How do I generate an Information Request?

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:

1. At the application dashboard, select your assigned application in the Information request swimlane.

Note: 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 step,  review the applicant's selected Codes and complete the council assessment and Save & Proceed. 

Note: To better understand Council's assessment questions (Support, More information required, Recommendation) and functions click here.

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

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

4. At the Reporting 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 Save & Proceed.

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

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

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

7. If you haven't identified any items as 'More information required', the app will know to generate a Notice of no Information request document at the Publish step. Select Generate Preview to generate the Notice of no Information request.

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

Note: Access the documents at any time! All documents, once published, get added to the View list of documents list in the top toolbar.

How to evaluate a paper-based application:

1. At the application dashboard, select your assigned application in the Information request swimlane.

Note: 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. 

Review the applicants submitted material:

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

Note: To better understand Council's assessment questions (Support, More information required, Recommendation) and functions click here.

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

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

4. At the Reporting 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 Save & Proceed.

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

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

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

7. If you haven't identified any items as 'More information required', the app will know to generate a Notice of no Information request document at the Publish step. Select Generate Preview to generate the Notice of no Information request.

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

Note: Access the documents at any time! All documents, once published, get added to the View list of documents list in the top toolbar.