1Setting Up Transactions
Setting Up Transaction Groups
Transaction groups are the first level of categorization that you can select when you define your business license, permit, and planning application types.
If desired, you can set up transaction groups. This setup is not required.
Adding Transaction Groups
Select
.On the Transaction Group page, click Add to add a new group.
On the Transaction Group Details page, enter a values for the group.
Page Element
Description
Group
Enter a group name for the transaction types.
Description
Enter a description of the group.
Applicable Classification
Select a product area from these options:
Business Licenses
Permits
Planning and Zoning
Verify that the Enabled switch is turned on. The option is active by default for a new transaction group.
Click Save.
Modifying Transaction Groups
Select
.On the Transaction Group page, select the row for the group that you want to modify.
On the Transaction Group Details page you can:
Edit the description. You cannot change the group name.
Select an Applicable Classification check box.
Click the Enabled switch to enable or disable the transaction group.
Click Save to save any changes.
Deleting Transaction Groups
Select
.On the Transaction Group page, select the row for the group that you want to delete.
If you want to delete the group, click the Delete button.
If you want to delete multiple groups, you can delete them from the grid on the Transaction Group page:
Click the Edit icon.
Select the check boxes for the transaction group rows to delete.
Click the Delete icon.
Setting Up Transaction Categories
Transaction categories are the second level of categorization that you can select when you define your business license, permit, and planning application types.
If desired, you can set up categories for the different types of business licenses, permits, and planning applications. This setup is not required.
Adding Transaction Categories
Select
.On the Transaction Category page, click Add to add a new transaction category.
On the Transaction Category Details page, enter a values for the transaction category.
Page Element
Description
Category
Enter a category name for the transaction type.
Description
Enter a description of the category.
Applicable Classification
Select an offering from these options:
Business Licenses
Permits
Planning and Zoning
Verify that the Enabled switch is turned on. The option is active by default for a new category.
Click Save.
Modifying Transaction Categories
Select
.On the Transaction Category page, select the row for the category that you want to modify.
On the Transaction Category Details page you can:
Edit the description. You cannot change the category name.
Select an Applicable Classification.
Click the Enabled switch to enable or disable the transaction category.
Click Save to save any changes.
Deleting Transaction Categories
Select
.On the Transaction Category page, select the row for the category that you want to delete.
If you want to delete the category, click the Delete button.
If you want to delete multiple categories, you can delete them from the grid on the Transaction Category page:
Click the Edit icon.
Select the check boxes for the transaction category rows to delete.
Click the Delete icon.
Setting Up Transaction Subcategories
Transaction subcategories are the third level of categorization that you can select when you define your business license, permit, and planning application types.
If desired, you can set up subcategories for the different types of business licenses, permits, and planning applications. This setup is not required.
Adding Transaction Subcategories
Select
.On the Transaction Subcategory page, click Add to add a new transaction subcategory.
On the Transaction Subcategory Details page, enter values for the transaction subcategory.
Page Element
Description
Subcategory
Enter a subcategory name for the transaction type.
Description
Enter a description of the subcategory.
Applicable Classification
Select a product area from these options:
Business Licenses
Permits
Planning and Zoning
Verify that the Enabled switch is turned on. The option is active by default for a new subcategory.
Click Save.
Modifying Transaction Subcategories
Select
.On the Transaction Subcategory page, select the row for the subcategory that you want to modify.
On the Transaction Subcategory Details page you can:
Edit the description. You cannot change the subcategory name.
Select an Applicable Classification check box.
Click the Enabled switch to enable or disable the transaction subcategory.
Click Save to save any changes.
Deleting Transaction Subcategories
Select
.On the Transaction Subcategory page, select the row for the subcategory that you want to delete.
If you want to delete the subcategory, click the Delete button.
If you want to delete multiple subcategories, you can delete them from the grid on the Transaction Subcategory page:
Click the Edit icon.
Select the check boxes for the transaction subcategory rows to delete.
Click the Delete icon.
Setting Up Transaction Statuses
Oracle provides a set of statuses for transactions to control system events. Some system statuses can be mapped to an agency-defined transaction status.
Your agency assigns statuses for different transactions in the system. You can’t delete the system-delivered transaction statuses, but you can modify the description. You can also define additional transaction statuses, but you must associate any new transaction status with one of the system-delivered statuses to ensure correct processing.
Using Delivered Transaction Statuses
This table lists the system-delivered transaction statuses for business licenses, permits, and planning applications, and indicates whether they can be associated with a user-defined status.
For information about permit inspection statuses, see Setting Up Inspection Statuses.
For information about permit plan review statuses and decision statuses, see Setting Up Plan Review Statuses.
Transaction Status |
System Status Code |
Type of Transaction (Business Licenses, Permits, or Planning Applications) |
Can be mapped to a user-defined record status? |
---|---|---|---|
About to Expire |
ATE |
All |
No |
Active |
ACT |
Business Licenses |
Yes |
Application Accepted |
ACP |
All |
Yes |
Certificate of Occupancy |
COO |
Permits |
Yes |
Closed |
CLS |
Business Licenses |
Yes |
Completed |
CMP |
All |
Yes |
Delinquent |
DLQ |
All |
No |
Denied |
DNI |
All |
Yes |
Expired |
EXP |
All |
No |
Hearing |
HER |
Planning Application |
Yes |
In Process |
IPC |
All |
Yes |
Inactive |
INA |
Business Licenses |
Yes |
Inspection |
INS |
Permits Business Licenses |
Yes |
License Issued |
LCI |
Business Licenses |
Yes |
Payment Pending |
PAY |
All |
No |
Pending |
PND |
All |
No |
Pending Submittal |
PDS |
All |
No |
Permit Issued |
PTI |
Permit Application |
Yes |
Plan Review |
PLR |
Permit Application |
Yes |
Revoked |
RVK |
Business Licenses |
No |
Submitted |
SUB |
All |
No |
Suspended |
SPD |
Business Licenses |
No |
Unreported |
URT |
Business Licenses |
No |
Voided |
VOD |
All |
Yes |
Withdrawn |
WTH |
All |
No |
When a guest submits a business license, permit, or planning application, the transaction status is updated as follows:
Record and System Status |
Description |
---|---|
Pending (PND) |
Applied when the guest saves an application. |
Pending Submittal (PDS) |
Applied when the guest submits the application and workflow can’t be started. |
Payment Pending (PAY) |
Applied when fees are due. |
Submitted (SUB) |
|
Adding Transaction Statuses
Define any additional statuses that your agency will use for permit and planning applications on the Transaction Status page. You must associate a new transaction status with a system status.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.
Click Add to define a new transaction status.
On the respective transaction details page, enter values for these fields:
Page Element
Description
Status
Enter a transaction status name.
Description
Enter a description for the transaction status.
System Status for Business License Applications
Select the business license transaction status that you want to use from the drop-down list:
Application accepted
Active
Closed
Completed
Denied
Voided
Inactive
Inspection
In process
License issued
System Status for Permit Applications
Select the permit transaction status that you want to use from the drop-down list:
Application accepted
Completed
Certificate of occupancy
Denied
Voided
In process
Permit issued
Plan review
Inspection
System Status for Planning Applications
Select the planning transaction status that you want to use from the drop-down list:Application accepted
Completed
Denied
Voided
In process
Plan review (This status is for future use.)
Hearing
Verify that the Enabled switch is turned on. The switch is turned off by default for a new transaction status.
Click Save.
Modifying Transaction Statuses
You can modify the transaction statuses that you have defined for your agency’s transactions on the details pages.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.
Select the row for the transaction status that you want to modify.
On the Details page you can:
For user-defined statuses, edit the description or the system status that you want to set on a record with this record status. You can’t edit the Status field.
For system-delivered statuses, you can only edit the description. You can’t edit the Status field.
Turn on the Enabled switch to enable a user-defined record status. You cannot disable system-delivered statuses.
Click Save to save any changes.
Deleting Transaction Statuses
You can delete the statuses that you have defined for your agency on the Permit Status Details or Planning Status Details page.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.
Select the row for the transaction status that you want to delete.
On the Details page, click Delete, if the button is available.
If you want to delete multiple record statuses, you can delete them from the grid on the Transaction Status page:
Click the Edit icon.
Select the check boxes for the status rows to delete.
Click the Delete icon.