Adding a new requirement planning condition

A planning condition is either a requirement imposed on an application or important information about an application, such as special handling instructions. You can add an existing planning condition from your agency's Planning Condition Library, or create a new planning condition for just the current application. You can create two types of planning conditions: requirement and informational. Requirement planning conditions place requirements on applications that can halt the permitting process until those requirements are met, such as requiring that all projects are completed before the planning application can be closed.

Load the application you want in the Application InfoViewer.
On the Conditions tab, under Planning Conditions, click Add above the grid.
Click Create a Planning Condition.
Type a name for the new planning condition in the Condition Title field.
In the Activation Rule field, specify the activation rule that Infor Public Sector will use to determine when this planning condition will affect the planning process.
Either specify the name of an existing activation rule or define a new activation rule.
Select Requirement from the Condition Type list.
In the Status field, specify the status this planning condition will have.
The planning condition status defines the set of rules for how Infor Public Sector handles the condition and what members of your agency can do with the planning condition when it has that status. You can use an existing status from your agency's Planning Condition Library or define a new planning condition status.
In the Condition Text field, type the nature of the planning condition.
Specify any other information about the planning condition.
You can direct Infor Public Sector to automatically apply this planning condition to one or more child applications by specifying an inheritance rule in the Inheritance Rule field. Either specify the name of an existing inheritance rule or define a new inheritance rule. You can also use the fields under Auto Status Formula to specify a formula for each application type that calculates the status of a planning condition at the point in the planning process indicated in the activation rule.
Click Save.
Infor Public Sector adds the planning condition to the application and shows it in the grid. If the planning condition has an inheritance rule, Infor Public Sector passes the new planning condition down to the appropriate child applications. Infor Public Sector does not add the planning condition to your agency's Planning Condition Library.