Forum Posts

Foss Shanahan
Feb 25, 2022
In FAQs
An assessment of relevant plan provisions is required in all resource consent applications. This post shows you how you can optimise your assessment of matters (plan provisions) using Rico. Firstly, to clarify, on Rico we refer to the plan provisions that influence consent decisions (such as objectives, policies, matters and assessment criteria) as matters. The aim in assessing matters is to identify and address those matters that are relevant to the activities involved in a proposal. These provisions act both to inform the effects to be managed and provide direction for the outcomes that are desired under the plan. A clear matters assessment is integral, not only to developing quality proposals but to producing applications that can be easily processed through Council. We see varying approaches to this assessment across different planners and projects. First, this is commonly assessed in two different locations within report templates: Within an assessment of a given plan document, adjacent to relevant rules etc. from that document Within the Section 104 assessment, under the Relevant Statutory Documents (s104(1)(b)) Second, the level of detail of this assessment changes. From summarised paragraphs assessing objectives and policies through to tables where specific provisions are assessed. On Rico, we’ve systematised matters assessments. This means assessments will be simpler and more efficient. However, it may also mean it’s different to what you’re used to. Regardless, you still have the discretion to go into the level of detail you believe is appropriate and the resulting assessment is in a clear format that’s proven to enable easy processing through Council. The potential differences are outlined below. Location in report On Rico, matters are assessed under the Plan Document Assessment. This will be different if you’re used to completing this assessment under Relevant Statutory Documents (s104(1)(b)). We haven’t observed this causing any issues, but, if you’re concerned, a simple note under the Relevant Statutory Documents assessment, stating, “Please refer to Plan Document Assessment section for an assessment against the relevant plan provisions” can be made to avoid confusion with the location of this. Varying levels of detail Proposals vary in scale and significance, and consequently, so does the level of detail required in assessments. Rico handles this by allowing both short, general assessments and detailed assessments to be completed. Here’s how it works: First, matters are loaded into Rico so you have the option to pull those that are relevant into your report with a click. This makes it easy to clearly include relevant matters without having to tediously copy and paste these into reports. For more detailed assessments, relevant matters can be included in your report and comments can be easily added to these. This produces detailed assessment tables that make assessments clear for Council without the need for any copy-pasting or formatting. For simpler assessments, an overall assessment can be made to address matters more generally. In this instance, you can choose whether to easily include matters in your report for reference, or leave these out altogether. For more detailed information on using the matters assessment, refer to the Plan Document Assessment section in our user manual. If you have any further issues about switching to this systematic approach, get in touch and we’d be more than happy to help.
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Foss Shanahan
Feb 23, 2022
In User Manual
Various assessments that are relevant to performing an assessment of environmental effects are entered in sections on Rico. This post details the following sections and the information to be included in each: Executive Summary / Introduction Application History (Application Context) Site Description (Application Context) Description of the Proposal (Application Context) Permitted Baseline Assessment of Environmental Effects Notification (Section 95) Section 104 Subdivision (Section 106) (RMA Sections) Part 2 (RMA Sections) Consent Conditions (Section 108) (RMA Sections) Conclusion Please refer to Text Boxes for guidance on using the text boxes that are provided for entering assessments. Specifically, the heading formatting functionality allows you to add headings within a text box. This is useful to add various subheadings and structure assessments to align with your preferred approach. We suggest trying to insert any information not directly provided for below in the most appropriate section. If you can’t find an appropriate section, please contact support. Note: New users, who are used to entering assessments in their own report templates, may find the Rico layout and headings different to what they’re used to. However, any required information should fit in one of the following sections. Executive Summary / Introduction This is an optional section. It allows those who prefer, to provide any overview, executive summary or background information for the application. Application History (Application Context) Aims to capture any history or wider context relevant to the proposal’s assessment. This includes information such as existing consents, pre-application meetings, consultation undertaken and written approvals obtained etc. Site Description (Application Context) Aims to provide a description of the subject site and the surrounding environment. This includes any characteristics of the site or surrounding area that may be relevant to the assessment of environmental effects. Description of the Proposal (Application Context) Aims to describe the proposal and provide an overview of the activities involved. Specific activity rules that are triggered by the proposal are included in the activities overview section so these do not need to be included here. Permitted Baseline This is an optional section that aims to detail a permitted baseline as it relates to the proposal’s assessment. Note: The assessment of activities and standards in the Plan Document Assessment supports this assessment by detailing elements of the proposal that are permitted by rule. Assessment of Environmental Effects The assessment of environmental effects is the core assessment in a resource consent application. This includes: An assessment of the actual or potential effects on the environment of the proposal. Alternative locations or methods considered and how environmental effects have been avoided, mitigated and or remedied Any positive effect that offset or compensate for adverse effects An assessment of effects on any specific persons, the surrounding area, and the wider community and details of any consultation is also required. This can be completed under the assessment of environmental effects or under the notification assessment, as you prefer. On Rico you can provide this information in on of the following two locations, depending on your personal preference. Approach 1 - Overall AEE (Recommended default) Action for this approach: ‘Exclude’ the 'Environmental Effects Assessments' sections that appear under the tabs of all the individual plan document sections (i.e. H4 Residential - Mixed Housing Suburban etc.) and write your assessment of Environmental Effects in the overall 'Assessment of Environmental Effects' section. Approach 2 - Per document AEE Action for this approach: ‘Exclude’ the overall 'Assessment of Environmental Effects' section and provide your assessment in the individual 'Environmental Effects Assessment' textbox located under the plan document assessments. Notification (Section 95) Aims to address the notification decision under Section 95 of the RMA. This assessment covers effects on any specific persons, the surrounding area, and the wider community and any relevant consultation undertaken. This assessment can alternatively be provided under the Assessment of Environmental Effects section. Rico organises the notification assessment into 4 parts: AUP Rules Public Notification Assessment Limited Notification Assessment Notification Conclusion The AUP Rules section accounts for activities that have specific rules with respect to notification. Rules can indicate that Notification is Required, Precluded, ‘TBC’ (To be confirmed), or No rule for each given activity. The Public and Limited Notification Assessments are organised into steps, as they appear in the RMA. For each step, you must answer, yes or no, whether the proposal meets the relevant criteria. Under each step, you can also add additional assessment or comments in the text box. Notably, an assessment of effects on the wider environment is typically included under Step 3 (Part 2) of the Public Notification section, while an assessment of affected persons is typically included under Step 3 of the Limited Notification section. The answers to the previous steps are used to determine whether public or limited notification is warranted for the application. These determinations are then displayed in the Notification Conclusion. Section 104 Aims to address the substantive decision under Section 104 of the RMA. Assessment with respect to s104(1)(a) and s104(1)(ab) are covered under the Assessment of Environmental Effects. This section covers further areas addressed under Section 104: Other Relevant Statutory Documents - Aims to assess the proposal with respect to any relevant provisions of a statutory document. The provisions of statutory documents are loaded into Rico and can be assessed under the Matters section of the Plan Document Assessment. It is recommended that such provisions be assessed under the Plan Document Assessment, while the provisions of any other statutory documents are assessed here. Other Matters - Aims to assess any other matter the consent authority may consider relevant and reasonably necessary to determine the application. Threshold Test - This applies where a proposal involves non-complying activities. It aims to assess the proposal for consistency with the objectives and policies of any relevant plan. Section 104 Conclusion - Aims to summarise and assert an overall substantive decision on whether the environmental effects of the proposal are acceptable. Subdivision (Section 106) (RMA Sections) Aims to assess the considerations that apply to applications for the subdivision of land under Section 106 of the RMA. This includes the risk from natural hazards and the provision for legal and physical access to the allotments created by the subdivision. Part 2 (RMA Sections) Aims to assess the considerations under Part 2 of the RMA. This includes the purpose of the RMA and matters of national importance, other matters, and Treaty of Waitangi matters the RMA considers. Consent Conditions (Section 108) (RMA Sections) Aims to provide any commentary with respect to the conditions that are to be placed on the resource consent, should it be granted. This includes any conditions proposed by the applicant. Conclusion This is an optional section that aims to provide an overall conclusion to the application and the decision(s) to be made with respect to it.
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Foss Shanahan
Feb 22, 2022
In User Manual
The Preview + Download page is where you can preview and download reports. This can be accessed at any time either by clicking on the ‘Preview + Download’ button in the left sidebar or by clicking the ‘Preview’ button in a Text Box. Using the Preview + Download page: Select the report to preview. Choose from the available reports listed in the selector at the top of the page. Review warnings. Where text boxes that may require assessment are empty, these will be listed under warnings. Click ‘Show Warnings’ to see a list of such instances. You may click a specific warning to jump to the area in the workflow to which the warning applies to. Jump to report sections using the Table of Contents. The items in the table of contents link directly to the corresponding sections in the report. Jump to sections in the workflow. In the output preview, the link icons that appear in the left margin enable you to jump to a given section in the workflow (where you can make any edits etc.). Jump back to the top of the preview. If you’ve scrolled down the report preview, a button will appear in the bottom left-hand corner of the preview that lets you jump back to the top. Download a report. Click ‘Download’ to download the selected report from your browser. Note: The preview may not always be an exact representation of the report as the final appearance depends on the word processor you’re using. Page numbers are not populated until the document is downloaded and opened, therefore, it is suggested that you refer to section headings as opposed to page numbers when writing assessments.
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Foss Shanahan
Feb 22, 2022
In User Manual
This page is where a project’s appendices are recorded. Appendices entered here can be referenced throughout projects and are inserted into an appendices table in the report. To add an appendix: Click Add Appendix. This will create a new row in the appendix table where the relevant information for the appendix can be entered. Complete the blank cells. Adjust the order. If multiple appendices have been added, the order can be adjusted using the up and down arrows in the order column at the left of the appendices table. The numbering scheme for ordering appendices can be changed to numbers or letters as preferred using the selector above the appendix table. See Appendix References to see how to make reference to an appendix while completing assessments.
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Foss Shanahan
Feb 22, 2022
In User Manual
The plan document assessment is where rules and matters from plan documents are assessed. Plan documents are added to a project in the initial stages of Rico: Subject Site; Project Checklist; and, Considerations. To clarify, plan documents, rules and matters are defined as: Plan documents are sections of the planning system being assessed in Rico. These correspond to sections of plans etc. and are labelled accordingly, for example, a plan chapter being assessed is labelled with the title of that chapter. Rules are those parts of a plan document that determine the activity status of a proposal and reasons for consent (where applicable). This in turn determines whether resource consent is needed and the nature of the resource consent decisions to be made for a proposal. Matters are those parts of a plan document that inform the decision-making process for a resource consent application. The plan document assessment consists of the following sections: Rules Matters Environmental Effects Assessment (discussed here) In addition to this, in the top right-hand corner of the plan document assessment, there are the options to view the plan document directly at its source (View PDF), import an entire plan document assessment from another project (Import), and delete the plan document from the project (Delete). Rules Activities The activities section is where activities triggered by a proposal under a given plan document are added. To add activities: Click the add activity button. This will open a window where you can select activities for the plan document being assessed. Select an activity. Activities are listed in the activity selector and organised under the headings they appear in source plan documents. You can also review source plan documents for relevant activities here. Reviewing the source documents can assist in detecting relevant considerations for a proposal. Links to the source plan documents are provided on the activities page in two locations, a link in the instruction at the top of the page (i.e. "Review the activity table ….") and within the window for adding activities at the right of the activity selector. Ensure the correct activity status is selected. The status of an activity is generally known, however, in some cases, it may vary (e.g. due to characteristics of the proposal). In such cases, the status must be entered manually here. Provide an activity description. The description aims to clearly detail the activities in the proposal that fall under the definition of the selected activity from a given plan document. Click add activity to project to finish. Standards The standards section is where the proposal’s compliance with the relevant standards from a given plan document is assessed. To assess standards: Work out the standards to be complied with. This can be determined by reviewing the source plan document (this states the standards to be complied with for certain activities). You can jump to source documents by clicking the document icon located at the right of the standard assessment bar. On Rico, all the available standards from a given plan document are listed. Once you’ve worked out what’s relevant and irrelevant, these can be filtered. Relevant standards are assessed as described in the next steps, while irrelevant standards are marked “N/A”. Only standards that have been assessed will appear in reports. Assess relevant standards. Determine whether the proposal complies or infringes with a given standard and click the corresponding complies or infringes button in Rico. Details of the standard can be reviewed at this stage by clicking the document icon which links to the source plan document. After marking complies or infringes, justify this assessment in the text field. Infringed standards require an additional step, discussed further below. Infringed standards When a standard is infringed, you must answer whether the infringement adds a general (C1.9(2)) infringement or if the infringement has been accounted for already or is not a standard that must be complied with. The following diagram describes how to correctly address an infringed standard in various circumstances. Where a standard is infringed resulting in a general infringement, an activity/reason for consent is created for this on the activities page. Like other activities, this has a reference, status and description as follows: The reference identifies the infringement (under rule C1.9(2) of the AUP) and refers to the specific standard infringed. The status is restricted discretionary (as per rule C1.9(2)). The activity description is automatically populated with the comment made against the infringed standard on the standards page. This comment can only be edited on the standards page and cannot be edited on the activities page. Matters Proposals are assessed against the relevant matters of a given plan document in the matters assessment. This is done in two steps, reviewing matters to determine which are relevant, then including any assessment thereof to appear in reports. Reviewing matters Proposals must be consistent with the relevant matters of a plan document in order for consent to be granted. The relevant matters for a given proposal depend on the activities involved and application status. For controlled and restricted discretionary activities, the relevant matters are restricted to the matters of control and matters of discretion, respectively. Assessment criteria may also be provided for restricted discretionary and controlled activities to elaborate and provide clarity on how these matters will be assessed. All applications for resource consent (i.e. applications with non-permitted activities) must be consistent with the objectives and policies. Assessing matters Matters can be assessed using the expandable lists to the left (or top on smaller screens) of the page to produce a tabular assessment and/or the overall assessment to the right (or bottom on smaller screens) to produce an overall assessment. How matters are assessed is down to personal preference. You may complete both, either, or neither of these assessments as per the steps below. Tabular Matters Assessment The tabular assessment provides the opportunity to go into depth and comment directly against specific matters or groups of matters. To prepare a tabular matters assessment: Select matters. Navigate through the expandable lists to find relevant matters. Check the checkbox at the right of the matter to include it in your report. Checkboxes can appear in three states, depending on what’s been selected: unchecked = the matter has not been selected, partially filled = the matter has sub-points and some, not all, of these have been selected, checked = the matter and any sub-points below it have all been selected. Comment on matters. Click the comment button (just to the left of the checkbox) to comment on a matter or group of matters. Comments will appear in the table adjacent to the matters they correspond to. A separate table will be produced in report downloads for each separate list of matters (i.e. Objectives, Policies, Matters of Discretion, Assessment Criteria etc.) that have been assessed. If you don’t wish to include a tabular matters assessment, leave all matters unchecked and no table will appear in the report. Overall Assessment The overall assessment provides the opportunity to make a more general assessment of the matters for a given plan document without including or commenting directly against specific matters. To make an overall assessment: Click ‘Include overall assessment’. This is located on the right hand side of the page (or below the expandable lists on smaller screens). Enter your assessment in the text box. It’s suggested that headings are used to provide a title to, or structure, this assessment as no heading is given to this section by default. If you don’t wish to include an overall assessment, select ‘Exclude overall assessment’ and no overall assessment will appear in the report. If neither a tabular matters assessment nor overall assessment are included, no matters assessment section will appear in the report for a given plan document. Import In addition to the import function in each text box, the planning document assessment has the option to import whole document assessments from existing jobs. To import a whole document assessment for a given planning document: Click 'Import', located at the top right of the page. Select a source project. You can open projects in a new tab to preview these before importing them into your project. Click 'Import' to complete the import. Doing this will copy all the assessments from the source project into the current project. Be careful, where data exists in both projects, the contents of the current project will be overridden.
Using the Plan Document Assessment (Rules & Matters) content media
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Foss Shanahan
Feb 22, 2022
In User Manual
The Project Setup page collects basic information at the start of Rico’s workflow. Project Info & Address for Service Simply complete the fields as defined below: Brief Description - provides a brief description of the proposal. Job Number - gives the option to include a Job Number where applicable. Client Name - person/entity whose proposal is being assessed. Address for Service - provides contact details for follow-up correspondence on the report/application (e.g. RFIs during processing). Notes The notes section is for taking any notes related to the project. These do not appear in a report and are for reference only. Document Control Record Tracks the status of a report and any revisions made. To make an entry in the document control record: Click ‘Add Record’. Populate the fields displayed. If you do not usually have a document control record or review process, a suggested way to fill this out is: Version (1), Date (Date you downloaded the report), Status (Complete), Author (Your name), Reviewer (N/A), Approver (N/A). To add any additional entries, such as a revision, just click ‘Add Record’ and an additional row to enter information will appear. Notes: Date appearing in report downloads - The date in the document control record is the date that appears on report downloads. Please ensure the document control record is filled out to display a date in reports. Creating a new version of a report - When creating a new version of a report, we generally suggest editing the original project and using downloaded reports as a record of existing versions of a report for reference. Alternatively, you can store multiple versions of a project on Rico by creating a duplicate project. Do this by going to the ‘Rico Projects’ page and under ‘Actions’, clicking ‘Duplicate Project’. Creating multiple copies of a project can get messy, so be conscious of this and ensure you’ve clearly identified different report versions in the document control record.
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Foss Shanahan
Feb 22, 2022
In User Manual
Throughout various pages of Rico, assessments are entered into text boxes. These text boxes include text editing functionality, like you see in most other text editors, and several other functions specific to Rico. The following items are covered in this post: Basic Formatting Undo and Redo Headings Appendix References Import Todos Preview Insert Image Basic Formatting The following formatting options are provided: Bold Italic Underline Superscript Subscript Highlight Numbered Lists Bullet List To apply formatting, simply highlight the text you wish to format and click the option you’d like to apply from the editing toolbar. Undo and Redo The editing toolbar includes undo and redo buttons. These enable you to undo and redo changes made to a text field. Important: If you leave the page a text box is on or refresh the page, you will no longer be able to undo or redo changes. Headings The editing toolbar includes the option to format text as a heading. Such text will appear as a heading style when it is downloaded as a report. Use headings to ensure that your headings are formatted with consistent font size, styling etc. and any applicable numbering and inclusion in the Table of Contents. Important: Heading formatting will either be the Rico default or that which has been configured for your template. If you have any issues with heading styles contact support. Appendix References The editing toolbar includes the option to insert a live reference to an appendix added on the Appendices page. That means if any changes are made to appendices, such as title or ordering, references will update automatically to reflect this. To add an appendix reference: Click the location in the text box you’d like to insert an appendix reference. Click the insert reference button. This will open the insert reference window. Select the appendix to reference. The link icon on the right of the appendix item selector links to the Appendices page if you need to add any other appendices. Select the preferred reference format. The format of references can be changed to suit different preferences and contexts. Click ok to finish and insert the appendix reference. If the appendix that a reference is linked to is deleted, the reference will display “unknown appendix”. Double-clicking this reference will let you select another appendix to link to the reference. Import The editing toolbar includes the option to import data from another project on your organisation’s Rico account into a text box. This can be used to import an assessment from another project into the text box to help you complete the assessment you're writing (e.g. an exemplar assessment). To import an assessment from another project: Click in the text box where you’d like to insert an assessment from another project. (You can only import assessments from text boxes in identical locations on other projects.) Click the import button to open the import window. Select the source project you’d like to import an assessment from on the left. A preview of the assessment to be imported will be displayed in the preview box on the right, while a list of sections within that assessment will be displayed in the middle. Choose the relevant sections of the assessment you'd like to include using the check boxes. The preview will display the sections to be imported, only checked sections will be included. Once you’re happy with the assessment to be imported, click Import and this will insert the assessment into your text field. Tip: Use the import function when you're beginning an assessment, particularly if you're new to Rico. This will give you an exemplar of what to write, helping to guide your assessment, and save you writing the same stuff over and over. Todos The editing toolbar includes the option to mark a text box as ‘to-do’. This flags a text box to come back to later, both on the page itself and in the navigation menu in the left sidebar. Preview The editing toolbar includes a preview button that links you to the Preview. This allows you to see how the information entered in the text box you're currently working on will appear in the report download. To jump to the Preview, just click the preview button. You can also jump back to the text box you were working on in the workflow by clicking the link icon in the left margin of the report in the Preview. Tip: Regularly jumping back and forth between text boxes in the workflow and the Preview helps build an understanding of how assessments entered in the workflow translate to report downloads. Insert Image The editing toolbar includes the option to insert GIS images into a text box. This currently does not include the ability to add external / custom images to reports. To insert an image: Click the location in the text box you’d like to insert an image. Click the insert image button in the formatting toolbar. This will bring up the Insert GIS Image window. Select the GIS Image you’d like to insert from the selector. You may also edit the image caption if you wish. Click ‘OK’ to finish and insert the image into your assessment.
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Foss Shanahan
Feb 09, 2022
In FAQs
It’s important to know how considerations are detected in Rico to know what you’ve covered and ensure you don’t miss anything. Considerations are detected in three stages: through the Subject Site GIS Data, through the Project Checklist, and manually at the user's discretion on the Considerations page. What’s covered and what isn’t for each of these stages is described below. Subject Site The Subject Site page detects considerations that apply to a subject site, based on GIS Data for that land. Exception: Considerations that do not apply based on a subject site’s GIS Data (for example it only applies to a neighbouring site and not the subject site) aren’t detected. In rare cases, such situations can still result in considerations being relevant to a proposal. To ensure these are detected, we suggest reviewing the GIS Images on the Subject Site page for any features applying to neighbouring sites (and not the proposal) that may result in relevant considerations. Project Checklist Site Features In addition to the considerations detected on the Subject Site page, checklist questions aim to filter out considerations where their relevance is determined by the presence of a feature on and around the subject site that cannot be inferred automatically using GIS Data. Activities In addition to considerations detected by site features, further checklist questions aim to filter out considerations based on activities involved in a proposal. To do this, questions prompt you to recall any activities in your proposal that relate to a specific planning consideration. It’s not practical for us to ask you about every specific activity in a proposal at the checklist stage. Instead, Rico relies on you to relate the characteristics in your specific proposal to the questions asked and research an answer further where you’re unsure. You can investigate whether an underlying consideration is relevant to your proposal by answering yes to a question. This will display the consideration and let you jump refer directly to source planning documents (in the case of planning document considerations) to see whether it’s relevant. Exception: Planning documents can also be relevant where they contain matters (but not rules) that are relevant to a proposal’s assessment. The Project Checklist does not flag such documents and they must be added manually on the Considerations page. Such cases are rare, and when they exist, they are generally referred to by a planning document with rules that has already been detected (for example, refer to matters in ABC Planning Document for assessing applications triggering a given activity). Considerations The vast majority of considerations are detected through the Subject Site and Project Checklist pages, as described below. Where there are exceptions, like those described in the sections above, they must be manually added here.
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Foss Shanahan
Feb 09, 2022
In User Manual
The Considerations page lets you review the suggested considerations for a proposal and add any relevant planning documents to your project. There are two types of considerations: planning documents and other considerations. These are treated slightly differently, as detailed below. Planning Documents Planning documents line up to documents or groups of rules and matters within the planning system, such as a section or chapter of a district plan. Planning documents should be added to a project when they contain rules and/or matters you believe are relevant to a proposal’s assessment so that these can be included in your application. Planning documents can be added in two different places on the Considerations page: Relevant Documents - These Planning Documents are suggested based on the information collected by adding a site/sites on the Subject Site page and working through the Project Checklist. These steps detect documents that are relevant to the subject site’s location and the activities involved in the proposal. All Documents - All Planning Documents available on Rico are listed here so they can be manually added to your project. This may be required in rare circumstances where a document does not relate directly to activities in the proposal (e.g. it only contains relevant matters and no activities) or where rules applying to locations outside the subject site apply to the proposal. To add a planning document to your project: Click the add button. This is the circle button with the “+” symbol in the centre, displayed at the right of a planning document consideration. Review source planning documents to determine whether they’re relevant. The button to the left of the add button (with the document icon) links directly to source planning documents. This enables you to review source planning documents more closely to see if they contain rules and matters relevant to the proposal. Once added, planning documents will be highlighted green and appear in the navigation menu of the left sidebar. Planning documents can be removed from a project at any time by hitting the remove button, located in place of the add button once added. Other considerations Other considerations are any other considerations that are given weight within the planning system, such as an information requirement for resource consent application under Schedule 4 of the RMA. Other considerations are suggested based on the information detected on the Subject Site and Project Checklist pages, in the same way as planning documents. Other considerations are not added to projects like planning documents. Instead, they are just displayed as prompts that may need to be addressed by a proposal. You can address these within a project in the area you believe is most appropriate to communicate this information. Related FAQs How are considerations detected for a proposal? What’s covered and what do I need to look out for?
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Foss Shanahan
Feb 09, 2022
In User Manual
The Project Checklist identifies further considerations (not already detected automatically using GIS data on the Subject Site page) that are relevant to a proposal. Using the Project Checklist: Answer questions. Questions prompt you to check for the presence of features at or around the subject site and groups of activities involved in the proposal. The answers to questions determine which considerations are relevant to a proposal. If you are unsure of an answer, you can leave a question for later. If you answer a question and would like to undo this, you can click the cancel button to clear your answer. Add suggested planning documents. If a question is answered yes, the underlying consideration(s) relating to that question are displayed. Where a planning document is suggested, this can be added to your project using the add button at the right of the consideration. See Considerations for more on the different types of considerations and how they work. If a question is answered no, the underlying consideration(s) are deemed irrelevant. In this way, the checklist narrows down considerations to those which are relevant to the proposal. Make comments on Checklist answers. Comments can be added to each question to provide any explanation, clarification or commentary on answers, as needed. Related FAQs How are considerations detected for a proposal? What’s covered and what do I need to look out for?
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Foss Shanahan
Feb 09, 2022
In User Manual
The Subject Site page is where the site of the proposal is identified and the relevant GIS Data is retrieved to assist in detecting relevant Considerations for a proposal. Using the Subject Site page: Add site(s). Sites can be searched for by address(es). Appellation(s) are also displayed in the search results to confirm the correct parcel of land is selected. Additional addresses/parcels of land can then be added by clicking the ‘Add another address’ button. Where multiple addresses are added, GIS data will be presented in separate tabs for each site as different sites can have different data (zone’s, overlays etc.). Review and add suggested considerations. The GIS data retrieved is used to suggest considerations that may be relevant to a proposal. Considerations appear below the GIS Data that triggers them as relevant. You can add suggested planning documents to a project at this stage by using the “+” button. Otherwise, all considerations are also displayed on the Considerations page later in the workflow. Review GIS Images. A set of GIS Images for the subject site are displayed. It’s useful to check these for features in the surrounding area that may affect the project. The Project Checklist conducts a more detailed check for site features, however, these focus on features affecting the subject site rather than features in the surrounding area. Related FAQs How are considerations detected for a proposal? What’s covered and what do I need to look out for?
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Foss Shanahan
Nov 04, 2021
In FAQs
Reviewing reports while using Rico can be a little different to what you’re used to. This post outlines the options for reviewing reports while using Rico and things to be conscious of with each approach. Reviewing reports on Rico Rico accommodates a relatively simple review process. We suggest the following if you’re reviewing reports in Rico: All changes made in Rico are automatically saved as you go. This is something to be conscious of as you won't be asked to save at the end of a session like when using some other software (e.g. MS Word). You also aren't able to revert back to before your changes are made. We suggest you make any suggested changes in highlighted text and add a ‘TODO’ to the section to flag where changes have been made. This clearly identifies any changes you've made and flags this for others to see so these changes can then be incorporated into a report by the author. Use an in-browser spell check such as Grammarly to detect spelling and grammar mistakes. We also recommend this is used by those writing reports. We’ve made a post for setting this up here. Use the Output Preview to read through reports and click the link icons to jump into a given section and make any corrections to text. Reviewing reports off Rico If you prefer to review reports off Rico (such as in MS Word), we suggest the following: It’s fine to output as many reports from Rico as you like for a given project. Changes made off Rico obviously won’t update in Rico. We suggest that you update any text changes made to reports in Rico as you may need to output another report in the future and any changes not carried over will be out of date. In general, it’s strongly recommended that the only changes made between Rico and the report you submit to Council are those which can’t be made in Rico, such as presentation changes like adding your own pictures or minor formatting changes.
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Foss Shanahan
Mar 01, 2021
In FAQs
Planning documents, such as the Auckland Unitary Plan (AUP) are constantly being updated. On Rico, we update our references to the AUP when plan changes are made operative. It is important to note, however, that Plan changes can have legal effect before they are made operative, as explained on the Environment Guide website here. Plan changes are also annotated throughout the AUP. On Rico, we directly link you to the live planning documents so you can see these as they apply to rules you’re dealing with. If you see a plan change, you can investigate these changes further on the Auckland Council website here.
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Foss Shanahan
Oct 13, 2020
In User Manual
Using Rico is mostly self-explanatory. However, understanding a few key ideas upfront will make using Rico smoother from the start. Here they are: 1. Introduction Rico is an online workflow for creating resource consent applications/assessment of environmental effects. Rico is designed to take care of the repetitive, tedious work in applications and leave the planning expertise to you. Rico does add some structure to the planning process, but you’re in the driver's seat. We have been careful to keep your freedom to; write planning assessments your way, include/exclude points as you see fit and complete the workflow in the order you want. 2. How applications are structured on Rico You can see how Rico is structured here. Everyone tends to structure applications differently so use this overview like a map to identify where the various sections you’re used to writing fit in. There will likely be some differences, but you’ll still be able to construct assessments for each section as you wish. 3. How Rico is different to Word You’ll most likely be used to writing reports in MS Word. In this context, you can see what the finished report looks like as you go. Rico is slightly different. Content is created in the app first, then output to word. This can feel different at the start, but you’ll become used to it with a little time. To speed this up, we suggest outputting documents early and often on your first application to learn how the app lines up with the output. Referring to a sample AEE (attached to introduction email) can also help you get your bearings. 4. How reports are put into your custom company formatting Custom company formatting is added after downloading a report from Rico. We’ve developed a quick way to do this within MS Word. Simply download a document, then follow these instructions to step through automatically add custom Cover Pages, Headers and Footers, Fonts/Styles etc. in a couple of minutes. To do this, you’ll need the MS Word template file we have set up for you. Need Help? General guidance for completing various Rico sections is available in the Rico Help Centre here. If you can’t see what you’re looking for, we’d be more than happy to help in any way we can if you send an email to support@rico.nz.
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Foss Shanahan
Aug 31, 2020
In FAQs
When you download a document from Rico and open it in word, a number of spelling and grammar mistakes often show up that weren’t flagged in the browser. Fixing these can be tedious as any changes you make in MS Word must also be made in Rico to keep the information up to date. Good news, this problem can be easily prevented. Here’s how. The solution is Grammarly - which is essentially software you can plugin to your browser to perform spelling/grammar checks on all your writing. It’s free, easy to set up and will detect spelling/grammar errors on Rico before you’ve downloaded a word doc. To set up Grammarly, simply go to https://www.grammarly.com/ and click on the ‘Add to [Browser (e.g. Chrome)]’. The Grammarly website will step you through the setup. As part of this, you must make an account. The FREE standard version will perform all the necessary spelling/grammar checks, so just select this unless you want to pay for the extra features. Once you’ve stepped through the setup, you should have a Grammarly logo in the top right corner of your browser as highlighted below. Click on this to open up your settings and confirm the following (highlighted below): Checking for writing suggestions on Rico is on (this should be on already by default) Your language is set to ‘Australian English’ (usually this has defaulted to American English which can cause errors). If you go to Rico now, you should also see the Grammarly symbol when you click into a text field at the bottom left corner. This spins as it’s scanning your text and will underline any mistakes as shown highlighted. Simply left-click these to see suggestions and make corrections. Troubleshooting If you are having any issues with the browser plugin, go to My Grammarly (https://app.grammarly.com/apps), log in, and make sure you have installed Grammarly for [Browser] under the ‘Apps’ section. If problems persist beyond that, try uninstalling and re-installing the browser extension/plugin. After that everything should be up and running. Don’t hesitate to get in touch with any questions by emailing support@rico.nz
How do I get spelling and grammar checks on Rico? content media
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22
Foss Shanahan
Admin
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