2Managing Permits

Using the Agency Springboard

The Agency Springboard provides a starting point for agency staff to manage permits throughout the permit lifecycle.

You use these elements on the Agency Springboard to perform daily tasks and manage permit transactions.

• Alerts

• I Want To

• Task Lists

• Tiles

Depending on the setup for Oracle Public Sector Permits, the Agency Springboard looks like the following example, which is configured to show the I Want To actions bar, the task list element, and a selection of springboard tiles. Similar elements may appear on the landing page for permit applicants.

This image of the sample Agency Springboard shows the global header, banner image, I Want To actions bar, task list element, and nine springboard tiles. The Alerts banner is not shown in the example.

Page Element	Description
Alerts	Appear as a banner and contains messages that important information.
I Want To Bar	Appears as a drop-down list from which you choose an action, such as apply for a permit. The actions in the I Want To bar and on the tiles can provide access to the same pages.
Task Lists	Provide links to the Task Management page with predefined filters you access to manage tasks in the permit cycle workflow. The counts for each type of task help you monitor workload. For more information about tasks, see Managing Permit Tasks.
Tiles	Appear as icons with links to the pages you use to administer permit transactions, such as accounting, customer payments, plan reviews, inspections, conditions, and other permit details. For example, click the Permit List tile to open a list of permit applications. For more information, see Managing Permit Applications.

For information about setting up these elements on the Agency Springboard, see the guide for Implementing Public Sector Permits.

Applying for Permits

Registered public users can apply for permits online, and agency staff can assist their constituency with permit applications on the Apply for a Permit page. All users can research the different permit types using the Permit Guide, if available.

The applications for each permit type are configured by the agency during implementation.

Using the Apply for a Permit Page for Anonymous Users

Anonymous public users, or guests, can make an informed decision about the type of permit needed for their particular project without registering. They can save recommendations from the permit questionnaire for reference but must register before they can access the permit application.

This example illustrates the Apply for a Permit page for anonymous public users containing the field values described in the following table.

1. To navigate to the Apply for a Permit page from the guest landing page, the user clicks the Apply for a Permit tile.

2. On the Apply for a Permit page for anonymous users, guests can do the following:

   Action	Description
   Browse permit types	Click the Permit Types list to see the permit groups available to choose from. Guest users are prompted to log in when they click a permit type.
   Search for a permit type	Search for a permit type by entering the name of the permit type or the first characters in the Search field. Guest users are prompted to log in when they click a permit type.
   Use the permit questionnaire	Click the Permit Guide button to start a questionnaire that can help identify the recommended permits for a project. The Permit Guide is available only if set up by the agency using Oracle Policy Automation (OPA) or a custom implementation. The anonymous public user can save the recommendations by entering an email address. The system sends an acknowledgement number, which is used to access the saved permit recommendations later.
   Search saved permit recommendations	Click the Search Saved Recommendations link to review previously saved permit questionnaire results. The anonymous public user can use the Permit Guide to identify the types of permits they need, save the recommendations, and access them by entering their email address and acknowledgement number.

3. If users want to apply for permits, they must first register. To register, click the Register link in the global header to create an account.

   For more information about registering, see The Public User Registration Process.

If a guest has saved permit questionnaire results, the recommended permits are transferred to their profile as a registered user.

Using the Apply for a Permit Page for Registered Users

Registered public users can view permit recommendations saved when they were a guest user, fill out the permit questionnaire to find more recommendations, and apply for the permit type of their choice.

This example illustrates the Apply for a Permit page for registered public users containing the field values described in the following table.

1. To open the Apply for a Permit page from the registered user landing page, the user can:

   • Click the Apply for a Permit tile.

   • Select the option to apply for a permit in the I Want To bar.

2. On the Apply for a Permit page for registered users, permit applicants can do the following:

   Action	Description
   Browse permit types	Click the Permit Types list to see the permit groups available to choose from. Select a permit type link to initiate a permit application.
   Search for a permit type	Search for a permit type by entering the name of the permit type or the first characters in the Search field. Select a permit type to initiate a permit application.
   Use the permit questionnaire	Click the Permit Guide button to start a questionnaire that can help identify the recommended permits for a project and save the results. The Permit Guide is available only if set up by the agency using Oracle Policy Automation (OPA) or a custom implementation.
   View recommended permits	Click the View Recommended Permits link to open the Recommended Permits page where the registered user can review a list of saved permit recommendations. Select the button for a recommended permit type to initiate a permit application, or click the Delete icon to remove the recommendation from the list.
   Search saved permit recommendations	Click the Search Saved Recommendations link at the bottom of the Recommended Permits page to review permit questionnaire results saved before registering. Use the email and acknowledgement credentials provided while a guest user to search the previously saved recommendations.

3. The applicant information is filled in automatically from the registration form.

   The registered user proceeds step by step through the application form and clicks the Submit button to start the permit process.

After submitting a permit application, the registered user can review and manage permit details throughout the permit lifecycle. For more information, see Working with Permit Details.

Using the Apply for a Permit Page for Agency Staff

Agency staff can assist registered users with permit applications.

1. To open the Apply for a Permit page:

   • Select the option to apply for a permit in the I Want To bar on the Agency Springboard.

   • Go to the Permits list page and click the Apply for a Permit button.

2. On the Apply for a Permit page, agency staff can do the following:

   Action	Description
   Browse permit types	Click the Permit Types list to see the permit groups available to choose from. Select a permit type link to initiate a permit application.
   Search for a permit type	Search for a permit type by entering the name of the permit type or the first characters in the Search field. Select a permit type to initiate a permit application.

3. In the first step of the permit application, the agency user selects the applicant from a searchable list. The search list includes the applicant name, business name, address, email, and phone.

   The agency user proceeds step by step through the application form and clicks the Submit button to start the permit process.

For more information, see Managing Permit Applications.

Managing Permit Applications

You view an inventory of permits with application data and status, and access detailed permit records using the Permits page.

As agency staff, such as a permit technician, you use the Permits page to view a complete list of permit applications submitted to your agency. Go to the permit list on the Permits page to perform these tasks:

• Manage permit application activity.

• Create or update permit records on behalf of applicants.

• Manually enter fee payments on behalf of applicants.

• Access comprehensive permit record details.

Note: The Permits page provides a permit record summary to agency staff only. Registered users who have applied for a permit for themselves, or as a representative for someone else, see only the permits that they are associated with on the My Permits page. The My Permits page contains basic permit information. The user profile controls which permits and permit data appear on the Permits and My Permits pages.

Registered users can access the My Permits page by selecting View my permits list from the actions drop-down list or by clicking the My Permits icon on the Registered User Landing Page.

Agency staff can access the Permits page by clicking the Permit List tile on the Agency Springboard.

Using the Permits Page

1. Select the Permit List tile on the Agency Springboard.

2. On the Permits page, you can perform these actions to display permits that meet specific criteria:

   Page Element	Description
   Download	Click the download button to export the permit list to a .csv file.
   Search	Search by alphanumeric characters on the fields for permits in the list. The permits that meet the search criteria are displayed on the page. When you search on dates, use this format: MM/DD/YYYY. Search results display only the primary address for the permit. You can confirm the correct permit by clicking the Details button for the permit and reviewing all of the associated addresses in the permit details.
   Filter	Apply filters to display permits that contain the selected parameter values in the list. Click the filter button to open the Filter By options, where you can define and save your own filters.
   Sort by	Select an option to sort the permits in the list by these fields: Permit Permit Type Status Created By Created Date Applicant
   List View or Map View	View the inventory of permits in a list or on an interactive map. See Using Permit Maps.
   	Click the Details button to access the details for the selected permit.

Managing Permit Activity

1. Select the Permit List tile on the Agency Springboard.

2. Use the permit information on the Permits page to manage permits submitted to your agency:

   Page Element	Description
   Alert icon	Identify permits with a status affected by a condition or another issue, for example, hold, lock, or notice.
   Permit	View the permit ID.
   Status	Review the permit status, for example, Payment Pending, Submitted, Pending, and Permit Issued.
   Last Updated Date	Review the date and time the permit was most recently updated.
   Created By and Creation Date	Review the user name of the person who filled out the permit application and the date the application was submitted.
   Applicant	Review the permit applicant’s name. This may not be the same as the person who created the permit request.
   Property	Review the street address and parcel number of the property. The permit list displays only the primary address. You can review all of the addresses associated with the permit in the details, which you access by clicking the Details button for the permit.
   Fees	Review the fees that may be applicable to the permit and a fee balance if the total has not been paid. Once permit fees have been paid, the fees displayed are zero.
   Actions	Select one of the required actions: Resubmit The permit status is Pending Submit because there may be a problem initiating workflow. Click this button to retry initiating workflow. You may need to try later, or if issues still exist, contact your help desk. Resubmitting the permit does not affect the fee calculations. Pay Select this button to submit a payment on behalf of the applicant.

Creating or Updating a Permit Record

As a permit technician, you can create new permits or update existing permits. Only agency staff can update permits that have already been submitted.

If a permit has a pending status, the applicant can make updates to the permit. When the applicant selects a pending permit on the My Permits page, the service directs them back to the application form. For submitted permits, agency staff can make changes.

1. Select the Permit List tile on the Agency Springboard.

2. To create a new permit, click the Apply for a Permit button to access the permit questionnaire and submit the application.

3. To update an existing permit, click the Details button for the selected permit to open the pages comprising the permit details.

4. Go to the page for the information you would like to update, using the links in the left navigation panel. For example, if you want to update property information, click the Property Information button to open the Property Information page. Click the Edit button to make changes. Clicking Done saves the changes.

Entering Permit Fee Payments

Applicants typically pay their fees online using the payment cart, but if needed, you can initiate a payment on behalf of the applicant using the Pay button on the Permits page.

1. Select Permit List on the Agency Springboard.

2. Click the Pay button for the selected permit with an outstanding fee balance.

3. When using the Pay button, you bypass the payment cart and go directly to the Checkout page in payment services.

For paying fees from the Fees and Payments page in the permit record details, see Working with Fees and Payments.

Accessing Permit Details

You can access permit application details from the Permit page.

1. Select Permit List on the Agency Springboard.

2. Click the Details button for the selected permit.

   The Overview page for the permit appears in the content pane of the permit application details.

For more information about pages containing details about the permit application, see Viewing the Permit Summary.

Working with Permit Details

You find permit detail pages in a collection that consolidates all aspects of a permit application, including contacts, communication, parcel information, fees and payments, plan reviews, inspections, and workflow.

The permit detail pages include the functionality you need to manage a permit throughout its lifecycle.

To access the permit detail pages:

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit.

3. Navigate to permit information using the links in the left panel.

The information for a permit comprises these pages:

Page Name	Description
Overview	View the core information regarding the selected permit with links to more detail. See Viewing the Permit Summary.
Property Information	View parcel data from the permit application and a map of the parcel location. See Working with Property Information.
Workflow	View the workflow status of each task as defined by the agency using Oracle Autonomous Integration Cloud (OIC). See Using Permit Workflow.
Permit Details	Review information captured during the application intake that is specific to the permit type. For example, for a solar permit, the applicant enters the number of solar panels to be installed. See Viewing Permit Application Details.
Plan Reviews	Perform administrative tasks for review cycles as a plan coordinator and perform reviews of building plan documents prior to permit issuance as a plan reviewer on the Plan Review page. See Managing Plan Review Cycles and Performing Plan Reviews.
Contacts	Review and add contacts for the permit. See Adding Contacts to Permit.
Conditions	Review conditions placed on the permit or person that must be resolved to complete the permit process. See Applying Conditions to Permit.
Attachments	View a list of files and upload or download documents on this page. See Working with Permit Attachments.
Comments	Review or add comments pertaining to this permit. See Working with Permit Comments.
Inspection List	Review a consolidated list of inspections related to a permit. As a permit coordinator, you manage inspection activity for the permit on this page. See Managing Inspections for a Permit.
Fees and Payments	Review fees assessed and payments due. You can also add additional fee items and pay fee items from this page. See Working with Fees and Payments.
Communication Details	Send ad hoc email messages and notifications associated with this permit. See Working with Permit Communications.

Viewing the Permit Summary

You view a permit summary on the Overview page, where you get a snapshot of the core information regarding a permit with links to more detail.

Using the Overview Page

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. Review information about the selected permit in the sections and navigate to more details on the Overview page:

   Page Element	Description
   Overview	Review the permit status, who submitted the application, the day the application was submitted, and the permit issue date. The applicant can enter a description of the permit record by clicking the Add link.
   Applicant	View the applicant’s name and contact information. Click the View Details link to open the Contacts page, where you can add additional contacts.
   Workflow	View a list of active and recently completed tasks, including the task status, assignment, last updated date, and number of days in the current status. Click the View Details link to open the Workflow page.
   Fees and Payments	View the total fees paid, amount due, and the date and amount of the last payment. Click the View Details link to open the Fees and Payments page.
   Inspections	View the number of scheduled, upcoming, and completed inspections, as well as the number of inspections that have passed and failed. Click the View Details link to open the Inspection List page.

Working with Property Information

Property information shows parcel data from the permit application and a map of the parcel location. You can add parcels, and modify or delete the parcel, owner, and address information.

Property information is configured on the application forms by the agency during the design process. When filling out a permit application, the public user enters information, which is then displayed in the detail pages of the permit. Only agency staff can update information on the Property Information page after an application has been submitted.

Viewing the Parcel Information

You view a list of parcels associated with this permit on the Parcel List section. The list view displays parcel details. You can also view the location of the parcels on a map.

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, view the list of parcels in the Parcel List section.

4. Click the parcel number button in the list to view the parcel details, owner, and address in the right pane.

5. Click the map icon to find the parcels in the list on a map.

Adding Parcels to the Permit

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, click the Search icon in the Parcel List section.

4. Use the search field on the Search Property page to find parcels by parcel number, address, or owner. Only parcels enabled by the agency are available as lookup values.

5. Click the check boxes for one or more parcels.

6. Click the Add Selected button.

Updating Parcel Details

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, click the Edit button in the Parcel Number section.

4. On the Parcel Detail page, you can turn on the Primary switch to make this the primary parcel for the permit.

5. Update parcel data such as the property description, jurisdiction, subdivision, primary zone, zone description, land use, parent parcel, parcel type, book, section, page, map book page, map name, boundary description, and so on.

6. Click Save.

Updating Parcel Owner Details

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, click the owner row in the Owner section.

4. On the Parcel Owner Detail page, you can turn on the Primary switch to make this the primary parcel owner.

5. Enter a value in the Zip Code field to add address information.

6. You can also update the owner name, secondary owner name, ownership type, home phone, and email address.

Adding Parcel Addresses

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, click the Search icon in the Address section.

4. Use the search field on the Search Property page to find parcels by parcel number, address, or owner.

   Only parcels associated with this permit are available as lookup values.

5. Click the check boxes for one or more parcels.

6. Click the Add Selected button.

Updating Parcel Addresses

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. On the Property Information page, click the address row in the Address section.

4. On the Parcel Address Detail page, you can turn on the Primary switch to make this the primary parcel address.

5. Update parcel address data such as address type, address line 1, address line 2, street number, street, street type, unit, floor, direction, building, municipality, and longitude and latitude.

6. Click Save.

Viewing Permit Application Details

You review information captured during the application intake that is specific to the permit type in the application details. Some agency staff can update the permit details captured from the application.

When an agency designs the application form for a specific type of permit, they use elements that capture the information necessary for evaluating adherence to permit requirements. For example, for a solar permit, an applicant would enter data about the job (type of work, job cost, and so on) and solar details (type of roof, roof area, number of solar panels, and so on). These application details are reflected on the Permit Details page for the permit.

This example illustrates the Permit Details page containing the information described in the surrounding text.

Permit Application Details	Description
Construction Information	Captures Information regarding the current construction site and the proposed construction project.
Demolition	Captures information related to the scope of the demolition and if hazardous materials or utilities need to be considered—such as electricity, gas, water, and so on—when demolition is required as part of the job.
Electrical Equipment	Describes electrical features, such as outlet types, amps, voltage, and electric appliances.
Fence Information	Describes the proposed fence attributes, such as type, material, dimensions, location, and so on.
Grading Information	Describes the scope of grading work, such as the acreage affected, materials to be used and the amount of material.
Insurance	Provides a contractor’s insurance type and policy information.
License Qualification	Enables a contractor to add any state licences they have.
Mechanical Equipment	Describes features of the job site related to ventilation, heating, cooling, fire safety, and so on.
Photovoltaic Information	Describes attributes of a site’s solar energy configuration, such as roof area, coverage area, inverter information, and so on.
Plumbing Equipment	Describes attributes of a site’s plumbing configuration.
Pool Information	Describes attributes of a pool, such as type, depth, location, surrounding fencing, and so on.
Property Information	Describes the parcel as it is registered with the municipality, such as the parcel ID, parcel type, and so on.
Regulated Business Activity	Enables you to specify any regulated activity or controlled substances allowed on the premises, such as alcohol, carnival rides, casino games, and so on.
Right of Way Use	Enables you to provide any details related to the use of a right-of-way on the property or to gain access to the property, such as traffic, parking, or pedestrian impact.
Roof Information	Describes features of a structure’s roof, such as existing roof type, proposed roof type, number of layers, and so on.
Site and Zoning	Describes features of the property related to acreage, flood preparedness, as well as zoning and land usage information.
Special Event	Enables applicants to specify information about an event, including the safety plan, concessions, facilities, potential impacts, and traffic plans.
Yard Sale	Enables applicants to specify yard sale information, such as the start time, end time, and the number of days.

Updating Permit Application Details

The fields available to update depend on the permit details on the application form.

1. Select Permits > Permit List.

2. On the Permits page, select the Details button for a permit in the grid.

3. Click Permit Info to expand the section in the left navigation panel.

4. Click Permit Details.

5. On the Permit Details page, click the Edit button.

6. Update available fields on the page.

7. Click the Done button to save.

Using Permit Workflow

Permit workflow provides a defined structure for the permit lifecycle. Humans perform manual steps such as approving a permit application and indicating when a plan review is complete, while the workflow engine updates performs automated steps such as updating permit statuses and sending permit-related notifications.

Managing workflow tasks consists of updating the assignment, status, and priority for a task that a human performs. You can also add comments to a task and edit workflow comments.

You do not, however, use workflow functionality to perform the actual task. For example, if workflow includes a task to review plans, you need to review the plans manually, then you record your plan review decision in the plan review pages, then you mark the workflow task complete.

Workflow and Non-Workflow Tasks

This topic discusses the workflow tasks related to the overall permit lifecycle. Oracle Integration Cloud (OIC) provides the workflow engine for these tasks, and agency staff manages these tasks on the permit details Workflow page.

Permits also generate tasks related to plan reviews and inspections. These tasks are not driven by the OIC workflow engine, and you do not see these tasks on the Workflow page.

Oracle provides a consolidated Task Management page that agency staff can use to review both workflow and non-workflow tasks. This page enables users to review task information and to reassign tasks (including claiming a task for oneself). For information about this functionality, see Managing Permit Tasks.

Managing Permit Workflow Tasks

Use the two-panel view on the Workflow page to see past and current workflow tasks and to manage task assignments, status, priority, and comments.

Note: You can update or assign a task only if it is in progress. You can add comments to tasks that are complete, but you cannot make other changes. You cannot make any changes to a task that is not started.

To manage a workflow task:

1. Select Permit > Permit List.

2. Click the > icon for the permit you want to view.

3. Use the navigation links on the left side of the screen to select Workflow.

   The Workflow page appears on the right side of the page. This page can be toggled between a two–panel view and a list view. The default two-panel view includes the following:

   Panel	Description
   Task summary cards on the left.	The left panel lists completed and in progress tasks. Each task appears on a card that lists the following information: Task name Task status. Although completed tasks can have a variety of statuses based on the outcome of the task, the status of an in progress task is always In Progress. Assignee Tasks can be assigned to an individual, or they can be assigned to a group whose members can claim the task. Either the due date (for in progress tasks) or the completion date (for completed tasks).
   Task details on the right.	The right panel displays more details for the task that is selected in the left panel. If the task is in progress, use the right panel to change the task assignment, update the status and priority, or add task comments. Completed tasks are not editable, but you can add comments to them.

4. Select a workflow task from the left frame to see details in the right frame.

5. Review read-only task information.

   These fields are not editable regardless of the task status:

   Page Element	Description
   Task Name	The task name as defined in the OIC workflow engine. For example, the Application Acceptance task is for reviewing and accepting a permit application that has been submitted.
   Task ID	The identifier for this specific instance of a task. For example, multiple permits have an Application Acceptance task, but the Task ID for accepting the application is unique for each permit.
   Assigned To	The name of the individual who is assigned to the task, or, if the task isn’t assigned to an individual, displays the name of the group or role that is responsible for the task.
   Assigned Date	The date that the task assignment was last updated.
   Assigned By	The name of the person who last updated the task assignment. When an assignee claims a task, the Assigned To and Assigned By names are the same.
   Due Date	The date by which the task must be completed. The workflow process definition in OIC sets the due date. Generally the due date is defined as a specific amount of time after the task is started.

6. If the task is in progress, you can reassign it using these buttons:

   Page Element	Description
   Reassign	Click to choose an assignee for the task. See Managing Permit Tasks.
   Claim	Click to assign the task to yourself. This button is visible only for tasks that are assigned to a group rather than to an individual.
   Release	Click to remove yourself as the task assignee. The task is reassigned to its default group so that group members can see and claim the task. This button is visible only for tasks that are assigned to you.

7. To update the status or priority of an in progress task, use these fields:

   Page Element	Description
   Status	Select a status that represents the final outcome of the task. The task statuses depend on your workflow setup. For example, the available statuses for a task that requires a simple approval might be Approve and Reject. Other tasks might require different statuses. The sample permit workflow that Oracle provides includes these statuses for the task where you review a permit application: Accepted - Plan Review Not Required, Accepted - Plan Review Required, More Info Needed, and Reject. Note: Task statuses are not the same as permit status. However, the workflow engine can update the permit status based on the outcome of a task.
   Priority	Set the priority to High, Medium, or Low. The priority is informational only.

8. Click Update to save your changes.

   When you save your changes, the system does the following:

   • Sends an update to the workflow engine in Oracle Integration Cloud, triggering any subsequent tasks in the workflow.

     For example, in a delivered sample workflow, approving a permit application triggers an update to the permit status, which triggers an email to the applicant. The workflow then reaches a decision point that checks whether a plan review is required. The next human step in the process is either completing a plan review or, if no review is required, issuing the permit.

   • Refreshes the Workflow page, which becomes read-only if the task is complete.

   • Displays a Refresh icon on the read-only page so that you can check if any new human workflow tasks get triggered.

9. Click Refresh to update the page and see if the completion of the task has triggered another workflow task for the permit.

   Processing time can vary, so you might need to wait before refreshing the page.

Adding Comments to a Workflow Task

Comments are a useful mechanism for adding information to a workflow task. You can control whether the comment is visible to public users who view their permit workflow. The default setting is for comments to be visible, so you must manually hide comments that you do not want the public user to see.

For more information about permit comments, see Working with Permit Comments.

To add a comment to a task:

1. Access the workflow task.

2. Click Add Comment.

3. To write a new comment from scratch, enter and format your comment in the rich text field on the page.

4. To create a new comment based on one or more existing comments:

   1. Click Select Comments.

   2. On the Select Comments page, click Favorite, Standard, or Recent to see the corresponding list of comments.

      Favorite, standard, and recent comment are described in the topic Working with Permit Comments.

   3. Locate and select the comments you want to copy, using the search and filter options as needed.

   4. Click Insert to copy the text of the selected comments into the field for the new comment.

   5. If necessary, modify the copied text.

5. If you want to hide the comment from public users, click the Hide from Public icon to toggle the visibility setting.

   When the icon displays an open lock, the comment is visible to the public. This is the default setting for new comments.

   When the icon displays a closed padlock, the comment is hidden from the public.

6. Click Save to save the comment and return to the Workflow page.

Modifying a Comment in a Workflow Task

To modify a comment:

1. Access the workflow task.

2. Click an existing comment to view it on the Comment page.

3. Modify the text of the comment as needed.

   if you use the Select Comment option to add text from an exiting comment, the new text is added after any existing text.

4. To modify the comment visibility, click the Hide From Public icon.

   Clicking the icon toggles the setting. When the icon displays an open lock, the comment is visible to the public. When the icon displays a closed padlock, the comment is hidden from the public.

5. Click Save to save changes and return to the Workflow page.

Deleting a Comment from a Workflow Task

To delete a comment:

1. Access the workflow task.

2. Click an existing comment to view it on the Comment page.

3. Click Delete.

   The comment is deleted, the window closes, and you return to the Workflow page.

Viewing the Overall Workflow for a Permit

Use the list view on the Workflow page to view all of the workflow tasks that a human must perform for a specific permit. This list does not include system tasks such as updating the permit status and sending automated notifications.

The list includes completed, in progress, and not started steps. Showing all of these steps together provides a big-picture view of the process. However, some steps that are not yet started might not be applicable depending on the workflow path.

Note: Unlike the two-panel view, the list view is visible to registered public users who access information for their permits. The list view is read-only, so public users are never able to update tasks.

To use the list view:

1. Select Permit > Permit List.

2. Select a permit row and click the chevron.

3. Use the navigation links in the left frame to select Workflow.

4. Click the Show List View icon.

5. Review the task list.

   The task list displays:

   • The Task Name and Status.

   • The Last Updated Date.

   • The Days Taken, which represents the number of days elapsed while the task is in progress.

     The value is the number of days so far for an in progress task, or the total days from start to finish for a completed task. This field is blank for tasks that have not started.

   • Comments, which displays the two most recent comments.

     For each comment, this column displays the creation date and time, the creator, and the comment text. Lengthy comment text is truncated.

6. To review task history, click a specific task to open the Task Details page.

   This page lists the dates that the task was updated along with the task status on that date, the number of days taken as of that date, and all comments that were added on that date.

7. Close the Task Details page to return to the workflow list view.

Managing Permit Tasks

Permits-related tasks include workflow tasks related to the overall permit lifecycle as well as non-workflow tasks related to plan reviews and inspections. The Task Management page enables you to review both workflow and non-workflow tasks and to reassign tasks (including claiming a task for yourself).

Reviewing and Managing Tasks

1. On the agency springboard, select the My Tasks tile.

2. On the Task Management page, select the tab that lists the tasks that you want to review:

   Task Tab	Description	Available Actions
   My Tasks	Lists tasks that are assigned to you.	Release Reassign
   Group Tasks	Lists workflow tasks that are assigned to a group to which you belong. Non-workflow tasks (plan review tasks and inspection tasks) do not appear here. Tasks on the Group Tasks tab are not assigned to individual group members. So this list functions as a group work queue from which individuals can claim specific workflow tasks. When a task is claimed, it is assigned to the individual and no longer appear in the list of group tasks.	Claim Reassign
   All Tasks	Lists all tasks assigned to groups to which you belong, including tasks that are assigned to you and to other group members.	Reassign

3. Use the search, filter, and sort options to refine the list of tasks as needed.

4. Use these fields to review task information:

   Page Element	Description
   Task Type	Identifies the nature of the task to be performed. Values include: Inspection Plan Review Workflow The Workflow task type represents overall permit workflow.
   Permit	Displays the permit number and permit type for the associated permit.
   Tasks	Displays a task name and identifier that depend on the task type: For workflow tasks, the workflow process name and task ID appear. The task ID is for the specific instance of the task. For inspection tasks, the inspection name and ID appear. For plan review tasks, the plan review name and cycle count appear.
   Status	Displays the task status. Different types of tasks can have different statuses. For example, inspection tasks can have the status Scheduled, which is not applicable to permit workflow tasks.
   Assignment	Displays the date that the task assignment was last updated.
   >	Click to access details for the permit to which the task is related.. The page that appears depends on the type of task. For example, clicking the button for a permit workflow takes you to the Workflow page in the permit details.

5. To update the task assignment, select one of these options from the task’s Actions menu:

   • Claim assigns the task to yourself. This action is available only for tasks that are currently assigned to a group. It is not relevant on the

   • Release removes the assignment without assigning a new owner. The task will now appear on the Group Task list until it is claimed or reassigned.

   • Reassign opens the Reassign Task page, where you can select a new assignee.

Reassigning a Workflow Task

Claiming a workflow task is a quick shortcut for assigning a task to yourself. To assign a task to someone else, though, you must use the Reassign action.

To reassign a workflow task:

1. On the agency springboard, click the My Tasks tile.

2. Locate the workflow task on either the My Tasks list, the Group Tasks list, or the All Tasks list.

   Use the search, filter, and sort options to help you refine the task list.

3. Click the Actions icon, and then select Reassign.

   The Reassign Task page appears.

4. Confirm that the Search By value is User.

5. Enter your search criteria, then click Search.

   You can search by Keyword, First Name, Last Name, and Email.

6. Locate the desired assignee in your search results, then click the Select button for that assignee.

   The system prompts you to confirm the assignment, then reassigns the workflow task and returns you to the task list.

Adding Contacts to Permit

This topic discusses how to add contacts to a permit. Users can add contacts to a permit after the permit is submitted.

Adding Contacts to a Permit – Procedure

The Contacts page displays the applicant details entered at the time of creating the permit and allows you to add additional contacts to be associated with the permit. Additional Contacts can be:

• Add from Registered Contacts: You just select a contact already registered in the system and include in the permit.

• Add Brand New Contact Manually: You create a new contact by entering all the contact details and then include in the permit.

Note: Applicants can add additional contacts at the time of filling the permit application. See the documentation section for details on adding additional contacts while applying for a permit.

1. Select Permit > Permit List. Select a Submitted permit row and click the chevron.

   Select Permit Info > Contacts. The Contacts page displays the applicant information in the top section and Additional Contacts option in the bottom section.

   You can make changes to the following fields for the applicant information and save the record:

   Salutation, Suffix, Country, Address fields, State, County, City, Zip Code, Phone, and Email.

   Note: The address fields are unavailable for entry by default. To enable these fields for entry, click the Don’t know link or enter a zip code.

2. Click Add New Contact to open the Contact Details page and include a new contact. The Contact Details page lists all the registered contacts. The Create New Contact button below the Contacts grid allows you to create a new contact and include it in the permit.

   • To add a registered contact, select a contact from the Registered Contact list. A modal window opens, allowing to select the Contact Type and the Primary flag.

     Page Element	Description
     Select Contact Type	Use the look up to view all the contact types and their description and then select the contact type for the permit.
     Is This Primary Contact	Turn on the switch if you want to make the selected contact person as the primary contact. If you make this contact person as the primary contact, then if there is any earlier contact assigned as Primary, it will automatically change to non primary contact.

     Click OK to save the record and return to the Contacts page, which lists your newly added registered contact.

   • To create a brand new contact, click Create New Contact and manually enter all contact details.

3. Update the additional contacts by clicking the chevron on a contact from the Additional Contacts list.

   • For registered contacts, the following fields are not available for edit: First Name, Middle Name, Last Name, and Business.

   • For newly created contacts, all the fields are available for edit.

4. Click Save to save the contact and return to the Contacts page, which lists your contacts.

Applying Conditions to Permit

This topic describes how your Public Sector Cloud service allows you to view, update, apply, and resolve conditions on a permit.

Viewing and Updating Conditions

The Conditions page lists all the conditions applied to the selected permit, sorted by the applied ones at the top followed by the resolved ones. The Condition Indicator at the top displays the most severe condition having a high priority. A link – All Conditions allows you to view all the active conditions applied, their severity, applied date, and the display message.

Note: The condition indicator is available on all pages across Permits and appears if one or more active conditions are applied. A condition is active until it is changed to Resolved.

1. Select Permit > Permit List > Select a permit row > Condition.

   The Conditions page lists all the conditions applied to the permit.

   This example illustrates the Conditions page.

   

2. Select a condition and click the chevron to open the Condition Details page and view the details of the condition. For a detailed description of all the fields, see the Apply Condition to Permit section.

3. You can also edit the values and click Save to update the condition.

Applying a Condition to a Permit

You apply conditions to permits on the Apply Condition page.

1. Select Permit > Permit List > Select a permit row > Conditions > Apply Condition.

2. On the Condition Details page, enter values for the following fields:

   Page Element	Description
   Condition Name	Select a condition from a list of conditions that are enabled in setup.
   Severity	Displays the level of severity as defined while setting up the condition: At the most severe level, the Lock condition suspends all operations, including workflow advancing, payment processing, inspection scheduling, and inspection results.
   Severity	Agency staff can select which rules to apply to conditions with this level of severity.
   Severity	This level functions as an alert and has no effect on operations.
   Business Rules	Select one or more business rules. Options are: Prevent Workflow Advancing Restrict Payment Prevent Inspection Schedule Prevent Inspection Result Note: The business rules available for selection are based on the severity of the condition you have selected. For example, for a condition whose severity is Hold you must select at least one business rule, and for a condition with Lock severity, all the business rules are automatically applied. For more details on the business rules, see Setting up Conditions.
   Additional Information	Enter additional information regarding the condition applied to the permit.
   Display Message	Displays the message on the Conditions list page as well as on the condition indicator at the top of the page, when you click the All Conditions link.
   Priority	Select a priority from options High, Medium, and Low.
   Description	Displays the description as entered while setting up the condition. You can change the text here and the condition description is updated when you save the condition.

3. Click Save to save the condition and return to the Conditions page.

Resolving a Condition

You can resolve a condition that you applied to a permit.

1. Select Permit > Permit List > Select a permit row > Conditions.

   Select the condition that you want to resolve and click the Resolve button to open the Resolve Condition page.

2. Enter a resolution text in the Resolution Action field and click Save. The resolution is applied and the resolved condition is listed at the bottom of the condition list.

Viewing a Resolved Condition

You can view the details of a resolved condition on the Condition Details page.

1. Select Permit > Permit List > Select a permit row > Conditions.

2. Select a row with a status of Resolved and click its chevron.

3. The Conditions Details page opens to display the details of the condition at the top, followed by an additional information about its resolution:

   • Applied By

   • Resolution Action

   • Resolved By

   • Resolved Date

4. Click Cancel to return to the Conditions page.

Working with Permit Attachments

Attachments provide supporting documentation needed by agency staff to determine if a permit can be issued. You view a list of files and upload or download documents on the Attachments page.

Viewing Permit Attachments

You view a list of permit attachments on the Attachments page.

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit to access the permit details.

3. Click Permit Information in the left panel.

4. Click the Attachments link to view the Attachments page for the permit.

5. On the Attachment page, view the list of permit attachments, including this information:

   Page Element	Description
   Filename and Description	View the filename and description entered by the user upon upload.
   File Size	View the size of the attachment.
   Category and Subcategory	View the document category and subcategory for the attachment.
   Actions	Click to select and perform an action: View Details Download Delete

Adding Permit Attachments

You upload files to the Attachments page for a permit using the Add Attachments page. Inspectors can also add attachments in Oracle Inspector.

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit to access the permit details.

3. Click Permit Information in the left panel.

4. Click the Attachments link to view the Attachments page for the permit.

5. Click the Add New button.

6. Select the file to upload in the browser dialog box and click Open.

   The filename appears on the Add Attachments page.

7. On the Add Attachments page, enter a description of the file (optional), a document category, and a document subcategory.

   You must enter document categories and subcategories that have been defined by the agency. See the implementation documentation for setting up attachment document categories and subcategories.

8. Click the Upload File button.

Downloading Permit Attachments

You download an attachment file for a permit on the Attachments page.

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit to access the permit details.

3. Click Permit Information in the left panel.

4. Click the Attachments link to view the Attachments page for the permit.

5. In the attachments grid, click the Action button for the attachment you want to download.

6. Select Download.

Deleting Permit Attachments

You can use this method for deleting one or more attachments:

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit to access the permit details.

3. Click Permit Information in the left panel.

4. Click the Attachments link to view the Attachments page for the permit.

5. Click the Edit button.

6. Select one or more attachments to delete.

7. Click the Delete button.

You can also delete a single attachment on the Attachments page by selecting Delete in the Action menu for the attachment you want to delete.

Working with Permit Comments

This topic discusses how to use Comments. You can view, edit, and add comments.

Adding Comments for a Permit: Overview

You view, edit, and add new comments on the Comments page. You can mark comments you use regularly as your favorite and access them easily from the Favorite comments tab. You can also select and post a comment from the Standard comments tab, which lists all the pre-defined comments. In addition, Recent comments tab allows you to select and post comments from a list of recently posted comments.

Viewing and editing Comments

1. Select Permit > Permit List > Permit Info > Comments.

   You can view the list of comments and select the > button for a row and view the Comment details. The Comment page opens to show the details of the comment.

   This example illustrates the Comments page.

   

2. To view the details of a comment entered earlier click the record’s chevron.

   You can edit, delete, or hide the comment from public only if it was entered by you.

3. Click Save after making changes to the comment.

Adding a new comment

1. Select Permit > Permit List > Permit Info > Comments.

   Click the Add Comment button to open the Add Comment page and enter a new comment. You can choose to use the Rich Text Editor option for formatting your comment. See Managing Comments documentation to enable the option of Rich Text Editor formatting.

2. Click Post to post the comment and return to the Comments page.

Adding Favorite, Standard, and Recent Comments

1. You can also post a comment that is already available in the Permit system. Click the Select Comments button to open the Select Comments page and select a comment from one of the three tabs of comments – Favorite, Standard, and Recent.

   The Favorite tab lists all the comments you have marked as favorite. The Standard tab lists all the predefined comments available in the Permit system. The Recent tab lists all the comments that were recently posted.

2. Select a comment from any of these three categories and click the Insert button to post the comment.

Note: If you want to mark a standard comment as your favorite, click the * button on the comment row. The Favorite tab will add the comment to its list.Your agency decides the duration for which a comment can be called Recent. The duration can be set up on the Manage Comments page.

Working with Fees and Payments

You view and manage fees and payments associated with a submitted permit application on the Fees and Payments page in the permit details.

Fees are calculated based on agency fee setup. For more information about setting up automatic fee calculations based on permit type, see “Creating Decision Models for Fees” in the Implementing Oracle Public Sector Permits documentation.

This example illustrates the Fees and Payments page containing the field values described in the following table.

Viewing Fees and Payments for a Permit

1. Select Permit List on the Agency Springboard.

2. Click the Details button for a permit to access the permit details.

3. Click Fees and Payments in the left panel or click the View Details link in the Fees and Payments section on the Overview page for the permit.

4. On the Fees and Payments page, view a list of fees, including this information:

   Page Element	Description
   Fee Description	The description of the fee item as defined when creating a fee item.
   Amount	The amount due for each fee item.
   Currency	The currency in which the transaction will be paid.
   Status	Canceled: Indicates the fee payment is no longer required. Pending: Indicates the payment transaction is currently in process. Hold: Indicates the fee requirement has been put on hold until an issue or condition associated with the permit application or inspection has been resolved. Due: Indicates the current fee request is due and needs to be paid.
   Department	The department within the agency requiring the payment.
   Assessed Date	The date the request for payment was issued.
   Payment Date	The date payment was received.
   Payment Reference	The payment reference issued for the transaction.
   Invoice	The invoice number of the agency associated with the permit application.
   Total Fees	The total amount of fees that may be applicable to the permit application.
   Total Payable	The amount of fees that are designated as payable. Fees that are not payable include fees on hold, for example.
   Total Paid	The amount of the total fees already collected.
   Balance Due	The remaining portion of the fees yet to be collected.

Adding a Fee Item

Using the Fees and Payments page, you can add additional fees to a permit application if the situation arises, such as a late fee, an unforeseen processing fee, an addition to the project request, and so on. The Add Fees button is not available when the permit status is Pending Payment or Pending Submittal.

To add a fee item:

1. Click Add Fees in the Fees and Payments grid to display the Add Fee Item page.

2. Select the appropriate fee from the Fee Item lookup list.

3. Enter the fee required for the item in the Amount field.

4. Set the status of the fee item using the Status drop-down list, such as Due.

5. Use the Department lookup list to select the department to collect the fee.

6. Set the appropriate date for the fee item using the Assessed Date field.

7. Use the Memo field to add any additional description to help identify the nature of the newly added fee, which can help answer questions regarding why a fee was added during the permit process.

8. Click Save.

Paying a Fee

To add a payment to a requested fee item, click the Pay button. Doing so takes you to the Checkout page, where you can select the payment method.

For more information about paying fees, see the Payment Flow Overview.

Working with Permit Communications

Ad hoc message enable agency staff and permit applicants to maintain correspondence during the permitting process.

Agency users can send ad hoc emails and notifications on the Communication Details page. Agency staff and permit applicants can also use the Communication Details page to view a record of the messages associated with a specific permit.

Sending Permit Communications

1. Select Permitting > Permit List.

   On the Permits page, select a permit.

   Click Communications in the navigation bar.

2. On the Communication Details page, click Add.

3. On the Ad Hoc Message page, enter values for the following fields:

   Page Elements	Definition
   Channel Type	Specify what type of ad hoc message you want to send. Values are: Email: Generates an email that is sent to users. Notification: Generates a notification that appears when users click the notification icon in the application. Note: The fields that are available to define on this page vary depending on the channel type that you select.
   Visibility	Select which type of user can see this message. Values are: Account owner Public user Agency staff only
   MIME Type (Multipurpose Internet Mail Extensions type)	Select the format of the message. Values are: HTML Text
   Notification Priority	Turn this switch on to display the notification at the top of the notification list. Note: This field appears only for the Notification channel type.
   User Can Delete	Turn this switch on to enable users to delete this notification from their notification lists. Note: This field appears only for the Notification channel type.
   Select and Insert	These fields enable you to insert variable attributes into your message. You select the field and the attribute that you want to insert in that field, and click Insert to enter a variable for that attribute. For example, if you select the Body field and the Status attribute, and click Insert, the ${Status} variable is inserted into the Message Body field of the message. When you send this message, the status of the permit associated with the message is included in the body text.
   From	Enter the email address or user ID of the person or organization who is sending the generated email. Note: Enter email addresses for the Email channel type, and user IDs for the Notification channel type.
   Create Web Form	Click to access the Web Form modal page where you create a questionnaire that you can insert into your message. For each row of the web form, enter the Question text along with the Answer Type that you expect from the recipient for that question. Possible answer types are: Date Text Number Click OK to save your web form questionnaire and return to the Ad Hoc Message page. The Create Web Form button displays the number of questions included on the web form in parentheses.
   Insert Web Form	Click to insert the web form questions into the body of your message along with a link that the recipient can use to access and respond to the questionnaire.
   To	Enter the email addresses or user IDs of the people or organizations that you want to receive the message. Note: Enter email addresses for the Email channel type, and user IDs for the Notification channel type.
   Cc	Enter the email addresses of the people or organizations that you want to receive a copy of the message. Note: This field appears only for the Email channel type.
   Subject	Enter a brief description of the purpose and content of the message.
   Message Body	Enter the main body text of the message. For the Text MIME type, you can enter only plain, unformatted text. For the HTML MIME type, you can enter rich text, links, and images.

4. Click Send.

Viewing Permit Communications

1. Select Permitting > Permit List.

   On the Permits page, select a permit.

   Click Communications in the navigation bar. The Communication Details displays all of the messages that are associated with the permit.

2. For each row on the Communication Details page you can:

   • Click the Actions icon to resend or forward the message.

     Select the Resend action to access the message in the Message Details modal page in display-only mode. Click Resend to send the message another time to the same list of recipients.

     Select the Forwardaction to access the message in the Message Details modal page. Enter new recipient email addresses, update the message if necessary, and click Forward to send the updated message to the new recipients.

   • Click the Details button to view detailed information about the message.

Using Permit Maps

Maps provide a convenient way for both agency staff and public users to see permit locations. All users can explore permit locations, and registered public users can additional filter the map to show only the user’s own permits.

Map functionality relies on integration with a third-party map service such as Esri Global Information Systems (GIS).

This example shows the Explore Your City map for registered public users.

Pages With Maps

The following table describes how you use the maps that are available in various contexts:

Page and Users	Navigation	Usage
Main Map page (agency staff)	Click the Main Menu icon in the page header.	View permit locations on a map. Search permits by address, street, permit number, or parcel number, and filter permits by start date, end date, and permit type.
Explore Your City page (anonymous and registered public users)	Click the Explore Your City tile on the landing page.	All public users can view permit locations on the map. They can search permits by address, street, permit number, or parcel number, and they can filter permits by start date, end date, and permit type. A registered user who signs in can additionally filter permits so that only the user’s own permits appear on the map.
Permits page (agency staff) My Permits page (registered public users)	Agency staff: click the Permit List tile on the agency springboard, then click the Map View icon on the Permits page. Registered public users: click the My Permits tile on the public user landing page, then click the Map View icon on the My Permits page.	View markers for permits that are located in the area shown on the map. This page has options for sorting, searching and filtering permits. The page also has a left frame that lists the permits, and clicking a specific permit zooms the map to the permit location.
All permit details pages for an individual permit (agency staff and registered public users)	From the Permits or My Permits page, access an individual permit in the permit list.	If the permit is associated with a parcel address, the map at the top of the page includes a map marker to indicate the primary address for the permit. If the permit is not associated with a location, the map displays a default area that your agency configures.
The Property section of a new permit application (agency staff and registered public user) The Property Information page of an existing permit (agency staff and registered public users)	Start a new permit application, and continue until you reach the Property section. Click the Find Parcel on Map icon. Access the permit details for an existing permit, and click the Property Info link to display the Property Information page. Click the Find Parcel on Map icon in the Parcel List section.	Locate the parcel to be associated with a permit and then easily add it to the permit. Note: This map is sometimes referred to as the “property picker” map.
Parcel detail pages (agency staff)	Click the Parcel tile on the agency springboard to access the parcel list, then drill into an individual parcel	The map above the parcel detail pages displays a marker at the parcel address.
Address detail pages (agency staff)	Click the Property Address tile on the agency springboard to access the address list, then drill into an individual address.	The map above the address detail pages displays a marker at the specified address.

Map Tools

The following table describes elements such as map markers and search options that relate to displaying permits on maps:

Map Element	Description
Map marker identifying a the location of an object such as a permit or an address.	Red indicators mark the locations of permits and other mapped objects. Click a permit marker to open a pop-up window with additional permit information such as the permit number, permit type, and the address for the property. The location of the pop-up window depends on the docking settings in the map profile. The window has a Zoom button for zooming in on the permit location and a Go button for navigating to the permit detail pages. When a map such as the Main Map shows multiple permits for a location, the map marker is a red dot that shows the number of permits. The pop-up window for this type of marker has controls for scrolling through the permits.
Permit search on the Main Map and Explore Your City pages.	Use the search field to search permits by address, street, permit number, or parcel number. (Registered public users only) Select the Show Only My Permits check box to display only the user’s own permits, regardless of any other search or filter criteria. Use the Previous (<) and Next (>) icons to access additional permits if there are more than 200 permits in the current set. The text “Showing <number> of <total> permits” indicates whether there are additional permits to view. Expand the Refine Results section to access fields that filter permits based on the Start Date, End Date, and Permit Type.
Permit search, filter, and selection on the Permits and My Permits pages.	The search and filter options work the same in the permit list’s map view as they do in the regular list view. The map view includes a left frame with a list of permits, and you can click a permit to zoom to its marker on the map.
Permit search and selection on the property picker map.	The property picker map has a single search field where the user can enter an address to locate a specific property. To select a property, the user simply clicks in the polygon that defines the property location.

The following generic map tools relate to the map itself, without regard to any permits. These tools appear as icons on a floating toolbar. The map profile configuration controls which tools are available on each map, except that maps in page headers do not include any of tools except the zoom in and zoom out tools.

Image	Name	Description
	Zoom In and Zoom Out	These standard zoom controls are available for all maps. You can also double-click a map location to zoom in.
	Show Default Map View	Click to restore the map to its default display area.
	Select Base Map	Click to display a pop-up window with a gallery of map options such as Streets or Topographic.
	Select Layers	Click to display a pop-up menu for changing the visibility of various of map layers. Examples of layers include environmental, zoning, or infrastructure information provided by the map service. To hide the pop-up menu, click the icon again.
	Show Attribution (for maps in page headers)	Click to display a pop-up window that identifies the third-party map sources. Some maps have this icon, while other maps display attribution information across the bottom of the map page.
	Identify GIS Information (for maps that are not in page headers)	Click to enable the display of object details for map objects (such as parcels) that you click. Details appear in a pop-up window. To stop displaying object details, click the icon again to turn off the option to identify GIS information. The location of the pop-up window depends on the docking settings in the map profile.

Agencies use map profiles to configure whether the Show Default Map View, Select Base Map, Select Layers, and Identify GIS Information icons are available on specific maps. The icons for zooming and for showing the map attribution are not configurable.

Using the Property Picker

On the property picker map, clicking a parcel on a map retrieves the parcel identifier from the map service. This value is used as criteria for searching the Parcel table, and the search results appear in a modal window. As long as the parcel number has a unique match in the Parcel table, the search results include just one value, representing the selected parcel. From the search results window, you can select the parcel and add it to a permit.

To select a parcel using a map:

1. Access the page where you select a parcel to associate with a permit..

   You select parcels on these pages:

   • On the permit application, in the Property section.

   • On the permit details Property Information page, in the Parcel List section.

2. Click the Find Parcel on Map icon to open the map-based property picker.

   This example illustrates the Find Parcel on Map icon on the permit details Property Information page of an existing permit.

   

3. Use map tools such as searching or zooming to locate the parcel on the map.

4. Click the parcel.

   The map closes, and the Search Property window opens. The system searches properties using the parcel ID provided by the map service, so the list of search results shows the parcel that you selected.

5. Select the check box for the parcel.

6. Click the Add Selected button.

   The selected parcel is now added to the permit.