Manual Plan Review Process Flow

Some projects require a plan review to evaluate them.

Manual plan reviews are tracked as part of permitting and planning application workflow, but are performed without the use of integrated electronic document review software. Manual plan reviews are created for transactions when the Plan Review Type is set to Manual for the associated transaction type. For more information see Setting Up Permit Types and Setting Up Planning Application Types.

Note: Electronic plan reviews are performed through integration with electronic document review software. For more information on electronic plan reviews, see Managing Electronic Plan Review Cycles.

The process flow for a manual 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. This triggers the automatic creation of the first plan review cycle. For more information, see Using Workflow.

3. The plan coordinator assigns reviewers to the plan review cycle. See Managing Manual Plan Review Cycles.

4. The assigned plan reviewers complete their review. See Performing Manual Plan Reviews.

5. Add new plan review cycles and repeat the review process as necessary until the review is complete.