Managing Contractor License Details

Agency staff can modify the details for an individual contractor license depending on the assigned permissions. Staff can also manage transactions, contacts, attachments, comments, and conditions.

To navigate to the contractor license details, start by accessing the Contractors list page. One way to do that is to select the Contractors tile on the Agency Springboard. Or, in the Ask Oracle search on the Oracle home, enter "Contractors for Permitting and Licensing." Select the link to open the Contractors list page.

Modifying License Details

Agency staff with a contractor duty role (PSC Contractor Master Management or PSC Contractor Master Administration) can update contractor license information, regardless of integration with an external licensing body. Only agency staff with the Administration role have the privileges needed to delete a license from the contractor records. For more information, see Security Details for Managing Contractor Information.

Here's how to modify the license information for a contractor:

1. On the Contractors list page, select the row of the contractor license that you want to update.

2. On the License Details page, go to the Contractor and Business section.

3. Click the Import button to retrieve and save updated license information from an external licensing body when a license is new. Click Refresh after a license has already been saved. This action is available only when integration with the licensing body is enabled.

4. Click the Update button to manually update the details on the Contractor and business details drawer.

   Here are the contractor and business details that can be updated:

   Page Element	Description
   Contractor Approved	Turn on the switch to indicate that this license is available for use in applications.
   License Type	Select a contractor license type. For example, general building or electrical contractor.
   License Status	Select a contractor license status. For example, Active, Canceled, Expired, Suspended, Other, Revoked, or Inactive.
   Issue Date Reissue Date Expire Date	Enter the dates when the contractor license was issued, reissued, and expired.
   Business Name and Owner Name	Enter the contractor business and owner names.
   Ownership Type	Select the type of business ownership. For example, corporate or joint tenancy.
   Contact information	Enter the email and address information for the contractor business.

5. Click Update to save your changes and close the drawer.

6. Add or update license details in sections set up by the agency to collect contractor license information:

   • Classifications

   • Contractor Bond

   • Certification

   • Insurances

   For more information, see Setting Up Contractor License Sections.

Viewing Related Transactions

When the contractor license is used on transactions, you can view consolidated lists here. For more information, see Viewing Contractor License Use.

Working with Contacts

Click the Contacts tab in the left panel to open the Contacts page. For information about working with contractor contacts, see Adding Contractor License Contacts.

Working with Attachments

Click the Attachments tab in the left panel to open the Attachments page. For more information, see Working with Application Attachments.

Only agency staff can add, view details, download, or delete attachments in the contractor license record details on the Attachments page. You can modify or delete an attachment only if you uploaded it.

Here's how to work with attachments in the contractor license details:

1. On the Attachments page, click + Add Attachments to upload the file.

2. Select the file and add a description, document category, and document subcategory on the New attachment drawer.

   If there are agents for the contractor associated with this contractor license, you can reference them in the Assigned To field.

   Click Upload.

3. Click the three-dot Actions button and select an action. You can modify or delete an attachment only if you uploaded it.

   • View Details - Select to view or update details. You can update the description, document category, document subcategory, and referenced person.

   • Download - Select to download the attachment.

   • Preview - Select to view a preview image of the attachment.

   • Delete - Select to delete the attachment.

Adding Comments

Click the Comments tab in the left panel to open the Comments page. Comments are for internal reference only and not visible to the public. For more information, see Working with Comments and Managing Comments.

Only agency staff can add or delete comments in the contractor license record details on the Comments page. You can modify or delete a comment only if you added it.

Working with Conditions

Click the Conditions tab in the left panel to open the Conditions page. For information about working with conditions, see Applying Conditions to Contractor Licenses.