Overview

Submitted Planning applications are processed using a work flow of application statuses. Each application type, may have a unique work flow that can be customized with the applicable statuses. To create a list of customized application statuses, navigate to:

Home > Permitting > Planning (Manage section) > Statuses

To Add a custom Status

The grid will show any existing custom statuses that apply to a work flow for all the application types in Citywide.

1. Click +Add from the Status grid
2. Enter a name
3. Select from the drop down the desired color applicable to the status
4. Enter the Day counter - this refers to the maximum number of days the application should be in this status
5. Select Yes or No for the following toggles for actions required on this status:
   1. Force fees to be paid
   2. Force reviews to be completed
   3. Force required documents to be uploaded
   4. Lock Application
   5. Active - this can be used when a status is no longer required, but want to keep a history when this status was applied to prior applications.
6. Then click Add

To View or Edit a custom Status

From the status grid, the Actions column displays the various functions available: Edit, Delete or change the Position order of a Status.

• Click the pencil icon  to edit the details of a status. Click Save once all edits to the status are complete.
• Click the trash can icon to delete the status.
• Use the up and down arrows  to change the status position order. The status position order shows when you are selecting and applying them to an Application Type work flow.