Working with Application Conditions

This topic describes how your Oracle Permitting and Licensing service allows you to view, update, apply, and resolve conditions on an application such as a permit or planning application.

Agency staff apply, modify, and resolve conditions on the Conditions page. The Conditions page lists all of the conditions applied to the selected application, with applied conditions followed by resolved conditions.

The condition indicator in the header of the details pages displays the most severe condition. Click the All Conditions link next to the icon to see a list of all applicable conditions, including the condition name, severity, source, source reference, display message, and when the condition was applied. Click a condition row to open the application's Conditions detail page in a new window.

If the condition was automatically applied, a condition source reference link is displayed only to the agency staff. Click the link to access the Condition Details page from the source application that applied the condition.

Note:

The condition indicator is displayed on all pages across transactions. If more than one active condition is applied, the icon indicates the most severe condition. A condition is active until it is changed to Resolved.

Security Details for Applying Conditions to Applications

This section describes important security roles, requirements, or considerations specific to applying conditions to applications.

Permit Applications

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Permit Conditions Management	Apply and resolve conditions on permits.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Business Analyst PSC Building Inspector PSC System Administrator PSC Registered Public User PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician

Planning and Zoning

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Planning and Zoning Conditions Management	Apply and resolve conditions on planning applications.	PSC System Administrator PSC Zoning Administrator PSC Planning Assistant PSC Associate Planner PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Cashier PSC Business Analyst PSC Principal Planner

For more information on creating roles for Oracle Permitting and Licensing, see Creating Custom Roles for Oracle Permitting and Licensing.

For more information on all the predefined security data such as abstract roles, job roles, privileges and so on, see the Security Reference for Oracle Permitting and Licensing.

Viewing Conditions

The Conditions page lists all the conditions applied to the transaction. You can download the conditions as a report in a format set up by your agency.

1. Click the Permits or Planning Applications tile on the agency springboard.

2. On the applications list page, click the row for the application you are working with.

3. In the left navigation panel of the application details, expand the Application section.

4. Select the Conditions menu item, which is listed on the left-hand pane in the navigation panel.

5. On the Conditions page, you can use the condition filters to display the applied conditions like this:

   • Active - Displays only active conditions in the list.

   • Resolved - Displays only conditions that are already resolved in the list. You can't update resolved conditions.

   • All - Displays all conditions in the list.

   You can also click the Export button to export the conditions list to a file.

6. View the list of conditions, which can include this information:

   Page Element	Description
   Condition Name	The name of the condition selected by the agency staff at the time of applying the condition.
   Severity	The level of severity defined for the selected condition.
   Display Message	The message entered at the time of applying the condition.
   Status	The status of the condition such as Applied or Resolved.
   Applied Date	The date when the condition was applied.
   Source	The source of the applied condition. For example, the condition was applied on the parcel, address, person, contractor license, or business license.
   Source Reference	Click the link to open the Conditions page for the source application that applied the condition. This link is available only for agency staff access. For example, if an address condition is applied to the address listed in the submitted transaction, the Source column displays Address, and the Source Reference column displays the address, such as 1722 2nd St as a link taking you to the Conditions page for that address. When an agency staff applies a condition to a parcel, address, person, or contractor license by enabling the Apply Condition to Transactions option, then the condition is automatically applied to all transactions belonging to the source application. If the condition was applied to a business license with the Apply Condition to Transactions option turned on, then the condition is automatically applied to all business license applications related to the license. For details, see Setting Up Conditions.
   Priority	The priority selected - High, Medium, or Low.
   Resolved Date	The date when the condition was resolved.
   Resolve	The button used for resolving a condition. The Resolved button for resolved buttons is inactive.

Automatically Applying Conditions Using Business Rules Framework

Conditions can also be applied to transactions automatically using the Business Rules Framework based on workflow actions. Your agency administrator must configure the following to apply conditions to submitted applications based on workflow actions:

1. Workflow: Prompts the Business Rules Framework to apply the condition.

2. Business Rules Framework: Applies the condition to the transaction that meets the criteria defined in the rules of the Business Rules Framework.

For information about setting up actions related to workflow, see Setting Up Update Workflow Actions and for setting up and applying conditions using the Business Rules Framework, see Setting Up Apply Condition Actions.

Agencies can also configure the system to automatically apply conditions to business licenses and associated transactions using the Business Rules Framework. For information about setting up business license conditions to be automatically applied to origination, renewal, or amendment applications when a credential associated with a business license expires, see Setting Up Credential Conditions.

Once the condition is applied to the transaction, you can view the condition record on the Conditions page in the application details.

Applying a Condition to a Transaction

You can manually apply conditions to transactions on the Apply new condition drawer.

1. Click the Apply Condition button.

2. Select a condition on the Apply new condition drawer:

   For more information about defining conditions and their rules, see Setting Up Conditions.

   Page Element	Description
   Condition Name	Click the drop-down list to select the condition that you want to apply. The list displays the available conditions along with their severity, display message, and description. After you select a condition, the condition information appears on the drawer as it was defined in the condition definition. You can override the default rules, priority, description, and additional information to customize the condition for this application.
   Display Message	Displays the message associated with the selected condition. This message is entered by your agency administrator in the condition definition and can't be updated here.
   Severity	Displays a badge with the level of severity defined for the selected condition. Lock: This severity suspends all operations and selects all rules for the condition. Hold: This severity enables agency staff to select the rules that apply to the condition. Notice: This severity functions as an alert and has no effect on operations.
   Condition Rules	Select one or more from the available condition rules: Prevent Workflow Advancement Prevent Issue or Final Prevent Payment Prevent Inspection Schedule Prevent Inspection Result Prevent Final Inspection Condition rules available for selection are based on the severity of the condition that you have selected. For example, for a condition with a Hold severity, you must select at least one condition rule, and for a condition with Lock severity, all condition rules are automatically applied.
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description as entered by your agency administrator in the condition definition, but you can update the text here.
   Additional Information	Displays additional information as entered by your agency administrator in the condition definition, but you can enter new information here.

3. Click the Apply button to save the condition and return to the Conditions page.

When you're viewing the condition details after the condition was applied, you'll see the name of the user who applied the condition and the date. When the condition was applied automatically, you'll see:

• System is displayed if the condition is applied to the transactions by inheriting the condition that was applied to the parcel, address, person, business license, or contractor license.

• Business Rules Framework is displayed if the condition is applied to the transaction through Business Rules Framework events.

Resolving a Condition

You can resolve a condition that you applied to a transaction.

1. Click the Resolve button for the condition you want to resolve.

2. On the Resolve condition drawer, enter a description of how the condition was resolved in the Resolution Action field.

3. Click Resolve.

   The resolution is applied and the resolved condition is listed at the bottom of the condition list.

Modifying a Condition

You can modify a condition that you applied to a transaction.

1. Click the row for the condition you want to modify.

2. On the Condition details drawer, you can update the rules, priority, description, and additional information for a condition with Hold severity. For conditions with a Lock or Notice severity, you can update the priority, description, and additional information.

   Note:

   You can't modify any fields for a resolved condition.

3. Click Save.

Viewing a Resolved Condition

You can view the details of a resolved condition on the Condition details drawer.

1. Select the row for a condition with a status of Resolved.

2. The Conditions details drawer opens to display the details of the condition, including additional information about its resolution:

   • Resolution Action

   • Resolved Date

   • Resolved by <Agency Staff Name>

   Note:

   If the resolved by field displays System, then the condition was resolved as part of the condition resolution from the parcel, address, person, business license, or contractor license condition.

3. Click Cancel to return to the Conditions page.