Pre-Plans: Pre-Plan List Overview
Purpose
- To provide an overview of navigation and available actions within the Pre-Plan List.
- 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.
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.
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.
The Trash Can will only delete the Pre-plan associated with the Occupancy. This action does not delete the Occupancy Record.
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