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.

Delivered transaction statuses for business licenses, permits, and planning applications

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Withdrawn	WTH	All	No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:

Transaction and system statuses during business license, permit, or planning application submittal

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)	Applied when no fees are due. Applied after successful payment.

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.

1. Select Common Setup > Transaction Status.

2. Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.

3. Click Add to define a new transaction status.

4. On the respective transaction details page, enter values for these fields:

   Elements on the Business License Status Details page, Permit Status Details page, or Planning Status Details page

   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

5. Verify that the Enabled switch is turned on. The switch is turned off by default for a new transaction status.

6. Click Save.

Modifying Transaction Statuses

You can modify the transaction statuses that you have defined for your agency’s transactions on the details pages.

1. Select Common Setup > Transaction Status.

2. Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.

3. Select the row for the transaction status that you want to modify.

4. 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.

5. 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.

Note: You cannot delete most of the system-delivered statuses; you can only modify their descriptions. Oracle recommends that you disable statuses instead of deleting them.

1. Select Common Setup > Transaction Status.

2. Select a transaction statuses tab, such as Business License Status, Permit Status, or Planning Status.

3. Select the row for the transaction status that you want to delete.

4. On the Details page, click Delete, if the button is available.

5. If you want to delete multiple record statuses, you can delete them from the grid on the Transaction Status page:

   1. Click the Edit icon.

   2. Select the check boxes for the status rows to delete.

   3. Click the Delete icon.