Create modify and delete a reusable standard condition and notes

The setting up of your organisation’s standard conditions and notes eliminates the need for manual entries during an assessment or when responding to a referral, and ensures the condition and/or note wording is consistently used.

Who can update the standard conditions and notes?

Nominated staff member(s) within each ‘Organisation’ are assigned to the ‘Organisation Administrator’ role, which has access to maintain details of the organisation, staff members’ online account access, and details of the standard conditions and notes.

How do I know if I am an Organisation Administrator?

An Organisation Administrator’s dashboard ribbon will display the Your Organisation option.

Information:

A newly created condition is not automatically available from within an in-progress assessment and/or referral request. It will need to be manually added from within the Conditions and Notes tab for the relevant consent / referral response when applicable.

  1. Click on Your Organisation within the Assessment dashboard.
  2. Click on Saved Conditions and Notes to show pre-existing conditions and notes.
  3. Click on the applicable Planning Condition, Building Condition or Land Division Condition filter.
  4. Click on Create a Reusable Condition.
  5. Provide a Title for the condition. The ‘Title’ is only a reference and will not be shown on the Decision Notification Form (DNF).

    Tips for writing a ‘title’ for the condition

    To easily identify the applicable condition from within the Conditions and Notes tab during assessment, the following ‘title’ format examples can be used:

    • Stormwater C1 – insert description

    PC – insert description (where PC indicates Planning Consent, or BC for Building, etc.)

  6. Choose the Type of condition (Planning, Land Division or Building).

    For example: a condition with ‘planning’ will display as the default ‘type’, additional options can be selected from the drop-down menu during the assessment of a planning consent.

  7. Write the condition details and select either display by default or clearance requirement by default, or leave either option unchecked (no tick) to manually add as required.

    Tip for writing a variable condition

    When a condition includes variable selections such as the consent (planning, land division, building) or quoting the application number etc., include text to prompt the assessor to include the applicable/relevant information.
    For example: [choose: Planning consent/Development approval] or Development application ID Nos x, x, x.

  8. Click on Save  to complete.

    The created condition shows at the top of the list.

  9. Click on the Sort down arrow to re-position as needed.

Information:

A newly created advisory note is not automatically available from within an in-progress assessment and/or referral request. It will need to be manually added from within the Conditions and Notes tab for the relevant consent / referral response when applicable.

  1. Click on Your Organisation within the Assessment dashboard.
  2. Click on Saved Conditions & Notes to create a new condition and/or advisory note.
  3. Click on the applicable Planning Note, Building Note or Land Division Note filter.
  4. Click on Create a Reusable Advisory Note.
  5. Provide a Title for the advisory note. The ‘Title’ is only a reference and will not be shown on the Decision Notification Form (DNF).

    Tips for writing a ‘title’ for the advisory note

    To easily identify the applicable advisory note from within the Conditions and Notes tab during assessment, the following example ‘title’ formats can be used:

    • Stormwater C1 – insert description
    • PC – insert description (where PC indicates Planning Consent, or BC for Building etc.)
  6. Choose the Type of note (Planning, Land Division or Building).
  7. For example: a condition with ‘building’ will display as the default, additional options can be selected from the drop down menu during the assessment of a building consent.

  8. Write the advisory note details and select to display by default or leave unchecked (no tick) to manually add as required.
  9. Tip for writing a variable advisory note

    When an advisory note includes variable selections such as the consent (planning, land division, building) or quoting the application number etc., include text to prompt the assessor to include the applicable information. For example: [choose: Planning consent/Development approval] or Development application ID No.s x, x, x.

  10. Click on Save to complete.
  11. The created notes shows at the top of the list.

  12. Click on the Sort down arrow to re-position as needed.

Information:
Changes made to a condition and/or advisory note will not update the condition and/or advisory note within – a consent under assessment, consent were a decision made, or a referral response.

  1. Click on Your Organisation within the Assessment dashboard.
  2. Click on Saved Conditions & Notes to edit a condition and/or advisory note.
  3. Click on the applicable Planning Condition or Note, Building Condition or Note or Land Division Condition or Note filter.
  4. Click on Show/Edit against the condition and/or advisory note.
  5. Amend the title (as required), add wording to the description and/or delete wording that is no longer applicable.
  6. Click on Save to complete.

Information:

Deleting a condition and/or advisory note will not update the condition and/or note within a consent under assessment, consent were a decision has been made, or response to a referral request.

  1. Click on Your Organisation within the Assessment dashboard.
  2. Click on Saved Conditions & Notes to delete a condition and/or advisory note.
  3. Click on the applicable Planning Condition or Note, Building Condition or Note or Land Division Condition or Note filter.
  4. Click on the Trash icon (delete) against the condition and/or advisory note.
  5. Noting there is no pop-up message to confirm the deletion.