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To assign a department, simply click on the checkbox in the “Assign” column for all departments that should review this case. By default the “Reviewer” dropdown will show “Department”, which means that any user in the assigned department can accept this review. If configured, this dropdown will also allow for the selection of individual users to assign this Plan Review step to.
The “Order” column allows for the managing of the order in which this review must be completed. Typically, the order of all departments is set to “1”, which means that any department can review this plan item in any order. If you had a situation that one department should review this case before another one, you would simply adjust the order to indicate which department must review first.
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By default when a department completes their review, regardless if they approve or deny their review, the remaining departments will still be able to complete their review. In situation where one department should be the primary reviewer(such as the example above where “Planning and Zoning” is set to be the first reviewer), you may want the review to stop completely if a department find issues in their review. This is done by clicking the “Veto” checkbox for the intended department. When this option is selected, if any of the departments that are set with the “Veto” option deny the plan review, the remaining reviews for any other department will be canceled.
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The other departments will still have an opportunity to review the plans step in subsequent review rounds which will be detailed further below. |
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