Assigning Workflow Status to Migrated Transactions

After you complete your data migration, run the Generate Transaction Workflow process to assign the correct workflow status to migrated transactions.

Mapping Legacy Statuses to Licensing and Permitting Statuses

Before running the process, you need to map your legacy transaction statuses to the correct Licensing and Permitting statuses through your Oracle Integration Cloud (OIC) user tasks. For example, you might map your legacy permit statuses as follows:

Legacy Permit Status	OIC Process Definition User Task	Licensing and Permitting Permit Status
Submitted	Accept Application	INS (Inspection)
Plan Review	Complete Plan Review	PLR (Plan review)
In Process	Issue Permit	SUB (Submitted)
Issued Permit (no inspection)	Complete Permit	CMP (Completed) or COO (Certificate of Occupancy)
Issued Permit (inspection required)	Approve Final Inspection	PTI (Permit issued)

You define this mapping by adding the PSC_MIGRATION_TASK as a custom property to your process definition tasks.

Note: For the first process definition task you must assign a value of SUB to the PSC_MIGRATION_TASK.

For more information on process definitions and custom properties, see Setting Up Process Definitions for Workflow and Using Custom Properties.

Running the Generate Transaction Workflow Process

1. Access the process by selecting Common > Generate Transaction Workflow

   You can also access this process from the Process Monitor. See Using the Process Monitor.

2. Select your process parameters on the Parameters tab.

   Page Element	Description
   All Record Types	Select to run the process for all record types.
   Specify Record Types	Select to run the process only for the record types you select in the Specify Record Types field.

   Note: Before running the process for all records, it's recommended that you test the process with just a few records to make sure that the process definition mapping is set up correctly.

3. On the Schedule tab, select the As soon as possible option to immediately add the process to the queue.

   Select the Using a schedule option to schedule when you want the process to run.

4. (Optional) Turn on the Notify Me When This Process Ends switch to send yourself a notification when the process finishes.

   Click Add on the Notification tab, and enter the recipient and conditions of the notification.

5. Click Submit.

   For Permits and Planning Applications, the Generate Transaction Workflow process instantiates workflow for migrated transactions, and assigns the correct Licensing and Permitting workflow user task to them. For transactions with statuses not mapped in the process definition, the process instantiates workflow and updates the migration status to undefined (U). These will need to be fixed manually by altering the workflow. See Using Workflow.