Using the Code Technician Worklist

Security Details for Using the Code Technician Worklist

This section describes important security roles, requirements, or considerations specific to using the code technician worklist.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Code Enforcement Technician	Access the Code Enforcement Technician Worklist to review and act on pending tasks on cases assigned to themselves.	PSC Code Enforcement Technician

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 and Using the Worklist

Select Worklist on the Permitting and Licensing home page. If you have access to multiple worklists, the Common Worklist page opens. On the Common Worklist page, select Code Enforcement from the offerings drop-down list.

Common grid controls in Oracle Permitting and Licensing enable public and agency users to perform actions and manage how they display data. For details on the grid controls available in the Worklist, see Using Grids and Personalizing Grid Displays.

All Inspections, Incidents, Notices, Hearings, and Access Requests

A code technician can view a list of all their assignments together with the assignments in the issue type or subtype that they are assigned to. All assignments – inspections, incidents, notices, hearings, and access requests – can be viewed in separate tabs with their associated filters. Each tab displays the count of assignment records listed on the page, based on the application of any filters.

Note:

By default, the worklist search is filtered to records assigned to the signed-in code technician by automatically applying the corresponding technician filter chip. Administrators and Supervisors are exceptions to this behavior; no technician filter chip is applied for these roles by default, allowing them to view all records in the worklist.

Tab	Filters
Inspections	Status: Scheduled, Completed, Canceled Code Officer Code Technician Inspection Count: First Inspection, Reinspection
Access Requests	Code Officer Code Technician
Unassigned Incidents	Overdue Priority
Incidents	Overdue Priority Code Officer Code Technician
Notices	Code Officer Code Technician Notice Type Ready to Mail
Hearings	Code Officer Code Technician
Unassigned Cases	-
Cases	Code Officer Code Technician
Incoming Tasks	-
My Tasks	Assigned: Today, Earlier

This example illustrates the Worklist – Unassigned Incidents page, which is described in the surrounding text.

Code Technician Worklist - Unassigned Incidents

Tabs on the Code Technician Worklist

The code technician worklist has the following tabs:

Tab	Displays	Available Actions and Filters	Additional Information
Inspections	Displays all inspections	View Details Reschedule Comments Attachments Cancel Inspection
Access Requests	Cases assigned to the logged in technician that have pending requests from registered public users who have asked for online access to the case. These include the cases that match the technician's issue type and subtype.	Allow Access Deny Access Note: An email notification is sent to the registered user about the request approval or denial. For details, see Adding Responsible Parties	Public users who are granted access can view details of their cases and notices online. They can also take actions such as submitting an appeal. Users can’t access their case if the agency denies their request.
Unassigned Incidents	These are incidents in the Reported status that do not have an assigned technician. This tab includes: A Report Incident button which provides quick access for the user to report a new incident from the worklist. For details on reporting incidents, see Reviewing Incident Lists.	Claim (code enforcement technicians) Assign (code enforcement supervisors)	Supervisors assign incidents to code enforcement technicians, while technicians claim incidents for themselves. Both actions result in assigning a technician to the incident, which removes the incident from this tab. For more information, see Claiming and Assigning Incidents. The Overdue filter displays unclaimed incidents with a due date before the current date. The Priority filter shows unclaimed incidents where the Priority switch is enabled.
Incidents	Unassigned incidents (those in Reported status) where the current user is the assigned code technician as well as the incidents that match the technician's issue type and subtype. The list also includes reassigned incidents from the administrator or from another staff member. This tab includes: A Report Incident button which provides quick access for the user to report a new incident from the worklist.	Schedule Inspection Mark as Duplicate Reassign Code Technician Release Reroute Incident Close	The actions that are available here are also available from the incident detail page. For more information, about taking action on incidents, see Processing Incidents. Completing any of the available actions removes the incident from this tab. The Overdue filter shows claimed incidents with a due date before the current date. The Priority filter shows claimed incidents where the Priority switch is enabled.
Notices	List of notices from cases that are assigned to the code technician as well as the notices that match the technician's issue type and subtype. Notices are separately listed as notice of violations, notice of citations, and ad hoc notices. Violation and citation notice object records are created for violations and citations respectively.	For Notice of Violation, Notice of Citation, and Ad hoc in the Pending and In Progress statuses: Review Case and Notice Details Preview and Generate Notice Cancel Notice For Ready to Mail in the Generated status: Update Tracking Details View Generated Notice Update Generated Notice Add Additional Attachments For Notices in the Sent status: Update Tracking Details View Generated Notice Update Generated Notice Additional Attachments For Notices in the Hold status: Release	The notices are classified under 3 types – Ad hoc, Citation, and Violation. The Preview and Generate Notice action signifies that the notice object alone is created. You should use this action to open the Preview and Generate Notice drawer to complete the details, and click the Generate and Send or Generate button to complete the action. Once a notice is in Generated status, it is available in the Ready to Mail filter. Any changes made to the notice process will automatically update the case detail pages. A citation notice additionally contains information about the citation fees. The Download to Print action downloads the report in a separate tab, ready to print. The Update Mailing Details action opens the mailing details modal page to update the tracking details of the notice report. The Mark as Sent action changes the status of the notice from Generated to Sent. The record is removed from the Worklist. You can access the Notices page in case details and view the detail. See Editing Notice Details under Working with Notices.
Hearings	Cases assigned to the logged in technician that have requested appeals or hearings in Scheduled status. These include the cases that match the technician's issue type and subtype.	For Hearings in the Completed status: View Details Manage Attachments Update Hearing Decision Reschedule Hearing For Hearings in the Not Scheduled status: View Details Schedule Hearing Manage Attachments Cancel Hearing For Hearings in the Scheduled and Canceled statuses: View Details Update Hearing Decision Reschedule Hearing Manage Attachments Cancel Hearing	For details about appeals and hearings, see Working with Appeals and Hearings.
Unassigned Cases	Unassigned cases. These are cases that do not have an assigned technician.	Claim (code technicians) Multiple Select Claim (code technicians)	When you click the Claim button, the case is assigned to you and the row is removed from this list page. The Multiple Select button allows you to select multiple cases using checkboxes. Click Claim to assign the selected cases to yourself. You can also claim or assign cases to another staff from the Cases list page and the case Overview page. See Processing Cases and Viewing the Case Details Overview.
Cases	All active cases assigned to the logged in technician, including the auto-assigned ones. The list also includes reassigned cases from the administrator or from another staff member.	Update Status	Status options: Violation Closed Compliance Void Mandatory Abatement Legal Once the status of a case changes to Compliance, it is removed from the list.
Incoming tasks	List of all the workflow tasks related to incidents and cases that are assigned to the logged in technician or the technician group. Incoming tasks remain in the list until they are closed.	Claim Reassign Once claimed, the Actions options allows you to update, release, or reassign the workflow task.	When you claim a workflow task, the My Tasks tab will list the task according to how it is assigned – My Tasks or My Group Tasks. You can take these actions: Update: Change the status, priority, or review and add comments and attachments. The Update Tasks page allows you to page through all your tasks and make updates to each task. The Workflow page related to the selected incident or case is updated when you save the changes. Release: Unassign the workflow task from your list. This is available only for My Tasks assignments. Reassign: Change the assignee of the workflow task. This is available only for My Tasks assignments. Note: The My Tasks tab separates the assigned tasks into two filters – Assigned Today and Assigned Earlier, depending on the time of assignment. When you reassign a workflow task to another technician, the My Tasks tab for the assigned technician will list the task. For information on Workflow, see Using Workflow in Code Enforcement.
My Tasks	Lists the logged in code technician's tasks.	View Details Update Result Reassign Release Withdraw

Note:

Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the code technician worklist, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.