Contents
1 Setting Up Transactions
- Setting Up Transaction Groups
- Setting Up Transaction Categories
- Setting Up Transaction Subcategories
- Setting Up Transaction Statuses
2 Migrating Legacy Data
- Migrating Data Using Oracle Integration Cloud
- Migrating Data Using Import Management
- Preparing Migrated Data for Oracle Permitting and Licensing
- Generating Workflow Status for Migrated Transactions
3 Setting Up Applications
- Setting Up Application Display Groups
- Setting Up Validation Groups
- Setting Up Option for Submitted Applications
4 Setting Up Permits
- Setting Up Agency-Level Options for Permits
- Setting Up Permit Types
- Setting Up Permit Expiration Rules
- Updating Application Expiration Status
- Importing Solution Packages
5 Setting Up Planning Applications
- Setting Up Agency-Level Options for Planning Applications
- Setting Up Notices and Reports
- Setting Up Notice and Report Groups
- Setting Up Planning Application Types
- Setting Up Planning Application Expiration Rules
- Setting Up Meetings
- Setting Up Hearing and Decision Making Bodies
- Setting Up Hearing Decisions
6 Setting Up Conditions of Approval
- Setting Up Conditions of Approval Categories
- Setting Up Conditions of Approval
- Setting Up Conditions of Approval Templates
7 Setting Up Code Enforcement
- Setting Up Corrective Actions
- Setting Up Code References for Code Enforcement
- Setting Up Code Reference Groups
- Setting Up Inspection Counts
- Setting Up Referral Bodies
- Setting Up Time Rules
- Setting Up Process Definition Groups
- Setting Up Agency-Level Options for Code Enforcement
- Setting Up Issue Types
- Setting Up Issue Subtypes
- Setting Up Calculate Overdue Case Fee Actions
8 Setting Up Business Licenses
- Setting Up Agency-Level Options for Business Licenses
- Setting Up Business License Types
- Setting Up General Information for Business License Types
- Setting Up Business License Expiration Rules
- Setting Up Business License Renewals
- Setting Up Business License Amendments
- Setting Up Business License Tax Classes
- Managing Business License Tax Attributes
- Setting Up Business Categories and Subcategories
- Setting Up NAICS Codes
- Setting Up NAICS Groups
- Setting Up Credentials
- Setting Up Credential Exemption Reasons
- Setting Up Credential Groups
- Setting Up Contractor Registration
- Setting Up Credential Conditions
9 Setting Up Reference Entities
- Setting Up Reference Entity Auto Numbers
- Setting Up Reference Entity Type Auto Numbers
- Setting Up Reference Entity Categories
- Setting Up Reference Entity Subcategories
- Setting Up Reference Entity Application Groups
- Setting Up Reference Entity Feature Services
- Setting Up Reference Entity Map Profiles
- Setting Up Reference Entity Types
10 Creating Intake Forms
- Intake Form Designer Topics
- Using the Intake Form Designer
- Using the Intake Form Designer for Business Licenses
- Using the Intake Form Designer for Code Enforcement
- Working with Sandboxes
- Managing Labels for Application Form Elements
- Working with Pages
- Working with Predefined Field Groups
- Using Predefined Field Groups
- Working with Group Boxes
- Working with Fields
- Defining Fields Displaying a List of Values
- Working with Grids
- Displaying Form Elements Conditionally
- Adding Logic
- Adding Rich Text Areas
- Adding Contextual Help to Forms
- Reorder Intake Form Elements
- Configuring Activity Filtering for Business Licenses
- Setting Form Options
- Mapping Form Fields to Decision Model Attributes
- Configuring Simplified Fee Estimates
- Considering User Experience
- Testing Intake Forms
- Publishing Intake Forms
- Creating Intake Form Versions
- Cloning Transaction Type Definitions
- Managing Transaction Type Configurations
- Exporting and Importing Intake Forms
- Creating General Information Forms for Business Licenses
- Managing Intake Form Performance
11 Setting Up Inspections
- Setting Up Inspection Statuses
- Inspection Evaluation Overview
- Setting Up Inspection Assessment Types
- Setting Up Rating Methods
- Setting Up Passing Rules
- Setting Up Inspection Checklist Categories
- Setting Up Inspection Checklists
- Setting Up Inspection Checklist Groups
- Setting Up Inspection Types
- Setting Up Inspection Dependencies
- Setting Up Inspection Groups
- Setting Up Inspection Calendars
- Setting Up Inspection Scheduling
- Setting Up Inspection Assignment
- Setting Up Business Rules for Inspections
12 Setting Up Plan Reviews
- Setting Up Plan Review Statuses
- Setting Up Plan Reviewer Departments
- Setting Up Plan Review Due Dates
13 Setting Up Activity Tracking
- Setting Up Activity Tracking
- Setting Up Activity Statuses
- Setting Up Activities
- Setting Up Activity Groups
- Defining Planning Application Activity Rules
- Setting Up Actions Based on Activities
14 Implementing the Business Rules Framework
- Business Rules Framework Overview
- Setting Up Business Rules
- Setting Up Scheduled Rules
- Setting Up Business Rule Criteria
- Setting Up Send Communication Actions
- Setting Up Update Workflow Actions
- Setting Up Add Fee Actions
- Setting Up Stop Process Actions
- Setting Up Apply Condition Actions
- Setting Up Resolve Condition Actions
- Setting Up Calculate Overdue Case Fee Actions
- Setting Up Relay to OIC Actions
- Setting Up Generate Report Actions
- Setting Up Generate Calendar Actions
- Working with Event Processing Details
- Scheduling Automated Retry
- Viewing Business Rule Logs
- Business Rules Framework Event Details
15 Managing Audit Policies
- Implementation Concepts for Audit Policies
- Using Auditing to Monitor Changes
- Auditing Oracle Permitting and Licensing Data
- Auditing Custom Object Data
- Viewing Audit History
16 Modifying Existing Application Pages
- Overview of Existing Page Modification
- Access Page Edit Mode
- Use the Page Edit Mode Interface
- Modify Existing Pages
- Managing Existing Page Modifications