You view and manage code enforcement fees and payments associated with a case on the Fees and Payments page in the case details.

Attachments provide supporting documentation needed by agency staff when processing cases. See the section "Security Details for Working with Code Enforcement Attachments" for information about setting up security for agency staff and responsible parties with access to manage attachments.

You can manage attachments associated with a transaction on different pages in Oracle Permitting and Licensing. Here’s a look at some of the areas that include attachment functionality:

• The Attachments page in the transaction or application detail pages, including pages for permits, planning applications, cases, business licenses, and contractor licenses.

• The Workflow page in the transaction detail pages.

• Inspection Detail and Checklist pages in the Inspector Application for mobile devices.

• New Violation and Inspection pages in Oracle Municipal Code Officer.

Recipients of transaction communications containing web forms can upload files when requested. You can also manage documents as part of the plan review process.

These are all sources of attachments that you’ll find associated with a transaction on the Attachments page.

For more information about managing attachments for a workflow task, see . For permit workflow displayed using the Redwood Experience, see .

For more information about Oracle Municipal Code Officer, see .

Security Details for Working with Code Enforcement Attachments

This section describes important security roles, requirements, or considerations specific to working with attachments for code enforcement cases.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Registered Public User	Add and update attachments to submitted permits until they are closed. View all attachments on applications for which the user is the applicant.	PSC Registered Public User
PSC Agency Permits Inquiry	View permit attachments.	PSC Agency Staff – All agency users
PSC Permits Attachments User	Add attachments to permits. Update and delete attachments added by themselves.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Building Inspector PSC Apply Permit Duty PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC Permit Technician
PSC Add Permit Attachments	Add permit attachments.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Building Inspector PSC Apply Permit Duty PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician
PSC Update Permit Attachments that were added by others and self	Update permit attachments that were added by others and by themselves.	PSC System Administrator
PSC Update Permit Attachments that were added by self	Update permit attachments that were added by themselves.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Building Inspector PSC Apply Permit Duty PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC Permit Technician
PSC Delete Permit Attachments that were added by others and self	Delete permit attachments that were added by others and by themselves.	PSC System Administrator
PSC Delete Permit Attachments that were added by self	Delete permit attachments that were added by themselves.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Building Inspector PSC Apply Permit Duty PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC Permit Technician

Note:

Applicants and contacts with application access can view and add attachments to their own applications as well as update and delete the attachments they added themselves. Before contacts can manage attachments, your agency must add the PSC Contact User duty role (ORA_PSC_CONTACT_USER_DUTY) to the PSC Custom Registered Public User role (CUSTOM_PSC_REGISTERED_PUBLIC_USER) and enable application access for the contact type.

For more information on creating roles for Oracle Permitting and Licensing, see .

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 Attachment Details

To view a list of attachments:

1. Access the detail page for the case where you want to view attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the Case section that includes the Attachments link.

3. On the Attachments page, view the attachment grids on the different tabs: Agency Uploads, Responsible Party Uploads and Intake Uploads.

   Here are the various elements on the Attachments page:

   Page Element	Description
   	Click the Select to Preview Attachment icon for PDF files (shown here) or a thumbnail for most types of image files (such as BMP, GIF, JPEG, and PNG) to open the Attachment Preview page. On the Attachment details drawer, you can see the first page of a PDF document or a larger version of an image file, along with details for the attachment, like the file name and size.
   File Name, File Size	View the following information in the File Name and Field Size fields: Icon indicating the file type Filename with file type extension File Size
   Description	View the description of the attachment as entered by the person who added the attachment.
   Uploaded By	View the name of the person who uploaded the file. Registered public users see Staff instead of a name.
   Uploaded On	View the date and time when the person uploaded the file.
   Actions	Click the actions icon to select and perform an action: View Details Download Preview Delete

4. Click the Sort to view attachments grouped by these fields: file name, file size, description uploaded by, and uploaded on.

5. To find a specific attachment, you can enter values in the search field.

Adding Attachments

Agency staff can upload files to the Attachments page using the + (Add) button.

Note:

The maximum file size is 150 MB depending on the page that you're uploading to in Oracle Permitting and Licensing. It may take several minutes to upload large files. The maximum file size in the Inspector Application is 25 MB.

To add attachments:

1. Access the detail page for the case where you want to add attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the Case section that includes the Attachments link.

3. Click the + Add icon.

4. Select the file to upload in the browser dialog box and click Open.

   The file name appears on the Add Attachment pageNew attachment drawer.

5. On the Add Attachment pageNew attachment drawer, optionally enter a description of the file.

6. Click the Upload button.

   The newly uploaded attachment appears on the Attachments page.

Updating Attachment Details

Agency staff with appropriate permissions can update any attachments on the Agency Uploads tab.

Note: Agency staff cannot update the attachments on the Responsible Party Uploads and Intake Uploads tabs.

Here's how to view and update document details on the Attachment Details pageAttachment details drawer:

1. Access the detail page for the transaction where you want to view attachment details.

2. Click the Attachments link in the left navigation panel to view the Attachments page.

   You may need to expand the section that includes the Attachments link.

3. In the attachments grid, click the Action icon for the document that you want to view.

4. Select View Details to open the Attachment Details pageAttachment details drawer.

   The details on this page include the information from the Attachments page and information about the file size and the person who last updated the document information.

5. On the Attachment Details pageAttachment details drawer, you can make these updates, depending on permissions:

   • Public users can update the attachment description and, if available, the document category and subcategory of the files they uploaded.

   • Agency staff can update any attachments on the Permits tab, including the description, document category and subcategory, and turning the Final Document indicator on or off.

     Once a document is marked as final, agency staff must first remove the final flag before they can delete the document.

   • Only agency staff can update the description, document category and subcategory, and referenced person in the Assigned To field of attachments in the contractor license details.

   • Only agency staff with access to confidential documents can upload confidential attachments or update the Confidential switch; confidential attachments are hidden from view by other agency staff and public users. The confidential designation is only available for business license and credential attachments.

   You can also download attachments in the Inspector Application when you drill down to the Attachment Details page for the attachment.

Downloading Attachments

There are multiple ways to download attachments.

To download selected attachments from the Attachments page:

1. Access the detail page for the transaction where you want to download attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the section that includes the Attachments link.

3. Click the Select Multiple icon above the grid.

4. Select one or more documents to download.

5. Click the Download icon.

To download a single attachment from the Attachments page:

1. Access the detail page for the transaction where you want to download attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the section that includes the Attachments link.

3. In the attachments grid, click the Action icon for the document you want to download.

4. Select Download and save to the location of your choice.

Deleting Attachments

There are multiple ways to delete attachments. The security associated with your user ID determines whether you can delete attachments.

To delete selected attachments from the Attachments page:

1. Access the detail page for the transaction where you want to delete attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the section that includes the Attachments link.

3. Click the Select Multiple icon above the grid.

4. Select one or more documents to delete.

5. Click the Delete icon.

To delete a single attachments from the Attachments page:

1. Access the detail page for the transaction where you want to delete attachments.

2. Click the Attachments link in the left panel to view the Attachments page.

   You may need to expand the section that includes the Attachments link.

3. In the attachments grid, click the Action icon for the document you want to delete.

4. Select Delete from the action menu.