Using the Planning and Zoning Worklist

The Planning and Zoning worklist provides a central location for agency staff to review and act on planning and zoning work.

Go to the Worklists on the Permitting and Licensing home page. On the Worklist page, select Planning and Zoning from the offerings drop-down list.

The tabs and records that appear depend on your roles, permissions, and page layout. Planning and zoning work can include unassigned planning applications, planning applications, planning activities, plan reviews, and workflow tasks.

Each tab contains a grid with records for that type of work. Depending on the selected tab and your permissions, you can search, filter, sort columns, download grid data, personalize the grid, and perform row-level actions from the Actions menu.

Users with access to page layout personalization can click Edit Page Layout to update the page layout and Reset to Default to restore the delivered layout.

Using the Worklist Tabs

Click a tab to view the corresponding planning and zoning records. Counts can appear next to tab names to indicate the number of records in the tab.

The Planning and Zoning worklist can include these tabs:

Tab	Displays	Available Actions	Additional Information
Unassigned Planning Applications	Planning applications that don’t have an assigned planner.	Assign planner	Use this tab to assign submitted planning applications to eligible planners. Click the application ID to open the application details page. Click condition or fee links to view additional details in a drawer.
Planning Applications	Planning applications in a searchable and filterable grid.	View Details, Send Message, Update Planner, Copy Application, Update description, Comments, Attachments, Withdraw	This tab includes application information such as application ID, application type, status, condition, fees, planner, address, city, and applicant, depending on the grid configuration. Use the Planner and Type filters to refine the list.
Planning Activities	Open planning activities available to you.	View or Update	This tab includes activity information in a searchable and filterable grid. Filters can include planner, type, and due-date filters such as overdue, due today, due this week, and due next week. Click an activity or row to open the Activity Tracking page for the application.
Plan Reviews	Planning applications with plan review work available to you.	View Calendar, and application-level navigation from the Application ID link.	This tab appears for users with plan reviewer access. The list is sorted by due date in ascending order, with overdue reviews at the top and blank due dates at the bottom. Use the filter chip to show either overdue reviews or reviews due today.
Incoming Tasks	Workflow tasks available to your role or group.	Claim, Reassign, and other actions depending on task status and permissions.	Use this tab to claim or reassign workflow tasks available to your group.
My Tasks	Workflow tasks assigned to you.	Update, Release, Reassign, and other actions depending on task status and permissions.	Use this tab to work with tasks assigned directly to you.

Searching and Filtering the Worklist

Use the Search field to search within the selected tab.

Some tabs include filter chips below the Search field. For example, the Planning Applications tab can include Planner and Type filters. The Planning Activities tab can include filters for planner, activity type, and due dates.

A planner filter can be applied by default for the signed-in user. You can change or remove the filter to view other records, depending on your permissions. If you don’t have access to other records, changing or removing the filter doesn’t display records outside your security access.

When available, you can select multiple filter values. The grid refreshes based on the filters you apply.

For more information, see Using Search.

Assigning Unassigned Planning Applications

Use the Unassigned Planning Applications tab to review planning applications that don’t have an assigned planner.

The grid includes application information such as application ID, application type, status, condition, fees, applicant, address, and other application details, depending on the grid configuration.

To assign an application:

1. Click the Unassigned Planning Applications tab.

2. Find the application you want to assign.

3. In the Actions column, click Assign planner.

4. In the Assign drawer, search for or select an eligible planner.

5. Click Assign.

After the application is assigned, it is removed from the Unassigned Planning Applications tab. If the application is assigned to you, it appears in the Planning Applications tab based on the filters and permissions that apply to you.

Reviewing Planning Applications

Use the Planning Applications tab to review planning applications in a searchable and filterable grid.

The grid can include information such as:

Page Element	Description
Application ID	The planning application number. Click the link to open the application details page.
Application Type	The type of planning application.
Status	The current application status.
Condition	A link to condition information, when conditions apply.
Fees	A link to fee information, when fees apply.
Planner	The planner assigned to the application.
Address	The property or application address.
City	The city for the application address, when displayed separately.
Applicant	The applicant associated with the application.

Use the Planner filter to view applications assigned to a specific planner. Use the Type filter to view applications by application type.

Click an application ID to open the application details page. From the application details page, click Go to Worklist to return to the worklist.

Use the Actions menu to perform these actions for a planning application:

Action	Description
View Details	Opens the application details page.
Send Message	Opens the message page or drawer for sending a communication related to the application.
Update Planner	Opens the planner assignment drawer so you can change the assigned planner.
Copy Application	Starts the copy application process.
Update description	Opens the description drawer so you can update the application description.
Comments	Opens comments for the application.
Attachments	Opens attachments for the application.
Withdraw	Opens the withdrawal drawer so you can withdraw the application.

Reviewing Planning and Zoning Activities

Use the Planning Activities tab to review open planning activities.

By default, the tab can show activities assigned to the signed-in planner. You can change or remove the planner filter to view other activities, depending on your permissions.

Use filters to refine the activity list. Available filters can include:

Filter	Description
Planner	Filters activities by assigned planner.
Type	Filters activities by activity type.
Overdue	Shows activities that are past due.
Due Today	Shows activities due today.
Due This Week	Shows activities due during the current week.
Due Next Week	Shows activities due during the next week.

Click an activity link or row to open the Activity Tracking page for the planning application. From the application details page, click Go to Worklist to return to the worklist.

Use the View or Update action to open the activity details drawer. The drawer shows activity fields and comments for the activity.

Completing an activity removes it from the open activity list, but it doesn’t necessarily change the application status.

Reviewing Plan Reviews

Use the Plan Reviews tab to review assigned plan reviews from the Planning and Zoning worklist. The tab appears for users with plan reviewer access. System administrators can also access plan review work from the common worklist.

The Plan Reviews tab opens in list view by default. The list is sorted by Due Date in ascending order, with overdue plan reviews displayed at the top of the list. Plan reviews without a due date appear at the bottom.

The Plan Reviews grid displays these columns in this order:

Page Element	Description
Application ID	The planning application associated with the plan review. Click the application ID to open the application details.
Application Type	The type of planning application.
Due Date	The plan review due date.
Overdue	Displays an icon when the plan review is overdue.
Cycle	The plan review cycle.
Property	The property associated with the planning application.
Condition	Condition information for the application, when applicable.
Balance (USD)	The application balance.
Description	The application or plan review description.

Use the filter chip to limit the list to Overdue reviews or reviews Due Today. These filter options are mutually exclusive, so you can select only one at a time.

Click View Calendar to view assigned plan reviews on a calendar. The calendar opens in weekly view by default and shows plan reviews in the All Day row. Overdue plan reviews are visually distinguished from other calendar items. When you view plan reviews on the calendar, the Search field and filter chips are hidden.

When you return from calendar view to list view, the list view is displayed with the Search field cleared, all filter chips removed, and all rows displayed.

For more information, see Performing Plan Reviews.

Working with Workflow Tasks

The Planning and Zoning worklist can include workflow task tabs such as Incoming Tasks and My Tasks.

• Use Incoming Tasks to review tasks available to your role or group. Depending on the task and your permissions, you can claim or reassign a task.

• Use My Tasks to review tasks assigned to you. Depending on the task and your permissions, you can update, release, or reassign a task.

Workflow task actions update the related workflow task. For example, when a planner assignment task is completed, the workflow task status is updated according to the agency’s workflow and business rules configuration.

Viewing Conditions and Fees

Planning application rows can include links for conditions and fees.

Click a condition link to view condition details in a drawer. Condition details can include the condition name, severity, description, and applied date.

Click a fee link to view fee details in a drawer.

For more information, see Working with Application Conditions.

Downloading and Personalizing Grid Data

Where available, use the download action to download grid data from the selected tab.

Use the grid personalization action to update the grid display. Depending on your access and page layout, you can show, hide, or rearrange columns.

Users with access to page layout personalization can click the Edit Page Layout button to update the page layout. Click the Reset to Default button to restore the delivered layout.