Create a Planning Submittal

Article summary

Did you find this summary helpful?

Thank you for your feedback

Once the workflow step is opened, you can create the planning submittal from the workflow.

Planning, Plan Reviews, Create Submittal Button.png

Planning, Create Submittal Modal, required fields.png

Field	About
Submittal Name	This field is automatically populated however, you can change it.
Plan Format	This is a required field. Select Unknown, Electronic, or Paper.
Location of Plans	If you are working with paper plans, you can note where the plans are located
Received Date	This field is automatically populated however, you can change it.
SLA Days	Service Line Agreement days are set up for your jurisdiction however, you can change this number when creating a submittal
Expedited	You can note that the plan is expedited here
Reviewing Agency	When creating a new submittal, select the Reviewing Agency for the review.
Assigned To	You can assign this review to a reviewer now or later
Add Plan Review	When creating a submittal, you can add another plan review if there is another plan review that you need to assign to a different plans examiner. You can add a plan review later as well.
Move Documents	If you would like to associate a document that has already been uploaded to the permit with this submittal, you can do that here.
Upload File	You can also upload a new document that will be included in the plan review

Table of contents