Reporting (Applicant)
About this step
The automated assessment step guides town planners to make a clear and concise assessment against your development proposal.
What you will find here
Subject matter assessment cards | Subject matter assessment cards based on applicable assessment benchmarks included in the application. These are found when first reaching the Reporting step. |
Proposal | Work through the detailed and general summary of aspects of the development proposal. |
Context | Deal with details relating to the site and its context including existing or previous approvals, pre-lodgement discussions, and other background. |
Codes | For each relevant benchmark, the code template criteria is shown and listed, below the code “purpose and alternate solutions” for assessment. |
Other assessment | Deal with higher-order assessment issues involving Local planning framework, State, and other relevant matters. |
Report overview | Add an Executive summary and Conclusion. |
Supporting documents | Supporting documents and information are added here. Just select the document type that you are uploading from the list, drag in your file and your documents will be appended directly into the application for you. If you’re uploading a special document that is not listed or you need to change the name or type of document, you can edit the document later from the drop-down menu within the attachment details. To learn more about supporting documents, read this article Reporting - Supporting Documents (Applicant). |
Notes | |
Response Library | |
Upload Image | |
Add | Use the Add button to add any additional assessment benchmarks that are not visible. The Add button is located on the right side of the step. |
View | Use the View button to view the assessment benchmark in its original format. The View button is located at the top of every Assessment benchmark. |
How do I manoeuvre around the Reporting step?
When you reach the Reporting step, you will be presented with the Assessment cards. The Assessment cards represent the subject matter expertise required to assess the application based on the assessment benchmarks applicable to your proposal.
From the Reporting home page, you can choose to complete the assessment criteria by subject matter, you can do this by selecting the respective card.
What is an Assessment card? A collection of assessment criteria relating to a particular subject matter.
Example: If you would like to focus on town planning aspects only, select the Planning card, and only details, information, and assessment criteria related to town planning will be visible.
If Applicant Collaborators have been invited to collaborate, their invite will guide them to this Assessment cards step. It will only display their respective subject matter card based on the role they have been invited as. View this article to learn more about Applicant Collaboration , how to invite them and what they can see.
Instructions
1. Select the subject matter card of your choice. It is within this section of the app you will complete your assessment against your development proposal. You will be tasked with completing a series of assessments that will populate your planning report.
Selecting the All Assessment card will show you all the assessments across all subject matter (only the project creator can view this card).
2. Work through the list of tasks on the left navigation panel. The list is customised depending on the subject matter card selected. Work left to right, top to bottom.
Task management: Use the Mark Complete button on the right of each assessment element to keep track of what you have completed, each time you Mark Complete the task counter will update. Use the task counter on the left navigation panel to track what you need to complete. The numbers will reflect the number of completed tasks and change to the colour green when complete.
Do not fill out the fields that are not applicable to your application. The app is designed to report by exception, only fields that have data in them generate within the report. There will be no 'blank' spaces in tables within the report.
Example: If you complete a field it will generate that field in the report template. If you enter '0' or 'Not applicable' it will populate that data into the report.
Why am I seeing multiple of the same assessment benchmark?
Assessment benchmarks may be duplicated as they may deal with various subjects e.g. stormwater & environment.
This separation allows your subject matter experts to complete a comprehensive assessment against their own benchmark/task! Learn more about collaboration by reading Applicant Collaboration.
3. As you enter details within the Reporting step, the report automatically formats and populates sections with the information included in the details, selections, and discussions in the app.
To check how your report is looking, select the preview report icon 
If at any time you need to exit your project and come back to it, your project will be waiting for you just as you left it. Your work is automatically saved and updated whenever you make a change.
4. Once you have worked through each of the tasks in the Reporting step, select Save & Proceed to update the report with the assessment details and continue to the next step,Report Format (Applicant).
Key features of the Reporting step
To help streamline the process, there are number of tools provided:
Response Library | Don’t waste time typing responses over and over again. For simple or common responses to performance criteria, A Response Library has been created, so you can quickly access the response you need. You can even create company-specific standardised responses to use across your team, ensuring all of your reports are consistent. Learn more about the Response Library here. |
Code Template Library | The Code Template Library allows you to save responses to any code template so you can reuse them during similar applications in the future. For example, you can save a specific set of responses to an overlay code that applies to a specific type of application or development. When you select a saved template to complete a code in your application, answers are auto-populated and marked complete all of the AO/PO’s in accordance with the saved template. Learn more about the Code Template Library here. |
Answer all PO & AO | Answer all PO & AO is a tool to answer and complete all of the AO/PO of a code template at once, with a specific response. For example, you can choose to complete all AO/PO for the specific Code using the response, “not applicable as no new building work is proposed”. Learn more about the Answer all PO & AO here. |