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:

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