Monitor planning application progress by saving a planning application to Workflows

In This Tutorial:

  • accessing planning applications in both Data Studio and Planning;

  • identifying "undecided" planning applications;

  • adding a planning application to your Workflow.

Summary:

This tutorial focusses on how to identify undecided planning applications via both Data Studio and Planning and saving a planning application to Workflow so that it can be monitored through its planning journey.

How to Use the Planning Feature in BOOM!

Step 1: Planning: table-based search

  1. select "Planning" from the home screen following login;

  2. add a constraint, in this case "status" and then "undecided";

  3. via the "3-dots" menu in the top right of a planning application window you can drop the planning application into the Workflow. By doing so you're now "monitoring" that planning application;

  4. via the "Planning" dropdown of the top toolbar select "Workflows" to access the Planning Workflow and the planning applications your monitoring.

Step 2: Data Studio: map-based search

  1. within Data Studio click on the Planning Applications panel from the LHS toolbar;

  2. click on a planning application node rendered on the screen;

  3. within the planning application window that presents itself on the screen, click on the "3-dots" and drop the planning application into Workflows.

Never miss an update to a planning application by using Workflows to monitor any number of planning applications!

Join 3500+ professionals already using BOOM!