Managing Plan Review Documents

Agency staff can add and remove plan review documents on the Plan Reviews page for a permit or planning application. Documents can be added and removed during both manual and electronic cycles. This topic also describes working with revised documents provided by applicants.

Adding Documents to a Plan Review

Documents can be added during both manual and electronic cycles until the cycle is completed, even if some reviewers have provided a decision.

Documents added to a plan review cycle are automatically added to a Bluebeam Studio™ Session that is already in progress. Documents can also be deleted when a Studio Session is in progress. If a document fails to upload to Bluebeam Studio™ or if the upload status is No, you can use the Retry button to initiate the upload process again. For more information, see Working with Electronic Plan Reviews.

1. On the Plan Reviews page in the transaction details, click the Add Documents button.

2. On the Add Documents page, select the documents that you want to attach to the plan review cycle. The list displays PDF documents on the application's Attachments page that haven't been added to the plan review yet.

3. Click Save.

The document appears in the Documents grid with the file name, description, document state, and date added to the plan review cycle. The state of the document appears as follows:

• Initial - Displayed when the document is added to the cycle.

• Resubmitted - Displayed when a document with the same name is added to the cycle. Applicants typically upload a revision to the plan review documents after a plan review cycle was rejected or required revisions. Revised documents should be uploaded with the same file name. Once they are added, they are considered Resubmitted.

• Marked Up - Displayed when a document that is marked up in Bluebeam Studio™ Session is copied back to the cycle and the Attachments page in the application details.

Only the marked up documents in the Documents section can be copied into the next plan review cycle.

Working with Revised Documents

Applicants upload revised documents to the Attachments page in their permit or planning applications when requested by agency staff. An Uploaded Documents icon indicates that a PDF file has been uploaded to an application with a Plan Review status. You'll see the icon on pages in the Plan Review Console as well as on the Attachments page in the application details.

When plan coordinators are waiting for a revised document, they can use the Pending Reviews page in the Plan Review Console to check whether an uploaded document is a revision. For more information, see Using the Plan Review Console.

Here's how to manage a revised plan review document:

1. When the 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 Plan Review Console.

2. Click the icon to open the Uploaded Documents page.

3. You can click the PDF preview icon or thumbnail image to help identify the documents.

4. You can also clear the uploaded documents indicator by clicking Mark as Seen, if desired.

5. Click the Close icon on the modal page to return to the Pending Reviews page.

6. Click the permit or planning application row to open the application's Plan Reviews page.

7. Create a new cycle and add the revised document to the cycle.

   After a revised document is added to a cycle, the Uploaded Documents icon is automatically cleared.