Applying Conditions to Contractor Licenses

Agency staff can apply conditions to contractor licenses to indicate an issue exists and limit permit or planning application activity when the contractor license is used. For example, a condition applied to a contractor license may prevent the submittal of an application where the license is selected or an inspection can't be requested for a permit associated with the license.

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.

When you select the option to apply a contractor condition to transactions, the contractor condition is applicable to permits and planning applications when the license is used. You can choose whether to apply the condition to in-process permits and planning applications.

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:

   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: 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.
   Apply Condition to Transactions	Applies the condition to permits and planning applications that are associated with the selected contractor license. When you turn off this switch, the only condition rule that can apply is Prevent Application Progress, which prevents you from submitting an intake form using the contractor or manually adding the contractor to a permit or planning application. The condition setup determines whether this switch is turned off or on by default. For more information on setup and condition rules, see Setting Up Conditions.
   Include in-process transactions	Turn on this switch if you want to apply the condition to the in-process permits and planning applications related to the contractor license. This option appears only if the Apply Condition to Transactions switch is turned on. You can click the View Impacted Transactions link to view the list of permits and planning applications where the condition will be applied.
   Condition Rules	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. Available rules include the following: Prevent Application Progress (applicable only when a license is used on an intake form) 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) You also can't add the license to the Contractor page in the application details when the Prevent Application Progress rule is applied. For condition rule descriptions, see Setting Up Conditions.
   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 to lift any restrictions on application activity.

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.