Working with Conditions of Approval

Security Details for Working with Conditions of Approval

This section describes important security roles, requirements, or considerations specific to working with conditions of approval.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Conditions of Approval Inquiry	View conditions of approval on planning applications.	PSC Agency Staff – All agency users
PSC Conditions of Approval Administration	Administer conditions of approval on planning applications in any status.	PSC System Administrator
PSC Conditions of Approval Contributor	Manage conditions of approval on planning applications on which the user is assigned as a plan reviewer. Users can update and delete only the conditions added by themselves.	PSC Plan Reviewer
PSC Conditions of Approval Management All	Manage conditions of approval on planning applications assigned to others and to themselves.	PSC Principal Planner
PSC Conditions of Approval Management Self	Manage conditions of approval on planning applications assigned to themselves.	PSC Associate Planner
PSC Planning Application Management with Elevated Access	Manage conditions of approval on planning applications that are: Assigned to a planner Not yet assigned	PSC Planning and Zoning Application Administrator PSC System Administrator PSC Zoning Administrator

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.

Accessing the Conditions of Approval Page

Note:

Only agency staff can apply and manage conditions of approval.

To access the Conditions of Approval page:

Click Planning Applications from the Agency Springboard.
On the Planning Applications page select the application you want to open.
On the Planning Application details page, expand the Progress section in the left navigation.
Select Conditions of Approval.

Viewing and Updating Conditions of Approval

The Conditions of Approval page lists all conditions including those that are automatically applied as well as those applied by agency staff.

Only assigned planners can manage the conditions of approval for their applications. However, staff with the PSC Planning Application Management with Elevated Access role assignment are allowed to manage the conditions of approval for unassigned applications as well as applications assigned to themselves or to any other planner. Such staff members can perform the following actions related to the conditions of approval:

Add new
Update, resolve, and delete existing
Reorder
Add comments and attachments

Note:

The delivered PSC Planning Application Management with Elevated Access duty role can’t be directly assigned to users. Administrators must create a new job role or use an existing job role to associate this duty role to that job role, and then assign it to a user. For more information on working with roles, see Managing Roles in Oracle Permitting and Licensing.

Use the Compliance period filter, to reduce the number of conditions in the list. Here you can filter by the stage of the application, such as Plan Review, Permit Issuance, and so on.

To view a condition, click the row for that condition, or click the Options button and select View Details.

The conditions that are applied by the system are identified as Automatic in the Updated By attribute. The remaining conditions show the name of the agency staff member who applied them.

You can group conditions using the Category and Subcatgory drop-down lists.

Use the Compliance Period list to indicate at what stage(s) in the lifecycle the condition applies:

Permit Application
Plan Review
Permit Issuance
Inspection
Certificate of Occupancy
Use of Operation

For the Description add all the details that a planner or applicant would need to know to make sure or compliance.

Click Update to save any changes, or click Cancel to return to the list.

Click Delete to remove the condition.

Creating New Conditions

Click the Create New button and on the New condition of approval drawer page, update these values, and click Create.

Page Element	Description
Condition Type	Displays Custom as this condition is added manually by an agency staff.
Category	Select a category of the condition.
Subcategory	Select a subcategory of the condition.
Compliance Period	Select one or more compliance period values using the checkboxes.
Description	Enter a description for the new condition of approval.

Selecting Existing Conditions

Click the Select Existing button and on the Add condition of approval drawer page, select the desired condition, and click Create.

Reordering Conditions

Click the Reorder button, and on the Reorder conditions of approval page, use these buttons to configure the desired order of conditions.

Page Element	Description
Up	Click to move up the selected record by one step.
Down	Click to move down the selected record by one step.
Top	Click to move the selected record to the top of the list.
Bottom	Click to move the selected record to the bottom of the list.

When you are satisfied with the order, click Reorder to save your changes.

Generating the Conditions of Approval Report

The conditions of approval report records the details of the planning application followed by the details of the conditions of approval. Review the description of the application, the name of the assigned planner, and the list of all the conditions applied to the application. The list follows the sequence of conditions as you see them listed in the Conditions of Approval page, grouped by the condition type.

To generate the report, slick the More Actions button, and select Generate Report. The conditions of approval report opens in a new window. You can print or save the report.

Accessing Plan Reviews

To access Plan Reviews quickly, click the More Actions button and select Plan Reviews.

For more information on plan reviews, see Plan Review Overview.

Exporting the Conditions of Approval List

To export a CSV format list of the conditions of approval, click the Export button, select a location to save the file, and click Save.

Resolving Conditions of Approval

To resolve a condition of approval applied to a planning application:

Locate the condition in the conditions of approval list.
Click the More Actions button for that row.
Select Resolve.
On the confirmation dialog box, click Resolve.

Deleting Conditions of Approval

Locate the condition you want to remove from the application, click the More Actions button for that row, and click Delete.