Using the License Worklist

The license worklist provides a central location for performing license-related activities. Separate tabs list unassigned applications, applications that are assigned to the current user, and workflow tasks that are assigned to them.

Go to the Worklists on the Permitting and Licensing home page. On the Worklist page, select License from the offerings drop-down list. If you have access only to the Licenses worklist, the worklist opens directly without an offering selector.

Initially, all tabs to which you have access appear. Click a tab to see the applications that meet the tab filter criteria and to access the relevant actions. Filter chips appears only when matching data is available. Each tab provides access to relevant actions.

The license worklist has the following tabs:

Tab	Displays	Available Actions	Additional Information
Unassigned License Applications	License applications that do not have an assigned specialist. Filter chips for license activity types: Consultation Origination Amendment Renewal	Assign Specialist Click the Actions menu for the application row and select Assign Specialist. On the Assign Specialist drawer, select a specialist and click Assign. Claim Application Select Claim Application to assign the application to yourself. This option is available only when you are assigned a specialist role. Bulk claim is available when multiple selection is enabled, and the user has the required role. Copy Application Click the Actions menu for the application row and select Copy Application. Select the desired options on the Copy Application page and click Save. A new application form opens with values prefilled. See Copying an Application. Cancel Application Click the Actions menu for the application row and select Cancel Application. Enter a reason for the cancellation and click OK. The application form gets removed from the worklist. The Cancel Application action is available only for the applications in the Pending and Payment Pending status. Withdraw Application Click the Actions menu for the application row and select Withdraw Application. Enter a reason for the withdrawal and click OK. The application form gets removed from the worklist. The Withdraw Application action is available from the submission of the application until its completion. The statuses in which an application can be withdrawn are: Accepted In process Inspection License issuance	The Claim action is available only to the users who have the Business License Specialist (ORA_BL_SPECIALIST) Job Function assignment. Assigning an application removes it from this tab and appears on the assigned specialist’s My License Applications tab. The tab count displays the number of applications in the tab. A condition link is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the link displays the most severe condition. Click the link to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information, see Working with Application Conditions.
My License Applications	Submitted and in- process license applications that are assigned to the current user. Filter chips for license activity types: Consultation Origination Amendment Renewal Comments and attachments pertaining to this application.	Update Specialist Change the assigned specialist or unassign the application. Send Message Open the communication flow to send a message related to the application. See Working with Communications. Copy Application Create a pending copy with applicable values prefilled. See Copying an Application. Update Description Update the application description from the worklist action. Compare Activity Opens the Activity Comparison page in license activity details for eligible amendment and renewal applications. Use this action to compare the current activity with the prior activity and review attribute-level changes. For more information, see Comparing License Activity. Comments Review, add, or delete comments associated with the application. See Working with Comments. Attachments Review, add, or delete attachments associated with the application. See Working with Application Attachments. Cancel Application Click the Actions menu for the application row and select Cancel Application. Enter a reason for the cancellation and click OK. The application gets removed from the worklist. The Cancel Application action is available only for the applications in the Pending and Payment Pending status. Withdraw Application Click the Actions menu for the application row and select Withdraw Application. Enter a reason for the withdrawal and click OK. The application form gets removed from the worklist. The Withdraw Application action is available from the submission of the application until its completion. The statuses in which an application can be withdrawn are: Accepted In process Inspection License issuance	Reassigning an application to a different user removes it from this tab. Unassigning the specialist moves the application back to Unassigned License Applications. A condition link is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the link displays the most severe condition. Click the link to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. For more information see, Working with Application Conditions.
Incoming Tasks	All active applications assigned for the group.	View Details Opens the application details page on the Workflow tab. Users can also open the same page by clicking the Task Name or Application ID link. Claim Assigns the task to the current user and moves it to the My Tasks tab. Reassign Opens the Reassign drawer, where users can select another user and assign the task. Withdraw Removes the task from the incoming task list and updates the related workflow activity.	If an application has conditions, a condition link appears in the row. Click the link to open the condition summary drawer. Selecting a condition opens the application’s Conditions page. If the application has a primary and subapplication relationship, a link appears in the Relationship Details column. Click the link to open the subapplication drawer. Task counts are updated when tasks are claimed, reassigned, released, or withdrawn.
My Tasks	All active applications assigned to the logged-in user. Users can filter tasks by Assigned Today or Assigned Earlier, when available. The grid also includes a Days Since Assigned column that shows whether the task was assigned today or the number of days since assignment.	View Details Opens the record details page on the Workflow tab. Users can also open the same page by clicking the Task Name. Update Result Opens the task update form, where users can enter required information and update the task result. Reassign Opens the Reassign drawer, where users can select another user and assign the task. Release Releases the task from the current user. Withdraw Removes the task from the user’s task list and updates the related workflow activity.	The condition, fee, and subapplication indicators behave the same way as they do on the Incoming Tasks tab. The Assigned Today and Days Since Assigned values are based on the agency time zone configuration.

Tab

Displays

Available Actions

Additional Information

Unassigned License Applications

License applications that do not have an assigned specialist.

Filter chips for license activity types:

Consultation
Origination
Amendment
Renewal

Assign Specialist

Click the Actions menu for the application row and select Assign Specialist. On the Assign Specialist drawer, select a specialist and click Assign.

Claim Application

Select Claim Application to assign the application to yourself. This option is available only when you are assigned a specialist role. Bulk claim is available when multiple selection is enabled, and the user has the required role.

Copy Application

Click the Actions menu for the application row and select Copy Application. Select the desired options on the Copy Application page and click Save. A new application form opens with values prefilled. See Copying an Application.

Cancel Application

Click the Actions menu for the application row and select Cancel Application. Enter a reason for the cancellation and click OK. The application form gets removed from the worklist.

The Cancel Application action is available only for the applications in the Pending and Payment Pending status.

Withdraw Application

Click the Actions menu for the application row and select Withdraw Application. Enter a reason for the withdrawal and click OK. The application form gets removed from the worklist.

The Withdraw Application action is available from the submission of the application until its completion. The statuses in which an application can be withdrawn are:

Accepted
In process
Inspection
License issuance

The Claim action is available only to the users who have the Business License Specialist (ORA_BL_SPECIALIST) Job Function assignment.

Assigning an application removes it from this tab and appears on the assigned specialist’s My License Applications tab.

The tab count displays the number of applications in the tab.

A condition link is displayed on the row if an application has a condition applied. If multiple conditions are applied, then the link displays the most severe condition. Click the link to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied.

For more information, see Working with Application Conditions.

My License Applications

Submitted and in- process license applications that are assigned to the current user.

Filter chips for license activity types:

Consultation
Origination
Amendment
Renewal

Comments and attachments pertaining to this application.

Update Specialist

Change the assigned specialist or unassign the application.

Send Message

Open the communication flow to send a message related to the application. See Working with Communications.

Copy Application

Create a pending copy with applicable values prefilled. See Copying an Application.

Update Description

Update the application description from the worklist action.

Compare Activity

Opens the Activity Comparison page in license activity details for eligible amendment and renewal applications. Use this action to compare the current activity with the prior activity and review attribute-level changes. For more information, see Comparing License Activity.

Comments

Review, add, or delete comments associated with the application. See Working with Comments.

Attachments

Review, add, or delete attachments associated with the application. See Working with Application Attachments.

Cancel Application

Click the Actions menu for the application row and select Cancel Application. Enter a reason for the cancellation and click OK. The application gets removed from the worklist.

The Cancel Application action is available only for the applications in the Pending and Payment Pending status.

Withdraw Application

Click the Actions menu for the application row and select Withdraw Application. Enter a reason for the withdrawal and click OK. The application form gets removed from the worklist.

The Withdraw Application action is available from the submission of the application until its completion. The statuses in which an application can be withdrawn are:

Accepted
In process
Inspection
License issuance

Reassigning an application to a different user removes it from this tab.

Unassigning the specialist moves the application back to Unassigned License Applications.

For more information see, Working with Application Conditions.

Incoming Tasks

All active applications assigned for the group.

View Details

Opens the application details page on the Workflow tab. Users can also open the same page by clicking the Task Name or Application ID link.

Claim

Assigns the task to the current user and moves it to the My Tasks tab.

Reassign

Opens the Reassign drawer, where users can select another user and assign the task.

Withdraw

Removes the task from the incoming task list and updates the related workflow activity.

If an application has conditions, a condition link appears in the row. Click the link to open the condition summary drawer. Selecting a condition opens the application’s Conditions page.

If the application has a primary and subapplication relationship, a link appears in the Relationship Details column. Click the link to open the subapplication drawer.

Task counts are updated when tasks are claimed, reassigned, released, or withdrawn.

My Tasks

All active applications assigned to the logged-in user.

Users can filter tasks by Assigned Today or Assigned Earlier, when available. The grid also includes a Days Since Assigned column that shows whether the task was assigned today or the number of days since assignment.

View Details

Opens the record details page on the Workflow tab. Users can also open the same page by clicking the Task Name.

Update Result

Opens the task update form, where users can enter required information and update the task result.

Reassign

Opens the Reassign drawer, where users can select another user and assign the task.

Release

Releases the task from the current user.

Withdraw

Removes the task from the user’s task list and updates the related workflow activity.

The condition, fee, and subapplication indicators behave the same way as they do on the Incoming Tasks tab.

The Assigned Today and Days Since Assigned values are based on the agency time zone configuration.

Note:

KPI cards are hidden by default. Users can add available KPI cards to the worklist to monitor application counts by clicking Edit Page Layout.

Filter chips are hidden when no matching application data exists.

Viewing Additional Application Information

The worklist displays links and count fields to help agency users identify information that may require immediate review, including conditions, comments, and attachments. For example, the Condition column displays a link when an application has a condition that may require review. Click the relevant link to view details.

If multiple conditions are applied, then the link displays the most severe condition. Click the link to see a list of all applicable conditions, including the condition name, severity, description, and when the condition was applied. Click a condition row to open the application's Conditions details page in a new window.

Clicking an Application ID opens the license transaction details page. From application details, the parent navigation label is Go to Worklist. Selecting this label returns the user to the Worklist landing page.