IP Library Granted Patent US 10,956,668
Granted Patent B2
US 10,956,668 · App. 16/860,993 · Granted Mar 23, 2021

Management of building plan documents utilizing comments and a correction list

Inventors: Michael M. Chegini (Newport Coast, CA); Sholeh Noori-Chegini (Newport Coast, CA); Stacy Ann Reno (Orange, CA); Jesse Bethke (Pierre, SD); Matthew David Smart (Pierre, SD)
Assignee: E-PLAN, INC.
G06F40/197G06F3/0482G06F3/04842G06F40/169G06Q10/06G06Q10/10G06Q50/08
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Quick Facts
Patent No.
US 10,956,668
App. No.
16/860,993
Granted
Mar 23, 2021
Kind
B2
Abstract

Systems and methods for managing and processing building plan documents. An electronic building plan document including a plurality of plan sheets is received. A first plan sheet is provided for display. A user interface is provided via which a user can select or enter a first comment associated with the first plan sheet. A user interface is provided via which the user can associate metadata, including a project type or discipline, with the first comment. A first plurality of comments, including the first comment, is stored in association with respective metadata. A user interface via which the user can select, by category and/or subcategory a plurality of comments to be included in a plan correction list, and a correction list is generated including a plurality of comments specified by a plurality of users.

Claims (107)

1. A system for managing building plan documents, comprising:

one or more computing devices;

non-transitory computer readable memory storing program code that when executed by the one or more computing devices is configured to cause the system to perform operations comprising:

enable an upload of electronic building plan documents and supporting documents over a network to a storage device;

access from the storage device an uploaded electronic building plan document including a plurality of electronic building plan sheets;

provide a first of the plurality of electronic building plan sheets for display in association with a sheet number and a version identifier;

provide drawing tools enabling a user to add lines and geometric shapes to the first electronic building plan sheet;

provide a stamp tool enabling a user to add a digital stamp to the first electronic building plan sheet;

provide a user interface via which a user can select, via a predefined standard comments library, a comment, the comment comprising text, and associate an electronic building plan sheet of the electronic building plan document with a selected comment;

receive, via the user interface, a selection of a first comment from the predefined standard comments library;

store an association of the selected first comment from the predefined standard comments library with the first electronic building plan sheet of the electronic building plan document;

enable the user to associate a discipline with the first comment via a corresponding user interface;

receive an association of a first discipline with the first comment via the discipline association user interface;

enable the first comment to be edited;

generate, using at least comments selected from the predefined standard comments library, a list of items of outstanding issues, the list including a sheet identifier column, a discipline column, and a status column, wherein:

the sheet identifier column includes respective sheet identifiers for issues included in the list;

the discipline column includes respective disciplines associated with issues included in the list;

the status column includes respective status associated with issues included in the list;

enable the list to be displayed at the same time as a corresponding plan sheet is displayed;

provide a filter control enabling a user to specify at least a discipline filter and a status filter;

in response to receiving a user interaction with the filter control, generate and provide for display a filtered list;

enable a search query to be specified and used to perform a first search;

enable the specified search query to be saved;

enable the saved search query to be accessed and used to perform a second search;

provide a control configured to enable the user to control whether or not a first type of markup added to a given plan sheet is to be displayed;

provide a measurement tool enabling a measurement to be determined;

record a response to at least one issue;

provide controls enabling the user to zoom in and zoom out of a plan sheet view;

enable at least one comment to be displayed in a pop-up window over a first electronic plan sheet;

enable a scalable vector graphic to be added to at least one electronic plan sheet;

in response to a change permit in status for at least one permit application associated with at least one electronic building plan document, creating a corresponding record of the change in permit status and generating a corresponding notification.

2. The system as defined in claim 1 , the system comprising geographically distributed components.

3. The system as defined in claim 1 , wherein the system is configured to enable user to specify a status filter for the search query.

4. The system as defined in claim 1 , wherein the first electronic building plan sheet comprises a plurality of layers, including at least a drawing layer and at least one of a document layer and a sketch layer.

5. The system as defined in claim 1 , wherein the system is configured with a:

a data layer, the data layer comprising a database configured to store electronic building plan documents, and respective revision histories;

a business layer; and

a presentation layer.

6. The system as defined in claim 1 , wherein the system is configured to enable a workflow to be specified with respect to at least one electronic building plan document.

7. The system as defined in claim 1 , wherein the system is configured to enable the user to assign a category to at least one issue.

8. The system as defined in claim 1 , wherein the system is configured to import a pre-existing comments library.

9. The system as defined in claim 1 , wherein the system is configured to enable the user to access a remote third party comments library.

10. The system as defined in claim 1 , wherein the first type of markup comprises sketches.

11. The system as defined in claim 1 , wherein the system is configured to enable different access permissions to be specified for different user roles.

12. The system as defined in claim 1 , wherein the system is configured to generate a report of current comment status in real time.

13. A system for managing building plan documents, comprising:

one or more computing devices;

non-transitory computer readable memory storing program code that when executed by the one or more computing devices is configured to cause the system to perform operations comprising:

enable an upload of electronic building plan documents and supporting documents over a network to a storage device;

access from the storage device an uploaded electronic building plan document including one or more electronic building plan sheets;

provide a first of the one or more electronic building plan sheets for display in association with a sheet number and a version identifier;

provide drawing tools enabling a user to add lines and geometric shapes to the first electronic building plan sheet;

provide controls enabling the user to zoom in and zoom out of an electronic plan sheet view;

provide a user interface via which a user can select, via a predefined standard comments library, a comment, the comment comprising text, and associate an electronic building plan sheet of the electronic building plan document with a selected comment;

receive, via the user interface, a selection of a first comment from the predefined standard comments library;

enable the user to associate a discipline with the first comment via a first user interface;

receive an association of a first discipline with the first comment via the first user interface;

generate, using at least one or more comments selected from the standard comments library, a list, the list including a sheet identifier column, a discipline column, and a status column, wherein:

the sheet identifier column includes respective sheet identifiers for items included in the list;

the discipline column includes respective disciplines associated with comments included in the list;

the status column includes respective status associated with comments included in the list;

provide a list filter control enabling a discipline filter and a status filter to be specified;

in response to receiving a user interaction with the filter control, generate and provide for display a filtered list;

enable a search query to be specified and used to perform a first search;

enable the specified search query to be saved;

enable the saved search query to be accessed and used to perform a second search.

14. The system as defined in claim 13 , wherein the system is configured to:

record a response to at least one comment;

enable at least one comment to be displayed in a pop-up window over a corresponding electronic plan sheet;

enable a scalable vector graphic to be added to at least one electronic plan sheet;

enable a user edit of at least a first comment;

provide a measurement tool enabling a measurement to be determined; and

provide a markup display control configured to control what markups added to a electronic plan sheet are to be displayed.

15. The system as defined in claim 13 , wherein the system is configured to cause a list of comments to be displayed at the same time as a corresponding plan sheet is displayed.

16. The system as defined in claim 13 , wherein the system is configured to cause the filtered list to be displayed at the same time as a plan sheet is displayed.

17. The system as defined in claim 13 , wherein the system is configured to provide a measurement tool enabling a measurement to be calculated.

18. The system as defined in claim 13 , wherein the wherein the system is configured to provide a markup display control configured to control what markups added to a electronic building plan sheet are to be displayed.

19. The system as defined in claim 13 , wherein the system is configured to, in response to a change in permit status for at least one permit application associated with at least one electronic building plan document, creating a corresponding record of the change in permit status and generating a corresponding notification.

20. The system as defined in claim 13 , wherein the system is configured to record a response to at least one issue.

21. The system as defined in claim 13 , wherein the system is configured to cause at least a first comment to be displayed in a pop-up window over a first electronic plan sheet.

22. The system as defined in claim 13 , wherein the system is configured to enable the user to edit at least a first comment.

23. The system as defined in claim 13 , wherein the system is configured to enable at least one search query to be saved for later use.

24. The system as defined in claim 13 , wherein the system is configured to enable the user to assign a category to at least one issue.

25. The system as defined in claim 13 , wherein the system is configured to import a pre-existing comments library.

26. The system as defined in claim 13 , wherein the system is configured to enable a scalable vector graphic to be added to at least one plan sheet.

27. A computer implemented method, comprising:

enabling an upload of electronic plan documents and supporting documents over a network to a storage device;

providing access to an uploaded electronic plan document including one or more electronic plan sheets;

enabling a first of the one or more electronic plan sheets to be displayed in association with a sheet number and a version identifier;

providing drawing tools enabling a user to add lines and geometric shapes to the first electronic plan sheet;

providing controls enabling the user to zoom in and zoom out of a plan sheet view;

providing a measurement tool enabling a measurement to be determined;

enabling a user to select, via a standard comments library, a comment, the comment comprising text, and associate the first electronic plan sheet of the electronic plan document with a selected comment;

enabling the user to associate a discipline with a selected first comment via a first user interface;

generating, using at least comments selected from the standard comments library, a list, the list including a sheet identifier column, a discipline column, and a status column, wherein:

the sheet identifier column includes respective sheet identifiers for items included in the list;

the discipline column includes respective disciplines associated with comments included in the list;

the status column includes respective status associated with comments included in the list;

enabling a user to specify at least a discipline filter and a status filter via filter control,

wherein in response to receiving a user interaction with the filter control, a filtered list is generated and displayed.

28. The computer implemented method as defined in claim 27 , the method further comprising:

record a response to at least one comment;

enable at least one comment to be displayed in a pop-up window over a corresponding electronic plan sheet;

enable a scalable vector graphic to be added to at least one electronic plan sheet;

enable a user edit at least a first comment; and

provide a markup display control configured to control what markups added to a electronic plan sheet are to be displayed.

29. The computer implemented method as defined in claim 27 , the method further comprising generating a report of current comment status in real time.

Assignments (2)
SECURITY INTEREST Recorded Jul 1, 2025
From: E-PLAN, INC.
To: FIDUS INVESTMENT CORPORATION
Reel/Frame 071572/0668 →
ASSIGNMENT OF ASSIGNOR'S INTEREST Recorded Dec 19, 2023
From: CHEGINI, MICHAEL; NOORI-CHEGINI, SHOLEH; RENO, STACY; BETHKE, JESSE; SMART, MATTHEW DAVID
To: E-PLAN, INC.
Reel/Frame 065916/0194 →
Continuity (5)
Continuation 16167942 · Oct 23, 2018
Continuation 15612704 · Jun 2, 2017
Continuation 14842598 · Sep 1, 2015
Continuation 13557612 · Jul 25, 2012
Related Publication 20200380205A1 · Dec 3, 2020