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.