Find your next step.

1. 01

   Project setup

   Start with a title and jurisdiction. Confirm the building classification and project details before analysis.

2. 02

   Files

   Add architectural drawings and supporting information. Confirm document details and calibrate drawing scale where needed.

3. 03

   Review

   Review the selected information against the sources included in the project scope, alongside your own professional observations.

4. 04

   Findings

   Explore findings on the drawing, inspect their evidence and sources, and record your professional judgement.

5. 05

   Reports

   Export findings, supporting evidence, recorded scope and review outcomes for design coordination.

Project setup distinguishes an unsaved edit, a saved draft and a confirmed profile. Save draft keeps the information for later; Confirm project profile provides the classification needed for analysis.

If you try to leave with unsaved work, CompliPlan asks whether to stay. This is protection against accidental navigation, not automatic saving. Keep the page open while uploads or reviews are in progress.

No. Add the information you know and save a draft if necessary. Unknown details remain visible as missing information. The building classification must be confirmed before analysis because it informs which regulatory provisions the engine should look for.

You can suggest details from readable uploaded files. Check each suggestion and its evidence before accepting it, then confirm the project profile.

Project files support PDF, PNG, JPEG and WebP, up to 30 MB per file. ZIP drawing sets are unpacked into supported individual files. Unsupported archive entries are ignored and reported.

Use Drawings for drawing sheets and Supporting documents for specifications, strategies, schedules and other project information.

Check the file type and size, then read the error beside the upload control. Confirm that you have chosen at least one file and are signed in. The progress indicator counts files that have actually saved. After a partial failure, completed files are removed from the pending selection. Check the register before retrying if a connection was interrupted, as the server may have received the last file. If the problem continues, contact support with the file type, approximate size and exact error message.

Automatic setup · recommended

Confirm an A0 to A6 page size, orientation and the drawing scale. You can correct a detected scale before saving.

Manual page setup

Enter the actual paper width, height and scale for a custom sheet.

Known dimension

Select two points and enter their real distance. A labelled dimension works; a scale bar is not required.

Browser zoom is separate from drawing scale. Resized or cropped sheets and drawings with several scales need particular care.

Select Focus drawing in its toolbar. Navigation and evidence panels move out of view while the drawing, pins and view controls remain available. Exit focus returns you to the same workspace. Escape also exits focus.

Calibration is needed for measurements. Other review work can continue without it, with dimensional limitations recorded. Calibration applies to the selected page and view. Saving another page currently replaces that document’s calibration.

Confirm the project classification, select the current drawing set and review the regulatory scope. Automatic analysis also requires a connected review engine and indexed copies of the selected reference documents. The Review screen shows their readiness.

A stored PDF and a searchable reference are different states. The document must also be indexed for the analysis engine. Check its indexing status in Reference library. The readiness count includes only sources selected for that review. Indexing continues on the server. Use Refresh status to check progress; the document is available for analysis only when its status is Ready. If indexing fails, check the PDF and use Retry indexing.

Read the message and refresh Review history before running again. An interrupted browser connection does not prove the server stopped. Check whether a run completed and whether findings were saved to avoid submitting the same review twice.

Core references are selected initially. You can include or exclude sources for the next review, including secondary guidance. Excluded sources are not checked. Each review retains its own scope and source record, including in reports.

Each has a separate jurisdiction selection. Reviews depend on the appropriate regional sources being uploaded, indexed and selected. Northern Ireland is the priority implementation.

Start with its title, classification, status and drawing location. Expand the evidence, requirement and citation to understand why it was surfaced. Check missing information, assumptions and any conflicting sources before deciding what to do.

Classification describes the issue. Workflow status records what the team has done with it. Neither is a certificate of compliance.

Challenge records your concern for further review. Add to actions includes the item in the action list. Mark addressed records that your team has dealt with it; it does not grant approval. A resolved finding can be reopened.

The full compliance review records findings and evidence. The open issue schedule focuses on outstanding design actions. Word and PDF exports are available in Reports. Check the recorded drawing revisions and regulatory scope before sharing.

No. Findings need professional interpretation against the project circumstances and controlled sources. CompliPlan does not provide Building Control approval or certify a design as compliant.