Looking up an application

Note: The term "application" is used generically to refer to application, case, and license records in all CDR modules.

To work with plan copies, you must first look up the correct application. To look up an application you specify the CDR module and the application number and click Search. Infor Public Sector shows a Plan Copies grid, an Assigned Reviews grid, and a set of links that you can use to edit copies and check them in and out. Any copies that have already been submitted for the selected application are displayed in the Plan Copies grid. You can also use this grid to add plan copies.

  1. Select CDR Common > Plan Tracking.
  2. Select the correct CDR module from the Product Family drop-down list.
    The plan tracking functionality is currently available for Building Permits, Planning, Project, and Use Permits. The Product Family list only includes CDR modules that your agency has purchased.
  3. Specify the correct application number in the Number field.
  4. Click Search.