Feature
Legacy import
Bring your history over from the Plandata MS Access app, with a report that accounts for every row.
The one-shot import reads both Access databases (the current file and the archive), merges and deduplicates them and loads 12 tables: clients, plan checks, reviews, deliveries, invoicing and the reference lists.
A dry run extracts and transforms without touching a database and prints a reconciliation report: for every table, the source rows, the rows loaded and the rows quarantined. Loaded plus quarantined must equal source, so nothing disappears silently.
A row is quarantined, and counted, when it cannot be stored: a required reference does not resolve or it breaks a uniqueness rule. The import prints counts only, never row contents.
More features
All features →- 01
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
- 02
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 03
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.