Viewing the Planning Application Detail Overview

You view a summary of the planning application on the Overview page, where you get a snapshot of the information regarding a planning application with links to more detail.

When you access the details for a planning application, you see a summary of the application activity. This information is updated to show the latest activity.

The header of the summary page displays the address of the primary parcel. This information is updated to show the latest activity. For example, when the primary parcel address detail is modified on the Property Information page, the same is automatically updated in the header and in the Overview page.

Only agency staff can update the date the application was received and the description, assign a planner, or withdraw an in-progress application on the Overview page.

This example illustrates the Overview page in the Redwood Experience user interface for a planning application with a balance due. The attention card provides information including a link to pay fees.

Using the Overview Page

On the Overview page, you can review these details or perform these actions:

• Actions menu - Click the Actions button in the application banner. Depending on the application status and your role, agency staff can perform these actions: Copy Application, Withdraw Application, or Cancel Application.

  For more information, see Copying an Application, Withdrawing an Application, and Canceling an Application.

• Application section - Review details or update the following information in this section.

  Page Element	Description
  Submitted By	Review the name of the person who submitted the application and the date when it was submitted.
  Received Date	Review the date when the planning application was received. Agency staff enters the date, which is on or before the submission date, when filling out the intake form on behalf of the applicant. Agency staff can update the received date here on the Overview page by clicking the Update Details button. For applicants submitting their application online, the received date field isn’t available in the intake form or on the Overview page. If the planning application is set up for activity tracking, the received date is used as the base date for calculating the activity due date after the application is submitted. The due date is recalculated when you make changes to the received date.
  Completed Date	Review the date the application was completed on the Status History page.
  Planner	Review the name of the planner assigned to the planning application or preapplication. For more information, see Working with Planners Only agency staff can assign or reassign a planner to the application by clicking the Assign Planner or Reassign Planner buttons. After a planner is assigned, registered users view one of the following details: Planner’s name and their email ID No detail (the Planner field isn't displayed) Planner’s name only Planner’s name and a general email ID of the agency Agency administrators configure the above display options on the Agency Information – Planning and Zoning Options page. See Setting Up Agency-Level Options for Planning Applications.
  Description	A description of the application. Enter or update the description of the application on the Overview page by clicking the Update Details button. Only agency staff can add a description.
  Expiration Date	Review the expiration date of the application. If the Extend link is available next to the Expiration Date field, agency staff can enter a new expiration date that allows more time before the application expires. Expiration notifications appear below the expiration date. Depending on how the agency set up the expiration rules for the planning application type, you might see a notification that the application expires in the displayed number of days. For more information about working with application expiration, see Expiration Overview and Working with Application Expiration.

• Contacts section - Review details or update the following information in this section:

  Page Element	Description
  Primary Contact	View the primary contact and their contact information, such as phone, email and address.
  Applicant	View the applicant’s name.
  View Details	Click the button to go to the Contacts page, where agency staff with permissions can update the primary contact and applicant. For more information, see Working with Application Contacts.

• Fees and Payments section - Review details or update the following information in this section.

Page Element	Description
Total Fees	View the total fees paid, amount due, and the date and amount of the last payment.
Total Paid, In Review, or Balance Due	View the amount paid, in review, or immediately due. If there's a balance due, you can click the Pay Fees button in the recommendation card at the top of the Overview page to start the payment process.
View Details	Click the button to go to the Fees and Payments page. For more information, see Working with Fees and Payments.