Autorefresh and Save Snapshot of Contractor License Details in Permit

Agency staff and registered users applying for permits and viewing permit details in the Redwood Experience now always see the latest contractor license information without manually refreshing.

Agency staff can access the contractor history captured at different points in the permit lifecycle, from application submittal through an end status. The statuses at which contractor license history is captured depend on workflow but can also be captured without workflow when an application status is Submitted or Completed, depending on agency setup. If workflow is altered, the contractor history isn't captured, unless it corresponds to a productized end status, such as Completed, Certificate of Occupancy, or Denied. History is also captured at delivered workflow statuses including Submitted, Withdrawn, and Expired, as well as when an application is reopened (agency chooses status) or renewed (Submitted).

This example illustrates the View History button on the Contractor page in the permit application details, which first appears once a history snapshot has been taken.

Contractor Page in Permit Application

Contractor Page in Permit Application

You click the View History button to view the Contractor History page, which displays the contractor license details for each contractor at the time the status was reached.

Contractor History Page for a Permit Application

Contractor History Page for a Permit Application

This feature automatically refreshes permits with the latest contractor license information.

Steps to Enable

To enable this feature, you must enable the Redwood Experience for Application Intake, Make a Payment, and Transactions List. 

To enable this: 

  1. Navigate to Setup and Maintenance > Change Feature Opt In link. 
  2. In the Permits row, click the pencil icon. 
  3. Enable the Redwood Experience for Application Intake, Make a Payment, and Transactions List.

Tips And Considerations

To preserve the historical accuracy, snapshots of the contractor license details are taken and stored when a permit's status becomes terminal. An API is also provided for agencies to customize the timing of any additional snapshots within their workflows, which offers flexibility and control over license data capture.

License information can't be edited in the application during intake or after application submittal. However, changes can be made in the contractor record list or the external source to appear in the application. 

The Refresh option has been removed. Users don't need to refresh contractor information in the permit application anymore. The latest contractor license information is always displayed. The contractor license must exist in the contractor list or in an external source because information is automatically retrieved from these resources.

Only agency staff can view contractor license history. Contractor license history is delivered for some of the productized application statuses such as Submitted, Permit Issued, Completed, Certificate of Occupancy, Denied, Withdrawn, Expired.

Key Resources

Access Requirements

Duty roles with view access to application contractor history:

  • Agency Permit Application Inquiry Duty
  • The agency Planning and Zoning application inquiry duty

Duty role with access to add application contractor history:

NOTE: The REST publicSectorRecordContractorHistories uses this role to take additional history snapshots when called from the workflow.

  • PSC Transaction Contractor History Administration

By default assigned to custom role:

  • PSCR Proxy User for OIC

Agency Management and Registered Users are granted contractor license child data delete access until the application is in an ending or terminal status to be able to refresh contractor license information in the application.