Working with Permit Conditions of Approval

Conditions of approval are restrictive requirements and terms that are applied to project applications such as permits and planning applications. Regulatory agencies enforce such conditions at various stages of the development life cycle to ensure project compliance with the regional laws.

Managing conditions of approval consists of applying conditions through transactions, reviewing, and resolving them based on the compliance criteria defined at specific stages of the project development time line.

Security Details for Working with Permit Conditions of Approval

This section describes important security roles, requirements, or considerations specific to working with permit conditions of approval.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Permits Conditions of Approval Management	Apply and resolve conditions of approval on permits that are not closed.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Business Analyst PSC Building Inspector PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit 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.

Viewing the Conditions of Approval

The Conditions of Approval section on the permit overview page shows a graphical representation of the status of the conditions of approval that were applied at various stages of the project time line. The various stages of the project are determined by the compliance period set up by the agency. You can click each dial to drill down to the details of the conditions applied for the specific compliance period.

1. Navigate to Permits > Permits or click the Permits tile on the Agency Springboard.

2. On the Permit Applications list page, click the row for a selected permit to open the Overview page.

3. On the Overview page, review details of conditions of approval in the Conditions of Approval section:

   Page Element	Description
   	Review the status of the conditions: The number in the center of the dial shows the number of applied conditions. The colored section represents the resolved conditions. The complete dial changes to green color when all applied conditions are resolved, <Number> Resolved: The number of resolved conditions. Click the dial to open the Conditions of Approval page, which lists all the conditions applied to the permit for the specific compliance period.
   Others <number>	Review the number of additional conditions applied.
   View Related Transactions	Click to open the Related Transactions page and then link transactions through which you apply conditions of approval to your permit. See the next section, Applying Conditions of Approval, for more details.

Applying Conditions of Approval

As an agency staff such as a permit technician, you apply the conditions of approval to your permit through related transactions linking. After linking the planning applications that contain the conditions you require, you access the list of conditions and select the ones that must apply to your permit. Each of the selected conditions applied to the planning application will map itself to your permit and spread across the stages of permit development life cycle – based on the compliance period specified by the agency planner.

To apply conditions of approval:

1. Navigate to Permits > Permits or click the Permits tile on the Agency Springboard.

2. On the Permit Applications list page, click the row for a selected permit to open the Overview page.

3. In the Conditions of Approval section, click the View Related Transactions button to open the Related Transactions page for the permit.

4. On the Related Transactions page, click the link button to link either applications or cases to the permit.

5. The Link applications and Link cases drawers list only those applications and cases that are active for the selected property. Use the checkboxes to select the applications or cases that have the conditions of approval needed for your permit.

6. Click the add button. You can choose to simply link an application or add it as a primary or a subapplication.

   The drawer closes and the Related Transactions page now lists the newly linked transactions.

   Transactions of the type Manual as well as Automatic are listed. For information about transactions sourced manually and automatically, see Working with Related Transactions.

7. Click the Actions menu for the application record from which you want to apply conditions and select Apply Conditions of Approval.

8. On the Conditions of Approval drawer, review the following details:

   • The planning application to which the conditions are applied.

   • The planner assigned to the application.

   • The list of active conditions of approval. Expand each item to view its description, compliance period, and a switch to select for applying to the permit.

   Use the switch to individually select the conditions you want to apply to your permit. Select the Apply All switch to apply all the conditions listed. Click Save to close the page and apply the selected conditions.

9. The Related Transactions page shows the updated record with a link to view the conditions applied. Click the View link to reopen the Conditions of Approval page.

   The Conditions of Approval section in the Overview page now shows the distribution of the applied conditions over the project development time line. Permit technicians can review and resolve them as needed.