Enter a Planning Application
  • 13 Nov 2023
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Enter a Planning Application

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Article summary

Create Application

  • In the left navigation click Planning
  • Click the Create Application button
    Planning, Create Application button.png


Select Planning Type

  • Select the Planning Type, then click Next
    • Use the Filter Planning Type by Category dropdown to narrow down the list of options in the Planning Type dropdown
      Planning Application - Select Planning Type.png




Complete Application

  • (a) Required fields
    Required field with annotation.png

  • (b) Use the Look Up Address button to search via Google Maps, Properties, and GIS (if enabled for your jurisdiction)

  • (c) Documents: When entering the Application details, you can upload documents with the application or can upload any related documents after accepting the application.

Planning Application with annotations.png




Save or Accept an Application

Save Application

You can save the application and come back and finish it later.
Planning Application, Save Application.png


After you click Save, you will see additional menus to review in the left navigation:
Planning Internal Application, Left Navigation.png

  • General:

    • Change the Planning Type
    • Select a default inspector (this can also be selected after the application is accepted)
    • Update Description of Work (this can also be selected after the application is accepted)
    • Change the Application Date (this can also be updated after the application is accepted)
    • Designate Primary or Sub Application (this can also be selected after the application is accepted)
  • Fields (can also be updated after the application is accepted)

    • Update permit fields
    • Add additional fields
  • Contacts

    • Add additional contacts to the application (contacts can also be added or removed after the application is accepted)
  • Documents

    • Documents can be uploaded to the application or after the application is accepted


Where to Find Saved Applications

Planning, Applications Tab


Accept Application

Planning Application, Accept Application.png

The application can be accepted with or without conditions.
Planning, Accept application, without or with conditions


If you accept the application with conditions, you can see the conditions in the accepted Planning Application here:
Planning Application Conditions.png


Add/Edit Conditions After Application Acceptance

After the application is accepted, you can add a condition or edit conditions. View this article for more information.