1. Implementing Permitting and Licensing
  2. Setting Up Conditions of Approval

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

    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.