Pre-Plans: Pre-Plan List Overview

Pre-Plans: Pre-Plan List Overview

Purpose 

  1. To provide an overview of navigation and available actions within the Pre-Plan List.

Video


Directions


1. Navigate to Pre-Plan List via the Pre-Planning Module.






2. The list will show all occupancies in the system that have pre-plan information entered. Use the search and filter area at the top to refine the search.
The Address and Business Name fields can be searched with a partial match to produce a list of all 
available pre-plans on a designated road or retail chain.






3. Selecting the Map icon in the top right corner of the webpage will take the user to the Pre-Plan Map.






4.  While in the Pre-Plan Map, select the list Icon in the right side menu list to return to the Pre-Plan List.





5. Use the pagination choices here to select the number of listings per page.





6. Select the check mark icon to publish any pre-plan in "Draft" or "Pending Approval" status.





7.  This will open a Pre-Plan Feedback pop-up where the User can enter any comments and then Publish the Pre-Plan.






8.  Select the 'X'  icon to Reject any pre-plan in "Draft" or "Pending Approval" status.





9.  This will open a Pre-Plan Feedback pop-up where the User can:
9A.  Enter any comments
9B.  Deselect the "Retain Associated Pre-Plan. This will delete all submitted changes to the Pre-Plan
9C.  Reject the Pre-Plan by selecting Send.






10. Select the Pencil icon to review any pre-plan in "Draft" or "Pending Approval" status or to Edit a Pre-plan.






11.  Select the Trash Can icon to Delete the Pre-Plan.
The Trash Can will only delete the Pre-plan associated with the Occupancy. This action does not delete the Occupancy Record.





12.  Select the Clock Icon to review the history of actions taken on this Pre-Plan.







13.  Select the Notes icon to review any of the Feedback added during the Approval or Rejection process.




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