Performing Plan Reviews
Plan reviewers perform reviews of documents and enter their decisions. In some cases, the agency’s plan coordinator overrides a plan reviewer’s existing decision.
As a plan reviewer, you view a list of plans assigned to you on the Task Management page and provide your plan review decision and comments on the Plan Review Decision Details page.
The plan coordinator can also enter override decisions, change reviewer due dates, and reassign reviewers on the Plan Review Decision Details page. A count of assigned plan reviews appears for each available reviewer in the Reviewer drop-down list.
This example shows the Plan Review Decision Details page.
Reviewers and plan coordinators can provide decisions whether or not documents are identified for a cycle.
Once all reviewers have provided a decision for a review cycle with a Bluebeam Studio™ Session, the plan coordinator finalizes the cycle.
The system derives the overall plan review status from the individual plan reviewer decisions, inclusive of plan coordinator overrides, and updates the overall plan review with the most severe decision status. The system-defined decision statuses from most to least severe are: Rejected, Revision Required, Approved with Comments, Approved, and Not Required. If plans have one or more rejections, or revisions are required, the plan coordinator may require the applicant to correct the plans and resubmit them for another review cycle.
Viewing Plan Reviews Assigned to You
As a plan reviewer, you can find the plan reviews assigned to you on the Task Management page.
Select on the Agency Springboard.
The My Plan Reviews tab of the Task Management page opens displaying tasks with the Plan Review type.
Plan reviews are displayed in ascending order by due date. Plan coordinators enter reviewer-specific due dates on the Plan Review Decision Details page, or by clicking the Copy Plan Review Cycle Due Date to Plan Reviewers button on the Plan Reviews page.
You can also use the filter button to filter by additional parameters, including task type, task name, task ID, transaction ID, transaction type, status, assigned to, assigned date, and scheduled date.
Plan review assignments appear in the task grid. Click the View More Details button for a transaction to open the Plan Reviews page.
The plan review workflow tasks for plan coordinators also appear on the Task Management page. Plan coordinators sort tasks by Workflow.
For more information on the Task Management page, see Managing Tasks.
Adding a Plan Review Decision
As a plan reviewer, you can add your plan review decision on the Plan Review Decision Details page. You can modify your decision until the plan review cycle is closed or canceled, but you can't modify your decision if the plan coordinator overrides your decision.
Select Permits or Planning Applications on the Agency Springboard.
Select the transaction that you want to update with your plan review decision.
In the navigation panel, select or .
In the Reviewers grid, click the View More Details button for your row.
On the Plan Review Decision Details page, select a value from the Decision list.
You can select from these system-defined decision statuses:
Approved
Approved with Comments
Revision Required
Rejected
Not Required
The decision status names in the Decision list may not match the system status names, because displayed statuses can be modified by the agency. For example, if the agency changes the displayed status of Rejected, you might see Declined or Failed. However, the severity of the decision remains the same. Any displayed status associated with the system status Rejected, for example, is always calculated as the most severe status.
Click Add Comments to enter comments for your review.
Comments are optional unless your agency elects to require comments. Your agency may require comments for decisions with a negative or qualified outcome (Approved with Comments, Rejected, or Revision Required) or all decisions.
You can’t edit your comments once the plan review cycle or transaction is closed or canceled.
Click the Save button.
The system updates the Decision Date field with a timestamp.
Overriding Plan Reviewer Decisions
An agency’s plan coordinator can override a plan reviewer’s existing decision but can't change decisions. When a plan coordinator overrides a decision, the decision status and timestamp appear in the Reviewers grid in the reviewer’s row.
As a plan coordinator, you can override the individual plan reviewer’s decision on the Plan Review Decision Details page.
Select the Plan Reviews tile on the Agency Springboard.
Click the Open Reviews tab in the Plan Review Console.
Select a plan review cycle.
In the Reviewers grid on the Plan Reviews page in the transaction details, click the View More Details button for the selected plan reviewer.
On the Plan Review Decision Details page, select a value from the Override Decision list.
You can select from these decisions:
Approved
Approved with Comments
Revision Required
Rejected
Not Required
Click Add Comments to enter comments for the override decision.
Comments are optional unless your agency elects to require comments. Your agency may require comments for decisions with a negative or qualified outcome (Approved with Comments, Rejected, or Revision Required) or all decisions.
You can’t edit your comments once the plan review cycle or transaction is closed or canceled.
Click the Save button.
The system updates the plan reviewer’s Decision Date timestamp and enters Yes in the Override field.