4Setting Up Conditions of Approval

Setting Up Conditions of Approval Categories

Use categories to organize the various types of conditions of approval that are applied to planning applications. You set up conditions of approval categories and subcategories on the Conditions of Approval Category page.

Adding Conditions of Approval Categories and Subcategories

1. Select Conditions of Approval Setup > Conditions of Approval Category.

2. The Conditions of Approval Category page lists all the condition categories that are set up. Click Add to add a new condition category.

3. On the Conditions of Approval Category details page, enter a category ID, category name, and a description.

4. Click the Enabled switch to enable or disable the category.

5. If you want to add a subcategory, click the Add button to add the subcategory in the Conditions Subcategory Setup section. Click the Add icon for additional subcategories.

6. On the Conditions of Approval Subcategory details page, enter a subcategory ID, subcategory name, and a description.

7. Click the Enabled switch to enable or disable the subcategory.

8. Click Save.

Modifying Conditions of Approval Categories

1. Select Conditions of Approval Setup > Conditions of Approval Category.

2. On the Conditions of Approval Category page, select the row for the category that you want to modify.

3. On the Conditions of Approval Category details page, you can only modify the category name and description. You cannot change the category ID.

4. Click Save.

Modifying Conditions of Approval Subcategories

1. Select Conditions of Approval Setup > Conditions of Approval Category.

2. On the Conditions of Approval Category page, select the row for the category with the subcategory that you want to modify.

3. Select the subcategory that you want to modify in the Condition Subcategory Setup section.

4. On the Conditions Subcategory Setup details page, you can only modify the category name and description. You cannot change the subcategory ID.

5. Click Save.

Deleting Conditions of Approval Categories

When you delete a condition category, all associated subcategories are also deleted

1. Select Conditions of Approval Setup > Conditions of Approval Category.

2. On the Conditions of Approval Category page, select the row for the category that you want to delete.

3. On the Conditions of Approval Category details page, click Delete.

4. If you want to delete multiple condition categories, you can delete them on the Conditions of Approval Category page:

   1. Click the Select Multiple icon.

   2. Select the check boxes for the category rows to delete.

   3. Click the Delete icon.

Note: You can’t delete a condition category if its conditions are applied to an application.

Deleting Conditions of Approval Subcategories

1. Select Conditions of Approval Setup > Conditions of Approval Category.

2. On the Conditions of Approval Category page, select the row for the category with the subcategory that you want to delete.

3. On the Conditions of Approval Category Details page, select the row for the subcategory that you want to delete.

4. Click the Delete button on the Condition Subcategory Setup details page

5. If you want to delete multiple condition subcategories, you can delete them on the Conditions of Approval Category details page:

   1. Click the Select Multiple icon.

   2. Select the check boxes for the subcategory rows to delete.

   3. Click the Delete icon.

   4. Click Saveon the Conditions of Approval Category details page.

Note: You can’t delete a condition subcategory if its conditions are applied to an application.

Setting Up Condition Type Sequences

You set up the sequence in which the condition types are applied to the planning application. All conditions of a particular type are applied based on the sequence number you configure on the Condition Type Sequence page.

Adding Condition Type Sequences

1. Select Conditions of Approval Setup > Condition Type Sequence.

2. The Condition Type Sequence page lists all the condition type sequences that are set up. Click Add to add a new condition type sequence.

3. On the Conditions Type Sequence details page, select a condition type and a sequence number. For example, select 1 if you want the condition type to be applied first to the submitted planning application.

4. Click Save to save and return to the Conditions Type Sequence page.

The Conditions of Approval report that can be generated from the planning application lists all the applied conditions following the sequence you set up here.

Setting Up Condition Category Sequences

You set up the sequence in which the condition categories are applied to planning applications. All condition types of a particular category are applied based on the sequence number you configure on the Condition Category Sequence page.

Adding Condition Category Sequences

1. Select Conditions of Approval Setup > Category Sequence.

2. The Condition Category Sequence page lists all the category sequences that are set up. Click Add to add a new condition category sequence.

3. On the Conditions Category Sequence details page, select values for the following fields:

   • Category ID: Select a category ID from the available categories .

   • Condition Type: Select a condition type. Select All if you want all the condition types to be selected for the category sequence.

   • Sequence : Select a number to determine the sequence of the selected category among the categories.

4. Click Save to save and return to the Category Sequence page.

The Conditions of Approval report that can be generated from the planning application lists all the applied condition categories following the sequence you set up here.

Setting Up Conditions of Approval

You create and configure your agency’s conditions of approval using the Conditions of Approval page. Categorize conditions based on the condition type, category, subcategory, and the compliance period. Conditions can be applied automatically through templates or added manually to a submitted planning application.

Adding Conditions of Approval

1. Select Conditions of Approval Setup > Conditions of Approval.

2. The Conditions of Approval page lists all the conditions that are set up. Click Add to add a new condition of approval.

3. On the Conditions of Approval details page, select values for the following fields:

   Page Element	Description
   Detail	Enter a description about the condition of approval. You can use the Rich Text functionality for formatting options.
   Conditions of Approval ID	Enter an identifier of the condition of approval.
   Condition Type	Select a type of condition: Standard Plan See Setting Up Condition Type Sequences.
   Category	Select a category for the condition of approval. See Setting Up Conditions of Approval Categories.
   Subcategory	Select a subcategory for the condition of approval. See Setting Up Conditions of Approval Categories.
   Compliance Period	Select one or more types of compliance period that are applicable to the new condition.

4. Ensure that the Enabled switch is turned on.

5. Click Save to save and return to the Category Sequence page.

   Use the Save and New button to save this condition and clear the values so that you can enter values for another condition of approval .

Modifying Conditions of Approval

1. Select Conditions of Approval Setup > Conditions of Approval.

2. On the Conditions of Approval page, select the row for the condition that you want to modify.

3. On the Conditions of Approval details page, you can modify all the field values except the conditions of approval ID.

4. Click Save.

Deleting Conditions of Approval

1. Select Conditions of Approval Setup > Conditions of Approval.

2. On the Conditions of Approval page, select the row for the condition that you want to delete.

3. On the Conditions of Approval details page, click Delete.

4. If you want to delete multiple conditions, you can delete them on the Conditions of Approval page:

   1. Click the Select Multiple icon.

   2. Select the check boxes for the condition rows to delete.

   3. Click the Delete icon.

Note: You can’t delete a condition if it is applied to an application.

Setting Up Conditions of Approval Templates

Conditions of approval are automatically applied to planning applications through templates. As agency administrators, you create and configure conditions of approval templates by selecting the conditions of your choice.

Conditions of approval templates are associated with planning application types, which determine the type of template that is applied to a submitted planning application. See the section Setting Up Conditions of Approval in Setting Up Planning Application Types.

Adding Conditions of Approval Templates

Use the Conditions of Approval Template page to set up conditions of approval templates.

1. Select Conditions of Approval Setup > Conditions of Approval Template.

2. The Conditions of Approval Template page lists all the templates set up in the system. Click Add to add a new template

3. The Conditions of Approval Template details page lists all the conditions that belong to the template. Enter values for the following fields:

   Page Element	Description
   Template ID	Enter an identifier of the template.
   Template	Enter a name for the template.
   Description	Enter a description of the template.
   Add	Click the button to open the Conditions of Approval Template list page to add one or more conditions.

4. The Conditions of Approval Template list page lists all the conditions in the system with details of the category, subcategory, type, and compliance period. Search and select the conditions using the check boxes next to the condition.

5. Click Save to save and return to the Conditions of Approval Template detail page.

6. Ensure that the Enabled switch is turned on.

7. Click Save to save and return to the Conditions of Approval Template page.