Setting Up Validation Groups

Validations can run on the contractor license information to ensure that contractors comply with specific requirements when a permit application is submitted.

The agency configures the contractor criteria required for a permit type and determines whether to prevent application submittal if the criteria aren't met. Criteria can be based on the license type, insurance, license classification, and license expiration. When contractors or other registered users apply for a permit with validations, they see alerts about the requirements that aren't met for an individual contractor and for the combination of contractors associated with the permit.

After setting up the validation group criteria, apply the validation group to a permit type. For more information, see Setting Up Permit Types.

Here's how to set up the validation options in the validation group:

In the navigation menu, select Common Setup > Validation Groups.
On the Validation Group page, click the Add button.

On the Validation Group Details page, enter the details for the group:

Page Element	Description
Group ID, Group Name, and Description	Enter the validation group identifier, name, and description.
Validation Type	The validation type is Contractor.
Usage	The Permits usage is the classification for this validation group.
Allow Submission	Turn off this switch to prevent applicants from submitting the application when permit contractor license requirements aren't met.

Click the Add button in the Validation Options section to define the validation criteria.
On the Option Details page, select an area to validate:
- Insurance
- License classification
- License expiration
- License type
  
  When the agency system integrates with a licensing body, license type validation isn't available. License types must be set up in the Contractor License Option details to be validated.
You can define one of each validation option in a validation group.

When you select the Insurance option, enter this information:

Page Element	Description
Insurance	Select an insurance type from the drop-down list. For example, Workers' Compensation Insurance. You can set up different requirements in each insurance type row. Each insurance requirement is validated independently of the requirements for other insurance types. For each insurance type, you can set up the Apply Validation field to require (a) all licenses to have the insurance type or (b) at least one license to have the insurance type, as well as expiration requirements in the expiration fields.
Expiration Validation	Turn on this switch to activate the Expiration Basis and Add Grace Period fields.
Expiration Basis	Select the basis that's used for calculating insurance expiration dates: Effective date - The date the insurance policy started. Expiration date - The date the insurance policy expires.
Add Grace Period	Enter a number and unit of time to add to the expiration calculation. The units of time include Days, Months, Weeks, and Years.
Apply Validation	Select the number of licenses that must meet this requirement for the permit: All licenses - All licenses must meet the insurance requirement for the permit to pass the validation. At least one license - At least one license must meet this insurance requirement for the permit to pass the validation.

Turn on the Enabled switch to enable the validation option. Click the Add or Delete button in the row to add another row or delete the current row.

Click Save.

When you select the License classification option, enter this information:

Page Element	Description
Classifications	Click the license classifications field to select one or more required classifications for each license from the list. If you select multiple classifications, you can set up the Apply Validation field to require all licenses or at least one license added to the application to have all of the listed classifications. Or you can require all licenses or at least one license added to the application to have at least one of the listed classifications.
License Requirements	Select the requirements that apply to an individual license: All classifications - Whether you select one or more classifications for validation, when you select this option, you can set up the Apply Validation field to require each contractor license to have (a) all of the listed classifications or (b) at least one license to have all of the listed classifications. At least one classification - When you select this option, you can set up the Apply Validation field to require each license to have (a) at least one of the listed classification or (b) at least one license to have at least one of the listed classifications.
Apply Validation	Select the number of licenses that must meet this requirement for the permit: All licenses - All licenses must meet the license classification requirement for the permit to pass the validation. Depending on the selection in the License Requirements field, (a) every license must have all of the classifications or (b) every license must have at least one classification. At least one license - At least one license must meet this license classification requirement for the permit to pass the validation. Depending on the selection in the License Requirements field, (a) at least one license must have all of the classifications or (b) at least one license must have at least one of the classifications.

Page Element

Description

Classifications

Click the license classifications field to select one or more required classifications for each license from the list.

If you select multiple classifications, you can set up the Apply Validation field to require all licenses or at least one license added to the application to have all of the listed classifications. Or you can require all licenses or at least one license added to the application to have at least one of the listed classifications.

License Requirements

Select the requirements that apply to an individual license:

All classifications - Whether you select one or more classifications for validation, when you select this option, you can set up the Apply Validation field to require each contractor license to have (a) all of the listed classifications or (b) at least one license to have all of the listed classifications.
At least one classification - When you select this option, you can set up the Apply Validation field to require each license to have (a) at least one of the listed classification or (b) at least one license to have at least one of the listed classifications.

Apply Validation

Select the number of licenses that must meet this requirement for the permit:

All licenses - All licenses must meet the license classification requirement for the permit to pass the validation. Depending on the selection in the License Requirements field, (a) every license must have all of the classifications or (b) every license must have at least one classification.
At least one license - At least one license must meet this license classification requirement for the permit to pass the validation. Depending on the selection in the License Requirements field, (a) at least one license must have all of the classifications or (b) at least one license must have at least one of the classifications.

Turn on the Enabled switch to enable the validation option.

Click Save.

When you select the License expiration option, which is based on the license expiration date, enter this information:

Page Element	Description
Grace Period	Enter a number and unit of time to add to the license expiration date. The units of time include Days, Months, Weeks, and Years.
Apply Validation	All licenses must meet the expiration criteria for the permit.

Turn on the Enabled switch to enable the validation option.

Click Save.

When you select the License type option, enter this information:

Note: This option is only available when your agency isn't integrated with an external licensing body and license types are set up in the Contractor License Option details.

Page Element	Description
License Types	Click the license classifications field to select one or more required license types for the permit from the list. For example, you can select Building Contractor, General Contractor, or other license types defined by your agency.
License Requirements	Displays At least one license type when multiple license types are selected to indicate that (a) each license must have one of the listed license types or (b) at least one license must have at least one license type, depending on your selection in the Apply Validation field. A license can only have one license type.
Apply Validation	All licenses - All licenses must meet the license type requirement for the permit to pass the validation. At least one license - At least one license must meet the license type requirement for the permit to pass the validation.

Turn on the Enabled switch to enable the validation option.

Click Save.

Click Save to save the validation group.