Setting Up Agency-Level Options for Planning Applications

Configure how your agency handles plan reviews for planning applications, including due dates, plan review names, plan review documents, and comments.

To configure agency-level options for planning applications:

Select Common Setup > Agency.
Click a row on the Agency Information tab.
Select the Features tab.
Oracle delivers the list of offerings on the Features tab.
Click Options for the Planning and Zoning offering.

Configuring General Settings

Administrators use the General Settings to manage the display of planner information on the Overview page for a planning application or preapplication.

Page Element	Description
Display Assigned Planner Information to Public Users	Select from one of the options to determine what information the public user will view: Planner name and email: The name of the assigned planner and their email ID. None: No detail will display related to planner. Planner name: Only the name of the assigned planner. Planner name and general email: The name of the assigned planner and the agency’s general email ID.
Planner's General Email	Enter your agency’s general email ID that the registered users can use to contact the agency. This field is available only when the Planner name and general email option is selected from the above field.

Page Element

Description

Display Assigned Planner Information to Public Users

Select from one of the options to determine what information the public user will view:

Planner name and email: The name of the assigned planner and their email ID.
None: No detail will display related to planner.
Planner name: Only the name of the assigned planner.
Planner name and general email: The name of the assigned planner and the agency’s general email ID.

Planner's General Email

Enter your agency’s general email ID that the registered users can use to contact the agency. This field is available only when the Planner name and general email option is selected from the above field.

Note: When the assigned planner is no longer associated with the agency and if the Planner name and email option is selected, then only the planner’s name is displayed to the registered user.

Configuring Plan Reviews

Use the Plan Reviews section of the Planning and Zoning Options page to configure electronic plan reviews and define how your agency handles due dates and names for planning application plan reviews.

Page Element	Description
Enable Cascading Cycle Due Date	When this switch is turned on, the due date that you enter at the plan review cycle level is automatically entered for any reviewer due dates that are blank. This includes the due dates for any reviewers subsequently added to the plan review. For more information on setting plan review and plan reviewer due dates, see Managing Plan Review Cycles.
Enable Default of Plan Review Name	When this switch is turned on, newly created plan reviews are given the name of the associated permit type by default. When this switch is turned off, the name of newly created plan reviews is blank and must be updated manually. For more information on naming plan reviews, see Managing Plan Review Cycles.
Enable Electronic Plan Review	Turn on this switch to support electronic plan reviews for planning applications. Your agency must integrate with Bluebeam Studio™ to use this functionality. When this switch is turned off, you can't start an electronic session. For more information on starting a Bluebeam Studio™ Session during a plan review cycle, see Working with Electronic Plan Reviews.
Protected Documents	Configure protected document handling for plan reviews. Select an option: Allow Protected Documents - This is the default setting for handling protected documents. When you allow protected documents, applicants can upload protected PDF documents while filling out an application form or after submittal in the application details. You can use protected PDF documents in both manual and electronic plan reviews, but the PDF files can’t be edited. Prevent Protected Documents - You can't upload protected PDF documents while filling out an application form or after submittal in the application details. Remove Document Protection - You can upload protected PDF documents. The system creates an unprotected copy of the PDF that can be edited and used with a Bluebeam Studio™ integration for electronic plan reviews. Manual plan reviews can be performed with archived documents. Attention: Regardless of the protected documents setting you choose, the system will always prevent you from uploading to an application password-protected documents that require a password to open. For more information about working with protected documents, see Managing Plan Review Documents.
Required Plan Review Comments	Configure whether comments are required for planning application plan reviews. Select an option: None - Comments are optional. All decisions and cancellations - Comments are required for all plan review decisions and cycle cancellations. Cancellations, approved with comments, and negative decisions - Comments are required when the plan review decision is Approved with Comments, Rejected, or Revision Required, as well as for all canceled plan reviews.