Applying Conditions to Contractor Licenses

Agency staff can apply conditions to contractor licenses to indicate an issue exists and limit permit or planning application activity when the contractor license is used. For example, a condition applied to a contractor license may prevent the submittal of an application where the license is selected or an inspection can't be requested for a permit associated with the license. Your agency can also set up the system to automatically apply contractor license conditions when the contractor license or insurance expires.

Agency staff apply, modify, and resolve contractor conditions on the contractor records in the agency-maintained list. The Conditions page in the contractor details displays all of the conditions applied to the selected contractor, with applied conditions followed by resolved conditions. The condition indicator in the header of the detail pages displays the most severe condition. Click the All Conditions link next to the icon to open a modal window that displays all active conditions applied along with their severity, applied date, and display message.

When you select the option to apply a contractor condition to transactions, the contractor condition is applicable to permits and planning applications when the license is used. You can choose whether to apply the condition to in-process permits and planning applications.

Caution:

Changing the license type clears conditions on the license. The license type can only be changed when the license isn't used on a transaction and doesn't have any conditions. For more information about license types, see Contractor License Overview and Adding Contractor Licenses.

One way to access the Conditions page for a contractor license is to enter Contractors for Permitting and Licensing. Select the row for the contractor license you're working with.

Adding a Condition to a Contractor License

1. Click Conditions in the left navigation panel.

2. On the Conditions page, view the list of applied and resolved conditions. Click the Apply Condition button.

3. On the Apply new condition drawer, select a condition name from the drop-down list.

   After you select a condition, the condition information is brought in as it was defined in the condition setup. You can override the default rules, priority, description, and additional information to customize the condition.

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

4. Let's take a look at the fields you can review for the selected condition:

   Page Element	Description
   Display Message	Displays the message associated with the selected condition. This message is entered by your agency administrator in the setup page and can't be updated here.
   Severity	Displays the level of severity defined for the selected condition. Lock: This severity suspends all operations and selects all condition rules for the condition. Hold: This severity enables agency staff to select the condition rules that apply to the condition. Notice: This severity functions as an alert and has no effect on operations.

5. Accept the default or update the Condition Rules in the Details section. Select one or more of the available rules for contractor license conditions:

   • Prevent Application Progress

   • Prevent Workflow Advancement

   • Prevent Issue or Final

   • Prevent Payment

   • Prevent Inspection Schedule

   • Prevent Inspection Result

   • Prevent Final Inspection

   The Prevent Application Progress rule is only applicable to conditions on persons, parcels, property addresses, business licenses, and contractor licenses. The Prevent Workflow Advancement rule is only available when the Apply Condition to Transactions switch is turned on.

   Note:

   For a condition with a Hold severity, you can accept the default rules or select different rules. For a condition with a Lock severity, all condition rules are automatically applied and can't be changed.

6. Accept the default or update these fields:

   Page Element	Description
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description entered by your agency administrator in the condition setup page, but you can update the text here.
   Additional Information	Displays additional information entered by your agency administrator in the condition setup page, but you can enter new information here.
   Apply Condition to Transactions	Applies the condition to new applications or transactions that will be associated with the selected license. Turn off the switch if you want the condition to be applied only to the license you're working with. The condition setup determines whether this switch is turned off or on by default.
   Include in-process transactions	Turn on this switch if you want to apply the condition to transactions already in process that are associated with this license. This option appears only if the Apply Condition to Transactions switch is turned on. You can click the View Impacted Transactions button to view the list of transactions where the condition will be applied.

7. Click Apply.

Resolving a Condition

You can resolve a condition that you applied to a contractor license like this:

1. Access the Conditions page for the license you are working with.

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

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

4. Turn off the Resolve conditions applied to transactions switch if you want to resolve this condition alone, without affecting the transactions associated with the license. This switch appears only if the condition was applied with the Apply Condition to Transactions switch turned on.

   Turn on the Resolve conditions applied to transactions switch to resolve the condition that was initially applied automatically to the transactions when this condition was created.

5. Use the View Impacted Transactions link to access a page that lists all impacted business license transactions or applications.

6. Click the Resolve button.

Modifying a Condition

You can modify a condition that you applied to a contractor license. Any changes you make won't be copied over to the existing transactions. You can't modify a resolved condition.

On the Conditions page for the contractor license you're working with, click the condition row. On the Condition details drawer, you can update the rules, priority, description, and additional information for a condition with a Hold severity. For conditions with a Lock or Notice severity, you can update the priority, description, and additional information. If you enable the Apply Condition to Transactions switch, then the changes you save will be applied to new transactions. Click Save.

Caution:

Once a condition is saved, you can't make changes to the Apply Condition to Transactions and Include in-process transactions fields.

Viewing a Resolved Condition

On the Conditions page for the contractor license you're working with, click the Resolved filter to view the resolved conditions. Click a resolved condition row. On the drawer, you can view the details of the condition and its resolution, including this information:

• Resolve condition applied to transactions

• Resolution Action

• Resolved Date

• Resolved By

Click Cancel to return to the Conditions page.

Using Scheduled Rules to Add a Condition

When a contractor license or insurance expires, your agency's system can apply a condition to the contractor license that will stop application progress until the expired license or insurance is managed.

Your agency can use these Scheduled Rules events in the Business Rules Framework to monitor when a license or insurance expires: Contractor License Expiration and Contractor License Insurance Expiration.

Here's where you can find more information about automatically applying license and insurance expiration conditions:

1. Your agency might leverage the same conditions that can be applied manually or define new conditions. Conditions can be Lock or Hold conditions, depending on the actions the agency wants to prevent. See Setting Up Conditions.

2. Setup includes 1 or more rules for each event and configured criteria and actions to apply 1 or more conditions. See Setting Up Scheduled Rules.

3. Depending on how rules processing is set up, your agency might run the rules on a daily basis to check for licenses and insurance that expired the day before. See Using the Process Monitor.