Using the Plan Review Console
Accessible from the Plan Reviews tile on the agency springboard, the Plan Review Console provides centralized views for managing your agency’s plan reviews. You can assign plan reviews on the unassigned reviews page and navigate to the permit or planning application’s plan review details by clicking a plan review row on any page in the console.
The console displays only the plan review cycles associated with the permit types, planning application types, and plan reviewer departments specified in the job attributes for the plan coordinator's job function. For more information on defining these job attributes, see Setting Up Agency Staff.
The Plan Review Console comprises these pages:
Plan Reviews - All Reviews page
Plan Reviews - Open Reviews page
Plan Reviews - Unassigned Reviews page
In addition to pertinent plan review information on each page, icons are used to provide additional details about the transaction or plan review as shown here:
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Page Element |
Description |
|---|---|
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Appears in the transaction row to indicate that one or more conditions have been applied to the transaction. The icon for the most severe condition is displayed. For more information, see Setting Up Conditions. |
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Indicates an electronic plan review cycle with a Bluebeam Studio™ Session. |
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Indicates that fees are due for the transaction. |
All Reviews
The All Reviews page displays in-progress plan review cycles by assigned department and reviewer. When the Show All Cycles switch is turned on, you'll also see the closed review cycles for the permit and planning applications in the list.
This example illustrates the Plan Reviews - All Reviews page in the Plan Review Console.
Each plan review listed includes transaction, property, reviewer, and cycle information.
You can use a variety of date filters to view the plan reviews.
Select a value in the Date Type Filter list:
Cycle Due - The date when the plan review cycle is scheduled to be completed.
Cycle Created - The date when the plan review cycle was created.
Reviewer Due - The date by which the plan reviewer must provide a decision.
Reviewer Decision - The date when the plan reviewer provided a decision.
Cycle Decision - The date when the cycle decision was provided.
All Dates - All date types.
Then select a value in the Time Frame list:
Today
Yesterday
Tomorrow
Last 14 Days or Next 14 Days
Last 30 Days or Next 30 Days
Date Range - Enter start and end dates in the provided fields when you select this option.
Click a cycle row to open the application's Plan Reviews page.
Open Reviews
Plan coordinators can see a list of plan reviews that don’t have a cycle decision yet on the Open Reviews page.
This example illustrates the Plan Reviews - Open Reviews page in the Plan Review Console.
The row for each plan review cycle displays cycle, application, and property information. Each cycle row expands to show the departments and reviewers assigned to the cycle, reviewer assigned and due dates, reviewer decision, and decision date. You can select the reviewer row and add or change the assigned reviewer. The reviewer due date can also be updated.
Click a cycle row to open the application's Plan Reviews page.
Unassigned Reviews
The Unassigned Reviews page enables plan coordinators to view a list of plan review cycles with one or more departments that have no reviewer assigned.
This example illustrates the Plan Reviews - Unassigned Reviews page in the Plan Review Console.
Each row displays the transaction ID, cycle name and number, cycle due date, unassigned department, application type, and property.
Click the Assign icon for
a plan review to open the Add Reviewers page: 
.
The tabs on the Add Reviewers page list plan reviewers that are associated with the property’s plan review district, if there's a district associated with the parcel, and all reviewers. You can filter reviewers by department and assign reviewers to the cycle.
For more information about assigning reviewers, see Managing Plan Reviewers.