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For this documentation, we will focus on performing standard plan reviews, however, the process would be the same regardless of what the Plan Review step is being utilized for.

Table of Contents

Overview

Once a Plan Review step is added to a case(either manually or automatically) a new process step object will be displayed on the Process Steps tab

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The first element of a Plan Review is the “Reviewers” that should review this case. Depending on your configuration, the step may be added “blank”(meaning no reviewers are added by default) or with some default departments. In the example image above, this Plan Review has been added “blank”.

Managing Reviewers

To change or add reviewers on the Plan Review, click on the “Assign Reviewers” button as highlighted below.

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After clicking this button, you will be presented with a list of all possible departments that can be assigned to this Plan Review.

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Assigning Reviewers

On this screen you are able to indicate which departments should review this case as well as assign specific users(if available) and control the order of the reviews as well as if a department has “Veto”(this will be explained further below).

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 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 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.

For example; if Planning must review this case before any other department, the “Planning and Zoning” department would be set to an order of “1” and all other selected departments would be set to an order of “2”. This would prevent any other department from starting their review until the “Planning and Zoning” review has been completed.

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 cancelled.

Releasing Reviews

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Setting up Review

Managing Reviewers

Assigning Reviewers

Releasing Reviews

Performing Reviews

Review Worksheet

Worksheet Overview

Creating Issues

Completing Department Review

Finalizing Review

Completing Review Round

Pass/Approve Review

Waive Requirement

Fail/Incomplete

Generating Comments Letter

Returning Submission

Receiving New Submission

Submission Summary

Submission Rounds

Resolving previous rounds issues