Electronic Plan Review Process Flow

Some projects require a plan review to evaluate them.

Electronic plan reviews are tracked as part of permitting and planning application workflow, and are performed through an integration with Bluebeam™, a collaborative electronic document review tool.

Note: To enable the Bluebeam™ integration contact Oracle Support.

Electronic plan reviews are created for transactions when the Plan Review Type is set to Electronic for the associated transaction type. For more information see Setting Up Permit Types and Setting Up Planning Application Types.

Note: Manual plan reviews do not include document review or integration with Bluebeam™. For more information on manual plan reviews, see Managing Manual Plan Review Cycles.

The process flow for a electronic plan review includes the following steps:

1. A registered public user submits a permit or planning application with attached documents that require review by agency staff.

2. A permit technician or assigned planner assigns a status to the transaction that requires a plan review. For more information, see Using Workflow.

3. The plan coordinator adds a plan review cycle for the transaction, which creates a Bluebeam Studio™ Session. See Managing Electronic Plan Review Cycles.

4. The plan coordinator adds documents to the plan review cycle and assigns reviewers to the documents. See Managing Electronic Plan Review Cycles.

5. The assigned plan reviewers complete their review. See Performing Electronic Plan Reviews.

6. The plan coordinator finalizes the plan review cycle. See Managing Electronic Plan Review Cycles.

7. Repeat steps 3 through 6 for additional plan review cycles as necessary until the review is complete.