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  • 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
    • Migrating Data into Intake Forms with Grids
  • 3 Setting Up Applications
    • Setting Up Application Display Groups
    • Setting Up Validation Groups
    • Setting Up Option for Submitted Applications
    • Importing Solution Packages
  • 4 Setting Up Permits
    • Setting Up Agency-Level Options for Permits
    • Setting Up Permit Types
    • Setting Up Permit Expiration Rules
    • Updating Application Expiration Status
  • 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 Electronic Plan Review
    • 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
  • 17 Using Oracle Visual Builder Studio
    • Visual Builder Overview
    • Visual Builder Use Cases