Documenting a Plan Review for a Permit

Documenting a Plan Review for a Permit

Purpose Statement

This feature enables Fire/EMS personnel to properly document plan reviews as part of the permit issuance process. Plan review documentation ensures regulatory compliance, creates an audit trail for permit activities, and streamlines the workflow between plan review completion and permit approval. This process is essential for maintaining accurate records of all review activities conducted during the permit lifecycle.

Background Information

Plan reviews are a critical component of the permit process in Fire/EMS operations, particularly for construction permits, occupancy permits, and fire safety system installations. The plan review documentation feature integrates seamlessly with the permit workflow, allowing reviewers to track review types, completion dates, time spent, and link reviews directly to specific permits. This functionality supports agencies in maintaining compliance with local regulations while providing transparency in the review process. Prerequisites include having Plan Review Types and Permit Type Options properly configured in the system.

Required Permissions

Users must have the following permissions to complete plan review documentation:

  • Permit creation and editing permissions
  • Plan review access and documentation rights
  • Review type assignment capabilities
  • Invoice and inspection linking permissions (if applicable to agency workflow)

Video


Step-by-Step Guide




1. Click on Permits.


Click on Permits.



2. Click on Permits.


Click on Permits.



3. Click on New Permit.


Click on New Permit.



4. Enter Address, Application Received Date, Permit Type, enter notes as needed and then click on Save.


Enter Address, Application Received Date, Permit Type, enter notes as needed and then click on Save.



5. Click on Review.


Click on Review.



6. Click on Plan Review(s) Included?
  1. Note: Plans Review Types and Permit Type Options have to be set-up for these operations to work correctly.






7. Click on Add.


Click on Add.



8. Select the Review Type. The signed in user will be automatically assigned to the Plan Review, update if needed. Optionally enter the received date, completed date and the total time of review. Then, click on Save.


Select the Review Type. The signed in user will be automatically assigned to the Plan Review, update if needed. Optionally enter the received date, completed date and the total time of review. Then, click on Save.



9. The Permit process can be continued after the Plan Review is Documented.
  1. Workflows for generating an Invoice and/or Inspection in conjunction with a Permit can be determined by the agency. Please refer to the Related Articles and Knowledge Base  for more information.
  2. Approve/Reject
  3. Add Invoice - Manual or Autogenerated
  4. Schedule Inspection
  5. Link Permit to an Invoice
  6. Link Permit to an Inspection
The Permit process can be continued after the Plan Review is Documented.



Best Practices

  • Ensure Plan Review Types and Permit Type Options are configured before attempting to document reviews
  • Always verify the correct reviewer is assigned to maintain accountability
  • Document actual time spent on reviews for accurate billing and performance metrics
  • Use consistent review type selections to maintain reporting accuracy
  • Complete all required fields to avoid processing delays
  • Link plan reviews to invoices and inspections as per agency workflow requirements
  • Regularly update review status to maintain real-time visibility of permit progress

Troubleshooting & FAQs

Q: Why can't I see Plan Review options? A: Verify that Plan Review Types and Permit Type Options are properly configured in the system setup.

Q: Can I change the assigned reviewer? A: Yes, while the system automatically assigns the signed-in user, you can update the reviewer assignment during the documentation process.

Q: What happens after documenting the plan review? A: You can continue with the permit workflow, which may include approval/rejection, invoice generation, and inspection scheduling based on your agency's processes.

Q: Is the review time field required? A: The total time field is optional but recommended for accurate billing and performance tracking.

Q: Can I add multiple plan reviews to one permit? A: Yes, you can document multiple plan reviews for a single permit by repeating the Add process for each review type.

Related Articles

  • Create and Edit Plan Review Types
  • Creating a New Permit
  • Invoicing
  • Linking Permits to Inspections
  • Permit Approval and Rejection Workflow
  • Managing Permit Types and Configurations

    • Related Articles

    • Create Invoice while creating a Permit

      Purpose Statement To demonstrate how to create an Invoice while creating a Permit, allowing users to generate billing documentation directly within the permit creation workflow. This streamlined process ensures accurate invoicing tied to specific ...

    • Inspection Record - Bulk Permit Renewal

      Purpose Statement The Bulk Permit Renewal feature allows inspectors to efficiently renew multiple permits during a single inspection process. This streamlined workflow eliminates the need to process permits individually, saving time and ensuring all ...

    • Create and Edit Permit Type

      Purpose Statement The Create and Edit Permit Types feature allows fire prevention administrators to establish and modify permit categories within the system. This functionality enables agencies to customize permit workflows, set response deadlines, ...

    • Bulk Permit Renewal with Auto-Invoice Generation

      Purpose Statement: The bulk permit renewal feature allows administrators to efficiently renew multiple permits simultaneously while automatically generating and emailing invoices to permit contacts. This streamlined process reduces manual workload, ...

    • Automatically approve a permit after criteria have been met

      Purpose Statement This feature enables automatic permit approval when predefined criteria are satisfied, streamlining the permit workflow process. It eliminates manual approval steps by automatically processing permits when invoices are paid in full ...