Planning Workflow

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...

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 ...

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...

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...

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...

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...

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...

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 ste...

⚡ 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...

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...

⚡ 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...

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...

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...