Applying Conditions to Contractor Licenses

Agency staff can apply conditions to objects to indicate an issue and limit permit or planning application activity. When a condition is applied to a contractor license, applicants see the condition while selecting the license on their intake form and are prevented from submitting the application.

Agency staff apply, modify, and resolve contractor conditions on the contractor records in the agency-maintained list. The Conditions page in the contractor details lists all of the conditions applied to the selected contractor, with applied conditions followed by resolved conditions. The condition indicator in the header of the detail pages displays the most severe condition. Click the All Conditions link next to the icon to open a modal window that displays all active conditions applied along with their severity, applied date, and display message.

Caution: Changing the license type clears conditions on the license. The license type can only be changed when the license isn't used on a transaction and doesn't have any conditions. For more information about license types, see Contractor License Overview and Adding Contractor Licenses.

Adding a Condition to a Contractor License

1. Click Contractors on the agency springboard.

   Select a contractor license.

   Click Conditions in the left panel.

2. Click Apply Condition in the right panel.

3. On the Condition Details page, enter values for the following fields:

   Elements on the Condition Details page

   Page Element	Description
   Condition Name	Use the lookup prompt to search for and select the condition that you want to apply. The search page lists the available conditions set up for contractor licenses along with their severity, display message, and description. 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 setup page and can't be updated here.
   Severity	Displays the level of severity defined for the selected condition. Lock and Hold: These severities automatically prevent application submission. Notice: This severity functions as an alert and has no effect on operations.
   Condition Rules	Selects the Prevent Application Progress rule for conditions with a Lock or Hold severity.
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description entered by your agency administrator on the condition setup page, but you can update the text here.
   Additional Information	Displays additional information entered by your agency administrator in the condition setup page, but you can enter new information here.

4. Click Save.

Resolving a Condition

You can resolve a condition that was applied to a contractor license. You must resolve the Lock and Hold conditions on licenses before applicants can select them in their intake forms.

1. Click Contractors on the agency springboard.

   Select a contractor license.

   Click Conditions in the left panel.

2. Click Resolve for the condition you want to remove.

3. On the Resolve Condition page, enter a description of how the condition was resolved in the Resolution Action field.

4. Click Save.

You can view resolution details for a resolved condition by clicking the View More Details button for a condition in the list.

Modifying a Condition

You can modify a condition that you applied to a contractor license.

1. Click Contractors on the agency springboard.

   Select a contractor license.

   Click Conditions in the left panel.

2. Click the View More Details button for the condition you want to modify.

3. On the Condition Details page you can update the priority, description, and additional information.

4. Click Save.

You can't modify any fields for a resolved condition, but you can view the resolution details by clicking the View More Details button.