After the application has been 

After the application has been validated, the evaluation can begin, this is where the assessment of the proposal is completed against the relevant planning instruments, and information can be requested of the applicant. 

How to evaluate the application

Steps within the Evaluation process

1. At the application dashboard, select your assigned application in the Evaluation status.

You can review the Location, Categories, State & Federal and Forms & Admin steps to get an understanding of the entire application material and request more information on the items if required. 

2. At the Codes (Authority) step,  review the applicant's selected Codes and complete the council assessment and select Save & Proceed. 

To better understand Council's assessment questions (Support, More information required, Recommendation) and functions read this article Key Assessment Functionality.

You can add a code that is not listed by selecting the Add button.

3. At the Team (Applicant) feature, invite Internal referrals to the application if applicable, and select Save & Proceed. Read this article to understand the role of internal referral in the application.

4. At the Reporting (Authority) step, click on your assessment card (Assessment managers should use the 'All Assessment' card). Complete the council assessment of each item, use the navigation menu on the left pane and work top to bottom and select Save & Proceed.

Create Notes for items that require further discussion or background. Notes are for internal use only, they don't go into a notice or report. Learn more about Notes here.

5. If you have identified any items as ‘More information required’, they will list as an Information request item at the Information Request (Authority) step. Review the Information request items and select Save & Proceed. 

6. Upload any attachments to the Information request notice or Further advice using the Supporting documents feature.

Review the uploads attached in Supporting documents at the Information request step. Documents uploaded while issuing an Information request notice will not be automatically removed when you issue another information reqeust or further advice notice.

To remove a supporting document, select the 'Remove' button next to the supporting document you want to remove.

7. If you have identified any items as 'More information required', the app will know to generate an Information request document at the Publish (Authority) step. Select Generate Preview to generate the Further advice notice.

8. If you haven't identified any items as ‘More information required', the software won’t generate a document at the Publish step.

9. Once you have reviewed the further advice, select Publish and the document will be sent to the applicant. The application status will automatically be updated.

Access the documents at any time! All documents, once published, get added to the Documents feature list in the top toolbar.

How to evaluate a paper-based application

Steps within the paper-based further advice

1. At the application dashboard, select your assigned application in the Evaluation status.

You can review the Location, Categories, State & Federal and Forms & Admin steps to get an understanding of the entire application material and request more information on the items if required. 

2. Review the applicant's submitted material.

3. At the Codes (Authority) step, select the codes to reflect the applicant's application material, review and complete the council assessment and select Save & Proceed. 

To better understand Council's assessment questions (Support, More information required, Recommendation) and functions read this article Key Assessment Functionality.

You can add a code that is not listed by selecting the Add button.

4. At the Team (Applicant) feature, invite Internal referrals to the application if applicable, and select Save & Proceed. Read this article to understand the role of internal referral in the application.

5. At the Reporting (Authority) step, click on your assessment card (Assessment managers should use the 'All Assessment' card). Add the applicant's proposal and assessment and complete the council assessment of each item, use the navigation menu on the left pane and work top to bottom and select Save & Proceed.

Create Notes for items that require further discussion or background. Notes are for internal use only, they don't go into a notice or report. Learn more about Notes (superseded) here.

6. If you have identified any items as 'More information required', they will list as an Information request item at the Information Request (Authority) step. Review the Information request items and select Save & Proceed. 

7. If you have identified any items as 'More information required', the app will know to generate an Information request document at the Publish (Authority) step. Select Generate Preview to generate the Information request.

8. If you haven't identified any items as ‘More information required', the software won’t generate a document at the Publish step.

9. Once you have reviewed the documents, select Publish and the document will be sent to the applicant. The application status will automatically be updated.

Access the documents at any time! All documents, once published, get added to the Documents feature list in the top toolbar.