IP Library Granted Patent US 11,775,750
Granted Patent B2
US 11,775,750 · App. 17/662,806 · Granted Oct 3, 2023

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 11,775,750
App. No.
17/662,806
Granted
Oct 3, 2023
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 (96)

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:

access from memory an electronic building plan document including a plurality of electronic building plan sheets;

provide an image of 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 approval stamp to the first electronic building plan sheet;

enable a user to select using a user interface, via a predefined searchable 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 searchable standard comments library;

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

enable the user to associate a discipline, from a plurality of disciplines, with the first comment via a corresponding user interface, the plurality of disciplines comprising at least electrical, plumbing, structural, and architect disciplines;

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

provide an interface enabling at least one comment to be edited;

generate, a presentation of comments, the presentation of comments including:

respective sheet identifiers, and

respective status data:

provide a search field enabling a user to search for a comment;

in response to receiving a user search query, provide corresponding comments for display;

provide a measurement tool enabling a measurement to be determined;

record a status update associated with at least one comment; and

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

provide a building plan approved indicator from a building plan approval entity at least partly in response to receiving a plan approved indication.

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

3. The system as defined in claim 1 , the operations further comprising enabling the presentation of comments to be displayed together with an image of a corresponding plan sheet.

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

5. 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.

6. 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.

7. 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.

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

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

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

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:

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

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

provide drawing tools enabling a user to add lines and 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 searchable 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 searchable standard comments library;

enable the user to associate a discipline, from a plurality of disciplines, with the first comment via a corresponding user interface, the plurality of disciplines comprising at least electrical, plumbing, structural, and architect disciplines;

generate, using at least one or more comments selected from the predefined searchable standard comments library, a presentation, the presentation including:

respective sheet identifiers for items included in the presentation;

respective status associated with comments included in the presentation;

provide a filter control;

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

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

use a received comment search query to execute a search; and

cause search results, comprising comments corresponding to the comment search query, to be presented.

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 association with 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 presentation of comments to be together with a corresponding plan sheet.

16. The system as defined in claim 13 , wherein the system is configured to cause the filtered presentation to be displayed together with a plan sheet.

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 an electronic 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, create 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 comment.

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 comment.

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:

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

enabling an image of 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 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 searchable standard comments library, a comment, a comment comprising text, and associating the first electronic plan sheet of the electronic plan document with a selected comment;

enable the user to associate a discipline, from a plurality of disciplines, with the comment via a corresponding user interface, the plurality of disciplines comprising at least electrical, plumbing, structural, and architect disciplines;

generating, using at least comments selected from the searchable standard comments library, a presentation, the presentation including:

respective sheet identifiers for items included in the presentation;

respective status associated with comments included in the presentation;

enabling a user to specify filter,

generating, in response to receiving a user filter instruction, a filtered presentation providing the filtered presentation for display;

enabling a comment search query to be specified and used to perform a first search;

using a received comment search query to execute a search; and

enabling search results, comprising comments corresponding to the comment search query, to be presented.

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

recording a response to at least one comment;

enabling at least one comment to be displayed over a corresponding electronic plan sheet;

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

enabling a user edit at least a first comment; and

providing a markup display control configured to control what markups added to an 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 (7)
Continuation 17249826 · Mar 15, 2021
Continuation 16860993 · Apr 28, 2020
Continuation 16167942 · Oct 23, 2018
Continuation 15612704 · Jun 2, 2017
Continuation 14842598 · Sep 1, 2015
Continuation 13557612 · Jul 25, 2012
Related Publication 20220343063A1 · Oct 27, 2022