Planning|How to create and add pre-consultation instructions for an approval application

This tutorial outlines how a local government administrator adds pre-consultation instructions for a planning approval application. 

Go to the User Menu and open it. Select the option Configuration and click on it.
You are entering the Application Configuration view.
Go to the Planning Approval category selection.
Choose an approval application to which you want to add pre-consultation instructions and click the application name to expand it.

In the example, a site plan approval has been selected.

The pre-consultation form opens.

There is a Pre-consultation* drop-down available with the options:
  • Optional
  • Required
  • Not applicable

Optional means that the applicants can choose whether they want to request a pre-consultation for approval.

Required means that the pre-consultation is a mandatory process for approval.

Not applicable means that the pre-consultation is not relevant for the selected application.

To add a pre-consultation to the approval application, select Required and check off 'Only authorities can convert a pre-consultation into an application' if applicable.


Next, enter instructions for pre-consultation:

There are text formatting tools available to ease content writing.
Select various text formatting types from the drop-down menu:
  • Heading 1,2,3
  • Normal, small, large text styles
  • Quote, list, and numbered list

Additionally, you can use the text formatting styles on the right.


After entering the pre-consultation instructions, scroll down the view to save the instructions.
Click on Save.
Success - You have now created and added pre-consultation instructions to the selected approval application.

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