Managing Plan Reviewers

After creating a plan review cycle, you can manually add plan reviewers on the Plan Reviews page for a permit or planning application. Depending on agency configuration, the system can automatically assign reviewers for the first review cycle.

For information about manually assigning reviewers in the Plan Review Console, see Using the Plan Review Console.

For information about overriding a plan reviewer decision, see Performing Plan Reviews.

Using Automatic Assignment

If Enable Auto Assignment is selected in the transaction type settings, a reviewer row is automatically added to the plan review cycle for each required plan reviewer department selected for the transaction type. For more information about plan review settings for automatic assignment and required plan reviewer departments, see Setting Up Permit Types and Setting Up Planning Application Types.

Additionally, the department lead for each department is automatically assigned as the reviewer. For information about defining a department lead, see Setting Up Plan Reviewer Departments.

Manually Adding Reviewers to Plan Reviews

When your agency requires plan review departments for the transaction type associated with the transaction, those departments are displayed above the Reviewers grid. When you add a reviewer from a required department to the plan review cycle, that department no longer appears.

You can start a Bluebeam Studio™ Session at any time and the reviewers in the Reviewers grid will be automatically added to the Studio Session. If you add more reviewers while the Studio Session is in progress, they'll be added to the Studio Session, too. For the integration to work, you must add the email addresses for reviewers found in their agency staff profiles to the Bluebeam Studio™ Prime portal before to adding the reviewers to the review.

Reviewers are available to add only when they have a transaction type job attribute that matches the transaction type of the transaction. For more information on assigning job attributes, see Managing Agency Staff Profiles.

On the Plan Reviews page in the transaction details, click the Add Reviewers button.
In addition to the Add Reviewers page that you access from the application's Plan Reviews page, you can add reviewers on three pages in the Plan Review Console: Open Reviews, Unassigned Reviews, and Reviewer Workload. See Using the Plan Review Console.
The Add Reviewers modal page displays available district reviewers and all available reviewers by department on separate tabs.
- District Reviewers
  
  If the parcel or address for the transaction is associated with a plan review district, the reviewers that have the matching plan review district job attribute are available on the District Reviewers tab. The tab is only available if a plan review district is assigned to the transaction.
  
  For more information on plan review districts, see Setting Up District Types, Setting Up Districts, Assigning Districts to Parcels, and Assigning Districts to Addresses.
- All Reviewers
  Select the All Reviewers tab to view all reviewers regardless of which plan review district is assigned to them. Reviewers not assigned to a district are also displayed.
  
  The Department and District columns display the department and district assigned to each reviewer. The Count column displays the number of plan reviews currently assigned to each reviewer. This enables a plan coordinator to consider a reviewer’s workload when deciding whether to add them to a plan review.
- Reviewer Workload
  
  Use the Reviewer Workload tab to select reviewers and assigned departments and view the daily number of assigned reviews in a calendar. A badge next to each name displays the total number of reviews assigned to the reviewer. The bars indicate the number of reviews that are due each day.
You can filter the available reviewers by department. For more information on plan reviewer departments, see Setting Up Plan Reviewer Departments.
Select the check box next to each reviewer that you want to add.
The reviewers selected to be assigned appear on the Selections tab, which displays the number of selected reviewers in the tab title.
Click Save.
When the Reviewers grid refreshes, you’ll see the added reviewers with an In Progress status.

Note: If you’re resubmitting a plan for review, you can elect to copy the original set of reviewers when you add a new plan review cycle. See Managing Plan Review Cycles.

Removing Reviewers from Plan Reviews

As a plan coordinator, you can remove or delete plan reviewers from a plan review cycle on the Plan Reviews page unless a Bluebeam Studio™ Session is in progress.

In the Reviewers grid, click the Delete button for a reviewer. You can remove reviewers when:

The plan review cycle is active.
The reviewer’s status is In Progress.
You entered an override decision for a reviewer, but the reviewer did not enter comments or a decision before the override.

You can't delete a reviewer when:

The reviewer has added comments or entered a decision.
A Studio Session is in progress.
However, you can change the assigned reviewer to another reviewer or manually change the decision to Not Required on the Plan Review Decision Details page.

Note: Removing the last plan reviewer who hasn’t yet submitted a decision permanently closes the plan review cycle. If desired, you can add a new reviewer before removing the last reviewer, or close the cycle and open a new one.

Changing the Reviewer Assigned to a Plan Review

An agency’s plan coordinator can change the reviewer assigned to a plan review on the Plan Review Decision Details page while the review is still in progress.

In the Reviewers grid on the Plan Reviews page, click the View More Details button for the selected plan reviewer.
On the Plan Review Decision Details page, select a name from the Reviewer drop-down list. The list displays the available reviewers and a count of plan reviews assigned to each of them.

You can also reassign plan reviews on the Plan Review Console:

Open Reviews page: Expand the cycle row and click the reviewer row to open the Reviewer Details modal page.
Reviewer Workload page: Expand the reviewer row and click the Assign icon for a plan review to open the Reviewer Details modal page.

On the Reviewer Details page, select a name from the Reviewer drop-down list. The list displays the available reviewers and a count of plan reviews assigned to each of them.