Applying Conditions to Applications
This topic describes how your Public Sector Licensing and Permitting service allows you to view, update, apply, and resolve conditions on an application such as a permit or a planning application.
Agency staff apply, modify, and resolve conditions on the Conditions page. The Conditions page lists all of the conditions applied to the selected application, with applied conditions followed by resolved conditions.
The condition indicator in the header of the details pages displays the most severe condition having a high priority. Click the All Conditions link next to the icon to open a modal window that displays all active conditions applied along with their severity, source, applied date, and display message.
Security Details for Applying Conditions to Applications
This section describes important security roles, requirements, or considerations specific to applying conditions to applications.
Primary Role |
Access Description |
Associated Job Roles and Abstract Roles |
---|---|---|
PSC Permit Conditions Management |
Apply and resolve conditions on permits. |
PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Business Analyst PSC Building Inspector PSC System Administrator PSC Registered Public User PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician |
Primary Role |
Access Description |
Associated Job Roles and Abstract Roles |
---|---|---|
PSC Planning and Zoning Conditions Management |
Apply and resolve conditions on planning applications. |
PSC System Administrator PSC Zoning Administrator PSC Planning Assistant PSC Associate Planner PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Cashier PSC Business Analyst PSC Principal Planner |
For more information on creating roles for Public Sector Licensing and Permits, see Creating Custom Roles for Public Sector Licensing and Permitting.
For more information on all the predefined security data such as abstract roles, job roles, privileges and so on, see the Security Reference for Oracle Public Sector Licensing and Permitting.
Automatically Applying Conditions
Conditions can also be applied to transactions automatically using the Business Rules Framework. Your agency administrator must configure the following to apply conditions to submitted applications:
Workflow: Triggers the Business Rules Framework to apply the condition.
Business Rules Framework: Applies the condition to the transaction that meets the criteria defined in the rules of the Business Rules Framework.
Once the condition is applied to the transaction, you can view the condition record on the Conditions page of the transaction.
For information on setting up actions related to workflow, see Setting Up Update Workflow Actions and for setting up and applying conditions using the Business Rules Framework, see Setting Up Apply Condition Actions.
Applying a Condition to a Transaction
You manually apply conditions to transactions on the Apply Condition page.
Select the Permits or Planning Applications tile on the agency springboard.
Select a transaction row.
On the Overview page, select the Conditions tab, which may be listed under the Permit Information or Planning Application heading in the navigation bar.
On the Conditions page, view the list of applied and resolved conditions. Click Apply Condition.
Enter values for the fields on the Condition Details page:
Elements on the Condition Details page
Page Element
Description
Condition Name
Use the lookup prompt to search and select the condition that you want to apply. The search page lists all available conditions along with their severity, display message, and description.
After you select a condition, the condition information is brought in as it was defined in the condition definition. You can override the default rules, priority, description, and additional information to customize the condition.
For more information on conditions, see Setting Up Conditions.
Display Message
Displays the message associated with the selected condition. This message is entered by your agency administrator in the condition definition and can't be updated here.
Severity
Displays the level of severity defined for the selected condition.
Lock: This severity suspends all operations and selects all rules for the condition.
Hold: This severity enables agency staff to select the rules that apply to the condition.
Notice: This severity functions as an alert and has no effect on operations.
Condition Rules
Select one or more rules from:
Prevent Workflow Advancement
Prevent Issue or Final
Prevent Payment
Prevent Inspection Schedule (applicable only to permits)
Prevent Inspection Result (applicable only to permits)
Prevent Final Inspection (applicable only to permits)
Condition rules available for selection are based on the severity of the condition you have selected. For example, for a condition with a Hold severity, you must select at least one condition rule, and for a condition with Lock severity, all condition rules are automatically applied.
The condition rule Prevent Application Progress is only applicable to conditions on persons, parcels, property addresses, and contractor licenses.
Priority
Select a priority for the condition. Values are High, Medium, and Low.
Description
Displays the description as entered by your agency administrator in the condition definition, but you can update the text here.
Additional Information
Displays additional information as entered by your agency administrator in the condition definition, but you can enter new information here.
When you're viewing the condition details after the condition was applied, you'll see the name of the user who applied the condition and the date. System is displayed if the condition is applied to the parcel, address, or person associated with this transaction.
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 transaction.
Select the Permits or Planning Applications tile on the agency springboard.
Select a transaction row.
Click Conditions in the left panel.
Click Resolve for the condition you want to resolve.
On the Resolve Condition page, enter a description of how the condition was resolved in the Resolution Action field.
Click Save.
The resolution is applied and the resolved condition is listed at the bottom of the condition list.
Modifying a Condition
You can modify a condition that you applied to a transaction.
Select the Permits or Planning Applications tile on the agency springboard.
Select a transaction row.
Click Conditions in the navigation bar.
Click the View More Details button for the condition you want to modify.
On the Condition Details page you can update the rules, priority, description, and additional information for a condition with a Hold severity. For conditions with a Lock or Notice severity, you can update the priority, description, and additional information.
Note: You can't modify any fields for a resolved condition.Click Save.
Viewing a Resolved Condition
You can view the details of a resolved condition on the Condition Details page.
Select the Permits or Planning Applications tile on the agency springboard.
Select a transaction row.
Click Conditions in the navigation bar.
Select a row with a status of Resolved and click View Details.
The Conditions Details page opens to display the details of the condition at the top, followed by an additional information about its resolution:
Resolution Action
Resolved By
Resolved Date
Note: If the Resolved By field displays System, then the condition was resolved as part of the condition resolution from the parcel, address, or person condition.Click Cancel to return to the Conditions page.