Working with Property Information

Property information displays the properties associated with an application.

Property information is configured on the application forms by the agency during the design process. When filling out an application, the public user enters information, which is then displayed in the detail pages of the application.

Only agency staff can update information on the Property Information page after an application has been submitted.

Security Details for Working with Property Information

This section describes important security roles, requirements, or considerations specific to working with property information in Permits and Planning and Zoning.

Permit Applications

Primary Role	Access Description	Associated Job Roles and Abstract Roles
Anonymous access	View property information on permits.	All users including users without login
PSC Permit Property Management	Manage property information until it isn't closed.	PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician
PSC Permits Management with Elevated Access	Manage property information at all times.	PSC Permits Supervisor PSC System Administrator

Planning Applications

Primary Role	Access Description	Associated Job Roles and Abstract Roles
Anonymous access	View property information on planning applications.	All users including users without login
PSC Planning and Zoning Property Management	Manage property information until it isn't closed.	PSC Planning Assistant PSC Associate Planner PSC Principal Planner
PSC Planning Application Management with Elevated Access	Manage property information at all times.	PSC Zoning Administrator PSC System Administrator

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 Property Information

The Property Information page displays a list of properties associated with the application.

You can find information about permit and planning application property information displayed using the Redwood Experience user interface here. For information about business license property information, see Working with Business Location Information.

Whether property information was added during the application intake process or after application submittal, agency staff can manage property information on the Property Information page.

1. Select the Permits or Planning Applications tile on the agency springboard.

2. On the Permit Applications or Planning Applications list page, click the row for the permit or planning application you are working with.

3. Under the expanded Application menu section in the left navigation panel, click the Property Information menu link.

4. Here's the property information you can view on the Property Information page:

   Page Element	Description
   Type	Displays a badge with the property type. Values can be Property, GIS, or Sketch. From the map, the user can select a property, a GIS object, or use a sketch to mark the property location.
   Address Condition (address condition) Primary Address	Displays the property address. Click the address link to open the Address Details page; the link is only available for agency staff who have access to the Address or Parcel setup reference pages. For more information, see Setting Up Property Addresses. Registered public users see the address or parcel without the link. Indicates whether an address condition has been applied to the address. Indicates whether the address is the primary address. Value is Yes or No.
   Parcel Condition (parcel condition) Identifier Description Primary Parcel	Displays the parcel number. Click the parcel link to open the Parcel Details page; the link is only available for agency staff who have access to the Address or Parcel setup reference pages. For more information, see Updating Parcel Information. Registered public users see the address or parcel without the link. Indicates whether a parcel condition has been applied to the parcel. Only applicable to GIS objects, based on agency setup. The unique identifier is used for the selected GIS object on the map. Displays a description of the parcel. Indicates whether the parcel is the primary parcel. Value is Yes or No.
   Owner Primary Owner	Displays the property owner name. Indicates whether the owner is the primary owner. Value is Yes or No.
   Comments	Displays comments about the property. Comments associated with the property can only be viewed by agency staff.
   Actions	Click the Edit button to open the Property details drawer. Click the Delete button to remove the property information.

Adding Property Information

Here's how to associate a property with an application:

1. On the Property Information page, you can select a property to associate with the application in three ways:

   • Enter information to search for and select an existing property in the type-ahead field, Select an address or owner or a parcel. Each property in the list displays a parcel, address, and owner combination, and you can enter any of this information to find the property you want to select.

   • Click the Select from List button to search for and select 1 or more properties on the Select properties drawer. Click Done to save and close the drawer.

     Note:

     Due to the number of possible properties, your currently selected properties may not all show up as selected in the drawer. Click the Selected (n) button on the Select properties drawer to view a list of your currently selected properties (where n is the number of properties listed on the Property Information page).

   • Click the Select from Map button to view a map and select the location.

     Note:

     Depending on agency setup, you can select GIS objects and create sketches on the map when you click Select from Map. All of the properties, objects, and sketches appear as rows in the Property list.

2. Click the Create New button to add a property that doesn't exist in the system already.

Modifying Property Details

On the Property Information page, agency staff can modify property details.

Here's how to edit property details:

1. On the Property Information page, go to the Actions column in the list of properties.

2. Click the Edit pencil icon in the row of the property that you want to modify.

3. On the Property details drawer, you can update property information, including these details:

   • Parcel information

   • Land use

   • Address

   • Building address and location information

   • Owner information

   • Contact information

   Note:

   If the selected property has its parcel, address, or owner assigned as primary for the application, then you can’t disable the respective Primary switches. You must first assign another parcel, address, or owner as primary, which automatically changes the selected property to nonprimary.

4. Click Save.

Deleting a Property

You can delete any or all of the listed properties on the Property Information page, however, the agency may have defined minimum and maximum property rows for property information in the setup.

Here's how agency staff can remove properties from the application:

1. On the Property Information page, go to the Actions column in the list of properties.

2. Click the Delete icon in the row of the property that you want to remove from the application..

   Note:

   You can’t delete a property that has its parcel or address assigned as primary for the transaction. You must first assign another parcel or address as primary and then delete the non-primary property.

3. Click Remove to confirm the permanent removal.

   Note:

   Removing a property automatically deletes any associated property conditions that are applied to the permit application that you are working with.

You can also click the Delete button on the Property details drawer to delete the property from the application.