Workflow Enhancements Coming

We will be adding an additional parallel review task to Commercial Mechanical records. We’ve had requests to add a new review for some time. In the past we’ve recommended using the ad-hoc workflow task for these reviews, however, we’ve heard from several agencies that they need this additional review every time. In order to preserve flexibility, without bogging down the model, we’ll be adding a review task simply called “Additional Review”. When advancing the workflow to “Ready for Plan Review”, the user will have the ability to select (or deselect) the Additional Review task. 

If both reviews are activated, the workflow will always progress to the Completion task after the reviews are complete (even if “Approved for Completeness” is not selected for the Mechanical Review). If “Additional Review” is not activated, users will still need to select “Approved for Completeness” for the Mechanical Review if they would like the workflow to move to Completeness rather than to Permit Issuance.

If you require more than one additional review, you will need to use adhoc workflow for the other(s). 

This will be a phased project, with other record types receiving the same enhancement in the future.