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Quick Reference Guides

Need help? the Planning Portal Quick Reference Guides can assist you when using the Portal applications.

Agency Quick Reference Guides

Agency  Quick Reference Guide to Registering for a Planning Portal account 

This guide provides step-by-step instructions on:

  • Registering a Planning Portal account
  • Resetting your password
  • Navigating the ePlanning dashboard

Date of last update: May 2019

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Introduction to the Agency Dashboard Quick Reference Guide

This guide provides step-by-step instructions on:

  • The Dashboard
  • Navigating the ePlanning dashboard

Date of last update: May 2019

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Using the Agency Administration Dashboard

This guide provides step-by-step instructions on:

  • The Administration Dashboard
  • Activate Staff members
  • Deactivating Staff members 

Date of last update: May 2019

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Searching with in the ePlanning dashboard

This guide provides step-by-step instructions on:

  • The search field
  • The filter bar
  • Advance search

Date of last update: May 2019

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 Managing  Pre-Assessments

This guide provides step-by-step instructions on:

  • Pre-assessment and Assignment
  • Accept the case within the Preliminary Assessment period and assign agency officer
  • Reject the case within the Preliminary Assessment period

Date of last update: May 2019

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Request and Review Additional Information

This guide provides step-by-step instructions on:

  • Requesting Additional Information
  • Review additional information provided by Council

Date of last update: May 2019

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Uploading Supporting Documentation

This guide provides step-by-step instructions on:

  • Attaching documents to your request

Date of last update: May 2019

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Providing  an Agency Decision

This guide provides step-by-step instructions on:

  • Find the relevant concurrence and referral request
  • Provide your agency decision
  • Upload your relevant advice or supporting decision documentation
  • Submit your agency decision

Date of last update: May 2019

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Knowledge Management 

Quick Reference Guide for Knowledge management 

This guide provides step-by-step instructions on:

  • Registering for a Planning Portal account
  • Access Knowledge Management
  • Folders and Documents
  • Filtering folders 

Date of last update: June 2019

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The ePlanning Spatial Viewer

Quick Reference Guide for the ePlanning Spatial Viewer

This Guide is a Quick Reference on how to navigate the ePlanning Spatial Viewer 

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