Setting Up the Agency Inspections List

Your agency enables access to the comprehensive Inspections list page for agency staff in the Functional Setup Manager. Default filters in the Search field on the Inspections list page in the Redwood Experience are configured in the agency-level Inspections options.

For more information about the Inspections list for agency staff, see Managing Inspections for an Agency.

Enabling the Redwood Experience for the Inspections List

Here's how to enable access to the agency's Inspections list from the Fusion Application homepage or Home with Ask Oracle:

  1. When starting from the Fusion Application homepage or Home with Ask Oracle, select Setup and Maintenance of Offerings to access the Functional Setup Manager.

  2. Select the offering in the drop-down list: Setup: Public Sector Permits or Setup: Public Sector Business Licenses.

  3. On the Setup page, click the Change Feature Opt In link.

  4. On the Opt In page, click the Permit Inspections pencil icon.

    Note:

    If an agency has implemented inspections for both Permits and Business Licenses offering, this only needs to be done under one of the offerings, because the option will affect both.

  5. Select Next Generation Flow for Inspections to enable access to the Redwood Experience for the agency's Inspections list page.

  6. Click Done.

    Oracle recommends after updating this setting that you log out and wait 5 to 10 minutes before logging back in for changes to take effect.

Setting Up Inspections List Filter Defaults

In the Inspections section of the Agency Details setup page, you can set up the default filters for the inspections list for both the Permits and Business Licenses offerings. For more information about agency-level setup on the Agency Information page, see Setting Up Agencies.

Page Element Description

Default Inspection Status Filter

Select a default value for the inspection status filter on the Inspections list page for agency staff displayed using the Redwood Experience:

  • Pending - Displays inspections with no inspector assigned and the status is Pending.

  • Requested - Displays inspections that were requested and the status is Requested.

  • Scheduled - Displays inspections that were scheduled and the status is Scheduled.

  • Completed - Displays inspections with a Completed status.

  • Canceled - Displays inspections with a Canceled status.

If you leave the default value blank, inspections with any of the listed status types are displayed. This field is optional but will default to Requested for a new agency or offering implementation.

Note:

This field is only available when your agency has enabled the agency's Inspections list page using the Redwood Experience in the Functional Setup Manager.

Default Inspection Date Filter

Select a value in the time period filter to correspond with the date type filter on the Inspections list page for agency staff displayed using the Redwood Experience:

  • Today

  • Yesterday

  • Tomorrow

  • Next Week or Last Week

  • Next Month or Last Month

Note:

The Default Inspection Date Type Filter field is displayed only when the classic Inspections list page has been enabled in the Functional Setup Manager. See the documentation for prior releases.

Defaulting Behavior in the Redwood Experience

Agency setup enables filter chips to be automatically applied when an agency staff member opens the Inspections list page displayed using the Redwood Experience.

The Default Inspection Date Filter is used together with the Default Inspection Status Filter to determine whether a date chip is also defaulted. If you leave the default status filter value blank, inspections with any of the listed status types are displayed and a date filter isn't applied. The Default Inspection Status Filter field is optional but defaults to Requested for a new agency or offering implementation and can be changed.

When both a default status and a default date value are set, the system defaults a date chip based on the status:

Default Inspection Status Filter

Date chip defaulted

Example chip displayed

Requested

Preferred Date

Preferred Date: Today

Scheduled

Scheduled Date

Scheduled Date: Next Week

Completed

Completed Date

Completed Date: Last Month