Working with Code Enforcement Attachments

You view a list of files and upload or download documents associated with a case or incident on the Attachments page.

Attachments provide supporting documentation needed by agency staff whilw working with cases and incidents. See the section "Security Details for Working with Attachments" for information about setting up security for agency staff, responsible parties, and contacts with access to manage attachments.

You can manage attachments associated with a transaction on different pages in Oracle Permitting and Licensing. Here’s a look at some of the areas that include attachment functionality:

The Attachments page in cases and incidents.
The Workflow page in the transaction detail pages.
Inspection Detail and Checklist pages in the Inspector Application for mobile devices.
New Violation and Inspection pages in Oracle Municipal Code Officer.

For more information about managing attachments for a workflow task, see Using Workflow.

For more information about Oracle Municipal Code Officer, see Overview of Mobile Oracle Municipal Code Officer.

Security Details for Working with Attachments

This section describes important security roles, requirements, or considerations specific to working with attachments for cases and incidents.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Registered Public User	Add and update attachments to cases until they are closed. View all attachments on applications for which the user is the responsible party.	PSC Registered Public User
PSC Add Case Attachments	Add Case Attachments	PSC System Administrator PSC Code Enforcement Technician PSC Add Case Attachments PSC Code Enforcement Officer PSC Code Enforcement Case Management PSC Code Enforcement Application Administrator PSC Code Enforcement Case Administration PSC Integration Cloud User for Workflow
PSC Update Case Attachments Added by Others and Self	Update Case Attachments Added by Others and Self	PSC System Administrator PSC Update Case Attachments Added by Others and Self PSC Code Enforcement Application Administrator
PSC Update Case Attachments Added by Self	Update case attachments that were added by others and by themselves.	PSC System Administrator PSC Code Enforcement Case Management PSC Code Enforcement Case Administration PSC Code Enforcement Application Administrator PSC Update Case Attachments Added by Self PSC Integration Cloud User for Workflow
PSC Delete Case Attachments Added by Others and Self	Delete Case Attachments Added by Others and Self	PSC System Administrator PSC Delete Case Attachments Added by Others and Self PSC Code Enforcement Application Administrator

Note:

Responsible parties and contacts with case access can view and add attachments to their own cases as well as update and delete the attachments they added themselves. Before contacts can manage attachments, your agency must add the PSC Contact User duty role (ORA_PSC_CONTACT_USER_DUTY) to the PSC Custom Registered Public User role (CUSTOM_PSC_REGISTERED_PUBLIC_USER) and enable application access for the contact type.

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.

Attachments Page in the Case Details

You can use the Attachments page in the case details as the case's central repository for managing attachments.

The actions you can perform depend on your permissions.

The page tabs and elements may vary on the Attachments page depending on the case. Let's take a look at the different available tabs:

The Case tab displays attachments added from all sources, related to the case.
The Intake tab displays all attchments uploaded during the intake process of the case.
The All tab displays all attachments related to the case added from all sources.

Viewing Attachment Details

To view a list of attachments:

Access the detail page for the case where you want to view attachments.
Click the Attachments link in the left panel to view the Attachments page.

You may need to expand the Case section that includes the Attachments link.

On the Attachment page, view the attachment grids on the different tabs.

Here are the various elements:

Page Element	Description
File Name	View the following information in the Filename field: Icon indicating the file type Filename with file type extension
File Size	Displays the file size.
Description	View the description of the attachment as entered by the person who added the attachment.
User Type	Displays which type of user had uploaded the attachment.
Uploaded By Uploaded On	View the name of the person who uploaded the file along with the date and time when the person uploaded the file. Registered public users see Staff instead of a name.
Actions	Click the actions icon to select and perform an action: View Details Download Preview Delete

Click the Sort By to view attachments grouped by these fields: file name and size,description, user type, uploaded by, and uploaded on.
To find a specific attachment, you can enter values in the search field.

Adding Attachments

You upload files to the Attachments page using the New attachment drawer.

Note:

The maximum file size is 150 MB depending on the page that you're uploading to in Oracle Permitting and Licensing. It may take several minutes to upload large files.

To add attachments:

Access the detail page for the case where you want to add attachments.
Click the Attachments link in the left panel to view the Attachments page.

You may need to expand the section that includes the Attachments link.
Click the Add icon.
Select the file to upload in the browser dialog box and click Open.

The file name appears on the New attachment drawer.
On the New attachment drawer, optionally enter a description of the file.
If the Category and Subcategory fields appear on the Add Attachment page, optionally select a document category and subcategory.
Click the Upload button.

The Add Attachment window closes, and the newly uploaded attachment appears on the Attachments page.

Updating Attachment Details

You can update attachments that you added on the Case tab. Agency staff with appropriate permissions can update any attachments on the Case tab.

Note:

Attachments on the All tab can't be updated.

Here's how to view and update document details on the Attachment details page:

On the Attachments page, click the Action icon for the document that you want to view.
Select View Details to open the Attachment details drawer.

The page includes the information from the Attachments page and attachment details, such as file name and size, upload and update details. The drawer also shows the user type and preview of the attchment.
On the Attachment details drawer, you can update the description.

Downloading Attachments

You can either download a single attachment or select multiple and download them together.

To download a single attachment from the Attachments page:

On the Attachments page, click the Action icon for the document you want to download.
Click the Downloadbutton and save to the location of your choice.

To download multiple selected attachments from the Attachments page:

On the Attachments page, click the Select Multiple icon above the grid.
Select the documents to download.
Click the Download button and save to the location of your choice..

Deleting Attachments

There are multiple ways to delete attachments. The security associated with your user ID determines whether you can delete attachments.

To delete a single attachments from the Attachments page:

On the Attachments page, click the Action icon for the document you want to delete.
Select Delete from the action menu.

To delete selected attachments from the Attachments page:

On the Attachments page, click the check box at the top of the grid to select all attachments or select the check boxes for the documents you want to delete.
Click the Delete button.