Managing Plan Reviewers

After creating a plan review cycle, you can manually add plan reviewers on the Plan Reviews page for a permit or planning application. Depending on agency configuration, the system can also automatically assign reviewers and add departmental due dates.

For information about manually assigning reviewers in the Plan Reviews console page, see Using the Plan Review Console.

Plan coordinators can assign reviewers to plan reviews but can't be assigned as reviewers. For more information about permissions for working with plan reviewers, see Setting Up Agency Staff and Security Details for Managing Plan Reviews.

For information about overriding a plan reviewer decision, see Performing Plan Reviews.

Using Automatic Assignment

If Enable Auto Assignment is selected in the application type settings, a reviewer row is automatically added to the plan review cycle for each required plan reviewer department selected for the application type. For more information about plan review settings for automatic assignment and required plan reviewer departments, see Setting Up Permit Types and Setting Up Planning Application Types.

Additionally, the department lead for each department is automatically assigned as the reviewer. For information about defining a department lead, see Setting Up Plan Reviewer Departments.

Using Automatic Department Due Dates

If time rules are associated with required plan reviewer departments in the permit or planning application type definition, departmental due dates are automatically added to the Reviewers grid when a plan review is created. You can manually assign reviewers and update the due dates.

An Overdue icon appears next to due dates that are past due:

A Reviewer Due Date After Cycle Due Date clock icon appears for reviewer due dates that have been configured to be after the cycle due date:

For more information about plan review settings for automatically adding due dates, see Setting Up Plan Review Due Dates.

Manually Adding Reviewers to Plan Reviews

When your agency requires plan review departments for the transaction type associated with the transaction, those departments are displayed above the Reviewers table on the Plan Reviews page in the application details. When you add a reviewer from a required department to the plan review cycle, that department no longer appears.

You can start an electronic plan review using Bluebeam Studio™ Sessions at any time and the reviewers in the Reviewers table are automatically added to the Studio Session. If you add more reviewers while the Studio Session is in progress, they'll be added to the Studio Session, too. For the integration to work, you must add the email addresses for reviewers found in their agency staff profiles to the Bluebeam Studio™ portal before to adding the reviewers to the review.

Reviewers are available to add only when they have an application type job attribute that matches the application type of the application. For more information on assigning job attributes, see Setting Up Agency Staff.

1. On the Plan Reviews page in the application details, click the Add button.

   In addition to the Add Reviewers page that you access from the application's Plan Reviews page in the Redwood Experience, you can add reviewers on three pages in the Plan Review Console in the classic interface: Open Reviews, Unassigned Reviews, and Reviewer Workload. See Using the Plan Review Console.

   The Add reviewers drawer displays available reviewers by department and district.

   Page Element	Description
   Reviewer	The reviewer name.
   Department	The department assigned to the reviewer. For more information on plan reviewer departments, see Setting Up Plan Reviewer Departments.
   District	The district assigned to the reviewer. If the parcel or address for the application is associated with a plan review district, the reviewers that have the matching plan review district job attribute are displayed with the district name. The district is only available if a plan review district is assigned to the application. For more information on plan review districts, see Setting Up District Types, Setting Up Districts, Assigning Districts to Parcels, and Assigning Districts to Addresses.
   Department Count	The number of plan reviews currently assigned to the reviewer for that department. This enables a plan coordinator to consider a reviewer’s workload when deciding whether to add them to a plan review.

2. Select the checkbox next to each reviewer that you want to add.

3. Clilck the Selected (n) filter button to view only the reviewers that you selected.

4. Click the View Workload button to expand the drawer to also show the Reviewer Total and the daily number of assigned reviews in a calendar.

5. Click Assign.

   When the Reviewers table refreshes, you’ll see the added reviewers with an In Progress status.

Note:

If you’re resubmitting a plan for review, you can elect to copy the original set of reviewers when you add a new plan review cycle. See Managing Plan Review Cycles.

Removing Reviewers from Plan Reviews

As a plan coordinator, you can remove or delete plan reviewers from a plan review cycle on the Plan Reviews page unless an electronic plan review using Bluebeam Studio™ Sessions is in progress.

In the Reviewers table, click the Delete trash can button for a reviewer. You can remove reviewers when:

• The plan review cycle is active.

• The reviewer’s status is In Progress.

• You entered an override decision for a reviewer, but the reviewer didn't enter comments or a decision before the override.

You can't delete a reviewer when:

• The reviewer has added comments or entered a decision.

• A Studio Session is in progress.

  However, you can change the assigned reviewer to another reviewer or manually change the decision to Not Required on the Plan Review Decision Details page.

Note:

Removing the last plan reviewer who hasn’t yet submitted a decision permanently closes the plan review cycle. If desired, you can add a new reviewer before removing the last reviewer, or close the cycle and open a new one.

Changing the Reviewer Assigned to a Plan Review

An agency’s plan coordinator can change the reviewer assigned to a plan review on the Plan review decision details drawer while the review is still in progress.

1. In the Reviewers table on the Plan Reviews page, click the row for the selected plan reviewer.

2. On the Plan review decision details drawer, select a name from the Reviewer drop-down list. The list displays the available reviewers and a count of plan reviews assigned to each of them.

You can also reassign plan reviews in the Plan Reviews console, which is displayed using the classic user interface:

• Open Reviews page: Expand the cycle row and click the reviewer row to open the Reviewer Details modal page.

• Reviewer Workload page: Expand the reviewer row and click the Assign icon for a plan review to open the Reviewer Details modal page.

On the Reviewer Details page, select a name from the Reviewer drop-down list. The list displays the available reviewers and a count of plan reviews assigned to each of them.