with markup alerts for all sessions and check send me an email
when an active project is updated, confirm all other account preferences
are unchecked. Click apply. Close web page. Supervisor and phase one
reviewer settings. Go to the Settings icon in the upper right hand corner of
the Bluebeam screen. Select Preferences from the bottom of the drop down menu. In
the Preferences window on the left-hand sidebar scroll and select Studio. Select
the notification preferences link, a web page will open in Bluebeam. Check, send
me an email with markup alerts for all sessions, confirm all other account
preferences are unchecked. Click apply. Close web page. Bluebeam Studio switch user
accounts. Go to the Bluebeam Studio tab.
Click the drop-down arrow next to the
connectivity icon and select switch user. Enter your Bluebeam Studio email and
password, click OK. Ensure proper profile for discipline. Go to view across the top,
click the profile drop-down and select the DSA discipline profile. Window with
option to create account does not appear. when opening Bluebeam. Go to settings
in the upper right hand corner. Go to preferences at the bottom of the
drop-down menu, on the sidebar in the Preferences window scroll to Studio.
Select login and select create account.
Enter your company email address. Create password. Password must be at
least 8 characters long and include a number, a special character, an uppercase,
and a lowercase letter. Check remember password and change name in the bottom
user box to; first name with a capital letter at the beginning, space last name with a
capital letter at the beginning, comma, space, company name. Click OK and return
to Appendix A section 2.3.3. Created new account but email is already in use.
Click OK, click cancel. Login using company email address and Bluebeam
Studio password. Forgot Bluebeam Studio password. Enter email in login window. select the lost password
hyperlink. Follow emailed instructions. This email will be from
Bluebeam, if it does not appear in the inbox, check your spam or other folders. Return to Appendix A section 2.4.4. Other errors may occur such as; email or password provided is
incorrect. Confirm that your email and password were entered properly. Lost
password email not received, confirm that your email was entered properly and
check your spam folder in your email. Account may not exist. Go to appendix B
Section 1.1 to create an account.
Incorrect naming convention. Name in the
edit server window is incorrect. Click manage servers, double left-click email
address. Check name for proper naming convention: first, last, comma, DSA in all
caps followed by the DSA discipline. If it's
selectable, edit it at this time. If the name is grayed out, open a web browser
and go to studio.bluebeam.com. Login using the DSA email address. Login using your DSA email address and click sign in. Select the my profile
tab and update the name in the default name window. Click update profile and
close web page. Return to Bluebeam Studio. Select logout from the Preferences
studio window and then click login and enter your email and password. This will
update your username. Send a Bluebeam Studio support ticket.
Across the top of the window, select the help ribbon. Go to the contact icon and
select technical support. In the pop-up window attach log files by clicking yes.
Email will open in local email application. Include a brief message of
the issue and send. Management will send a notification of a new profile. Open
your Bluebeam Studio software. Across the top of the window go to view, click
the profiles icon.
Remove the current profile. Select your current profile and
then select delete, click yes. Then click import, Go to the X Drive,
electronic plan review folder, the administrative folder, the profile folder.
Select your discipline from the list and click open, click yes, click yes. Profile
will load. Confirm that it is listed as the active profile and click OK. For DSA procedure support, send an email
to DSAEPRsupport@DGS.ca.gov. State the procedure in question in a
subject line and write your question in the body of the email. Template email number one, inviting the
DSA consultant plan reviewer to Bluebeam Studio. Open your native email
application and select new email. Go to the X Drive, go to the electronic plan
review folder, administrator, template emails. Go to PR 18-06 and select template
email number one: inviting DSA consultant plan reviewer. The DSA supervisor will
update the template email by correcting the items in parentheses and sending to
the DSA consultant plan reviewer. The DSA Bluebeam Studio profile for the
appropriate discipline will also be included in the email. Highlight the
italicized text using Ctrl-C, copy the text.
Select the body of the email and
select paste. Send it to the consultant reviewer and in the subject line put the
application number followed by the project name. Update the information in
the parentheses: the application and the project name can be copied and pasted
into the body of the email. Update the Bluebeam Studio Project ID. This
information can be found on eTracker or it can be found in Bluebeam itself.
Right-click the project in question and select copy project ID. Highlight the
parentheses area and paste. Input the DSA plan reviewer
contact information. Attach the Bluebeam Studio profile. Go to attach file, go to
the X Drive, go to the electronic plan review folder, administrator, profiles.
Select the appropriate discipline from the list and select insert. Send email to
consult and plan reviewer. Template email number two, improperly formatted resubmittal documents. When the PDF documents are submitted but incorrectly formatted,
the DSA leed plan reviewer shall update the template email by correcting the
items in parentheses. Changing the incorrectly formatted items to bold and
highlight. The email shall be sent to the Design Professional of record. Open your
local email, select new email. Open eTracker to retrieve email address.
On the project application screen the
email can be found under the project professional. Copy email and paste it in
the to box. In the subject line input the application number and the project name. Go to the X Drive, select electronic plan
review folder, administrator folder, template emails. Go to PR 18-06 and open
template email number two. Highlight the italicized text. By using Ctrl-C copy
the text. Return to the body of the email. Select the email body and using Ctrl-V
paste the information.
Highlight the items in question. Bold and highlight those items. Send the
email to the Design Professional of record..