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
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
Using the Agency Administration Dashboard
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
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
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
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
Uploading Supporting Documentation
This guide provides step-by-step instructions on:
- Attaching documents to your request
Date of last update: May 2019
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
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
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