Results of a Workflow Setup

Project Status

· Applicant Upload

· Applicant Corrections

· Prescreen Corrections

· Approved

· In Review

· Prescreen

Checklist Status

· Met

· Not Met

Changemark Status

· Resolved

· Unresolved

Building Workflow

Project Template

1. Create Folders

· Drawings

· Documents

· Approved

· Quick Review

2. Roles

· ApplicantUpload: View, Upload, View Markups

· ApplicantView: View

· ApplicantDownload: View, Download, Print

· Reviewer: View, View Markups, View Discussion Board, Create Markups, Create/Edit Discussion, Print,

· ApplicantQuickReview: View, View Markups, Upload, Download, Print

3. Create Groups

· Applicant

· Building Plans Examiner: Disable Invitation Email

· Electrical: Disable Invitation Email

· Electrical Sub: Disable Invitation Email

· Management: Disable Invitation Email

· Mechanical: Disable Invitation Email

· Plans Examiner: Disable Invitation Email

· Plumbing: Disable Invitation Email

· Review Coordinator: Disable Invitation Email, Allow Ad Hoc Workflow Start

· Allow Workflow Start

· View Only: Disable Invitation Email

Modify Permissions

		View	Upload	Download	View Markups	Create Markups	Print	View Discussions	Create Discussions	No permissions initially
Applicant	Drawings	X	X		X
	Documents	X	X		X
	Approved									X
	Quick Review									X
Building Plans Examiner	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Electrical	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Electrical Sub	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Management	Drawings	X
	Documents	X
	Approved	X
	Quick Review									X
Mechanical	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Plans Examiner	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Plumbing	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Review Coordinator	Drawings	X			X		X	X	X
	Documents	X			X		X	X	X
	Approved	X	X	X			X
	Quick Review									X
View Only	Drawings	X
	Documents	X
	Approved	X
	Quick Review									X

Planning Workflow

Project Template

1. Create Folders

· Drawings

· Documents

· Approved

· Quick Review

2. Roles

· ApplicantUpload: View, View Markups, Upload

· ApplicantView: View

· ApplicantDownload: View, Download, Print

· Reviewer: View, View Markups, View Discussion Board, Create Markups, Create/Edit Discussion, Print

· ApplicantQuickReview: View, View Markups, Upload, Download, Print

3. Create Groups

· You can Disable Invitation Email for the following groups:

Address	Applicant	Building	City Surveyor
County Surveyor	Engineering	Fire	Management
Planning	Planning Coordinator*	Planning Intake	Planning Manager
Sewer	Storm Water	Traffic	Transportation
Urban Forester	View Only	Water

*Allow workflow start

Modify Permissions

		View	Upload	Download	View Markups	Create Markups	Print	View Discussions	Create Discussions	No permissions initially
Addressing	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Applicant	Drawings	X	X		X
	Documents	X	X		X
	Approved									X
	Quick Review									X
Building	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
City Surveyor	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
County Surveyor	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Engineering	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Fire	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Management	Drawings	X
	Documents	X
	Approved	X
	Quick Review									X
Planning	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Planning Coordinator	Drawings	X			X		X	X	X
	Documents	X			X		X	X	X
	Approved	X	X	X			X
	Quick Review									X
Planning Intake	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Planning Manager	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Sewer	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Storm Water	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Traffic	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Transportation	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
Urban Forester	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X
View Only	Drawings	X
	Documents	X
	Approved	X
	Quick Review									X
Water	Drawings	X			X	X	X	X	X
	Documents	X			X	X	X	X	X
	Approved	X
	Quick Review									X

ProjectFlow_Universal_Parallel_Building

Review coordinator for each sub-workflow
Individual Review configs for each sub-workflow
Multiple Review Groups
Individual Assign Reviewers and Review Complete for each sub-workflow
Single Batch Stamp for entire workflow
Single Applicant Upload for entire workflow

1. Create Folders

· Engineering Drawings

· Engineering Documents

· Zoning Drawings

· Zoning Documents

· Building Drawings

· Building Documents

· Approved

2. Roles

3. Groups

4. Permissions

ProjectFlow_Independent_Parallel_Building

No review coordinator
No review config
Single Review Group
No Assign Reviewers or Review Complete step
Individual Batch Stamps for each sub-workflow
Individual Applicant Uploads for each sub-workflow

1. Create Folders

· Engineering Drawings

· Engineering Documents

· Zoning Drawings

· Zoning Documents

· Building Drawings

· Building Documents

· Approved

2. Roles

3. Groups

4. Permission