Setting Up Agency-Level Options for Planning Applications

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

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 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 Elements	Definition
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 [ADD LINK to 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 [ADD LINK to 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 session during a plan review cycle, see [ADD LINK]

Page Elements

Definition

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 [ADD LINK to 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 [ADD LINK to 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 session during a plan review cycle, see [ADD LINK]