Electronic Review Comments – Electronic plan reviews are tracked as part of the permitting workflow and are performed through integration with Bluebeam™, a common electronic document review tool.
Note: Manual design revisions do not include document revision or integration with Bluebeam™. For more information about manual plan reviews, see Managing Plan Manual Review Cycles.
Electronic Review Comments
The plan coordinator manages the plan review cycle, which is a review of the construction plan by multiple reviewers who work through plan reviews for different types of permits.
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As a plan coordinator, you perform these review cycle tasks on the Plan Review page of the Permit Details component:
The plan review workflow for the plan coordinator appears on the Task Management page. As a plan coordinator, you sort tasks from
The electronic permit plan review cycle is automatically completed when all reviewers have provided a decision status for all documents added to the electronic document review session.
The system also updates the details of the plan review cycle with the status of the strictest decision of the individual plan reviewers. Decision statuses are listed here, from most severe to least severe:
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. If the plans have one or more rejections or revisions are required, the plan coordinator may ask the applicant to correct the plans and resubmit them for a new revision cycle.
If you have configured a template for the Plan Complete Review delivered communication event, the completion of the review cycle will trigger the generation of communication for specific users. For example, the completion of a review cycle can send a notification to the plan coordinator. For more information about communication event templates, see Setting up communication events.
The workflow process definition should identify the plan review task and the action it should perform as it progresses automatically. For more information, see Using custom properties
Note: When the plan review cycle is complete, the plan coordinator ends the review cycle to download the reviewed electronic documents and close the Bluebeam™ Studio session. For more information, see Managing Electronic Document Review Sessions.
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Before assigning electronic documents and reviewers, you add plan review cycles to the permit on the Plan Review page.
The cycle must be canceled or completed before you can add a new plan review cycle. This means you can only have one active plan review cycle at a time. The number of review cycles is shown in the header details of the Plan Review page, and you can toggle between multiple cycles to view reviewer and decision details.
. After cancellation, the review cycle and details are read-only. All active tasks related to plan review are canceled when the plan review cycle is canceled.
Note: The active plan review cycle is canceled when the permit application to which it is associated is withdrawn.
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The agency’s plan coordinator manages electronic document review sessions on the Plan Review page of the permit details.
Your agency performs electronic document reviews in Bluebeam Studio™ Sessions. Before creating a Studio session, you must first add documents and viewers to the design overview.
As a plan coordinator, you can remove electronic documents from the plan review cycle on the Plan Review page.
When you add electronic documents to a plan review, as a plan coordinator you add reviewers for each document on the Reviewers page.
Managing Electronic Plan Review Cycles
Note: If you are resubmitting a document for review, the reviewers assigned to the document during the last review cycle are automatically assigned to the resubmitted document when you add it to a new design review cycle.
After adding electronic documents and assigning reviewers to them, create a Studio Session on the Design Review page.
As a plan reviewer, you will see a list of plans assigned to you on the Task Management page and provide your plan review decision on the Plan Reviewer Decision Details page.
The plan review functionality derives the overall plan review status from individual plan reviewer decisions, including plan coordinator schedules, and updates the overall plan review with the status of the most severe decision.
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As a plan reviewer, you can find the plan reviews assigned to you on the task management page.
Note: This page displays both manual and electronic plan revisions assigned to you. For more information about manual plan reviews, see Performing manual plan reviews.
Plan review workflow tasks for plan coordinators are also displayed on the task management page. The plan coordinators sorted the tasks from
As a plan reviewer, you can add your plan review decision on the plan reviewer decision details page on the permit detail pages. You can change your decision until the plan review cycle is complete or canceled, but you cannot change your decision if the plan coordinator overrides your decision.
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The system derives the overall plan review status from the individual plan reviewer’s decisions and updates the overall plan review with the status of the most severe decision. The system-defined decision states are listed here from most serious to least serious:
Note: An agency plan coordinator can override the decision of an existing plan reviewer, but cannot change decisions. When a plan coordinator overrides a decision, the decision status and timestamp are displayed on the Reviewers page in the reviewers bar.
As a plan coordinator, you can override an individual plan reviewer’s decision on the plan reviewer’s decision details page.
Note: If the plan coordinator overrides the last review for the last document in the plan review cycle, the override action changes the status of the plan review cycle to The plan coordinator manages the plan review cycle, which is a series of completed plan reviews. with multiple. reviewers.
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Tip: You can access this page from a mobile device as well as from a laptop or desktop computer. On a mobile device, this page allows you to view the status of your plan review and comments. Does not allow adding or editing plan revision information.
The plan review workflow for the plan coordinator appears on the Task Management page. As a plan coordinator, you sort tasks from
The electronic plan review cycle is automatically completed when all reviewers have provided a decision status for all documents added to the electronic document review session.
The system also updates the details of the plan review cycle with the status of the strictest decision of the individual plan reviewers. Decision statuses are listed here, from most severe to least severe:
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. If the plans have one or more rejections or revisions are required, the plan coordinator may ask the applicant to correct the plans and resubmit them for a new revision cycle.
The workflow process definition should identify the plan review task and the action it should perform as it progresses automatically. For more information, see Using custom properties
Note: When the plan review cycle is complete, the plan coordinator ends the review cycle to download the reviewed electronic documents and close the Bluebeam™ Studio session.
Note: These events are registered in the business rules framework. For more information, see Setting Communication Send Actions.
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Note: This event generates a notification when a manual scan is completed or deleted. For more information about manual plan reviews, see Managing Plan Manual Review Cycles.
You must configure templates to determine the content of the generated notifications and to determine who receives them. For more information about configuring communication event templates, see Setting up communication templates.
Before assigning electronic documents and reviewers, you add plan review cycles for a transaction on the Plan Review page.
To add an expiration date for the plan review cycle, click Edit next to the Deadline field and select an expiration date. If the Enable Cascading Cycle Deadline option is turned on for the agency, the deadline entered here will automatically be entered for all reviewer due dates that are blank. Additionally, you can click the Copy Plan Review Cycle for Plan Reviewers button next to the Due date field to overwrite all plan reviewer dates with the plan review cycle due date.
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You can set the system to send messages when cycle or reviewer deadlines are approaching. For more information, see Set up notifications for plan review due dates.
For more information about agency-level plan review options, see Setting Agency-Level Options for Permits and Setting Agency-Level Options for Planning Permit Applications.
The cycle must be canceled or completed before you can add a new plan review cycle. This means you can only have one active plan review cycle at a time. The number of review cycles is shown in the header details of the Plan Review page, and you can toggle between multiple cycles to view reviewer and decision details.
On the Plan Reviews page, click the Cancel Review Cycle button to cancel the active plan review cycle. This button is only available if the plan review cycle has a status
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. After cancellation, the review cycle and details are read-only. All active tasks related to plan review are canceled when the plan review cycle is canceled.
Note: An active plan review cycle is canceled when the transaction associated with it is withdrawn.
Agency staff can use the Time Record section to record the time they spend reviewing their plans. For more information, see Adding time entries.
As a plan coordinator, you can remove documents from the plan review cycle on the Plan Review page.
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Click the Approval Conditions link on the plan overview