How to Set Up the Annual Review
Pre-plans follow a 12-month review cycle to ensure site information stays accurate and up to date. This guide explains how the review cycle works and how to complete reviews.
Prerequisites
Section titled “Prerequisites”- Brigade admin or organisation admin role
- An active pre-plan
How the Review Cycle Works
Section titled “How the Review Cycle Works”When a pre-plan is created, the next review date is automatically set to 12 months from creation. The review status progresses through these stages:
| Status | Meaning |
|---|---|
| Current | Recently reviewed and up to date |
| Review Due | Approaching or at the review date |
| Overdue | Past the review date by more than 30 days |
| Pending Public Update | A premises contact has submitted changes awaiting approval |
1. Monitor Review Status
Section titled “1. Monitor Review Status”The pre-plans index page shows the review status of each pre-plan with colour-coded badges:
- Green — Current
- Yellow — Review due
- Red — Overdue
Brigade admins receive automated email notifications when reviews are approaching or overdue.
2. Review the Pre-Plan
Section titled “2. Review the Pre-Plan”When a review is due:
- Open the pre-plan
- Verify all site information is still accurate
- Check building details, hazardous materials, and service isolation points
- Update any information that has changed
- Review the interactive map annotations
3. Request External Review (Optional)
Section titled “3. Request External Review (Optional)”If premises contact review is enabled, you can request the site contact to verify details:
- Click Request External Review
- The site contact receives an email with a 30-day review link
- Wait for their response, or proceed with the internal review
See Premises Contact Review for full details.
4. Complete the Review
Section titled “4. Complete the Review”Once you’re satisfied the pre-plan is accurate:
- Click Complete Review
- Optionally add review notes
- Click Confirm
This will:
- Record your name as the reviewer
- Set the review status to Current
- Set the next review date to 12 months from today
- Create a historical snapshot of the pre-plan
- If external review is enabled, send a notification to the site contact with a permanent view link
5. View Review History
Section titled “5. View Review History”To see past reviews:
- Open the pre-plan
- Click the History tab
- View a timeline of all review snapshots
- Compare previous snapshots with the current state to see what changed
Staying on Top of Reviews
Section titled “Staying on Top of Reviews”Check the pre-plans index page regularly for yellow and red review status badges. The overdue count is also shown in dashboard notifications.
Review Snapshots
Section titled “Review Snapshots”Each completed review creates a snapshot of the entire pre-plan. This provides an audit trail and allows you to compare how site information has changed over time.
Combining Internal and External Reviews
Section titled “Combining Internal and External Reviews”For the most thorough review, enable premises contact review and request the site contact to verify details before completing your own internal review. This ensures both the brigade and the property manager agree the information is current.