Setting Up Transaction Statuses
Oracle provides a set of statuses for transactions to control system events. Some system statuses can be mapped to an agency-defined transaction status.
Your agency assigns statuses for different transactions in the system. You can’t delete the system-delivered transaction statuses, but you can modify the description. You can also define additional transaction statuses, but you must associate any new transaction status with one of the system-delivered statuses to ensure correct processing.
Using Delivered Transaction Statuses
This table lists the system-delivered transaction statuses for business licenses, permits, code enforcement, and planning applications, and indicates whether they can be associated with a user-defined status.
For information about permit inspection statuses, see Setting Up Inspection Statuses.
For information about permit plan review statuses and decision statuses, see Setting Up Plan Review Statuses.
Transaction Status |
System Status Code |
Type of Transaction (Business Licenses, Code Enforcement, Permits, or Planning Applications) |
Can be mapped to a user-defined record status? |
---|---|---|---|
About to Expire |
ATE |
All |
No |
Active |
ACT |
Business Licenses |
Yes |
Application Accepted |
ACP |
All |
Yes |
Certificate of Occupancy |
COO |
Permits |
Yes |
Closed |
CLS |
Business Licenses Code Enforcement |
Yes |
Completed |
CMP |
All |
Yes |
Delinquent |
DLQ |
All |
No |
Denied |
DNI |
All |
Yes |
Expired |
EXP |
All |
No |
Hearing |
HER |
Planning Application Code Enforcement |
Yes |
In Process |
IPC |
All |
Yes |
Inactive |
INA |
Business Licenses |
Yes |
Inspection |
INS |
Permits Business Licenses Code Enforcement |
Yes |
License Issued |
LCI |
Business Licenses |
Yes |
Payment Pending |
PAY |
All |
No |
Pending |
PND |
All |
No |
Pending Submittal |
PDS |
All |
No |
Permit Issued |
PTI |
Permit Application |
Yes |
Plan Review |
PLR |
Permit Application |
Yes |
Revoked |
RVK |
Business Licenses |
No |
Submitted |
SUB |
All |
No |
Suspended |
SPD |
Business Licenses |
No |
Unreported |
URT |
Business Licenses |
No |
Voided |
VOD |
All |
Yes |
Withdrawn |
WTH |
All |
No |
When a guest submits a business license, permit, or planning application, the transaction status is updated as follows:
Record and System Status |
Description |
---|---|
Pending (PND) |
Applied when the guest saves an application. |
Pending Submittal (PDS) |
Applied when the guest submits the application and workflow can’t be started. |
Payment Pending (PAY) |
Applied when fees are due. |
Submitted (SUB) |
|
Adding Transaction Statuses
Define any additional statuses that your agency will use for permit and planning applications on the Transaction Status page. You must associate a new transaction status with a system status.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, Planning Status or Code Enforcement Status.
Click Add to define a new transaction status.
On the respective transaction details page, enter values for these fields:
Page Element
Description
Status
Enter a transaction status name.
Description
Enter a description for the transaction status.
System Status for Business License Applications
Select the business license transaction status that you want to use from the drop-down list:
Application accepted
Active
Closed
Completed
Denied
Voided
Inactive
Inspection
In process
License issued
System Status for Permit Applications
Select the permit transaction status that you want to use from the drop-down list:
Application accepted
Completed
Certificate of occupancy
Denied
Voided
In process
Permit issued
Plan review
Inspection
System Status for Planning Applications
Select the planning transaction status that you want to use from the drop-down list:Application accepted
Completed
Denied
Voided
In process
Plan review (This status is for future use.)
Hearing
System Status for Code Enforcement
Select the case transaction status that you want to use from the drop-down list:
Mandatory Abatement
Appeal
Citation
Closed
Compliance
Void
Hearing
Legal
Violation
Verify that the Enabled switch is turned on. The switch is turned on by default for a new transaction status.
Turn on the Available to Manually Select as New Status switch if you want to enable the agency staff to manually change the status on the case related pages. Users can click the Edit button to open the Update Status page and select one of the values you have set up, from the Update Status field.
Note:This option is available only for the Case Status tab. Also note that at least one transaction status value must be set up for this option to be available.
Click Save.
Modifying Transaction Statuses
You can modify the transaction statuses that you have defined for your agency’s transactions on the details pages.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, Planning Status, or Code Enforcement.
Select the row for the transaction status that you want to modify.
On the Details page you can:
For user-defined statuses, edit the description or the system status that you want to set on a record with this record status. You can’t edit the Status field.
For system-delivered statuses, you can only edit the description. You can’t edit the Status field.
Turn on the Enabled switch to enable a user-defined record status. You cannot disable system-delivered statuses.
Turn on the Available to Manually Select as New Status switch if you want to enable the agency staff to manually change the status on the case related pages. Users can click the Edit button to open the Update Status page and select one of the values you have set up, from the Update Status field.
Note:This option is available only for the Case Status tab. Also note that at least one transaction status value must be set up for this option to be available.
Click Save to save any changes.
Deleting Transaction Statuses
You can delete the statuses that you have defined for your agency on the Permit Status Details or Planning Status Details page.
You cannot delete most of the system-delivered statuses; you can only modify their descriptions. Oracle recommends that you disable statuses instead of deleting them.
Select
.Select a transaction statuses tab, such as Business License Status, Permit Status, Planning Status, or Code Enforcement Status.
Select the row for the transaction status that you want to delete.
On the Details page, click Delete, if the button is available.
If you want to delete multiple record statuses, you can delete them from the grid on the Transaction Status page:
Click the Edit icon.
Select the check boxes for the status rows to delete.
Click the Delete icon.