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.