How to configure a Phased Plan Approval

This tutorial outlines how to configure a Phased Plan Approval request.

The Phased Plan Approval is a part of the Supplemental Building Permit application. The application must first be enabled for the building permit and then configured to the Supplemental Building Permit application.

Go to the "User Menu" and select "Configuration" from the drop-down list.

Scroll down the "Application configuration" view to the "Required forms, attachments, and review configs" section.

Click "Building permit." 
Scroll down the view to the "Supplemental building permit" section and check off "Phased Plan Approval."
Return to the "Required forms, attachments, and review configs" view.
Next, click "Supplemental building permit." 
Scroll to the application and click "Phased Plan Approval." 
Select which forms you add to the Phased Plan Approval and decide whether the approval needs pre-consultation.
This view shows the party roles that have been selected for the application.
You can add more roles or remove selected ones if needed.
Select required party roles.
Select review configuration setting. 
Select a sign-off form from the drop-down menu list.

Enable the permit sign-off in the application.

Add role-specific forms by clicking "Add +."

Enable permit notifications.

Set target times in days for the following application handling steps:
  • To deem as complete.
  • To make a decision.
  • To appeal.
Success - You have now configured the Phased Plan Approval application. 

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