Working with Reports
Once a planning application is created, a corresponding report object is automatically created and is available in the planning application details. As agency staff, you generate a report from the report object, review, and print it for dispatch. Agency staff can also manually create ad hoc reports for an application.
To access the report:
Navigate to Reports in the left navigation panel.
. Select the application. SelectSecurity Details for Working with Reports
This section describes important security roles, requirements, or considerations specific to working with reports.
Primary Role |
Access Description |
Associated Job Roles and Abstract Roles |
---|---|---|
PSC Planning Reports Management All |
Manage reports on planning applications assigned to anyone. |
PSC System Administrator PSC Zoning Administrator |
PSC Planning Reports Management Self |
Manage reports on planning applications assigned to themselves. |
PSC Associate Planner PSC Principal Planner |
For more information on creating roles for Public Sector Licensing and Permits, see Creating Custom Roles for Public Sector Licensing and Permitting.
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 Public Sector Licensing and Permitting.
Viewing Reports
The Reports page shows the list of all reports for an application. You can view the information and perform actions as described here:
Page Element |
Description |
---|---|
Report Name |
View the name of the report. |
Report Type |
View the type of report:
|
Application Status |
View the status of the application:
|
Status |
View the status of the report:
|
Attachment |
Icon to indicate that a report was generated. |
Actions |
Select from the available options, which are based on the status of the application:
|
Creating an Ad Hoc Report
To manually create an ad hoc report for an application:
Navigate to Reports in the left navigation panel.
. Select the application. SelectClick the Add Ad Hoc Report button.
On the Add Ad Hoc Report page, use the Category field to select a category of the report, which is set up by your agency in the Ad Hoc Associations section on the Notice and Report Group page. You can select a report from the generated list.
Use the Search option to search for and select the ad hoc report type. Selecting the ad hoc report type returns you to the Reports page.
The new ad hoc report is now listed on the Reports page.
Generating a Report
To generate a report:
Navigate to Reports in the left navigation panel.
. Select the application. SelectSelect the report row which you want to view and click the Generate button.
Note: This option is available only for the reports in the Pending status. If the status is in In Progress, you will see the Continue option. Use this option in case the report was generated earlier and saved for later.On the Generate Report page, click Review and Print. The report page opens in a new window. You can review the details, print the document, and send it to the applicant.
Click Cancel to close the window and return to the report at a later time. You can use the Continue button to access this page later.
Click Done on the Generate Report page. The status of the report changes to Generated and the report is available as an attachment.
Viewing Report Details
To review the details of the reports that are in the Generated or Sent status:
Navigate to Reports in the left navigation panel.
. Select the application. SelectSelect the report row that you want to view.
On the Report Details page, the top section shows the report name, status, and report type.
The Attachments section allows you to view details, download and delete attachments. Example of an attachment can be a copy of the report that was sent to the applicant.