Setting Up Plan Review Statuses

Use delivered plan review statuses to identify the progression through a plan review cycle. You can review the statuses on the status definition pages.

You review the plan review statuses on the Plan Review Status and Decision Status pages. You cannot delete the system-defined statuses or add new statuses, but you can modify the descriptions. The descriptions allow you to enter a different status name to be displayed to agency staff.

The system derives the overall plan review status from the individual plan reviewer decisions, and updates the overall plan review with the most severe decision status. The system-defined decision statuses are listed here from most to least severe: Rejected, Revision Required, Approved with Comments, Approved, and Not Required. If plans have one or more rejections, or revisions are required, the applicant must correct the plans and resubmit them for another review cycle.

Modifying Plan Review Cycle Statuses

You can edit only the Description field on the Plan Review Status Details page. The agency-defined description is exposed to agency staff and public users on the plan review pages in the permit record detail.

1. Select Common Setup > Transaction Status.

2. Select the Plan Review Status tab.

3. You can review the delivered review cycle statuses in the Review Status column:

   • In Progress

   • Canceled

   • Completed

4. Select the row for the review status that you want to modify.

5. On the Plan Review Status Details page you can edit only the description.

6. Click Save to save any changes.

Modifying Plan Review Decision Statuses

You can edit only the Description field on the Decision Status Details page. The agency-defined description is exposed to agency staff and public users on the plan review pages in the permit record detail.

1. Select Common Setup > Transaction Status.

2. Select the Plan Review Decision tab.

3. You can review the delivered plan review decision statuses in the Decision Status column:

   • Approved

   • Approved with comments

   • Revision required

   • Rejected

   • Not required

   The plan review decision statuses are delivered as enabled. The only review decision status that you can disable is Approved with comments.

4. Select the row for the decision status that you want to modify.

5. On the Decision Status Details page you can edit only the description.

6. Click Save to save any changes.