Navigating to Planning Application Details

You find detail pages in a collection that consolidates all aspects of a preapplication or planning application, including contacts, communication, property information, fees and payments, workflow, and more.

The detail pages for an application include the functionality you need to manage a preapplication or planning application throughout its lifecycle.

This example illustrates the navigation panel with menu links for accessing planning application detail pages. The links are described in the surrounding text.

Left-panel navigation to Planning Application detail pages and Overview page

Here's how to access the application detail pages:

  1. Select the Planning Applications tile on the agency springboard.

  2. On the Planning Applications page, click the row for an application.

  3. Navigate to application information using the menu links in the left panel.

The information about a preapplication or planning application comprises these pages:

Page Name

Description

Overview

View the information highlights regarding the selected planning application with links to more detail.

See Viewing the Planning Application Detail Overview.

Application Details

Review information captured during the application intake that is specific to the planning application type. For example, site data, site use, existing setbacks, proposed setbacks, parking, and so on.

See Viewing Application Information.

Property Information

View parcel data from the planning application and a map of the parcel location.

See Working with Property Information.

Attachments

View a list of files and upload or download documents on this page. You can also view a list and upload required documents on this page.

See Working with Application Attachments.

Conditions

Review conditions placed on the planning application or person that must be resolved to complete the planning application process.

See Working with Application Conditions.

Related Transactions

View the transactions or applications linked to the selected application including those transactions that are in turn linked to the transaction you have linked.

See Working with Related Transactions.

Fees and Payments

Review fees assessed and payments due. You can also add additional fee items and pay fee items from this page.

See Working with Fees and Payments.

Billing Accounts

View the organization or customer billing information specified during the application intake.

See Working with Billing Accounts.

Workflow

View the workflow status of each task as defined by the agency using Oracle Integration Cloud (OIC).

See Using Workflow and Managing Tasks.

Preapplication Outcome

Displayed for preapplications only, this link takes you to the Preapplication Outcome page in the classic interface. Review the list of the required planning applications and comments entered by the assigned agency planner. On this page, the applicant creates links to existing applications based on the list in the required application summary.

See Working with Preapplication Outcome.

Activity Tracking

Available for agency planning department staff. Use activity tracking to help work through a list of time-sensitive tasks that affect the progress of a planning application.

Overview of Activity Tracking for Planning Applications.

Reports

Available for agency staff. Generate a report from the report object for a planning application, review, and print it for dispatch. Agency staff can also manually create ad hoc reports for an application.

See Working with Reports.

Plan Reviews

Manage plan reviews required for the planning application type, based on your agency's setup.

See Plan Review Overview.

Conditions of Approval

Apply or manage a set of conditions of approval to a submitted planning application. Only assigned planners can manage the conditions of approval for their applications.

See Working with Conditions of Approval.

Decision and Hearing

Review information about public hearings, such as schedule and decisions.

See Working with Public Hearings.

Status History

View the history of application status changes. Whenever the status changes for a transaction, the change is recorded and viewable in the details for the application. The status history is display-only.

See Viewing Application Status History.

Time Recording

Agency staff with permissions manage time entries for the planning application.

See Adding Time Entries and Viewing Recorded Time for an Application.

Contacts

Review and add contacts to the planning application.

See Working with Application Contacts.

Contractor

Identify the contractors who are performing the work identified in the permit or planning application, and indicate whether the applicant is an authorized agent of the contractor (for example, an employee of the contractor).

See Working with Contractors and Agents in Applications.

Meetings

Review information about meetings and scheduling meetings.

See Working with Meetings.

Projects

View the summary of projects associated with a planning application, if applicable. This menu link takes you to the Projects page in the classic interface. The planning application can be assigned to multiple projects.

See Viewing Project Summaries.

Communication

View a list of communications associated with this planning application and send ad hoc email messages and notifications.

See Working with Ad Hoc Communications and Working with Communications.

Comments

Review or add comments pertaining to this planning application.

See Working with Comments.