Setting Up Plan Review Prescreen Advisor

The Plan Review Prescreen Advisor enables registered public users to prescreen plan documents before they submit a permit or planning application. The agent reviews the uploaded plan set against a checklist for completeness, accuracy, and potential compliance issues.

Users select the Check My Plan Documents tile on the registered public user landing page, upload one or more plan documents in the Plan Review drawer, and receive a structured prescreen summary by email.

The prescreen summary can report results such as Pass, Partial, Fail, or Note for checklist items. The summary can also include reasons, sheet or page references, and recommendations when appropriate.

The drawer for uploading plan documents provides an attachment drop area where users can select files or drag and drop files for upload. Only PDF files are supported, and each file can’t be larger than 25 MB.

For more information about working with plan reviews, see Managing Plan Review Documents.

Let's take a look at how to set up Plan Review Prescreen Advisor:

1. In the Functional Setup Manager, enable AI functionality for Permits, Planning and Zoning, or both.

   Select Change Feature Opt In and enable the AI functionality option for the applicable offering.

2. Configure AI agent security.

   Registered public users need these roles to access the agent from the public user landing page:

   • PSC AI Agent End User Custom Role

   • PSC Custom Registered Public User

3. Copy the delivered Plan Review Prescreen Advisor template in AI Agent Studio and publish the copied agent.

4. Set up the Check My Plan Documents tile on the registered public user landing page.

   Enter the copied agent’s code in the tile configuration AI Agent Code field.

The published 26C setup describes the same general sequence: enable AI, set up security, copy the AI agent template, and add the AI agent to the appropriate page or tile configuration.

Configuring the Check My Plan Documents Tile

Set up the Check My Plan Documents tile on the registered public user landing page after the copied Plan Review Prescreen Advisor agent is published.

1. In the Functional Setup Manager, select Setup: Public Sector Permits or Planning and Zoning > Functional Area: Branding > Task: Manage Tiles for Registered User Landing Page.

2. On the Configure Menu Structure page, select Products in the Menu drop-down list. Click Open Menu.

3. In the left pane, navigate to Registered Public User Landing Page Data.

4. Select Check My Plan Documents.

5. Click Edit.

6. In the Show On field, select All Devices.

   The Show On field controls whether the tile appears and on which device types it appears. Tile configuration supports values such as All devices, Tablets and larger, Smart phones only, and None.

7. In the AI Agent Code field, enter the code for the agent that you copied and published in AI Agent Studio.

   For example, PLAN_REVIEW_PRESCREENER_ADVISOR.

8. Click Save and Close.

For more information, see Defining Tiles and Setting Up the Landing Page for Registered Users.