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.

Use the Reports page in the planning application details to view a list of all of the reports for the application, generate a report, manually create an ad hoc report, and view report details.

Here's how to get to the Reports page:

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

2. On the applications list page, click the row for the application you are working with.

3. In the left navigation panel of the application details, expand the Progress section.

4. Select the Reports menu item in the expanded section.

Security 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 Oracle Permitting and Licensing, see Creating Custom Roles for Oracle Permitting and Licensing.

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 Permitting and Licensing.

Viewing Reports

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: Ad hoc - For more information about adding an ad hoc report, see the Creating an Ad Hoc Report section in this topic. System - Indicates that the report was added automatically based on agency setup.
Status	View the status of the report, such as these: Pending: The report object is created. In Progress: Details are entered in the report and saved. Generated: The report is generated and printed. Sent: The report has been sent to the concerned party. Received: The report was received by the concerned party.
Application Status	View the status of the application: Pending Submitted Accepted For more information about application statuses, see Viewing Application Status History.
Actions	Select from the available options, which are based on the status of the application. These options are available for reports in pending or in progress statuses: Generate Report Cancel Report Once the report has been generated, these actions are available: View Generated Report Update Generated Report Manage Attachments

Creating an Ad Hoc Report

To manually create an ad hoc report for an application:

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

2. On the applications list page, click the row for the application you are working with.

3. In the left navigation panel of the application details, expand the Progress section.

4. Select the Reports menu item in the expanded section.

5. On the Reports page, click the Add Report button.

6. On the new report drawer, select a report from the generated drop-down list. The report name, report ID, and category name are automatically populated. Click the Add Report button.

The new ad hoc report is now listed on the Reports page in a pending status.

Generating a Report

Here's how to generate a report:

1. Click the three-dot Actions menu button for the report, and select the Generate Report option.

2. On the Generate Report drawer, you can generate the report with the selected template or manually update the report before you generate it.

   • Selected template - Click the template button for the named report to preview the report in a new window. You can review the details, print the document, and send it to the applicant.

   • Edit Report Manually - Turn on the switch to update the report before generating it. Download the report template then upload the manually edited report. Although you can upload more than one updated report, you can only mark one as Final. The report marked as Final will be generated.

3. 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.

4. Click Generate to generate the report.

   The status of the report changes to Generated and the report is available as an attachment.

Reports generated and completed for a planning application are added to the Attachment page in the planning application details, enabling applicants to access them. Conditions of approval reports and hearing timeline reports are examples of reports which can be accessed by the applicants from the Attachments page. For more information about attachments, see Working with Application Attachments.

Note:

Only system-generated and uploaded reports are added to the Attachments page for the planning application.

Viewing or Updating Generated Reports

You can review the details of the reports that are in the Generated or Sent status by clicking the three-dot Actions menu button for the report, and selecting an available option:

• View Generated Report - Select to open the Report Details drawer. The overview section shows the report name, status, category, report type, creation date, and generated date.

  The reports attachments section of the report details drawer displays a preview, link to open the PDF report, file size, report type, description, and actions. Example of an attachment can be a copy of the report that was sent to the applicant. You can also view details, preview, and download the report.

• Update Generated Report - Select to to view or update the report.

  Click the Download Editable Report button on the report details drawer to download the generated report. After making updates, click the Add button to upload the file that you updated. Although you can upload more than one updated report, you can only mark one as Final. The report marked as Final will be generated.

• Manage Attachments - Select to add additional attachments to the generated report. Select an attachment type, such as Acknowledgement or Receipt. The attachment appears on the Reports tab on the Attachments page.