Default Users:
In Civic Review there are currently 3 default user categories: Viewer, Reviewer, and Admin. You may be curious about what each user's dashboard and Civic Review portal looks like. This article will dive into the Reviewer role.
Goal & Workflow:
Civic Review's goal for Reviewers is to minimize emails and notifications but tie in Reviewers whenever action is needed on their part. Civic Review will automatically notify a Reviewer when they need to review an application, look at a plan review, or respond to a comment or message.
In the overall workflow of a permit or application; a reviewer is only tied in when it's time to do their review (in this case the Fire Department). As soon as they complete their department approval the application moves off of their to-do list.
Navigation and Menu:
Reviewers don't have access to create or edit applications in the form builder or to create fees or certificates. Their main concern is with the applications awaiting their approval, or ones that they've already approved. For applications in their NEW section, they will be able to view the progress bar to see who has already reviewed the application.
Within the NEW, APPROVED, DENIED, ALL, and RENEWING bins or sections, Reviewers can only view applications that have been assigned to their department. However, they can use the search bar at the top to locate other applications.
Reports:
Users with Reviewer status can create personalized lists and views in the ALL Permit section, but it will only pull in applications that have been assigned to their department. Reviewers don't have access to the Transaction Report area and can only download reports in the Reports tab that have been created and shared by an Admin user.
Permit Screen & Walkthrough:
Within individual permits, Reviewers have access to complete department and plan reviews, view fees, messages, and permit details, and download the permit details.
Here's a quick video walking through a basic Civic Review navigation from the Reviewer perspective: