Using the Plan Review Console

Accessible from the Plan Reviews tile on the agency springboard, the Plan Review Console provides centralized views for managing your agency’s plan reviews. You can assign plan reviews on the unassigned reviews page and navigate to the permit or planning application’s plan review details by clicking a plan review row on any page in the console.

The console displays only the plan review cycles associated with the permit types, planning application types, and plan reviewer departments specified in the job attributes for the plan coordinator's job function. For more information on defining these job attributes, see Setting Up Agency Staff.

The Plan Review Console comprises these pages:

Plan Reviews - All Reviews page
Plan Reviews - Open Reviews page
Plan Reviews - Unassigned Reviews page
Plan Reviews - Pending Reviews page

In addition to pertinent plan review information on each page, icons are used to provide additional details about the transaction or plan review and available actions as shown here:

Page Element	Description
	Indicates the column that shows condition icons when a grid is displayed in the expanded format. For more information about conditions placed on permits or planning applications, see Applying Conditions to Applications.
	Appears in the transaction row to indicate that one or more conditions have been applied to the transaction. The icon for the most severe condition is displayed. Click the icon to view condition information. See also Setting Up Conditions.
	Indicates an electronic plan review cycle with a Bluebeam Studio™ Session.
	Indicates that fees are due for the transaction. Click the Fees Due icon to view more details.
	Indicates that an applicant has uploaded a PDF document to a permit or planning application that's in a plan review status. Click to open the Uploaded Documents page, where uploaded documents can be previewed.
	Click the Actions menu button for a permit or planning application to see the actions menu, where you can select an available action: Add Cycle Comments - Add a cycle-level comment to the current plan review cycle for a permit or planning application that's in progress. Only available on the All Reviews page. View Plan Comments - Review a list of consolidated plan comments for the permit or planning application. View Cycle History - Review cycle and reviewer statuses and decisions across all cycles as well as reviewer due dates and the length of time a cycle was open.

Note: For information about expanded and condensed grid formats and common grid controls, see Using Grids and Personalizing Grid Displays.

All Reviews

The All Reviews page displays in-progress plan review cycles by assigned department and reviewer. When the Show All Cycles switch is turned on, you'll also see the closed review cycles for the permit and planning applications in the list.

Each plan review listed includes transaction, property, reviewer, and cycle information.

You can use a variety of date filters to view the plan reviews.

Select a value in the Date Type Filter list:

Cycle Due - The date when the plan review cycle is scheduled to be completed.
Cycle Created - The date when the plan review cycle was created.
Reviewer Due - The date by which the plan reviewer must provide a decision.
Reviewer Decision - The date when the plan reviewer provided a decision.
Cycle Decision - The date when the cycle decision was provided.
All Dates - All date types.

Then select a value in the Time Frame list:

Today
Yesterday
Tomorrow
Last 14 Days or Next 14 Days
Last 30 Days or Next 30 Days
Date Range - Enter start and end dates in the provided fields when you select this option.

Click a cycle row to open the application's Plan Reviews page.

Open Reviews

Plan coordinators can see a list of plan reviews that don’t have a cycle decision yet on the Open Reviews page.

The row for each plan review cycle displays cycle, application, and property information. Each cycle row expands to show the departments and reviewers assigned to the cycle, reviewer assigned and due dates, reviewer decision, and decision date. You can select the reviewer row to add or change the assigned reviewer. The reviewer due date can also be updated.

Click a cycle row to open the application's Plan Reviews page.

Unassigned Reviews

The Unassigned Reviews page enables plan coordinators to view:

Plan review cycles with one or more departments that have no reviewer assigned.
Required departments that aren't in the cycle.

This example illustrates the Plan Reviews - Unassigned Reviews page in the Plan Review Console. The grid is shown in the condensed format, where several fields appear in a column.

Each row displays the transaction ID, cycle name and number, cycle due date, unassigned department, application type, and property.

Click the Assign icon for a plan review to open the Add Reviewers page: .

The tabs on the Add Reviewers page list plan reviewers that are associated with the property’s plan review district, if there's a district associated with the parcel, and all reviewers. You can filter reviewers by department and assign reviewers to the cycle.

For more information about assigning reviewers, see Managing Plan Reviewers.

Pending Reviews

The Pending Reviews page helps agency staff manage plan reviews with revised documents or waiting for revised documents. Permits and planning applications appear in the pending reviews list when:

The application is in a plan review status and the applicant has uploaded a PDF document.
Applications in a plan review status again after the plan was approved, approved with comments, or not required also appear in the list.
The last plan review cycle was completed with a decision of Rejected or Revision Required.

This example illustrates the Plan Reviews - Pending Reviews page in the Plan Review Console. The grid is shown in the expanded format, where each column displays only one field.

When an applicant adds a PDF document to the permit or planning application, an Uploaded Documents icon appears on the permit or planning application row in the pending reviews list as shown in this example. Click the icon to open the Uploaded Documents page where you can preview the file and mark the document as seen.

Click the application row to open the application's Plan Reviews page, where you can create a new cycle and add revised documents to the cycle. For more about working with revised documents, see Managing Plan Review Documents.