Using the Planner Worklist

The planner worklist provides a central location for performing planning-related activities. Separate tabs list unassigned applications, applications that are assigned to the current user, and activities that are assigned to the current user.

Access the worklist by clicking the Planner Worklist tile on the agency springboard.

Initially, all tabs to which you have access appear. Click a tab to see the applications or activities that meet the tab filter criteria and to access the relevant actions. When you click a tab other than the one that is initially selected, only the newly selected tab (and its subtabs, if any) are visible. Similarly, when you select a subtab, only that subtab is visible. Click the Back icon next to the Search icon to return to the previous view.

Each tab provides access to relevant actions. Performing actions from the worklist is equivalent to performing the same tasks from the Activity Tracking page in the application details.

The planner worklist has the following tabs:

Tab	Displays	Available Actions	Additional Information
Unassigned Applications	Submitted and In Process planning applications that do not have an assigned planner. This tab includes a map view for displaying application locations.	Assign	This tab is visible only to users who have assigning privileges. Assigning an application removes it from this tab. A condition icon is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information see, Applying Conditions to Applications
My Applications	Submitted and In Process planning applications that are assigned to the current user. Comments and attachments pertaining to this application. This tab includes a map view for displaying application locations.	Send Message See Working with Communications. Reassign See Working with Planners. Copy Application See Copying an Application. Withdraw See Withdrawing an Application. Update Description	This tab is visible only to users who have the Planner Job Function (ORA_PLANNER) and the attribute Planning Application Types (ORA_PLANNING_APPLICATION_TYPES). Review or add your own comments and attachments. See Working with Attachments and Working with Comments. Reassigning an application to a different user removes it from this tab. Users with access to this tab can reassign applications even if they don’t have the additional security that provides access to the Unassigned Applications tab. A condition icon is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information see, Applying Conditions to Applications
Planning Activities	Open activities that are associated with the current user’s assigned planning applications. Activities are open if they are pending or in progress. Also, incomplete application review activities are open if they haven’t been resubmitted.	Update See Working with Planning Application Activities.	Completing an activity removes it from this list, but does not affect the application status. Activities are initially sorted by due date, with the soonest due date at the top of the list. This tab has subtabs that further filter the activities by due date: Overdue, Due Today, Due This Week, and Due Next Week. Subtab action menus have the same actions as the main tab. To return from a subtab to the main tab, click the Back icon next to the Search icon.
Plan Reviews	All applications owned by the current user that have tasks pending for review. The Plan Reviews tab displays a set of essential details related to the plan review, including the: application ID and type application status application description property information plan review details assigned date and due date icons to the left to indicate if any fees are due or conditions have been applied.	No actions.	This tab is visible only if the user has the following: Role: ORA_PSC_PLAN_REVIEWER_JOB Access to the list: PSC_ACCESS_MY_PLAN_REVIEWS_TASK_LIST_PRIV
Inspections	All applications owned by the current user that have tasks in the Inspection status.	No actions.	This tab is visible only if the user has the following: Role: ORA_PSC_BUILDING_INSPECTOR_JOB Access to the list: PSC_ACCESS_MY_INSPECTIONS_TASK_LIST_PRIV
Incoming Tasks	All active applications assigned for the group.	If the incoming task is for the group then the planner has the following actions: Claim Reassign If the task is already assigned to the planner, then the planner has the following actions: Update Release Reassign If you update the task by assigning or reassigning to a planner, the workflow task – Assign Planner will be updated to Planner Assigned status using the Business Rules Framework configuration. For more details, see Using Workflow.
Calendar	Shows the meeting schedules for the agency on a calendar or on a list. Planner meetings show the schedules for pre-application, planning application, and public hearing.	View meetings assigned to the planner logged in. View all meeting schedules.	Calendar View shows the meetings scheduled for the month. You can choose to view the calendar by month, week, or day. List view shows the list of pre-application and planning application meetings in the Meetings tab and the list of public hearing meetings in the Hearings tab. See the section Viewing Meetings on the Calendar in Working with Meetings.

Note: Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the planner worklist, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.

Viewing Additional Application Information

Both the Task Management page and the worklists display icons in the left column to indicate additional information an agency user might need to view immediately regarding a transaction. For example, the icons can indicate whether conditions have been applied, if additional fees are required, and so on. Click the icon to view details.

If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. Click a condition row to open the application's Conditions details page in a new window.