Setting Up Contractor License History

To preserve the historical accuracy of contractor license information for an application, snapshots of the contractor license details are taken during the permit lifecycle and stored with the permit when its status becomes terminal. An API is also provided for agencies to customize the timing of any additional historical snapshots, in addition to those taken at delivered workflow statuses.

Agency staff and registered users applying for permits and viewing permit details in the Redwood Experience see the latest contractor license information without manually refreshing each license, but only agency staff can view the contractor license history saved with the permit.

Here's more information about how contractor license history works:

• The agency must have the Redwood Experience for Application Intake, Make a Payment, and Transactions List enabled.

• The contractor licenses must exist in the contractor list or come from an external source because information is automatically retrieved from these sources.

• Contractor license history is captured at some of the delivered application workflow statuses such as Submitted, Permit Issued, Inspection, Completed, Certificate of Occupancy, Denied, Withdrawn, and Expired.

  A history snapshot can be captured without workflow when an application status is Submitted or Completed, depending on agency setup.

• The agency can set up the publicSectorRecordContractorHistories REST API to take additional history snapshots when called from the workflow. The duty role with access to add application contractor history is PSC Transaction Contractor History Administration.