Setting Up Conditions

Conditions Overview

A condition indicates a status, criterion, or action that you can apply to an object in the system, such as an address, parcel, person, contractor license, or transaction.

Conditions are defined with a severity that might affect operations when applied. Condition rules with a Hold severity prevent one or more of the operations that are selected at the time of applying the condition. Condition rules with a Lock severity prevent all operations as described in the table here.

Rule	Applicable Objects	Usage
Prevent Application Progress	Address, Parcel, Person, and Contractor License	Agency staff applies a condition to a record that prevents an applicant from submitting any new permit or planning application that contains the address, parcel, person, or contractor license.
Prevent Workflow Advancement	Address, Parcel, Person, Contractor License, and Transaction	Agency staff applies a condition to a permit or planning application record that prevents workflow from advancing. The permit or planning application workflow tasks cannot be completed until the condition is resolved.
Prevent Issue or Final	Address, Parcel, Person, Contractor License, and Transaction	Agency staff applies a condition to a permit or a planning application record that prevents the permit or application cycle from completing its final step until the condition is resolved. Your workflow process definition must explicitly identify the final human task that is blocked by this condition. Use the PSC_FINAL_ACTIVITY custom property to identify this task. See Using Custom Properties.
Prevent Payment	Address, Parcel, Person, Contractor License, and Transaction	Agency staff applies a condition to a permit or a planning application record that prevents a user from processing a payment.
Prevent Inspection Schedule	Address, Parcel, Person, Contractor License, and Transaction	This condition rule prevents agency staff from scheduling a new permit inspection. It does not affect existing inspections that have already been scheduled.
Prevent Inspection Result	Address, Parcel, Person, Contractor License, and Transaction	This condition rule prevents agency staff from finalizing the permit inspection results.
Prevent Final Inspection	Address, Parcel, Person, Contractor License, and Transaction	Agency staff applies a condition to a permit to prevent adding or proceeding with a final inspection.

Setting Up and Applying Conditions Using Business Rules Framework

The Business Rules Framework enables you to set up conditions that should apply to a permit or planning application based on the criteria you define in the business rules.

You must configure the Workflow to trigger the Business Rules Framework process, which in turn applies the condition to the submitted transaction. The submitted applications are listed in the Transactions page with the conditions applied, ready for further processing.

Note: Ensure that the appropriate workflow definition is set up for the permit or planning application type that will associate with the condition. See Setting Up Permit Types and Setting Up Planning Application Types.

For more information on adding and configuring events with business rules for conditions, see Setting Up Apply Condition Actions. For information on viewing the applied conditions and resolving them, see Applying Conditions to Applications

Viewing Business Rules Information

Apart from the condition information, the condition details page shows the business rules framework information related to the condition in use:

Offering: The offering for which the condition is used.
Event Name: The name of the event that defines the business rules.
Event Description: The description of the event.
Rule Name: The name of the rule that defines the criteria and the condition action.
Enabled: The switch shows if the business rule is enabled for the current condition.

Note: The Business Rules Framework section is applicable only to conditions with object type Transaction.

Adding Condition Definitions

To add condition definitions:

Select Common Setup > Condition.
On the Condition page, click the Add New button.

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

Page Element	Description
Condition Name	Enter a unique condition name.
Object Type	Select an object type to categorize the condition, based on the object type to which it is applied: Address Parcel Person Contractor License Transaction
Display Message	Enter a message that is displayed to external users, up to 300 characters.
Severity	Select a severity level for each condition from these options: Lock At the most severe level, the Lock condition suspends all operations, including workflow advancing, payment processing, inspection scheduling, and inspection results. Hold Agency staff can select which rules to apply to conditions with the Hold level of severity. Notice The Notice level functions as an alert and has no effect on operations. For more information, see Applying Conditions to Applications.
Apply Condition to Transactions	Applies the condition automatically to any existing transactions belonging to the address, parcel, person, or contractor license. You turn off the switch to disable the condition from automatically applying to the existing transactions. Note: This switch is not available by default for the Transactions object type. At the time of applying the condition, users can decide to enable or disable the option on the Condition Details page.
Condition Rules	Select the rules for the condition. Condition rules are applied by default depending on the severity of the condition: Lock severity: All condition rules are automatically applied and no actions can be taken until the condition is resolved. Hold severity: Select one or more default condition rules. Notice severity: No condition rules apply. See the list of available condition rules in the "Conditions Overview" section of this topic.
Priority	Select the level of priority for this condition: High Low Medium
Description	Enter a description of the condition.
Additional Information	Enter any additional information regarding this condition.
Allow Updates by Parcel Import	Turn on this switch to allow parcel conditions to be automatically resolved by the Parcel Import process. A condition will be automatically resolved only when the parcel import option is selected to resolve the parcel or address condition if it's not found in the import file. A condition will also be resolved by the Parcel Import Process when an existing condition is found in the import file, and the status field for that condition is set to Resolve in the import file.
Business Rules Framework	This section shows the details of this condition’s association with the events in the Business Rules Framework.

Verify that the Enabled switch is turned on. New conditions are active by default.
Note: You can't disable or delete the condition if it's being used by the Business Rules Framework to automatically apply conditions or if the condition is already applied to any object.
Click Save.

Modifying Conditions

Select Common Setup > Condition.
Click a row on the Condition page.
On the Condition Details page you can update the display message, severity, description, and the Enable switch.
Click Save.

Deleting Conditions

You can delete a condition only if it isn't being used. If you try to delete a condition that is applied to a transaction or contractor license, you will see an error message stating that you can't remove the condition because it has already been applied.

You also can't delete or disable a condition in the condition setup when the condition is used by the Business Rules Framework in the Apply Condition action.

Select Common Setup > Condition
Click a row on the Condition page.
On the Condition Details page, click Delete to delete the condition.