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Viewing and Processing Drafts

Drafts are files, which are awaiting submission to the department. Any form created and saved automatically becomes a draft. Drafts allow users to do the following:

  • Edit the form
  • Upload/Remove documents and plans
  • Communicate with planning staff
  • Sign the application form (where necessary)
  • Prepare and Pay invoices sent to EZPay+ (where necessary)

Draft Layout​

Drafts of all application types are comprised of the same structure and all contain a summary page layout as detailed:

  1. Header
  2. Overview
  3. Form Errors
  4. Status and Next Action
  5. Fees
  6. Logs
  7. Next Action
  8. Draft Menu

Draft Summary Page

1. Header​

The header contains the draft number, type of application and breadcrumb navigation (links to take you back).

2. Overview​

The overview section provides information regarding:

  • the number of days the draft has been active since creation
  • the number of days before the draft will expire
  • the total number of files uploaded to the draft
  • the total messages sent to the user concerning this draft

3. Form Errors​

Errors associated with the current application form are presented here. User's may click on the link Show errors to see details of the errors.

tip

Resolving errors can significantly reduce the processing time of your application when being vetted.

4. Status​

The status section allows users to know what is the current status of the application, where in the submission process the application is and what action is the next recommended action.

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The upload buttons is visible if the application requires files to be uploaded

5. Fees​

After an application has been vetted, this section is populated with the fee required for application submission. This fee amount is calculated by a planning officer and done so from the Fee Schedule. All fees are to be paid in full before the application can be submitted.

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Not all applications carry fees and at this time, the fees section will indicate this as well the status section.

6. Logs​

All events associated with a draft are shown here. These events are fully searchable and indicate what actions have transpired. If an application is submitted for vetting or rejected, it will be shown in the event logs along with the date and time of the event.

7. Next Action​

To ensure that users are always well apprised of their next step, a Next Action button has been placed at the top of the page for easy access.

8. Draft Menu​

This menu allows users to navigate between the various sections of a draft. The default screen shown on accessing a draft is called the summary page and is detailed above. The draft menu provides the following options for users:

  • Edit Form: allows for the editing of an application form, to adjust information indicated by form errors or planning officer after vetting
  • View From: a quick view of all the form's data in series.
  • Print Preview: Generate a PDF document of the form for printing or downloading
  • Uploads: Manage and upload any document/plan associated with draft
  • Events: Full view of all events associated with the draft
  • Messages: All communication between the user and planning staff relating to the draft.
  • Invoices: Any invoice created
  • Delete: Delete a draft and remove it from the user's list of drafts
  • Close: Close the currently viewed draft.
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Draft Menu options may vary slightly depending of the application form.

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Forms can only be edited if the status of the form is Draft. Forms that are being vetted, signed, invoiced or awaiting payment cannot be edited. Also, this applies to the uploading of files and deletion of the draft. However, any draft that is not being vetted or awaiting payment can be deleted.

caution

Deleting a draft will remove the form and all uploaded files.

What's Next?​

Now that we have shown you what a draft is and how it is used, you're ready to start uploading files.