What actions can you perform in the application´s circulation phase?

This tutorial walks you through the circulation process and gives you ideas of what actions you can perform during the application's circulation phase in Cloudpermit. Not all described steps in the article are mandatory. Pick up the ones you will need to perform and complete during the application's circulation phase.

The stakeholders may need the circulation to analyze the planning project's impact on, for example, the environment, infrastructure, or traffic. Usually, the parties in the circulation process are the government agencies and departments such as fire and utility departments, building departments, engineering departments, conservation authorities, electricity and gas companies.

The status of the approval application is "Application complete." Turn the status to "In Circulation" to start the circulation process.

In the application workspace, click "Start circulation."
The application is now "in circulation."

Go to the "Circulation" section and click "Add circulation request+."
Fill out the circulation request form.

In the "Add new stakeholder," select the organization where you want to send the circulation request.

Your local government authority has pre-configured the selection in the drop-down menu.

Select a person you want to send the request from the "Person to send the request to" drop-down menu.


Click "Add new+".

The selected organization with the responsible person is now selected in the form.

Click "Send circulation request."
You have now requested the circulation.

If you must cancel the circulation request, click "Cancel request."
Sometimes, planning approval may need conditions based on the stakeholder comments from the circulation.

Go to the "Conditions and comments" section and expand it.
Click "Add condition."

Fill out the "conditions form."

Click "Add condition."



Success - You have created a draft condition.

To edit the condition, click "Edit."
Scroll down to "Reports" and click "Create draft report+."
 
Click the "Open" link on the right.
Fill out the draft report.

The form includes:
  • Draft recommendations
  • Revisions and clarifications
  • Pre-approval conditions
  • Circulation comments

Use the "Commonly Used Phrases" functionality to speed up your writing.
See more instruction for using "Commonly Used Phrases in forms.

Return to your approval application by clicking "Return to application."

The approval application is now ready for the "Draft approval review."

See instructions for reviewing the approval application.


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