Business Rules Framework Event Details

This topic provides additional details for business rule events to help you make decisions regarding your implementation of the Business Rules Framework.

Permits

The following table provides additional details for events related to permits. The events are sorted by Resource.

Event

Details

Resource: Fee Communications

Event: New Fees Due

Description: New fees have been assessed and are due.

Trigger: Click Add Fees on the Fees and Payments tab in the permit details.

Actions: Send Communication

Communication Event: New Fees Due (LNP-FEES-001)

Resource: Inspection

Event: Inspection Requested

Description: An inspection is created.

Trigger: Select Add Inspection from the permit or the Inspections page, provide the required information, and click Submit on the Inspections page. This can occur also from the mobile application and IVR.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Requested (LNP-INSPREQ-001)

Resource: Inspection

Event: Final Inspection Passed

Description: Indicates that the final inspection is complete with a passing result.

Trigger: For a final inspection, click Submit on the Inspection Result page.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Final Inspection Passed (LNP-FINALINSP-001)

Resource: Inspection

Event: Inspection Canceled

Description: Indicates that an inspection is canceled.

Trigger: Select Cancel Inspection for the inspection. An inspection can be canceled from the supervisor calendar, inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Canceled (LNP-INSPCANC-001)

Resource: Inspection

Event: Inspection Rescheduled

Description: Indicates that an inspection is rescheduled.

Trigger: Click Select a Different Time for a currently scheduled inspection, determine a new time, click Select, and click Submit. An inspection can be rescheduled from the supervisor calendar, inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Rescheduled (LNP-INSPRESCH-001)

Resource: Inspection

Event: Inspection Scheduled

Description: Indicates that an inspection is scheduled.

Trigger: For a newly added inspection, click Select a Time, determine a time slot, click Select, and click Submit. An inspection can be scheduled from the supervisor calendar, inspections console, the Inspections tab in the transaction details, or from the inspection request.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Scheduled (LNP-INSPSCH-001)

Resource: Inspection

Event: Inspection Complete

Description: Notification sent to applicants when final inspection results have been determined.

Trigger: Click Submit on the Inspection Result page or from Inspection Details page within the Mobile Inspector app.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Complete (LNP-INSPCOMP-001)

Resource: Inspection

Event: Before Inspection Saved

Description: Before an inspection is saved.

Trigger:

  • Click Submit after adding or updating any inspection and the rule runs during the submit request, prior to the save.

  • Click Select to select a time when requesting an inspection.

  • Select Assign from the inspection list on the Inspection Console and Inspections page in the transaction details.

  • Click Assign on the Unassigned tab for Supervisor Calendar

Actions:

  • Send Communication

  • Stop Process

  • Add Fee

Communication Event: Before Inspection Saved (LNP-INSPRSAVE-001)

Resource: Inspection

Event: Inspection ETA Updated

Description: Indicates that the estimated time of arrival for a scheduled inspection is updated.

Trigger: From the Actions menu in the Mobile Inspector app, select Update ETA. On the Estimated Time of Arrival page, select a new time, and click Save.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection ETA Updated (LNP-INSPETAUPDATE-001)

Resource: Permit Application Contact

Event: Permit Additional Contact Added

Description: Additional contact is added to the permit.

Trigger: Click Add New Contact in the Additional Contacts grid on the Contacts page in permit details, and either select an existing contact or create a new one.

Actions: Send Communication

Communication Event: Permit Additional Contact Added (LNP-CONTACT-ADD)

Resource: Permit Document

Event: Permit Document Attached

Description: Applicant attaches a permit document.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions: Send Communication

Communication Event: Permit Document Attached (LNP_ATTACHMENT_UPLOADED)

Resource: Permit Inspection Document

Event: Permit Document Attached for Inspection Supervisor

Description: Applicant attaches a permit document for the inspection supervisor.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions: Send Communication

Communication Event: Permit Document Attached for Inspection Supervisor (LNP_ATTACHMENT_SUP_UPLOADED)

Resource: Permit Inspection Document

Event: Permit Document Attached for Inspector

Description: Applicant attaches a permit document for the inspection supervisor.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions: Send Communication

Communication Event: Permit Document Attached for Inspector (LNP_ATTACHMENT_INS_UPLOADED)

Resource: Permit Plan Review

Event: Permit Plan Review Finalized

Description: Indicates that the permit plan review is finalized.

Trigger: Click Finalize Session for the plan review session in Bluebeam Studio™.

Actions: Send Communication

Communication Event: Permit Plan Review Finalized (LNP_PR_FINALIZED)

Resource: Permit Plan Review

Event: Permit Plan Review Ready To Finalize

Description: Indicates that the permit plan review is ready to finalize.

Trigger: Click Save after the last reviewer provides a decision or the review is marked N/A, and it is an electronic review.

Actions: Send Communication

Communication Event: Permit Plan Review Ready To Finalize (LNP_PR_READY_TO_FINALIZE)

Resource: Permit Plan Review

Event: Permit Plan Review Completed or Canceled

Description: Indicates that the permit plan review is completed or canceled.

Trigger:

  • Select a value from the Decision drop-down list on the Plan Review Decision Details page and click Save after the last reviewer provides a decision or the review is marked N/A, and it is an electronic review.

  • On the Plan Reviews page, click Cancel Review Cycle to cancel a plan review cycle that is active.

Actions:

  • Send Communication

  • Add Fee

Communication Event: Inspection Scheduled (LNP-INSPSCH-001)

Resource: Permit Plan Review Document

Event: Permit Document Attached for Plan Coordinator

Description: Applicant attaches a plan review document for the plan coordinator.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions: Send Communication

Communication Event: Permit Document Attached for Plan Coordinator (LNP_ATTACHMENT_PCC_UPLOADED)

Resource: Permit Plan Review Document

Event: Permit Document Attached for Plan Reviewers

Description: Applicant attaches a plan review document for plan reviewers.

Trigger: Click Add on Attachments page in permit details, select a document to upload, and click Upload on the Add Attachments dialog box.

Actions: Send Communication

Communication Event: Permit Document Attached for Plan Reviewers (LNP_ATTACHMENT_PR_UPLOADED)

Resource: Permits Workflow Communications

Event: Permit Canceled

Description: Applicant receives email or alert notification when a permit is canceled.

Trigger: Select Cancel Application for a permit in the state of Pending, enter the cancellation reason, and click Yes on the Cancel Application page.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Permit Canceled (LNP-CANCEL-COMMUNICATION)

Resource: Permits Workflow Communications

Event: Permit Application Updated

Description: Initiates actions when a permit application is updated.

Trigger: This event must be triggered from the workflow model.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Permit Application Updated (LNP-PERMIT-UPDATE)

Resource: Permits Workflow Communications

Event: Permit Contact Added to Application

Description: Contacts are added to permit application.

Trigger: Occurs when a new application has been submitted. All contacts added during the application intake are notified. It is recommended to include all contacts in the communication template.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Permit Contact Added to Application (LNP-CONTACT-ADD-TO-APP)

Resource: Permits Workflow Communications

Event: Permit Withdrawn

Description: Applicant receives email or alert notification when a permit is withdrawn.

Trigger: Click Withdraw Application on the Overview tab of the permit details, enter the reason, and click OK.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Permit Withdrawn (LNP-WITHDRAW-COMMUNICATION)

Planning and Zoning

The following table provides additional details for events related to permits. The events are sorted by Resource.

Event

Details

Resource: Activity Tracking

Event: Planning Activity Updated

Description: Indicates that an activity is updated.

Trigger: Updating the Activity Status or Due Date field on the Activity Tracking list page, and click Save.

Actions:

  • Send Communication

  • Update Workflow

Communication Event: Planning Activity Updated (COM-ACT-UPDATE)

Resource: Hearing Notification

Event: Hearing Appealed

Description: Notifies that an appeal is submitted for the public hearing.

Trigger: On the Request Appeal page, provide the required information and click the Confirm and Pay button.

Actions: Send Communication

Communication Event: Hearing Appealed (PZ-HRGS-APPEAL-NOTIFY)

Resource: Hearing Notification

Event: Hearing Canceled

Description: Notifies that the public hearing is canceled.

Trigger: An application previously inserted into the calendar on the Hearing Scheduler has the hearing date changed using the Cancel action.

Actions: Send Communication

Communication Event: Hearing Canceled (PZ-HRGS-SCHD-CANCEL)

Resource: Hearing Notification

Event: Hearing Decision Changed

Description: Notifies that the public hearing decision is updated.

Trigger: On the Update Decision page, select a value from the Decision drop-down list, and click Save.

Actions: Send Communication

Communication Event: Hearing Decision Changed (PZ-HRGS-DECISION-CHANGED)

Resource: Hearing Notification

Event: Hearing Re-scheduled

Description: Notifies that there is a change in the date of the public hearing.

Trigger: An application previously inserted into the calendar on the Hearing Scheduler has the hearing date changed using the Reschedule action.

Actions: Send Communication

Communication Event: Hearing Re-scheduled (PZ-HRGS-SCHD-RESCHEDULE)

Resource: Hearing Notification

Event: Hearing Schedule Finalized

Description: Notifies that the public hearing is scheduled on a finalized date.

Trigger: An application has been added to the calendar on the Hearing Scheduler page with a Schedule Status of Final, a previously added application has the Schedule Status updated to Final, or the status is changed using the Finalize action.

Actions: Send Communication

Communication Event: Hearing Schedule Finalized (PZ-HRGS-SCHD-FINAL)

Resource: Hearing Notification

Event: Hearing Scheduled Tentatively

Description: Notifies that the public hearing is scheduled on a tentative date.

Trigger: An application has been added to the calendar on the Hearing Scheduler page with a Schedule Status of Tentative.

Actions: Send Communication

Communication Event: Hearing Scheduled Tentatively (PZ-HRGS-SCHD-TENTATIVE)

Resource: Planning and Zoning Application

Event: Planner Assigned

Description: A planner is assigned for the application.

Trigger: When a planner is assigned from the Overview page of the planning application details page, or on the planner worklist Unassigned Planners tab.

Actions:

  • Send Communication

  • Update Workflow

Communication Event: Planner Assigned (PNZ-ASSIGN-PLANNER)

Resource: Planning and Zoning Application

Event: Planner Reassigned

Description: A planner is reassigned for the application.

Trigger: When a planner is reassigned from the Overview page of the Planning Application Details page, or on the Planner Worklist Unassigned Planners tab.

Actions:

  • Send Communication

  • Update Workflow

Communication Event: Planner Reassigned (PNZ-REASSIGN-PLANNER)

Resource: Planning and Zoning Application Contacts

Event: Planning and Zoning Additional Contact Added

Description: Additional contact added to a planning application or pre-application.

Trigger: Click Add New Contact in the Additional Contacts grid on the Contacts page in planning application details, and either select an existing contact or create a new one.

Actions: Send Communication

Communication Event: Planner Assigned (PNZ-ASSIGN-PLANNER)

Resource: Planning and Zoning Workflow Communications

Event: Planning and Zoning Contact Added to Application

Description: Contacts are added to pre-application or planning application during the application intake form. When submitted.

Trigger: Occurs when a new application has been submitted. All contacts added during the application intake are notified. It is recommended to include all contacts in the communication template.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Planning and Zoning Contact Added to Application (PZ-CONTACT-ADD-TO-APP)

Resource: Planning and Zoning Workflow Communications

Event: Planning Application and Pre-Application Updated

Description: Initiates actions when a planning application or a pre-application is updated.

Trigger: This event is triggered by the workflow model.

Actions:

  • Send Communication

  • Apply Condition

Communication Event: Planning Application and Pre-Application Updated (PZ-PLANNING-UPDATE)

Resource: Planning Plan Review

Event: Planning Plan Review Completed or Canceled

Description: Indicates that the planning plan review is completed or canceled.

Trigger: When the last reviewer provides a decision status for a plan review cycle, it is automatically closed. Upon closing, the overall review status changes to Complete. Or, on the Plan Reviews page, click the Cancel Review Cycle button to cancel a plan review cycle that is active.

Actions: Send Communication

Communication Event: Planning Plan Review Completed or Canceled (PNZ_MPR_REVIEW_COMPLETED)

Resource: Planning Plan Review

Event: Planning Plan Review Finalized

Description: Indicates that the planning plan review is finalized.

Trigger: Click Finalize Session for the plan review session in Bluebeam Studio™.

Actions: Send Communication

Communication Event: Planning Plan Review Finalized (PZ-HRGS-SCHD-FINAL)

Resource: Planning Plan Review

Event: Planning Plan Review Ready To Finalize

Description: Indicates that the planning plan review is ready to finalize.

Trigger: Click Save after the last reviewer provides a decision or the review is marked N/A, and it is an electronic review.

Actions: Send Communication

Communication Event: Planning Plan Review Ready To Finalize (PNZ_PR_READY_TO_FINALIZE)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Canceled

Description: Notifies that the planning application meeting is canceled.

Trigger: On the Planning Application details page, select the Meetings tab for the planning application. Click Cancel for a meeting in the list.

Actions: Send Communication

Communication Event: Planning Application Meeting Canceled (PZ-NA-MEETCAN-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Remove Invitees

Description: Notifies that the invitee has been removed from the meeting.

Trigger: Invitees previously on the invite list are removed, and the update has been saved.

Actions: Send Communication

Communication Event: Planning Application Meeting Remove Invitees (PZ-NA-MEETREM-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Scheduled

Description: Notifies that the planning application meeting is scheduled on a tentative date.

Trigger: A meeting has been scheduled on the calendar.

Actions: Send Communication

Communication Event: Planning Application Meeting Scheduled (PZ-NA-MEETSCH-001)

Resource: Pre-Application Meeting Request Notification

Event: Planning Application Meeting Updated

Description: Notifies that there is a change in the planning application meeting date.

Trigger: An update has been made to the meeting and saved.

Actions: Send Communication

Communication Event: Planning Application Meeting Updated (PZ-NA-MEETUPD-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Canceled

Description: Notifies that the pre-application meeting is canceled.

Trigger: On the Planning Application details page, select the Meetings tab for the planning pre-application. Click Cancel for a meeting in the list.

Actions: Send Communication

Communication Event: Pre-Application Meeting Canceled (PZ-PREAPP-MEETCAN-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Remove Invitees

Description: Notifies that the invitee has been removed from the meeting.

Trigger: Remove a row in the invitees list for a meeting.

Actions: Send Communication

Communication Event: Pre-Application Meeting Remove Invitees (PZ-PREAPP-MEETREM-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Scheduled

Description: Notifies that the pre-application meeting is scheduled on a tentative date.

Trigger: Click the Schedule button on the meeting request page.

Actions: Send Communication

Communication Event: Pre-Application Meeting Scheduled (PZ-PREAPP-MEETSCH-001)

Resource: Pre-Application Meeting Request Notification

Event: Pre-Application Meeting Updated

Description: Notifies that there is a change in the pre-application meeting date.

Trigger: Update a scheduled meeting and save your changes.

Actions: Send Communication

Communication Event: Pre-Application Meeting Updated (PZ-PREAPP-MEETUPD-001)