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Planning Workflow
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Contents
Planning Workflow
13 Articles
in this category
Written by
Steph Nelson
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Planning Workflow Overview
Workflow Tour Workflow Actions : From the Workflow Actions button you can add a workflow step, reorder workflow steps, bulk assign workflow steps, and bulk update workflow steps. Completed steps : Completed steps have a check...
Written by
Steph Nelson
Updated on : 27 Oct 2023
Update a Planning Workflow Step
On an open/active workflow step in the planning workflow: Click the status name (a) Update the workflow status (b) Assign or reassign the workflow step (c) (Optional) Add a note that will be logged in the Step History (this ...
Written by
Steph Nelson
Updated on : 13 Oct 2023
Assigning a Planning Workflow Step
How to Assign a Single Step From any planning application, click Workflow to get started Then, click "Unassigned" or the name of the assigned user to reassign, assign, or unassign the workflow step How to Bulk Assign Workflow Step...
Written by
Steph Nelson
Updated on : 13 Oct 2023
Access System-Generated Documents from the Workflow
This feature is available in Permit, Planning, and Business License Workflows. When a document has automatically been generated (like the permit document, inspection card, certificate of completion, certificate of oc...
Written by
Steph Nelson
Updated on : 31 Jan 2024
My Planning Work
What is My Planning Work? When a planning workflow step is assigned to you, and the step is open, you will see it in My Planning Work . My Planning Work From the Dashboard On the Dashboard, click My Planning Work Planning...
Written by
Steph Nelson
Updated on : 13 Oct 2023
My Planning Work Email Reminders
When is the Email Reminder Sent? Email reminders are sent weekly at 6AM ET You will receive an email if you have active workflow steps assigned to you Sample Email How to Unsubscribe Click your initials in the top, right corn...
Written by
Steph Nelson
Updated on : 13 Oct 2023
Planning Workflow Actions
In a Planning workflow, the Actions button gives you the following options: Add Step Order Steps Bulk Assign Steps Bulk Update Steps Add a Workflow Step How to Guide: How to Add a Workflow Step . Order Wo...
Written by
Steph Nelson
Updated on : 13 Oct 2023
Add a Planning Workflow Step
Workflow Actions In the Planning Workflow, click Actions > Add Step : Add a Step Search for the step you would like to add Click the search icon (or hit Enter on your keyboard) Select the step you would like to add Rename ...
Written by
Steph Nelson
Updated on : 25 Oct 2023
Reopen a Planning Workflow Step
⚡ FYI: To use this feature, a permission must be enabled first To have the ability to reopen a workflow step, you must be granted permission in the system. If you require this functionality, please reach out to support@co...
Written by
Steph Nelson
Updated on : 13 Oct 2023
Delete a Workflow Step
If a workflow step hasn't been completed, you can delete it (How to Reopen a Closed Planning Workflow Step ). Delete a Workflow Step Click the icon next to the step that you would like to delete: If a step is already in progress, c...
Written by
Steph Nelson
Updated on : 24 Oct 2023
Reopen a Completed Permit or Planning Application
⚡ FYI: To use this feature, a permission must be enabled first To have the ability to reopen a workflow step, you must be granted permission in the system. If you require this functionality, please reach out to support@co...
Written by
Steph Nelson
Updated on : 11 Apr 2024
Send an Email Notification from a Planning Application Workflow Step
You have the option to send a workflow notification from any open workflow step: Send a Workflow Notification Click the workflow step status Select Add Email Notification Complete email notification for...
Written by
Steph Nelson
Updated on : 13 Oct 2023
When a Workflow Step Requires Fee Assessment or Payment
This feature is available in both Permit , Planning Workflows and Business License Workflows . Some workflow steps may require fees to be assessed or payments to be made. This often happens in the "Permit Issua...
Written by
Steph Nelson
Updated on : 27 Dec 2023