Reporting (Authority)
About this step
The automated assessment step guides town planners to make a clear and concise assessment against the 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 | Find the Applicant’s proposal details captured in a structured and standardised format every time. |
Context | Review the Applicant’s details relating to the site and its context including existing or previous approvals, pre-lodgement discussions, and other background. |
Codes | The software presents you with only the relevant assessment benchmarks, which are automatically populated with the Applicant’s response. 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! Lean more about collaboration by reading Authority Collaboration. |
Other assessment | Review the Applicant’s higher-order assessment issues involving Local planning framework, State, and other relevant matters. |
Report overview | Read the Applicant’s Executive summary and Conclusion. |
Supporting documents | |
Notes | |
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. |
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 Authority 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 Authority Collaboration, how to invite them and what they can see.
Instructions (End-to-end & Paper-based)
What is the End-to-end & Paper-based process? Read Development Application and Assessment Process (End-to-end vs Paper-based).
1. Select the subject matter card of your choice.
Selecting the All Assessment card will show you all the assessments across all subject matter (only the assessment manager and coordinators can view this assessment 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.
3. As you complete your assessment at the Reporting step, the notice or report will automatically format and populate sections with the assessment selection and information added into the text boxes. Learn more about the Key Assessment Functionality here.
If at any time you need to exit the application and come back to it, it will be waiting for you just as you left it. We recommend you use the "Save & Proceed" button before you close the application, but also note your work is automatically saved every 10 seconds at the Reporting step - this article Saving work and autosave feature provides more information about autosaving. When you return to the step you were last working on, you will be taken to the latest incomplete task.
4. Once you have worked through each of the tasks in the Reporting step, select Save & Proceed to update the notice or report with the assessment details and continue to the next step.