pre check

Where is Finalize & Issue, and how do I get a letter from my pre-check?

Where: Use Download your brief (PDF) on Your brief, or Export on Findings; older reviews also have Corrections Preview

Where is Finalize & Issue, and how do I get a letter from my pre-check?

Quick answer: Issue corrections letter (formerly the Finalize & Issue button) is a city reviewer's action in the Export menu: it issues an official corrections letter, so it doesn't appear on a builder's pre-check. If your results include Your brief, click Download your brief (PDF) for the brief and marked sheets. Reviews without a brief have a draft letter on Corrections Preview. To take the findings with you, use Export on the Findings tab (Bluebeam markups, Excel, or Copy).

Steps

  1. Open your pre-check from Runs.
  2. If Your brief is shown, read it and click Download your brief (PDF). See Use and download your brief.
  3. Otherwise, open Corrections Preview for the draft letter, or Findings → Export for markups or Excel.

Read the draft letter on a review without a brief

  1. Open your pre-check from the Runs tab of your dashboard.

  2. If this review has no Your brief tab, click Corrections Preview. It shows the corrections letter a city plan checker would likely write for this set.

    The Corrections Preview tab of a pre-check, showing a draft corrections letter with numbered items and code citations

Use it as a pre-submittal checklist, or to check the tone and level of detail before your plans go to the city.

Take the findings with you

On the Findings tab, click Export:

  • Export to Bluebeam (PDF + markups) — your plan set with every finding as a markup. See Bluebeam round-trip.
  • Export to Excel — a spreadsheet of every finding with its status and your notes. See Export to Excel.
  • Copy — copies the findings, action items, and questions to your clipboard so you can paste them into an email or another tool.

Your triage decisions (Accept, Reject, Modify) show up in the Bluebeam and Excel exports. See Triage findings.

Answering a letter the city already sent

If the city has already reviewed your plans and sent corrections, start a Corrections Response instead. It drafts a response letter you can download. See Analyze a corrections letter and Download your response package.

Related

Related

Where is Finalize & Issue, and how do I get a letter from my pre-check? · CrossBeam Permits Help