Create a permit submittal and assign a plan review
  • 14 Sep 2022
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Create a permit submittal and assign a plan review

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In the permit workflow, you can create a submittal when the plan review step is opened.

To create a submittal, click Create Submittal
Create a submittal in the workflow.png


Fill out the fields in the Create Submittal form. Two fields are required:

  • Plan Format
  • Discipline
    Create a submittal modal.png


Field About
Submittal Name This field is automatically populated, however, you can change it.
Plan Format This is a required field
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
Disciplines When creating a new submittal, you can choose one or multiple disiciplines for the plan review. You can add additional disciplines after the submittal has been created
Assigned To You can assign this plan review to a plans examiner 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 Permit 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

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