Setting Up Validation Groups

Validations can run on contractor license information provided in an application to ensure that contractors comply with specific requirements when a business license, permit, or planning application is submitted. After defining the validation group, you associate it with an application type to provide application-level validations.

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 business license, permit, or planning application 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 application.

Note: You can only set up job cost validations for license types and license classifications on permit applications that collect job cost using an Oracle-delivered job cost field on the intake form. Job cost isn't applicable to business license or planning applications.

After setting up the validation group criteria, apply the validation group to an application type. For more information, see Setting Up Business License Types, Setting Up Permit Types, and Setting Up Planning Application Types.

Here's how to set up the validation options in the validation group. Start by creating a validation group, like this:

In the navigation menu, select Common Setup > Validation Group.
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	Select which classification of application this validation group will be used for: Business Licenses Permits Planning Applications When you link the validation group to an application type, you can only select a validation group with a corresponding usage. For example, you can only select a validation group with a Permits usage when setting up a permit type definition.
Allow Application Submit	Turn on this switch to allow applicants who are public registered users to submit the application even though contractor license requirements aren't met. When you turn off this switch, registered users can save but not submit applications that don't meet contractor license requirements.
Agency staff can override	This option is only available when the Allow Application Submit switch is turned off. Select this option to allow agency staff with a contractor management role to submit an application even though contractor license requirements aren't met.

After you've set up the criteria, click Save to save the validation group.

Validating Contractor Insurance

On the Validation Option Details page, click the Add button in the Validation Options section.
On the Option Details page, select the Insurance option.

Enter the insurance criteria:

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 1 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 application: All licenses - All licenses must meet the insurance requirement for the application to pass the validation. At least one license - At least one license must meet this insurance requirement for the application 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.

Validating by License Classification

On the Validation Option Details page, click the Add button in the Validation Options section.
On the Option Details page, select the License classification option.

Enter the criteria for the license classification validation:

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 (a) each contractor license to have 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 (a) each license to have 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 application: All licenses - All licenses must meet the license classification requirement for the application 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 application 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 (a) each contractor license to have 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 (a) each license to have 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 application:

All licenses - All licenses must meet the license classification requirement for the application 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 application 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 the Add button to set up requirements for classifications selected in the validation group.

When the validation setup applies to At least one license, then you set up the job cost and insurance validations for each classification. When the validation setup applies to All licenses, then all classifications are validated based on the same job cost and insurance criteria.

Page Element	Description
Allowed Job Cost	Available only in validation groups with a Permits usage. Select a logical operator from the available options and corresponding monetary values: Between, Not Between, Less than, Less than or equal to, More than, More than or equal to, Not Applicable, or No Limit. The currency is USD. Note: Your agency must design the permit intake form using the Oracle-delivered job cost field to collect the job cost. You can find the Job Cost field in the Ready to Use fields on the permit application design page. The validation won't work with a custom job cost field.
Required Insurances	Select an insurance from the drop-down list. For each insurance that you select, you can turn on the Expiration Validation switch and enter expiration criteria.

Page Element

Description

Allowed Job Cost

Available only in validation groups with a Permits usage.

Select a logical operator from the available options and corresponding monetary values: Between, Not Between, Less than, Less than or equal to, More than, More than or equal to, Not Applicable, or No Limit. The currency is USD.

Note: Your agency must design the permit intake form using the Oracle-delivered job cost field to collect the job cost. You can find the Job Cost field in the Ready to Use fields on the permit application design page. The validation won't work with a custom job cost field.

Required Insurances

Select an insurance from the drop-down list. For each insurance that you select, you can turn on the Expiration Validation switch and enter expiration criteria.

Click Save.

Validating the License Expiration Date

On the Validation Option Details page, click the Add button in the Validation Options section.
On the Option Details page, select the License expiration option.

Enter the criteria based on the license expiration date:

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 added to the application must meet the expiration criteria.

Turn on the Enabled switch to enable the validation option.
Click Save.

Validating by License Type

You can validate applications by license type with or without an integration with an external licensing body.

On the Validation Option Details page, click the Add button in the Validation Options section.
On the Option Details page, select the License type option.

Enter the criteria for the license type validation:

Page Element	Description
License Types	Click the license classifications field to select one or more required license types for the application 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	Select from the drop-down list: All licenses - All licenses must meet the license type requirement for the application to pass the validation. At least one license - At least one license must meet the license type requirement for the application to pass the validation.

Page Element

Description

License Types

Click the license classifications field to select one or more required license types for the application 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

Select from the drop-down list:

All licenses - All licenses must meet the license type requirement for the application to pass the validation.
At least one license - At least one license must meet the license type requirement for the application to pass the validation.

Turn on the Enabled switch to enable the validation option.

Click the Add button to set up requirements for each license type selected in the validation group.

Page Element	Description
Allowed Job Cost	Available only in validation groups with a Permits usage. Select a logical operator from the available options and corresponding monetary values: Between, Not Between, Less than, Less than or equal to, More than, More than or equal to, Not Applicable, or No Limit. The currency is USD. Note: Your agency must design the permit intake form using the Oracle-delivered job cost field to collect the job cost. You can find the Job Cost field in the Ready to Use fields on the permit application design page. The validation won't work with a custom job cost field.
Required Insurances	Select an insurance from the drop-down list. For each insurance that you select, you can turn on the Expiration Validation switch and enter expiration criteria.

Page Element

Description

Allowed Job Cost

Available only in validation groups with a Permits usage.

Required Insurances

Select an insurance from the drop-down list. For each insurance that you select, you can turn on the Expiration Validation switch and enter expiration criteria.

Click Save.