Ho to add a draft report to a planning approval application

This tutorial outlines how to add a draft report to a planning approval application. The local government authority will usually add the report during the circulation process. Thus, the status of the application remains In Circulation.

Step 1: 
Go to the Reports block.
Click Open besides the Create Draft Report + -button.
There is a draft report that has not yet been published.

Step 2:
Click the Open - link on the right.
The report form opens. The upper part of the report contains the general information populated from the applicant´s first draft application.

Step 3:
Fill in the following:
Draft recommendation:
  • Select a category from the drop-down menu.
  • Select a pre-configured phrase from the drop-down menu. You can also type it manually.

Revisions and clarifications:

  • Select a category from the drop-down menu.
  • Select a pre-configured phrase from the drop-down menu. You can also type it manually.

Circulation comments:

  • Add comments if needed.

Cloudpermit saves changes automatically.



After completing the report, click Return to Application on the top of the page.
You will enter the Application Workspace.

The newly added report appears in the Report block under Draft status.

It will be published in the Fulfillment phase.

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