Working with Planners

You assign and reassign planners to a planning application and access the planner assignment history on the Overview page of the planning application details.

Only agency staff can assign or reassign a planner to the application by clicking the Assign Planner or Reassign Planner buttons on the Overview page.

The list of available planners is limited to the agency staff that have the Planner job function, which is defined on the Agency Staff page. The planner must also be assigned to the planner Job Function Attribute for Planning Application Types within the Planner job function.

When you assign or reassign a planner, the workflow task Assign Planner will be updated to Planner Assigned status. The workflow task can optionally be updated to an assigned status using the Business Rules Framework configuration. The business rules you set up for the Planner Assigned and Planner Reassigned events use the Update Workflow action. For more information, see Setting Up Update Workflow Actions. See also Using Workflow.

When your agency sets up the Business Rules Framework to trigger the advancement of the workflow task, the event can also generate a communication to the applicant and the assigned planner. For example, once a planner is assigned and the Activity Tracking is updated to complete, the Business Rules Framework will automatically advance the workflow to the next task and send a communication. For more details, see Business Rules Framework Overview and Setting Up Business Rules.

Security Details for Working with Planners

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

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Assign Planner	Assign a planner to planning application and preapplication.	PSC Zoning Administrator PSC Planning Assistant PSC Associate Planner PSC Principal Planner

For more information on creating roles for Oracle Permitting and Licensing, 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 Permitting and Licensing.

Assigning a Planner

1. Select the Planning Applications tile on the Agency Springboard.

2. Click the row for a planning application on the list page.

3. On the Overview page, click the Assign Planner button in the Application section.

4. On the drawer that opens, select the row for the planner to assign them to the planning application.

5. Click Assign to save your selection.

If a planner has already been assigned, you can click the Reassign Planner button to select a different planner. Click the View History button on the drawer to view the planner history. The list includes past planner assignments, the dates they were assigned, their job title, and the planner currently assigned to the planning application.