Contractor Condition Applied for Expired Insurance

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 new Scheduled Rules events that require setup in the Business Rules Framework to monitor when a license or insurance expires:

  • Contractor License Expiration
  • Contractor License Insurance Expiration

Automatically applies a condition to stop application process when a license or insurance expires.  This ensures all contractors meet regulatory requirements.

Steps to Enable

You will need to configure one or more rules for each event and schedule the rule: 

  1. Navigate to Common Setup > Business Rules Framework. 
  2. Click Scheduled Rules. 
  3. Find the event you want to schedule rules for: 
    • Contractor License Expiration
    • Contractor License Insurance Expiration
  4. Click the "Plus" icon to add the Business Rules. 
  5. Configure the criteria and actions in the Business Rule Detail Page. 
  6. Select the "Enable" switch to enable the rule. 
  7. Click Save. 
  8. Click Schedule Rule. 
  9. Enter the Parameters, Schedule, and Notification for the rule. 
  10. Click Submit.

Tips And Considerations

Contractor conditions can be applied manually today, so if there are appropriate conditions already defined, those could be used, otherwise the agency needs to define new ones. Conditions can be Lock or Hold conditions, depending on the actions the agency wants to prevent.

One possible configuration for the execution schedule is to run the rules on a daily basis and check for licenses and/or insurances that have expired the day before. 

Key Resources