Article Contents
Introduction
Before a plan document can be uploaded, the number the plan belongs to must first be "allocated" to a project. Plan numbers are allocated either automatically from a pool of provisioned numbers (learn more about plan number provisioning here), or are manually assigned.
Allocating a plan number before uploading the first version helps minimise the risk of duplicate plan numbers being used by two different team members. If a person's workflow for their technical preparation of a plan begins with allocating the number first from the Plan Register, they can be confident that no one else is already using that number.
Allocating from Provisioned Numbers
If allocating a number from the provisioned numbers pool, the person requesting the allocation (e.g. a draftsperson) is emailed the next available number and the captain for that job is CC’d. When requesting the allocation, there’s a quantity box if you want to allocate a series of plan numbers in sequence.
If the quantity is specified as more than one, i.e., more than one plan number is being requested, the allocated numbers are always in ascending numerical sequence. During allocation, there are also options for how the allocated sequence must be generated, e.g. first number must end with “1” for stage 1.
Once number/s are allocated, they are searchable. Notes are recorded for who and when the number was allocated.
Manual Allocation
For plan types that have provisioning disabled, the plan number is manually entered.