Allocate officers to selected applications and worksheets

You can allocate a new Case Officer (CO) and any additional officers to one or more selected Land & Planning applications found by searching. Building Control applications can also be allocated a new Plan Checking Officer and Inspection Officer.

1. Use the General Search screen to find the application or applications, and select them.

   • Search for Asset applications in ASSURE

   • Search for Building Control applications in ASSURE

   • Search for Building Control inspections in ASSURE

   • Search for Building Control Enforcement applications in ASSURE

   • Search for Planning applications in ASSURE

   • Search for Planning Enforcement applications in ASSURE

   • Search for Appeal applications in ASSURE

   • Search for Enquiry & Complaint applications in ASSURE

   • Search for Legal Agreement applications in ASSURE

   • Search for Tree Preservation Order applications in ASSURE

2. Click Actions and select Allocate Officer.

   The Allocate Officer(s) dialog opens.

3. You can choose to:

   • Select Officer for all applications (the default option)

   • Select Officer individually for each application

   In the latter case the dialog expands to show separate sections for each selected application.

4. For all applications at once, or for each selected application in turn, do the following:

   Allocate a Case Officer, Plan Checking Officer, or Inspection Officer

   1. Under Case Officer or (for Building Control applications only) Plan Checking Officer or Inspection Officer, click Select Officer and select Select Officer.

      The Select Officer dialog opens.

   2. In the Teams / Departments list, select the team or department to which the officer belongs.

      The officers in the selected team or department are listed.

   3. Select the officer you want, and then click OK.

   The officer's Team / Department, Name, Telephone Number and Email Address fields are populated accordingly.

   Note

   The selected Inspection Officer becomes the default inspector on the Inspections tab of the Building Control application. This Inspection Officer also replaces the current inspector in all visits with at least one unsatisfactory inspection.

   Allocate additional officers

   You cannot allocate more than one additional officer with the same role.

   1. Under Add Additional Officer(s), click Select Officer and select Select Officer.

      The Select Additional Officer(s) dialog opens.

   2. In the Teams / Departments list, select the team or department to which the officer belongs.

      The officers in the selected team or department are listed.

   3. Select the officer you want, and their Role, and then click OK.

   The officer's Role, Team / Department, Name, Telephone Number and Email Address fields are populated accordingly.

   Remove an officer

   • To remove the Case Officer or Plan Checking Officer, click Remove Officer and confirm.

   • To remove an additional officer, click  Delete Row.

   • To remove all additional officers, click Remove All and confirm.

5. When you have finished, click Continue.

You can allocate a new officer to one or more selected Public Protection worksheets and PWS Detail (Supply) records found by searching. The worksheets must be outstanding (that is, not completed) and the records must be open.

You must have the required update permissions for the worksheets and records concerned. In addition, if you do not have the WORK-OFFICER security key enabled in your security profile, you can allocate officers only to those worksheets that currently lack one.

1. Use the General Search screen to find the worksheets and records, and select them.

   Tell me how

2. Click Actions and select Allocate Officer.

   The Allocate Officer dialog opens.

3. In the Officer list, select the officer you want to allocate.

4. Click Continue.

   For those worksheets and records where there is a change of officer, ASSURE determines whether an action recording this should be added to the Actions tab, and if a specific comment is required for that action. If so, a Change of Officer dialog opens.

   1. Enter a comment to be added to the action, explaining why the current officer is being replaced. The same comment is used for all actions.

   2. Optionally, tick the Reallocate all outstanding actions to the new Officer checkbox.

   3. Click Continue.

   For each worksheet or record, ASSURE attempts to update the Officer field, and where applicable:

   • Add the action to the Actions tab.

   • Send an email to the authority user who is identified with the officer.

   Each worksheet or record is marked by success or failure, explained by a status:

   • Success

   • Worksheet is completed

   • Supply is closed

   • Security Violation on this Application

   • Security Violation on this Task Group

   • New officer same as current officer

   • Change of Officer Action is invalid

5. Click Close.