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Consent

A consent record is created when formal approval is required to carry out an action, for example:

  • Building consent

  • Land use consent

  • Liquor licensing

  • Resource consent

  • Service delivery (that is: approval to deliver services from a premises)

  • Trade waste discharge approval

A consent record can link to physical locations, assets, trees, orders and leases.

Select from the following for information on managing consent records:

Adding or Editing a Consent Record

To add or edit a consent record:

Navigate to Estates > Consent > New Consent.

Alternatively, open the relevant physical location, asset, tree, or lease record and then do one of the following:

  • Click the New Consent option in the Tasks panel.

Screenshot 2024-03-27 18.37.56.png
  • Click the Consent Item(s) option in the Associated Items panel, then double-click an existing record to open it.

Screenshot 2024-03-27 18.40.27.png

The Consent Editor is displayed.

Screenshot 2024-03-27 18.45.01.png
  • Enter or edit the relevant details.

The fields on the Consent Editor are described in the following table:

This field…

Holds this information...

Number

The consent record number. This is populated automatically if the Consent Record Auto Unique Number system setting (accessed by navigating to Tools > System Options and then clicking the System Options button) is set to 'True'.

Name

The name of the consent record. This field is mandatory.

Reference

A reference number associated with the consent record. This is typically provided by the issuing authority.

Type

The type of consent. This field is mandatory.

These can be defined in Consent Type Reference Data (accessed by navigating to Estates > Consent > Consent).

Value

The value of the work that the consent relates to.

Application Date

The date when the consent was applied for.

Granted Date

The date that the issuing authority granted the consent.

Expiry Date

The date that the consent expires.

Status

The status of the consent. This field is mandatory.

These can be defined in Consent Status Reference Data (accessed by navigating to Estates > Consent > Consent).

Issuing Authority

The name of the agency that granted the consent. Refer to Adding or Editing an Agency for further information on adding an agency.

Implemented

Whether the consent has been implemented.

Applicant

The agency, contact, or department that applied for the consent. Their record must already exist in the system in order to be added. Refer to the following for further information:

Completion Certificate

Whether a completion certificate has been provided by the issuing authority.

Certificate Received Date

The date the completion certificate was received.

Conditions

Any conditions associated with the consent.

Description

Any further details on the consent.

Physical/Postal <Address Field>

The address of where the consent relates to.

  • Click Save

Adding or Editing Consent Events

To add or edit an event:

  • Search for and open the relevant consent record.

  • Select the New Event option in the Tasks panel.

Screenshot 2024-03-27 18.55.02.png

Alternatively, select the Event(s) option from the Associated Items panel and double-click an existing record.

Screenshot 2024-03-27 18.57.12.png

The Event window is displayed.

Screenshot 2024-03-27 18.59.57.png
  • Enter or edit the relevant details.

The fields on the Event window are described in the following table:

This field…

Holds this information...

Associated To

The consent record that the event is linked to.

When

The date of the event.

Event Type

The type of event. This field is mandatory.

These can be defined in Consent Event Type Reference Data (accessed by navigating to Estates > Consent > Consent).

Status

The event status (for example: Live).

Description

A description of the event.

Comment

Further information on the event.

Notify

Whether to create a notification message. If selected, do one of the following:

  • Select the Notification Date radio button and specify the date and time that you want the notification to occur

  • Select the Notify in radio button to specify how far in advance you want the notification to occur

Last edited by

The user who last updated the event details.

  • Click OK.

The Events screen is displayed with the new event added.

Adding a Location to a Consent Record

To add a location to a consent record:

  • Search for and open the relevant consent record.

  • Click the Add Location option in the Tasks panel.

Screenshot 2024-03-27 19.06.49.png

The Select location window is displayed.

Screenshot 2024-03-27 19.25.38.png
  • Select the relevant location and then click OK.

The Consent Item List is displayed and the location record is included.

Screenshot 2024-03-27 19.27.34.png

You can delete a record by selecting it and clicking the Delete button.

Adding an Asset, Component, Or Tree to a Consent Record

To add an asset, component, or tree to a consent record:

  • Search for and open the relevant consent record.

  • Click the Add Asset/Component/Tree option in the Tasks panel.

Screenshot 2024-03-27 19.33.00.png

The Asset Selector window is displayed.

Screenshot 2024-03-27 19.35.28.png
  • Enter the relevant details. All fields are optional, but at least one must be populated to display any results.

The fields on the Asset Selector window are described in the following table:

This field…

Holds this information...

Location

The location of the asset, component or tree.

  • Click the Location button to display the Select location window and select the relevant location.

Screenshot 2024-03-27 19.40.46.png

Ownership

The owner of the asset, component or tree.

  • Click the Ownership button to display the Select business unit window and select the owning business unit.

Screenshot 2024-03-27 19.41.23.png

What type of item

Whether the item is an asset, component or tree. On selecting an option, filter fields are displayed, which allow you to find the relevant item more easily.

  • Select the relevant check box(es) and then click OK.

The Consent Item List is displayed and the asset, component, or tree record is included.

Screenshot 2024-03-27 19.42.31.png

You can delete a record by selecting it and clicking the Delete button.

This screen can also be accessed by clicking the Contact(s) option in the Associated Items panel.

Screenshot 2024-03-27 19.43.08.png

Adding an Order to a Consent Record

To add an order to a consent record, click the New Order option in the Tasks panel of a consent record.

Screenshot 2024-03-27 19.58.44.png

Alternatively, click the Current Order(s) option in the Associated Items panel and double-click an existing record.

Screenshot 2024-03-27 20.00.36.png

Refer to Adding or Editing an Order for further information.

Linking a Contact to a Consent Record

To link a contact to a consent record:

  • Search for and open the relevant consent record.

  • Click the Link to Contact option in the Tasks panel.

Screenshot 2024-03-27 20.05.41.png

The Contact Picker window is displayed.

Screenshot 2024-03-27 20.09.05.png
  • Select the relevant contact(s) and then click OK.

The Contact List is displayed, which includes all linked contacts.

Screenshot 2024-03-27 20.11.27.png

This screen can also be accessed by clicking the Contact(s) option in the Associated Items panel.

Screenshot 2024-03-27 20.24.16.png
Managing Consent Reference Data

Refer to Consent Reference Data for further information.

Managing Consent Notes

Refer to Managing Notes for further information.

Managing Consent Attributes

Refer to Using Attribute Manager for further information.

Related Topics

Click the links below to navigate to the following related topics:

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