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 can't 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 application details.

1. Select Common Setup > Transaction Status.

2. Select the Plan Review 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 configure plan review decision status details separately for permits and planning and zoning on the Transaction Status - Plan Review Decision page. For each system-delivered plan review status, different descriptions can be displayed for permits and planning and zoning. They can also be enabled separately.

The configured plan review decision statuses appear on the plan review decision pages when performing plan reviews and on the Plan Reviews console page. The text that you enter in the Permit Decision Description field is displayed for permit transactions and the text in the Planning Decision Description field is displayed for planning application and preapplication transactions.

1. Select Common Setup > Transaction Status.

2. Select the Plan Review Decision tab.

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

4. On the Decision Status Details page, you can review or update the status information:

   Page Element	Description
   System Status and Decision Status	Review the system status and the plan review decision status. These fields are display-only.
   Permit Decision Description	Enter a description for plan review decisions on permits. The permit decision descriptions are delivered as enabled. The only decision status description that you can disable is Approved with Comments using the Permit Decision Enabled switch.
   Planning Decision Description	Enter a description for plan review decisions on planning applications and preapplications. The planning decision descriptions are delivered as enabled. The only decision status description that you can disable is Approved with Comments using the Planning Decision Enabled switch.

5. Click Save to save any changes.