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Create and Edit Plan Review Types

Purpose Statement

The Plan Review Types feature allows administrators to create, manage, and customize the categories used for organizing different types of plan reviews within the permit system. This functionality enables fire departments to establish standardized review categories that align with their operational procedures and regulatory requirements, ensuring consistent processing of permit applications and plan submissions.
 

Background Information

Plan Review Types serve as organizational categories that help departments classify and track different kinds of construction plans, fire safety plans, and other regulatory submissions. Common examples include Commercial Construction, Residential Construction, Fire Alarm Systems, Sprinkler Systems, and Special Events. By establishing clear review types, departments can streamline their workflow, assign appropriate reviewers, and maintain accurate records for compliance and reporting purposes.
 

Required Permissions

To create and edit Plan Review Types, users must have:

  • Administrative permissions for the Permits module
  • Plan Review management permissions
     

Video

Step-by-Step Guide
 

1. Navigate to Plan Review Types

  1. Go to Permits in the main navigation.
  2. Select Plan Review Types.

 

 

2. Filter and Customize the List

  1. Use the filters at the top of the page to refine results:
    • Plan Review Type Name
    • Created By
    • Last Updated
    • Active / Inactive status
  2. Click Apply Filters to update the list.
  3. Adjust visible columns by:
    • Removing unwanted columns
    • Re-adding columns as needed

 

 

3. Create a New Plan Review Type

  1. Click Add New.
  2. Enter a name for the plan review type.
  3. Toggle Active or Inactive as needed.
  4. Click Add to save.
  5. Refresh or update the list to view the new entry.

 

 

4. Edit an Existing Plan Review Type

  1. Locate the desired plan review type in the list.
  2. Click Edit.
  3. Make necessary changes.
  4. Save updates.

 

 

5. Activate or Deactivate a Plan Review Type

  1. Find the plan review type in the list.
  2. Use the toggle to switch between:
    • Active
    • Inactive

 

 

6. Delete a Plan Review Type

  1. Locate the plan review type.
  2. Click Delete.
  3. Confirm the deletion if prompted.

Best Practices

  • Use clear, descriptive names that reflect the actual review process (e.g., "High-Rise Sprinkler System Review" rather than just "Sprinkler")
  • Establish naming conventions that align with your department's standard operating procedures
  • Consider disabling rather than deleting Plan Review Types that may be needed in the future
  • Regularly review and update Plan Review Types to ensure they remain relevant to current operations
  • Coordinate with all stakeholders before making changes to ensure consistency across departments

Troubleshooting & FAQs

Q: Can I recover a deleted Plan Review Type? 

A: No, deletion is permanent. Consider using the Disable function instead if you might need the type in the future.

Q: What happens to existing permits when I disable a Plan Review Type? 2

A: Existing permits retain their original Plan Review Type assignment. The disabled type simply becomes unavailable for new permit applications.

Q: Who can see disabled Plan Review Types? 

A: Disabled types are typically hidden from standard users but may remain visible to administrators in the management interface.

Q: Is there a limit to how many Plan Review Types I can create? 

A: Check with your system administrator, as limits may vary based on your platform configuration.