Defining a planning application type

Application types are the kinds of applications that your agency handles. Defining an application type is the first step in setting up the planning process for that application type.

  1. Select Planning > Setup > Application Workflow.
  2. In the Application Types tree, browse to the node in which you want to define an application type.
    This can be the Application Types root node or an "Application Category" node.
  3. Right-click the node and select Create Application Type.
  4. Type a name for the new application type in the Application Type field.
  5. Type a description of the application type in the Description field.
  6. If your agency uses Dynamic Portal, select an option from the Display Dynamic Portal User list.
    This option indicates which type of users can select this application type when initiating applications in Dynamic Portal.
  7. Specify any other information about the application type.
    You can calculate an expiration date for an application type by entering a formula in the Expiration Date Formula field. You can define any standard operating procedures for this application type. If you select the Allow Supervisor Override check box, supervisors with the correct permissions in Access Control can advance applications to the next milestone even if they haven't met all the status checks for the current one. You can enter a description that will be shown to Dynamic Portal users in the Dynamic Portal Description field.
  8. Click Save.
    Infor Operations and Regulations closes the dialog box and shows the new application type in the Application Types tree.
  9. Define the necessary supporting information for the application type, such as reviews, inspections, fees, and milestones.
    You can define milestones for the application type, define the condition types, define the review types, inspection types, and hearing types, and add the fee types that the application type will use. To associate this information with a specific milestone, you can define this information under the milestone node instead. You will also want to associate violation groups with reviews.
  10. When you're finished defining application types, click Close and set up access control for each type.