Using the Plan Review Console

Accessible from the Plan Reviews tile on the agency springboard, the Plan Reviews console page provides centralized views for managing your agency’s plan reviews. All agency staff can view plan reviews in the console and navigate to the permit or planning application’s plan review details by clicking a plan review row. Plan coordinators can assign and reassign plan reviews depending on their job role configuration.

The Plan Reviews console page comprises these pages:

• Plan Reviews - All Reviews page

• Plan Reviews - Open Reviews page

• Plan Reviews - Unassigned Reviews page

• Plan Reviews - Pending Reviews page

• Plan Reviews - Reviewer Workload page

Your agency configures which plan coordinators can assign reviewers in the plan review console on the Open Reviews, Unassigned Reviews, and Reviewer Workload pages. Plan coordinators can make assignments based on their job attributes for application type and department set up by the agency; they can assign to all departments or all application types when the job attributes for the job function are set to blank. For more information on defining these job attributes, see Setting Up Agency Staff.

In addition to summary plan review information on each page, icons are used to provide additional details about the transaction or plan review. You can also select actions from the Actions menu.

Page Element	Description
	Indicates the column that shows condition icons when a grid is displayed in the expanded format. For more information about conditions placed on permits or planning applications, see Applying Conditions to Applications.
	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. Click the icon to view condition information. See also Setting Up Conditions.
	Indicates an electronic plan review cycle with a Bluebeam Studio™ Session.
	Indicates that fees are due for the transaction. Click the Fees Due icon to view more details.
	Indicates that an applicant has uploaded a PDF document to a permit or planning application that's in a plan review status. Click to open the Uploaded Documents page, where uploaded documents can be previewed.
	Click the Actions menu button for a permit or planning application to see the actions menu, where you can select an available action: Add Cycle Comments - Add a cycle-level comment to the current plan review cycle for a permit or planning application that's in progress and view existing cycle comments. You can add, update, or delete cycle-level comments for plan reviews in any cycle status until the application is closed. View Plan Comments - Review a list of consolidated plan comments for the permit or planning application. View Cycle History - Review cycle and reviewer statuses and decisions across all cycles as well as reviewer due dates and the length of time a cycle was open.

Note: For information about expanded and condensed grid formats and common grid controls, see Using Grids and Personalizing Grid Displays.

All Reviews

The All Reviews page displays in-progress plan review cycles by assigned department and reviewer. Each plan review listed includes transaction, property, reviewer, and cycle information.

This example illustrates the Plan Reviews - All Reviews page in the console. The grid is shown in the expanded format, where each column displays only one field. The date filters are configured for all date types in a specified date range, and the My Job switch is turned on.

These switches are available to filter the plan reviews displayed on the page:

Page Element	Description
My Job	For plan coordinators or plan reviewers, view only plan reviews that match with the application types and departments assigned to you in your respective job role definitions.
Show All Application Statuses	View the plan reviews for applications that are in a final status—including Completed, Certificate of Occupancy, Void, Withdrawn, or Denied—in addition to the other statuses.
Show All Cycles	View all review cycles, including the closed review cycles for the permit and planning applications.

You can also use a variety of date filters to view the plan reviews. Your agency can choose the default values for the date type and time period fields in the agency-level setup options. See Setting Up Agencies.

Select a value in the date type drop-down 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 for the time period from the drop-down 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. (An agency-level default can't be set up for 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 console. The grid is shown in the expanded format, where each column displays only one field.

As a plan coordinator or plan reviewer, you can turn on the My Job switch to display only plan reviews for application types that match the application types assigned to you in your job role configuration.

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 to add or change the assigned reviewer depending on your Plan Coordinator job role configuration for application type and department. In the reviewer details, the reviewer drop-down list displays the available reviewers and a count of plan reviews assigned to each of them. The reviewer due date can also be updated.

Click a cycle row to open the application's Plan Reviews page.

Unassigned Reviews

On the Unassigned Reviews page, you can view:

• Plan review cycles with one or more departments that have no reviewer assigned.

• Required departments that aren't in the cycle.

This example illustrates the Plan Reviews - Unassigned Reviews page in the console. The grid is shown in the expanded format, where each column displays only one field.

Each row displays the transaction ID, cycle name and number, cycle due date, unassigned department, application type, and property.

As a plan coordinator or plan reviewer, you can turn on the My Job switch to display only plan reviews for application types and departments that match the application types and departments assigned to you in your job role configuration.

Plan coordinators can click the Assign icon for a plan review to open the Add Reviewers page: . The Assign icon is only available when the plan coordinator's job attributes for application type and department match the plan review's application type and department.

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. You can also view the reviewer workload in a calendar view, featuring a bar chart of daily assignments by reviewer and department, and indicators with total and overdue counts.

For more information about assigning reviewers, see Managing Plan Reviewers.

Pending Reviews

The Pending Reviews page helps agency staff manage plan reviews with revised documents or waiting for revised documents. Permits and planning applications appear in the pending reviews list when:

• The application is in a plan review status and the applicant has uploaded a PDF document.

  Applications in a plan review status again after the plan was approved, approved with comments, or not required also appear in the list.

• The last plan review cycle was completed with a decision of Rejected or Revision Required.

This example illustrates the Plan Reviews - Pending Reviews page in the console. The grid is shown in the expanded format, where each column displays only one field.

As a plan coordinator or plan reviewer, you can turn on the My Job switch to display only plan reviews for application types that match the application types assigned to you in your job role configuration.

When an applicant adds a PDF document to the permit or planning application, an Uploaded Documents icon appears on the permit or planning application row in the pending reviews list as shown in this example. Click the icon to open the Uploaded Documents page where you can preview the file and mark the document as seen.

Click the application row to open the application's Plan Reviews page, where you can create a new cycle and add revised documents to the cycle. For more about working with revised documents, see Managing Plan Review Documents.

Reviewer Workload

The Reviewer Workload page displays a list of reviewers based on the plan coordinator's assigned plan reviewer departments and application types in the agency staff job attributes. Two views, the grid view and the calendar view, provide reviewer workload information to help manage reviewer assignments. The grid view provides counts of assigned and overdue plan reviews for each reviewer as well as application and plan review details. The calendar view displays a bar chart of daily assignments by reviewer and department, and indicators with total and overdue counts.

This example illustrates the grid view of the Plan Reviews - Reviewer Workload page in the console.

Here are descriptions of the columns displayed on the Reviewer Workload page:

• Reviewer: Displays the reviewer name. Click the reviewer name to expand a section that displays application and plan review information. Click a row to open the application's Plan Reviews page.

  Depending on your Plan Coordinator job role configuration for application type and department, you can click the Assign icon for a plan review to display the Reviewer Details modal page. The list of available reviewers that can be assigned includes the total number of plan reviews assigned to each reviewer. Select a reviewer and a review due date.

• Review Count: Displays the number of reviews assigned to a reviewer.

• Overdue: Displays the number of reviews that are overdue.

This example illustrates the calendar view of the Plan Reviews - Reviewer Workload page in the console.

The Count badge displays the total count for each reviewer-department combination and you can hover over the badge to see the overdue count. The daily count is shown in the graph.

For more information about assigning and reassigning plan reviews to manage reviewer workload, see Managing Plan Reviewers.