2Applying for a Permit

Choosing an Application Type

Your agency sets up application types for permit applications, planning applications, and business license applications. Before starting an application, users must choose what type of application they need. The Apply page provides multiple tools to help users choose the appropriate application type.

Working With the Apply Page

The Apply page offers these options for finding application types:

Option	Description	Available to Which Users
Search	Search for an application type by name.	All
Recent application types	View the five application types for the applications that you most recently submitted.	Registered public users, agency staff
Popular application types	View the five application types that have been used most frequently in the last 30 days	All
Browse application types	Choose either business licenses, permits, or planning applications, then browse categories for the selected item. Expand a category to browse the specific application types within the category.	All
Guided questionnaire (includes saving and retrieving recommendations)	Answer questions about your needs, and the guide provides recommendations regarding the necessary application types.	Registered and anonymous public users

Apply page for a registered user — This example illustrates the Apply page for registered public users. The left side of the page has multiple options for finding application types. In this example, the user has not started looking for an application type, so the right side of the page does not have any information.

Apply page with the overlay for browsing application types — In this example, the user has started browsing for application types. As the user works with the tools on the left side of the Apply page, the related information appears on an overlay on the right side of the page. In this illustration, the user is browsing for business license types, so the overlay shows expandable categories for those applications.

The descriptions of the categories and the application types come from the corresponding setup pages. Initially the overlay displays up to two lines of the description. If the description is longer, an icon at the end of the truncated description enables the user to expand it and see the full description.

If an application type has been configured with a URL for additional information, a Learn More link appears at the end of the description. The user clicks this link to open the specified URL.

For information about setting up the application type categories, see Setting Up Business License Display Groups, Setting Up Permit Display Groups, or Setting Up Planning Application Display Groups.

Accessing the Apply Page

Anonymous and registered public users can access the Apply page from the landing page by clicking the Apply tile. Anonymous users can explore application types, but they are prompted to sign in or register before actually starting an application.

Registered users and agency staff have these additional options

On the landing page or agency springboard, select the Start an Application quick action in the I Want To field, then click the Go button.
On the Applications page (registered users) or the Transactions page (agency staff), click the Apply button.
On the Explore Your City map (registered users) or the Main Map (agency staff), click the Apply button after selecting a parcel.

Searching for Application Types By Name

To search for an application type by name:

Click in the search field.

A drop-down list shows any matches.
If you don’t see the desired application type in the initial drop-down list, begin typing the name of the application type.
As you type, the drop-down list changes to show only application types that match your search criteria.
To start an application, click the desired application type in the drop-down list.

Searching for Popular and Recent Application Types

To search for popular and recent application types:

Click in the search field.

Review these lists of popular and recently used application types.

The lists appear in the overlay on the right panel of the Apply page. They can include a mix of business license, permit, and planning application types.

List	Description
Recent	Lists the application types (up to five) for the applications that the current user most recently submitted. Note: Anonymous public users do not see a list of recent application types.
Popular	List the application types (up to five) that have been used most often in the last 30 days.

To start an application, click Select for the desired application type.

Browsing for Application Types

To browse for application types:

Click the button for Business Licenses, Permits, or Planning Applications on the left side of the Apply page.
After you click a button, the overlay on the right side of the page lists categories for the specified type of transaction.
Expand categories to browse the application types.
To start an application, click Select for the desired application type.

Using a Guided Questionnaire to get Application Type Recommendations

If your agency sets up a questionnaire using Oracle Intelligent Advisor, the questionnaire can guide users and make application type recommendations. The guide users the Oracle Intelligent Advisor policy model that you specify for the Permits offering, if one exists. If there's no offering-level policy, the questionnaire comes from the agency-level Oracle Intelligent Advisor policy model. For more information on identifying the Oracle Intelligent Advisor policy model to use, see Setting Up Agencies.

To find application types using a guided questionnaire:

Click the Guide button to open the guided questionnaire.
This button appears only if the agency has configured an Oracle Intelligent Advisor policy for recommending application types.
Step through the questionnaire.

At the end of the questionnaire, the guide will recommend application types and provide an option to save the recommendations.
Optionally save the recommendations.

A registered user follows these steps to save the recommendations:
1. Enter a nickname for the recommendations in the Nickname field.
2. Click Save.
  The recommendations are associated with the user account and can be retrieved from the Apply page.
An anonymous user follows these steps to save the recommendations:
1. Enter an email address in the Email ID field.
2. Enter a nickname for the recommendations in the Nickname field.
3. Click Save.
  The system sends the user an email with an acknowledgement number that can be used to retrieve the recommendations from the Apply page.

Viewing Saved Recommendations from the Guided Questionnaire

Public users can view guided questionnaire recommendations that they save.

To view the recommendation that are already associated with a registered public user's account, the user follows these steps:

Sign in.
Click the Apply button on the registered public user landing page.
Click View Recommendations.
The recommendations appear in the right panel overlay under the heading Recommended Permits.

Both registered and anonymous public users can retrieve recommendations that were saved during an anonymous session. To retrieve these recommendations, the user follows these steps:

Access the Apply page.
Locate the Search Saved Recommendations link:
- Anonymous users can find this link in the right frame of the Apply page.
- Registered users who are signed in must click the View Recommendations link in the left panel. The resulting overlay on the right panel includes the Search Saved Recommendations link.
Click Search Saved Recommendations to open a new window.
Enter the Acknowledgement Number that was emailed to the user when the recommendations were saved.
Enter the Emailthat the user provided when saving the recommendations.
Click Search.

Getting an Online Fee Estimate

Agency staff and registered applicants can get fee estimates online outside of the application process.

The online calculator estimates application fees based on the fee structure of the application type.

After signing in, you can select the Estimate Fees action on the Agency Springboard. Public users select this action on the registered user landing page. From the Apply page you can initiate an application for a permit, but for a fee estimate you’ll launch the fee calculator from the fee estimate icon. Based on the fee structure for the application you choose, you’ll enter information that is relevant to the fees, without filling out an application. The estimated fees are calculated and displayed for your review with fee line descriptions and amounts. You'll also see whether a fee is due when you submit the application or payable later when required. You might want to simulate new scenarios simply by entering new values, or by selecting a different type of application. Once you have a fee estimate and decide to move forward, you can begin the application process, if desired.

Note: The calculated fees are only an estimate and may change without notice. The final fees are determined when you submit the application and during application processing.

Here’s how to get an estimate:

Go to the Agency Springboard if you are gathering information for a public user. Registered public users can go to their landing page.
In the I Want To quick actions drop-down list, select Estimate Fees.
Once you’re on the Apply page, find the application type you want and click the Estimate Fees icon. For example, if you want to get an estimate for a building permit, click the icon next to the button to start a building permit application.
Fill out the form to the best of your knowledge with the information required to calculate the fees. For example, enter the square footage of the building.
Click Calculate.
For different scenarios, enter new values and click Calculate to see the updated estimate.

The estimated fees are displayed for your review with the fee description, amount, and whether the fee is due when you submit the application or payable when required.

Completing an Application

Agencies configure the specific sections and fields for each type of application. Regardless of these specifics, the general interface for completing an application is consistent.

Applications for business license renewals and amendments also follow this process. For more information, see Applying for a Business License Renewal and Applying for a Business License Amendment.

Example of an application — This example illustrates an application.

Note: An anonymous public user who starts an application must sign in before the application pages appear. Users who have not previously registered must register first.

Data Entry Pages

The application begins with data entry steps that the agency configures. There can be one or many data entry steps. Agencies configure the sections and fields for each data entry step.

Data entry sections are generally self-explanatory, but the following table includes notes about certain sections:

Section	Notes
Applicant	All applications include this section, which is used to identify the applicant. When a registered public user starts an application, this section is prepopulated, and certain identifying fields are read-only. Updates made to the address, phone, or email when applying can be saved to the user’s account profile. Agency staff members who complete an application on behalf of a member of the public must identify the applicant by selecting an active profile for an existing registered user or by registering a new user. When registering a new user, the staff member can continue with the application after entering and submitting the required registration information. A confirmation email is sent to the account email address so the user can complete the registration process by clicking the provided link and setting an account password. The registration is valid even if the agent abandons the application. Staff members can’t accept the terms of use on behalf of users that they register. Instead, users are prompted to accept the terms when they first sign in. Registered users and agency staff with appropriate permissions can update the applicant’s address, phone, or email in subsequent applications and optionally save the changes to the user’s account profile. System administrators can also update account information. See The Public User Registration Process
Application	The Application section includes the record ID and a field where applicants can enter a description. Agency staff also provide the date the application was received while entering data into the system. The received date field isn’t available for applicants applying online.
Terms and Conditions	If a data entry step includes the Terms and Conditions section, public users must agree to the terms before continuing past that step. Agency staff can’t accept terms on behalf of a public user, so this section is hidden from agency staff.
Contacts	All applications: The Contacts section lists people who are contacts for this specific application. These people can be, but aren’t required to be, the applicant’s profile contacts. Select an existing contact from a list, or enter information for a new contact on the Contact Details page. All application contacts must have a contact type that describes the role of the person relative to the specific application. Permits and planning applications: On the Contact Details page for new contacts, use the Add to Profile switch to replicate the new contact to the applicant’s list of profile contacts. On the Contact Details page for already-added contacts, use the Update Profile switch to replicate any changes (such as an updated email or phone number) to the profile contact. This switch appears only if the contact is already a profile contact. Permit applications: If the contact type is configured to allow permit access, and the contact email matches the account email for a registered user, then that registered user can access the permit. When prompting for a contact type, the user can see which types allow permit access. The list of contacts for the application includes columns that display the contact type and whether permit access is enabled for that type. The page where you enter or edit contact details includes explanatory text to ensure that users are aware when the selected contact type confers permit access. For more details about a contact’s access to a permit, see Setting Up Contact Types.
Contractor	Applicants who self-identify or are identified by agency staff as contractors (or their authorized agents) are required to enter a license number. The license number can be used to retrieve additional information about the license and the business from the agency’s main contractor records if the information already exists there. If you integrate with an external licensing body, the information can be retrieved from the licensing body’s records. Applicants who are not contractors or authorized agents, such as homeowners, can optionally enter license numbers to retrieve information about the license and contractor. The same is true for agency staff who are applying on behalf of this type of applicant. The other contractor information fields such as the business name and address are not available but can be retrieved when a valid license number is entered. For more information, see Contractor License Overview.

Review Page

A Review step appears after the last data entry step for an application. The page for the Review step shows all of the data entry sections on a single long read-only page.

Confirmation Page

If the application includes a confirmation page, it appears after the review page. This page can have any name.

A common scenario is to show a fee summary on the confirmation page. Displaying a read-only fee summary at the very end of the application, after all data entry is complete, ensures that the fee calculations are final.

Single Page View and Multi-Page View

A drop-down field at the top of the application page lists the steps, including data entry pages, the Review page, and the confirmation page. Selecting a step takes the user directly to that step.

The final item on the step list is an option to toggle between the Single-Page View and Multi-Page View.

In single-page view, all of the data entry steps are combined into a single step labeled Step 1: Single-Page View. The review and confirmation steps remain separate.

General Navigation Controls

The banner above the application form includes these buttons for general navigation:

Previous and Next buttons enable users to move through the steps.
On the final step, a Submit button replaces the Next button.
Submitting an application initiates the workflow for the application. Registered public users can’t make changes to submitted applications.

Note: After submitting a business license application, you can’t make changes to the business information. Once the license is approved, you follow the amendment process for any changes. See Applying for a Business License Amendment.
The Save button lets users save their progress without submitting the application.

You’ll see warnings when you save an incomplete application, but you can still save the application and complete it later.
The Close Application button closes the application and discards unsaved changes.
A warning message gives users a chance to return to the application instead of closing it.

Payment Cart Overview

Applicants can pay fees over the Internet using a payment cart and checkout process. The Cart page is used to accumulate fees where the applicant can review them before making a payment.

The payment cart shows fees associated with applications belonging to one customer profile at a time. When a user switches profiles, the payment cart is updated to show fees for the selected profile.

Note: The payment cart is available only to applicants. Contacts for an application can't make payments. Agency staff can process payments from the agency’s Transactions list page as well as from the Fees and Payments page for a specific application. When an agency staff member submits an application on behalf of a registered user, the registered user can see the application on the Applications page and then add the application fees to their payment cart.

Viewing Fees in the Payment Cart Summary

The payment cart icon appears in the global header when a registered user logs in. The number of items in the payment cart, if any, appears on the icon:

Clicking the payment cart icon opens the Payment Cart summary page, which lists the fees that are awaiting payment:

If the cart is empty, the summary of fees is not available.

Clicking the View Cart button opens the Cart page.

Paying Fees in the Payment Cart

The system applies fees to the user's account when an application is submitted. The applicant can then move fees into the payment cart. Fees not selected for payment can remain in the cart or be removed from the cart. Fees removed from the cart are still payable and appear in the Applications list.

Fee adjustments are automatically reflected in the cart before checkout processing.

Example of a payment cart with fees — This example illustrates the Cart page.

Page Elements	Usage
	Click to sort the fees by Added Date, Application Type, or Application.
	Click to group the fees by Address or Application Type.
Total Amount	Review the number of items to pay now and the total amount selected for payment.
<Application number>	Each item in the payment cart is identified by the application number. Click the application number to open a page with the application details.
	The Projects icon appears after the application number if the application is part of at least one project. If the application is part of exactly one project, the icon is followed by the project identifier and name. If the application is part of multiple projects, the text All projects: <number of projects> appears. Click this text to see a pop-up window that lists the identifiers and names of all of the projects.
<Application type>	The information for an item in the cart includes the type of application, such as Residential Addition.
<Fee amount>	The information for an item in the cart includes the fee amount. Click the fee amount link to open the Fee Detail page, which shows a breakdown of the fees for the application.
	The Fee Amount Changed alert indicates the fee has been adjusted. Adjusted fees are updated automatically in the cart before checkout processing.
Property address	View the location of the property for the item in the cart.
Aging information	View the aging information for the item in the cart, for example: Added 5 days ago.

Conditions that have been applied to the application appear as icons next to the application ID. For more information about conditions, see Applying Conditions to Applications and Setting Up Conditions.

After reviewing fees, the applicant can choose from several actions:

Page Element	Usage
Continue to Checkout	Click the button to continue to checkout with the fees selected to pay now.
Pay Now	Select the fees for payment by turning on the Pay Now switch.
Remove from Cart	Click to remove a fee from the cart. Removing fees from the cart does not affect the application. The application remains in the list on the Applications page. The user can make changes to the application if needed and add the fees to the cart again later.
Return to Applications	Click the link to return to the user’s Applications page.

The system validates the application in the payment cart and identifies applications with a conditional status. The applicant must correct any conditions associated with an application before proceeding to checkout.

Users cannot make any changes to the application and associated fees submitted for payment during processing. After the payment processing is complete, the items are removed from the cart, and the system directs the user back to the Cart page to pay remaining fees. If the cart is empty after a successful payment, the user is directed their Applications page. If the payment fails, the fees remain in the cart and can be updated or resubmitted for payment. For more information about incomplete payments, see Working with Fees and Payments.