Working with Reports

Once a planning application is created, a corresponding report object is automatically created and is available in the planning application details. As agency staff, you generate a report from the report object, review, and print it for dispatch. Agency staff can also manually create ad hoc reports for an application.

To access the report:

Navigate to Agency Springboard > Planning Applications. Select the application. Select Reports in the left navigation panel.

Security Details for Working with Reports

This section describes important security roles, requirements, or considerations specific to working with reports.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Planning Reports Management All	Manage reports on planning applications assigned to anyone.	PSC System Administrator PSC Zoning Administrator
PSC Planning Reports Management Self	Manage reports on planning applications assigned to themselves.	PSC Associate Planner PSC Principal Planner

Primary Role

Access Description

Associated Job Roles and Abstract Roles

PSC Planning Reports Management All

Manage reports on planning applications assigned to anyone.

PSC System Administrator

PSC Zoning Administrator

PSC Planning Reports Management Self

Manage reports on planning applications assigned to themselves.

PSC Associate Planner

PSC Principal Planner

For more information on creating roles for Public Sector Licensing and Permits, see Creating Custom Roles for Oracle Permitting and Licensing.

For more information on all the predefined security data such as abstract roles, job roles, privileges and so on, see the Security Reference for Oracle Oracle Permitting and Licensing.

Viewing Reports

The Reports page shows the list of all reports for an application. You can view the information and perform actions as described here:

Page Element	Description
Report Name	View the name of the report.
Report Type	View the type of report: Ad hoc System generated
Application Status	View the status of the application: Pending Submitted Accepted
Status	View the status of the report: Pending: Indicates that the report object is created. In Progress: Indicates that details are entered in the report, and saved. Generated: Indicates that the report is generated and printed. Sent: Indicates that the report has been sent to the concerned party. Received: Indicates that the report was received by the concerned party.
Attachment	Icon to indicate that a report was generated.
Actions	Select from the available options, which are based on the status of the application: Generate: Click to open the Generate Report page and generate the report. This option is available only for reports in the Pending status. Continue: Click to open the Generate Report page of a previously saved report. This option is available only for reports in the In Progress status.

Creating an Ad Hoc Report

To manually create an ad hoc report for an application:

Navigate to Agency Springboard > Planning Applications. Select the application. Select Reports in the left navigation panel.
Click the Add Ad Hoc Report button.
On the Add Ad Hoc Report page, use the Category field to select a category of the report, which is set up by your agency in the Ad Hoc Associations section on the Notice and Report Group page. You can select a report from the generated list.
Use the Search option to search for and select the ad hoc report type. Selecting the ad hoc report type returns you to the Reports page.
The new ad hoc report is now listed on the Reports page.

Generating a Report

To generate a report:

Navigate to Agency Springboard > Planning Applications. Select the application. Select Reports in the left navigation panel.
Select the report row which you want to view and click the Generate button.
Note: This option is available only for the reports in the Pending status. If the status is in In Progress, you will see the Continue option. Use this option in case the report was generated earlier and saved for later.
On the Generate Report page, click Review and Print. The report page opens in a new window. You can review the details, print the document, and send it to the applicant.
Click Cancel to close the window and return to the report at a later time. You can use the Continue button to access this page later.
Click Done on the Generate Report page. The status of the report changes to Generated and the report is available as an attachment.

Viewing Report Details

To review the details of the reports that are in the Generated or Sent status:

Navigate to Agency Springboard > Planning Applications. Select the application. Select Reports in the left navigation panel.
Select the report row that you want to view.
On the Report Details page, the top section shows the report name, status, and report type.
The Attachments section allows you to view details, download and delete attachments. Example of an attachment can be a copy of the report that was sent to the applicant.