Using the Business License Worklist

The business license worklist provides a central location for performing license-related activities. Separate tabs list unassigned applications, applications that are assigned to the current user, and activities and workflow tasks that are assigned to them.

Access the worklist by clicking the Business License Worklist tile on the agency springboard.

Initially, all tabs to which you have access appear. Click a tab to see the applications or activities that meet the tab filter criteria and to access the relevant actions. When you click a tab other than the one that is initially selected, only the newly selected tab (and its subtabs, if any) are visible. Similarly, when you select a subtab, only that subtab is visible. Click the Back icon next to the Search icon to return to the previous view.

Each tab provides access to relevant actions. Performing actions from the worklist is equivalent to performing the same tasks from the Activity Tracking page in the application details.

The business license worklist has the following tabs:

Tab	Displays	Available Actions	Additional Information
Unassigned Applications	Business license applications that do not have an assigned specialist. Subtabs to Unassigned Applications: Consultation Applications Origination Applications Amendment Applications Renewal Applications This tab includes a map view for displaying application locations.	Assign Individual: Click the Actions menu for the application row and select Assign. On the Assign Specialist page, select a specialist and click Save. Bulk: Click the Multiple Select button and select the applications using check boxes. Click the Assign button to open the Assign Specialist page. Select the specialist and click Save. Claim Individual: Click the Actions menu for the application row and select Claim. Bulk: Click the Multiple Select button and select the applications using check boxes. Click Claim. Copy Application Click the Actions menu for the application row and select Copy Application. Select the desired options on the Copy Application page and click Save. A new application form opens with values prefilled. See Copying an Application. Cancel Application Click the Actions menu for the application row and select Cancel Application. Enter a reason for the cancellation and click OK. The application form gets removed from the worklist. The Cancel Application action is available only for the applications in the Pending status. Withdraw Application Click the Actions menu for the application row and select Withdraw Application. Enter a reason for the withdrawal and click OK. The application form gets removed from the worklist. The Withdraw Application action is available from the submission of the application until its completion. The statuses in which an application can be withdrawn are: Accepted In process Inspection License issuance	This tab is visible only to users who have the Business License Specialist (ORA_BL_SPECIALIST) Job Function assignment. Assigning an application removes it from this tab and appears on the assigned specialist’s My Applications tab. A condition icon is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information see, Applying Conditions to Applications
My Applications	Submitted and In Process business license applications that are assigned to the current user. Subtabs to My Applications: Consultation Applications Origination Applications Amendment Applications Renewal Applications Comments and attachments pertaining to this application. This tab includes a map view for displaying application locations.	Send Message See Working with Communications. Reassign See Working with Specialists. Copy Application See Copying an Application. Update Description	Review or add your own comments and attachments. See Working with Attachments and Working with Comments. Reassigning an application to a different user removes it from this tab. Users with access to this tab can reassign applications even if they don’t have the additional security that provides access to the Unassigned Applications tab. A condition icon is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information see, Applying Conditions to Applications
Incoming Tasks	All active applications assigned for the group. Subtab for Incoming Tasks: My Tasks Assigned Today Assigned Earlier	If the incoming task is for the group then the specialist has the following actions: Claim Reassign If the task is already assigned to the logged in specialist, then the specialist has the following actions: Update Release Reassign Withdraw	If you update the task by assigning or reassigning to another specialist, the workflow task – Assign Specialist will be updated to the Specialist Assigned status using the Business Rules Framework configuration. When you withdraw a task for a record, the workflow activity is updated accordingly. For more details, see Using Workflow.
Calendar	Shows the meeting schedules for the agency on a calendar or on a list.	View consultation meetings assigned to the specialist logged in. View all meeting schedules.	Calendar View shows the meetings scheduled for the month. You can choose to view the calendar by month, week, or day. List view shows the list of all consultation meetings. See the section Viewing Meetings on the Calendar in Working with Meetings.

Note: Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the business license worklist, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.

Viewing Additional Application Information

Both the Task Management page and the worklists display icons in the left column to indicate additional information an agency user might need to view immediately regarding a transaction. For example, the icons can indicate whether conditions have been applied, if additional fees are required, and so on. Click the icon to view details.

If multiple conditions are applied, then the icon displays the most severe condition. Click the icon to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. Click a condition row to open the application's Conditions details page in a new window.