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Public users can interact with an agency for either personal projects or for business projects. To distinguish ...
Viewing Accounting Transactions You can view accounting transactions on the Accounting Transactions page. This page displays the fee items for agency transactions that require accounting journals. Each fee item row displays the transaction ID of the transaction from which it originated and the name of the source table that contains the detail for that transaction. These accounting transactions are processed by the Generate Accounting process. Viewing Accounting Transactions Select Accounting > Accounting Transactions, or click Accounting Transactions on the Agency Springboard. Select an accounting transaction on the Accounting Transactions page to view additional information about the transaction.Each accounting transaction has one of the following statuses: Created: The Generate Accounting process couldn’t create a journal for the accounting transaction because there is no applicable accounting rule. Generated: The Generate Accounting process created a journal for the accounting transaction. For accounting transactions with a status of Generated:, the Journal grid displays information about the journal entry associated with it including the Journal ID, Accounting Event, and Journal Status. For more information on journal entries, see Reviewing Journal Entries. The Accounting Transaction Errors grid displays any error messages associated with the accounting transaction. These errors must be corrected before a journal can be created for the transaction.
Choosing an Application Type Your agency sets up application types for permit applications, planning ...
Manual Plan Review Process Flow Some projects require a plan review to evaluate them. Manual plan reviews are tracked as part of permitting and planning application workflow, but are performed without the use of integrated electronic document review software. Manual plan reviews are created for transactions when the Plan Review Type is set to Manual for the associated transaction type. For more information see Setting Up Permit Types and Setting Up Planning Application Types. Note: Electronic plan reviews are performed through integration with electronic document review software. For more information on electronic plan reviews, see Managing Electronic Plan Review Cycles. The process flow for a manual plan review includes the following steps: A registered public user submits a permit or planning application with attached documents that require review by agency staff. A permit technician or assigned planner assigns a status to the transaction that requires a plan review. This triggers the automatic creation of the first plan review cycle. For more information, see Using Workflow. The plan coordinator assigns reviewers to the plan review cycle. See Managing Manual Plan Review Cycles. The assigned plan reviewers complete their review. See Performing Manual Plan Reviews. Add new plan review cycles and repeat the review process as necessary until the review is complete.
Payment Flow Overview This topic provides a high-level overview of fees and the payment flow. Applicants ...
Overview of Delivered Maps Maps provide a convenient way for agency staff and public users to see and ...
Electronic Plan Review Process Flow Some projects require a plan review to evaluate them. Electronic plan reviews are tracked as part of permitting and planning application workflow, and are performed through an integration with Bluebeam™, a collaborative electronic document review tool. Note: To enable the Bluebeam™ integration contact Oracle Support. Electronic plan reviews are created for transactions when the Plan Review Type is set to Electronic for the associated transaction type. For more information see Setting Up Permit Types and Setting Up Planning Application Types. Note: Manual plan reviews do not include document review or integration with Bluebeam™. For more information on manual plan reviews, see Managing Manual Plan Review Cycles. The process flow for a electronic plan review includes the following steps: A registered public user submits a permit or planning application with attached documents that require review by agency staff. A permit technician or assigned planner assigns a status to the transaction that requires a plan review. For more information, see Using Workflow. The plan coordinator adds a plan review cycle for the transaction, which creates a Bluebeam Studio™ Session. See Managing Electronic Plan Review Cycles. The plan coordinator adds documents to the plan review cycle and assigns reviewers to the documents. See Managing Electronic Plan Review Cycles. The assigned plan reviewers complete their review. See Performing Electronic Plan Reviews. The plan coordinator finalizes the plan review cycle. See Managing Electronic Plan Review Cycles. Repeat steps 3 through 6 for additional plan review cycles as necessary until the review is complete.
Expiration Overview This topic describes expiration rules, including the types of rules that can be applied ...
Viewing Transactions Associated with a Parcel View summary information of all transactions associated ...
Using Projects This topic discusses how to use the Public Sector Compliance and Regulation Projects. A Project is a collection of various records from transactions, which include permits, planning applications, and pre-applications. It provides a summarized, consolidated view across project-related records. Agency staff create and manage such inventory of projects comprising of various records and their attributes, and maintain detailed project information – all easily accessible from one location – the Projects page. You use the Projects page to manage a complete list of projects with all the details, and perform various tasks. This example illustrates the Projects page: Use the project list on the Projects page to perform these tasks: Manage project activity Create new or update existing project details Assign or unassign transactions Add and maintain project attachments Visualize transactional data Add and maintain project contacts Access comprehensive project record details You can access the Projects page by clicking the Project List tile on the Agency Springboard, or by clicking Projects > Project List in the navigation bar. Using the Projects Page Select the Project List tile on the Agency Springboard. On the Projects page, you can perform these actions: Page Elements Description Add Click to add a new project, assign transactions, and create contacts. Search Search by alphanumeric characters on the fields for projects in the list. The projects that meet the search criteria are displayed on the page. Filter Apply filters to display projects that contain the selected parameter values in the list. Click the filter button to open the Filter By options, where you can define and save your own filters. Sort by Select an option to sort the projects in the list by these fields: Project Project Summary Contact Status Start Date End Date Click the Details button to access the details for the selected project.
Adding Time Entries Agency staff can record the time that they spend working on transactions for the ...
Using the Agency Springboard The Agency Springboard provides a landing page for agency staff to manage ...
Using the Process Monitor The Process Monitor enables users to initiate and manage processes for Oracle Public Sector Compliance and Regulation. This example shows the Process Monitor page. Scheduling a New Process Select Common > Process Monitor. On the Process Monitor page, click Schedule New Process. On the Schedule New Process page, select the process you want to run in the Name field. A description of the selected process appears in the Description field. Click Yes to access the page associated with the process you selected. For example, if you select the Generate Accounting process, clicking the Yes button accesses the Generate Accounting page. Enter parameters for the process and click Submit. Note: Processes can be run immediately or scheduled to run at a specific time.If you want to schedule a recurring process beyond 20 years into the future, the End Date must have a four-digit year. This requires updating the date format defined in the regional preferences. From the account menu, select My Preferences, click View Advanced Preferences, and select Regional. On the General Preferences: Regional page, you can update the Date Format to use a four-digit year. Click the Process Monitor link to view the progress of the process on the Process Monitor page. Click Refresh to view the current status of all processes listed in the Process Monitor. Managing Processes Select Common > Process Monitor. The Process Monitor page displays the following information for each process: Name Process ID Status Submitted By Submission Time Scheduled Time Note: The Submission Time and Scheduled Time columns use the time zone specified in the user’s preferences, not the time zone for the agency. Click Filter By to filter the displayed process information by Name, Process, and Submission Time. You can manage processes using the following page elements: Page Element Description Actions Click the icon in this column to select one of the following actions: Put on Hold Release Process Cancel Process View More Details Click to view additional information about the process on the Process Details page.
Overview of Digital Assistant Create your own digital assistant from scratch using your Oracle Digital Assistant instance and configure its parameters to suit your requirement before making it available for your users. Create and add skills to your digital assistant. You can also use the Oracle delivered sample skills and re-configure its parameters, or clone the skill for the digital assistant you create. Enable your digital assistant to provide generic information about processes or answer specific questions about your offerings, and enlist your own set of frequently asked question with answers.
Overview of Accessibility This topic provides an overview of the approach towards accessibility in the Public Sector Compliance and Regulation offerings. The Public Sector Compliance and Regulation services are developed with the latest industry standards for accessibility in mind, which is in keeping with the overall development approach within Oracle. Oracle recognizes the need for our applications, and our customers' and partners' products built with our tools, to be usable by the disabled community. The Oracle Accessibility Program Office, reporting to the office of the Chief Corporate Architect, is responsible for defining the corporate standards for accessibility, and developing materials to train all employees so that they can successfully create products that meet those standards. For information about Oracle's commitment to accessibility, visit the Oracle Accessibility Program website at http://www.oracle.com/us/corporate/accessibility/index.html. Oracle uses the Voluntary Product Accessibility Template (VPAT) to represent the degree of conformance to various accessibility standards and guidelines, including Section 508 (as released in 2001), WCAG 1.0, and WCAG 2.0. Depending on when a product was developed and released, different standards may be listed. Oracle is an active member on the ITI group that is working to enhance the VPAT to address future standards. For more information about Oracle’s published VPAT documents, see the Product Status (VPATs) page at http://www.oracle.com/us/corporate/accessibility/vpats/index.html.
Generating Reports Agency staff have the option of generating BI Publisher reports from a central location instead of navigating to the various pages where reports are found. The report list includes all reports, such as permit activity, building permits, business license certificates, receipts, deposit slips, inspection summaries, code enforcement case history, and many more. You can only access the reports that are available to you based on the permissions setup for the reports in the BI catalog. System administrators can generate all reports and also edit them. For more information about setting up permissions, see Granting Catalog Permissions. For a list of delivered reports, see Public Sector Compliance and Regulation Analytics. This example illustrates the generated report for a building permit from the report list. The report generated with the selected parameters appears on the left and the view options are accessible through the View Report menu on the right. Here's how to generate a report from the Report List page: Click the Reports and Analytics icon in the global header on the agency springboard. Select the Report List link. Or select Common > Report List in the Navigator. Expand the Public Sector section in the left panel of the Report List page. Click the category that the report is filed under. For example, you'll find the Building Permit Report in the Permits category. Click the report name in the right panel. The report loads in a new browser tab. Select values for the available parameters and click Apply. For example, if you're logged in as a cashier, you can enter the session ID and reconciliation ID for the Cashier Session Reconciliation Report. Processing generates the report in the browser window in HTML. Click the View Report icon in the upper right corner of the page to open the generated report in PDF in your browser. You can also open the generated report as a file by selecting RTF, Excel, or PowerPoint. To open the report in XML without a stylesheet, select the Data option. If you're a system administrator, you can click the Actions icon to edit the report.
Overview of Mobile Oracle Inspector for Permits Use the Oracle Inspector mobile application to manage a variety of property inspections for permits on a daily basis. Oracle Inspector provides government field staff the ability to enforce code compliance using productivity tools to perform and report on inspections from a mobile device. Before you begin, you must download the Oracle Inspector application for your mobile device from the iOS App Store for Apple iOS devices or Google Play for Android devices. For information about installing the application and configuring the agency’s host URL, see Installing and Configuring Oracle Inspector. Note: Agency administrators must explicitly grant mobile application access to the necessary agency user roles before you can install and configure Oracle Inspector. For more agency setup information, see Setting Up Users for Oracle Mobile Applications.
Contractor License Overview Permit and planning applications can include information about the contractors ...
Managing Transactions View application data and statuses for permits and planning applications using ...
Using the Communication Center The Communication Center for agency staff lists all alerts, emails, notifications, and texts that have been triggered from the system and sent manually. You can also post a banner alert, send an email, notification, or text as needed, and manage communication errors. The communications that appear in the Communication Center were sent as part of an event or action that a registered public user or agency staff performed, or that the agency staff sent to the user directly. In-application communications associated with a particular business license, permit, or planning application also appear in the Communication Center. All communication errors that occurred are listed in the error log tab, which is visible only to system administrators. For information about creating and updating ad hoc communications in the Communication Center, see Working with Ad Hoc Communications. You access the Communication Center by clicking the tile on the Agency Springboard or selecting Communication Center in the Navigator. Managing Communication Errors The error log displays the error message captured by the system as well as information about the communication. Only system administrators have access to the error log and can trace a problem back to its source. For example, if the communications server is unavailable or the attribute information in a communication template is incorrect, the system administrator can troubleshoot based on the error log information. Select the Error Logs tab in the Communication Center to access error information. You can review these details for each error: Page Element Description Transaction Reference Displays the permit number, which is the first key name and value of the record. Event and Template Displays the event name and template name used in the communication. Error Reference Displays a system-generated reference number for the error. Channel Type Identifies the channel type used by the communication. For example, web form, email, notification, or text. Error Text Displays the error captured by the system. The message may identify the source of the error such as a problem with a template. Created By Lists the person who initiated the communication and when the error log entry was created. When resolving errors related to the communication template, see information about working with attributes in Using Attributes in Communication Templates.
Managing Inspections for a Permit The permit information includes a consolidated list of inspections ...