Setting Up Credential Conditions

Agencies can now apply restrictive conditions to business licenses when credentials associated with a business license expire.

Credential conditions can be applied manually or automatically using scheduled rules set up in the Business Rules Framework. The credential condition can be set up to apply to business licenses and also to be inherited by related business license transactions.

A new business rule, Business License Credential Expiration, is now available delivered with a default configuration that can look for a credential that expired the previous day for active and expired business licenses and then apply the condition. The delivered scheduled rule can be copied and the copied rule can be modified by the agency to suit business needs. You can also set up communications using the Business License Credential Expiration communication event. The communication template can be configured to list all the credentials for the business license in the notification text.

Here's how to set up credential conditions:

1. Configure conditions with the Object Type set to Business License.

   See Setting Up Conditions.

2. Configure the credential to designate a business license condition as the expiration condition. In the credential details, set up these options:

   Page Element	Description
   Expiration Condition	Select a business license condition from the drop-down list.
   Access Conditions	Click this link to open the Conditions page.
   Apply conditions to transactions	Turn on this switch to apply the credential expiration condition to new transactions associated with the business license. You turn off the switch if you don't want the condition to be applied to the related transactions.
   Enable in-process transactions	Turn on this switch to apply the condition to business license transactions already in progress. This option is available only if the switch to apply conditions to transactions is turned on.

   See Setting Up Credentials.

3. Configure the credential group.

   Select the credentials required for a business license type. For each credential in the group, the agency defines the business license activities, including origination, amendment, and renewal applications, for which the credential is applicable.

   See Setting Up Credential Groups.

4. Set up credential exemption reasons in the lookup type.

   See Setting Up Lookups.

5. Associate credentials with credential exemption reasons.

   See Setting Up Credential Exemption Reasons.

6. Add the Credentials predefined field group to the intake form for the business license type where the credential is required. In the Element Attributes, select the credential group that you configured in a previous step.

   See Using Predefined Field Groups.

7. Verify the delivered scheduled rule called Business License Credential Expiration in the Business Rules Framework.

   The default scheduled rule checks the credential expiration date and credential exemptions for active and expired business licenses.

   See Setting Up Scheduled Rules.

8. Set up the communication template for the Business License Credential Expiration (LIC_CREDENTIAL_EXP) communication event if you want to send communications to applicants and application contacts.

   See Setting Up Communication Templates.

When the credential expires, the scheduled rule is triggered and the condition is applied to the business license. The applied conditions appear on the Conditions page in the business license details. See Applying Conditions to Business Licenses. If the conditions were set up to be inherited by the business license transactions for the business license, you'll see the conditions on the Conditions page in the business license activity details. See Applying Conditions to Applications.