Consents & Certs

Under Documentation in the menu.

The evidence register: every consent, licence and certificate for the project, whether or not it is being tracked through its stages.

Methodology: Regulatory items have their own lifecycle and evidence. Keep application dates, decisions, conditions and certificates visible against the project.

This register and Planning & consents are two views of one set of records. Anything you are tracking through its stages appears here read-only, with a link across — its dates are worked out from those stages, so editing them in two places would give you two answers. Everything else is edited here directly.

Steps:

  1. Press Add item: Title, Type (Application, Approval, Certificate, Licence), Category, Status, Phase, Authority, Reference and the dates, then Save.
  2. Edit the fields inline on a row as things change, and press Add document to attach approvals and certificates.
  3. Rows that came from an application show Manage in Planning & consents → — edit them there.
  4. Watch the Open items, Certificates and Due soon counts at the top.