Application Status Report Generator for Planning and Zoning

AI agent

The Application Status Report Generator for Planning and Zoning helps agencies create clear, professional, and consistent reports in less time by automatically generating report content based on application information.

Instead of manually compiling information from multiple sources, users can leverage AI to draft report narratives, summarize key findings, and organize relevant details into a structured report. Agency staff remain in control of the final content and can review, edit, and refine AI-generated text before saving or publishing the report.

By reducing the time spent on manual documentation, the AI Agent enables staff to focus on reviewing information and making informed decisions while improving the consistency and quality of reports across the organization.

Business Benefit: The Application Status Report Generator for Planning and Zoning streamlines one of the most time-consuming administrative tasks—writing reports. By generating a high-quality first draft, it helps agencies produce complete, consistent, and professional documentation more efficiently while ensuring staff retain full oversight of the final report content.

Steps to enable and configure

These are the steps to enable this agent for Permitting and Licensing:

  1. Enable AI for your offerings in Permitting and Licensing. 
    • If you have already enabled AI for your offerings, you can skip this step. 
  2. Set up the appropriate security for AI Agents. 
    • If this has been configured previously, you can skip this step. (Note: These instructions were updated for 26C. If you configured your security prior to 26C, you should verify that you have the correct setup.)
  3. Run the agent from the AI Agent Studio.

1. Enable AI functionality for Planning and Zoning. If you have already enabled AI functionality, you can skip this step. 

  1. Navigate to Setup and Maintenance > Offering: Planning and Zoning > Change Feature Opt In. 
  2. Click on the pencil icon in the Features column in the Public Sector Planning and Zoning row. 
  3. In the "Enable AI Functionality for Planning and Zoning" row select the checkbox in the Enable column. 
  4. Click Done.

2. Ensure security is set up for AI Agents. If you have already set up your security you can skip this step. 

  1. Set up security for AI Agents as outlined in How do I use AI Agent Studio? , "Access Requirements for AI Agent Studio", Provide Access to Configure AI Agents in Oracle Permitting and Licensing on the Oracle Help Center. 

3. Run the AI Agent for Report Content from the AI Agent Studio

  1. Open AI Agent Studio.

  2. Search for the Application Status Report Generator for Planning and Zoning template.

  3. Copy the template and enter a unique suffix or name for your version of the agent.

  4. Save the copied agent. 

  5. Open the agent and enter a valid Planning and Zoning application record ID.

  6. Run the agent.

  7. Review the generated staff report draft, which summarizes available application information such as parcels, fees, status history, projects, assignees, hearings, activities, and conditions.

  8. Add or revise content as needed, including the planner’s analysis, rationale, and recommendation.

For more information about the content in the report, see "Implementing AI Agents and Agentic Apps", Setting Up the Application Status Report Generator for Planning and Zoning on the Oracle Help Center. 

Tips and considerations

Agencies can add or remove data objects and update the report prompt and structure to meet local reporting needs.

Key resources