Setting Up Plan Reviewer Departments

A plan review department represents an area of expertise for reviewers of plan documents.

For example, a plan review department of Building is associated with experts in building-related codes and regulations whereas a plan reviewer department of Fire is associated with experts in fire-related codes and regulations.

You select a plan review department for a plan reviewer when you add a department job attribute for your plan reviewer job function during agency staff setup. For more information on adding job functions and job attributes, see Managing Agency Staff Profiles.

System administrators add, modify, and delete plan reviewer departments on the Plan Reviewer Department page.

Adding Plan Reviewer Departments

1. Select Common Setup > Plan Reviewer Department.

2. On the Plan Reviewer Department page, click Add.

3. Enter values for the following fields:

   Page Element	Description
   Department ID and Department	Enter an ID and name for the department
   Description	Enter a description for the department.
   Applicable Classification	Select the types of transactions that the department applies to. You must select at least one classification. Options are: Permits Planning and Zoning Note: These options are available to select only if you have more than one offering installed.
   Department Lead	Select a plan reviewer as the Department Lead. Only agency staff that are assigned the job attribute for the department are available to select. The automatic plan reviewer assignment process adds the department lead as the default plan reviewer for the department. You enable automatic plan review assignment and select the default plan reviewer departments on the Permit Type and Planning Application Type pages. See Setting Up Permit Types and Setting Up Planning Application Types.

4. Turn on the Enabled switch to make the plan reviewer department available as a value on other pages.

5. Click Save.

Modifying Plan Reviewer Departments

1. Select Common Setup > Plan Reviewer Department.

2. On the Plan Reviewer Department page, select the plan reviewer department that you want to modify.

3. On the Plan Reviewer Department Details page you can:

   • Edit the description and department lead. You cannot change the values of the Department ID and Department fields.

   • Update the applicable classifications.

   • Enable or disable the plan reviewer department using the Enabled switch.

     Note: When you disable a plan reviewer department that is already associated with a plan review the department remains associated with that plan review.

   • Delete the plan reviewer department. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Plan Reviewer Departments

1. Select Common Setup > Plan Reviewer Department.

2. Click Select Multiple.

3. Select the check boxes next to all the plan reviewer departments you want to delete.

4. Click Delete. You will be prompted to confirm the permanent deletion.

Note: You can’t delete a plan reviewer department that is already in use as part of a plan reviewer’s job attribute, or selected for a permit type or planning application type. In this case, to prevent the plan reviewer department from being used in the future, turn off the Enabled switch to disable it.