8Setting Up Contractor Licenses

Setting Up Contractor License Options

Contractor license options are system-wide settings that control contractor license processing and data. You can maintain multiple sets of options, each with its own identifying code. But only one code at a time can be active.

Use contractor options to control:

Whether you integrate with an external licensing body to validate license information.
Whether to allow users to manually choose classifications for licenses.
Whether to decline an application based on the status of the license.
Which sections for supplemental license information are visible to users.

To set up contractor options:

Select Contractor Setup > Contractor License Options.
Click Add to create a new set of options, or click an existing row to modify it.
If you’re creating a new set of options, enter a unique Code as an identifier.
Enter a Description for this set of configuration options.
The description should be suitable for end-users because both public users and agency staff see the description when entering contractor information.
Use the Setup Enabled switch to indicate whether this is your active contractor configuration.

Only one set of configuration options can be active. If another configuration is already active, then an error message explains that you must turn off this switch for the active configuration first.

Use these switches to enable additional configuration options:

Page Element	Description
Integration Enabled	When this option is enabled, users can retrieve license information from an external licensing body. The Integrations link becomes visible so you can identify the Oracle Autonomous Integration Cloud (OIC) integration that retrieves the information. When integration is active, the Use Status Rules setting is enabled and the Select License Type switch is disabled.
Select License Type	When this option is enabled, users can select a contractor license type when entering contractor information. The License Types link becomes visible so you can maintain the list of license types for this set of options. Either the Select License Type switch or the Integration Enabled switch must be enabled. Activating one option automatically turns off the other one.
Use License Classifications	When this option is enabled, users can manually maintain the license classifications for a license. The Classifications link becomes visible so you can maintain the list of classifications for this set of options.
Use Status Rules	When the Integration Enabled option is on, this switch is on and read-only. Use status rules to map the licensing body’s statuses to your own internal statuses. The Status Rules link becomes visible so you can maintain this mapping to decline an application based on the internal status. When integration is off, and this option is enabled, you can decline an application based on the internal status.
Choose Sections to Display	When this option is enabled, you can mark any of the sections for supplemental contractor information as hidden. The Sections link becomes visible so you can set the visibility of each section.

If the Integration Enabled switch is on, click the Integrations link to configure these integration settings:

Page Element	Description
Type	Identifies the process that uses integration: Verify license online retrieves information for a specific license that a user enters in the main contractor page or in the intake form for a permit or planning application. These pages have a button that the user clicks to initiate information retrieval. Batch load license data is not currently supported. You can create only one row for each integration type.
Integration Name	Enter the name of the OIC integration that retrieves contractor license information.
Integration Parameter	Enter the query parameter for the OIC integration end point.
Integration Version	Enter the version number of the OIC integration.
Key	Leave this field blank. The source key is maintained in the OIC integration definition.
Enabled	Indicate whether the integration type is enabled.

If the Select License Types switch is enabled, click the License Types link to maintain the license types for this set of options.

Enter the following information for each license type:

Page Element	Description
Code	Enter the unique identifier for the license type.
Description	Enter the descriptive name of the license type.
Enable	Indicate whether the license type is enabled.

If the Use License Classifications switch is enabled, click the Classifications link to maintain the license classifications for this set of options.

Enter the following information for each license classification:

Page Element	Description
Code	Enter the unique identifier for the license classification. The contractor licensing body sets these codes.
Description	Enter the descriptive name of the license classification.
Enable	Indicate whether the license classification is enabled.

If the Use Status Rules switch is enabled, click the Status Rules link to set up rules for declining applications based on the license status.

The statuses that the licensing body assigns are called source statuses. When integration is turned on, you map a source status to an agency’s internal status.

Enter the following information for each status rule:

Page Element	Description
Status	Select the agency status for this rule. When a license has this status in the contractor records, and the Decline Application switch is on, the application can’t be submitted. If using an integration, select the agency status to assign to licenses that have the specified source status. If multiple source statuses map to a single agency status, there will be multiple rows for the agency status. If a source status does not map to an internal status, the default internal status is Other.
Source Status	Enter a license status that’s assigned by the licensing body. This field is only available when you’re integrating with a licensing body. When integration is turned on, you map a source status to an agency’s internal status.
Decline Application	Enable this switch to prevent applications from being submitted when a contractor license has this agency status, or this source-to-agency status mapping when integrated with an external licensing body.
Enabled	Indicate whether the status rule is enabled.

If the Choose Sections to Display switch is enabled, click the Sections link to maintain section visibility settings.
Sections are specific categories of supplemental information about licenses. License classifications appear in a section. Other sections contain information about bonds and insurance such as Workers' Compensation.

In the list of available sections, use the Enabled switch to control section visibility. Turning off the switch hides the section from both agency staff and public users.
Click Save.

Setting Up Contractor License Sections

Contractor license information can include sections with different types of data such as license classification information, workers’ compensation information, and contractors’ bonds. To ensure that users see meaningful labels for these sections, use the Contractor License Sections page to maintain section descriptions.

Note: This page is only for updating descriptions. To hide a section so it is not seen by either agents or public users, use the Contractor License Options page.

To maintain the descriptions of contractor license sections:

Select Contractor Setup > Contractor License Sections.

Review the Description for each delivered section, and update the descriptions as needed.

These are the delivered sections:

Section Code	Delivered Description
ORA_BQI	Other Bonds
ORA_CB	Contractor Bond
ORA_CLASS	Classification
ORA_WC	Workers' Compensation

Click Save.