Using the Planner Worklist
The planner worklist provides a central location for performing planning-related activities. Separate tabs list unassigned applications, applications that are assigned to the current user, and activities that are assigned to the current user.
Access the worklist by clicking the Planner Worklist tile on the agency springboard.
Initially, all tabs to which you have access appear. Click a tab to see the applications or activities that meet the tab filter criteria and to access the relevant actions. When you click a tab other than the one that is initially selected, only the newly selected tab (and its subtabs, if any) are visible. Similarly, when you select a subtab, only that subtab is visible. Click the Back icon next to the Search icon to return to the previous view.
Each tab provides access to relevant actions. Performing actions from the worklist is equivalent to performing the same tasks from the Activity Tracking page in the application details.
The planner worklist has the following tabs:
Tab |
Displays |
Available Actions |
Additional Information |
---|---|---|---|
Unassigned Applications |
Submitted and In Process planning applications that do not have an assigned planner. This tab includes a map view for displaying application locations. |
Assign |
This tab is visible only to users who have assigning privileges. Assigning an application removes it from this tab. |
My Applications |
Submitted and In Process planning applications that are assigned to the current user. Comments and attachments pertaining to this application. This tab includes a map view for displaying application locations. |
|
This tab is visible only to users who have the Planner Job Function (ORA_PLANNER) and the attribute Planning Application Types (ORA_PLANNING_APPLICATION_TYPES). Review or add your own comments and attachments. See Working with Attachments and Working with Comments. Reassigning an application to a different user removes it from this tab. Users with access to this tab can reassign applications even if they don’t have the additional security that provides access to the Unassigned Applications tab. |
Planning Activities |
Open activities that are associated with the current user’s assigned planning applications. Activities are open if they are pending or in progress. Also, incomplete application review activities are open if they haven’t been resubmitted. |
Update |
Completing an activity removes it from this list, but does not affect the application status. Activities are initially sorted by due date, with the soonest due date at the top of the list. This tab has subtabs that further filter the activities by due date: Overdue, Due Today, Due This Week, and Due Next Week. Subtab action menus have the same actions as the main tab. To return from a subtab to the main tab, click the Back icon next to the Search icon. |
Plan Reviews |
All applications owned by the current user that have tasks pending for review. The Plan Reviews tab displays a set of essential details related to the plan review, including the:
|
No actions. |
This tab is visible only if the user has the following:
|
Inspections |
All applications owned by the current user that have tasks in the Inspection status. |
No actions. |
This tab is visible only if the user has the following:
|
Incoming Tasks |
All active applications assigned for the group. |
If the incoming task is for the group then the planner has the following actions:
If the task is already assigned to the planner, then the planner has the following actions:
If you update the task by assigning or reassigning to a planner, the workflow task – Assign Planner will be updated to Planner Assigned status using the Business Rules Framework configuration. For more details, see Using Workflow. |
|
Calendar |
Shows the meeting schedules for the agency on a calendar or on a list. Planner meetings show the schedules for pre-application, planning application, and public hearing. |
|
Calendar View shows the meetings scheduled for the month. You can choose to view the calendar by month, week, or day. List view shows the list of pre-application and planning application meetings in the Meetings tab and the list of public hearing meetings in the Hearings tab. See the section Viewing Meetings on the Calendar in Working with Meetings. |