Working with Preapplication Outcome

Agency planners determine the applications that are required to be submitted by the applicants, based on the nature of the project they discuss during the preapplication meeting.

Applicants and agency staff review the summary information and comments entered by their assigned agency planner on the Preapplication Outcome page and proceed with creating and linking the required applications.

Go to the preapplication you are working with, and navigate to the Preapplication Outcome page in the application detail pages. In the left navigation panel, expand the Progress menu section and click the Preapplication Outcome menu link.

Adding a Required Application

As an agency-assigned planner you add application types to the Preapplication Outcome page, which lists the required application types added for the submitted planning application. Here applicants can review and take appropriate actions, such as linking an existing application or creating a new application.

1. On the Preapplication Outcome page, click the + Add button to open the New required application drawer and enter values for the following fields:

   Page Element	Description
   Application Type	Select a type of application that you want add from the available options.
   Note	Enter text, for example, to indicate to the applicant why the particular application is required along with any additional information.

2. Click Add.

Adding a Comment

As an agency-assigned planner you add review comments to the Preapplication Outcome page, where the applicants can view the detailed information you have entered regarding the preapplication meeting outcome.

1. In the Comments section on the Preapplication Outcome page, click the + Add Comment button to open the Add comment drawer and enter comment text.

   You can use the rich text options for formatting your comment.

2. Click Save.

For more information, see Working with Comments.

Viewing the Preapplication Outcome

In the Required Application section on the Preapplication Outcome page, view a list of application types that are required for your submitted planning application. Find additional information:

Page Element	Description
Application Type	View the type of application required.
Linked Applications	View applications linked to this one.
Notes	View the comments included by the planner regarding the application type.
Status	View the status of the application type. For example, Not Started and Inspection. The Not Started status indicates that no application has been created or linked for the identified application type.
Updated On	The date the application was last updated.
	In the Actions column, click the actions menu button to do this: Create: Opens the application intake form for the application type. The system automatically populates the application form with values copied from the applicant’s preapplication. You can make changes and save or submit the application. Link Applications: Opens the Link applications drawer. Select an existing application and click the Link Application button. The Preapplication Outcome page lists the application you selected. Delete: Removes the application type from the required applications. You can't delete a required application type that is already linked to an application. Update Notes - Opens the drawer for updating the notes.for the required application type.
Action	Select an action you want to perform on the transaction: Edit Comments: Click to open the Required Application page and update the comments. Delete: Click to delete the required application type. you can't delete a required application type that is linked to an application.

Note:

The delete and update notes actions are only available only to planners and agency staff set up with permissions.

In the Review Comments section, view a list of review comments entered by the assigned planner of your preapplication. Only planners can create and edit the review comments.

Using AI Assist for Preapplication Outcome

Agencies can use the AI Assist button on the Preapplication Outcome page. The agency staff can select an onscreen prompt or enter their own planning application-related question, and get an AI-generated response. The AI Assistant helps to analyze the Resource Advisory Council’s (RAC) documents and provide zoning preapplication outcomes. It helps validate whether the applications and projects meet the local or state government requirements. Agencies can customize the AI Assistant's behavior, as well as restrict visibility and access of the AI Assist button to the authorized agency staff.

Note:

The agency must enable the Redwood interface to use the AI Assist feature.

For more information, see Understanding AI Agent Studio and Delivered AI Agents.