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Planning module help topics

How to assign entire records

Explains how to assign entire records by locating the record, navigating to the Description of Work/Copy Recs tab, and selecting the appropriate department, staff member, and assignment date.

How to create a tree permit in the Planning module

Outlines the step-by-step process for creating and processing a tree permit in the Planning module, from initiating a new application and entering required information to assigning fees, managing workflow tasks, and finalizing issuance based on review and inspection requirements.

Tree permit option in the Planning module

An enhancement to the Planning Tracking record type adds a Custom Table for Trees, enabling detailed tree-related data entry for tracking or issuing Tree Permits.