Choose a Topic

Setting Up Reports The report parameters that you define filter the data that is generated for the reports. ...
Setting Up Agencies An agency is an organization that offers a range of services to its constituents, ...
Business Rules Framework Overview This topic describes how your agency can use the Business Rules Framework to define and maintain business rules that drive system actions. The Business Rules Framework is an event-driven, action framework that enables you to trigger various actions based on the business rules you define. A business rule is a collection of logical expressions you construct by evaluating and comparing business object attributes with common operators, such as equals, not equals, greater than, etc. For example, a business rule can: Trigger automatic system communications. Update the underlying workflow process. Add fees. Apply conditions. Oracle Public Sector Compliance and Regulation delivers a registry of resources, or business objects, for each offering, that define the events applicable to that business object. Given the events and data contained by a resource, your agency can define the rule criteria to drive the desired actions. While the resources and events are system-defined, your agency defines the rules and select the triggered actions. The following table describes the main elements in the framework. Element Defined by System or Agency Description Offering System Offerings are the set of applications your agency has licensed. They contain the resources with the data for business operations. For example, Permits and Planing and Zoning are offerings. Resource System Resources are the business objects in the application. For example, the Inspection business object represents the data and activity related to an inspection for a permit. Event System Events are categorized by offering and by business object. They represent specific, predefined occurrences for a business object in a particular offering. For example, with Permits, the Inspection business object contains these events: Inspection Canceled Inspection Rescheduled Inspection Requested Inspection Scheduled Common events apply to all offerings. Rule Agency Rules are based on business requirements and constrain the actions associated with events. A rule contains one or more logical statements as the criteria that drives one or more actions. See Setting Up Business Rules. Criteria Agency Criteria are logical statements that, if satisfied or evaluate to be true on the whole, cause an action to be carried out or stopped. See Setting Up Business Rule Criteria. Actions Agency Actions are the activity that gets triggered as a result of the criteria in your business rule. Examples of action types include Send Communication, Update Workflow, Add Fee, and so on. For more information on the different action types, see the topic in this chapter specific to the action type you want to trigger, such as "Setting Up Add Fee Actions."
Setting Up Public Users Public user setup includes configuration options related to public user registration ...
Setting Up Contractor License Options Contractor license options are system-wide settings that control ...
Setting Up Holiday Calendars Holiday calendars establish the days that agency offices are closed and no field service operations are offered. These days appear as unavailable, non-working days in calendar views throughout the system such as for public user and inspector calendars. Non-working days in holiday calendars apply to all employees and do not need to be defined for employee profiles. Each holiday calendar spans a date range that you define. Within that date range, you define individual events for each non-working holiday. Administrators add, modify, and delete holiday schedules and events on the Holiday Calendar page. Adding a Holiday Calendar Select Common Setup > Holiday Calendar. On the Holiday Calendar page, click Add. On the Holiday Calendar Details page, enter values for the following fields: Page Element Description Calendar ID and Description Enter a unique ID and description for the calendar. For example, you might enter an ID of 2019 and a description of Holiday Calendar 2019. Valid from Date and Valid to Date Enter the date range for the holiday calendar. For example, you might enter a Valid from Date of 2019–01–01 and a Valid to Date of 2019–12–31 to represent a calendar that spans the entire 2019 calendar year. Add an event. Note: You must have values defined for all required holiday calendar fields before you can add an event. Click Save. Note: When you click Save, the Holiday Calendar page closes. Adding an Event Select Common Setup > Holiday Calendar. Click a row on the Holiday Calendar page. On the Holiday Schedule Details page, click Add. On the Event Details page, enter an Event ID, an Event Date, and a Description for the event. For example, you might enter an ID of MD, a date of May 29, 2017, and a description of Memorial Day. Click Save. Modifying a Holiday Calendar Select Common Setup > Holiday Calendar. Click a row on the Holiday Calendar page. On the Holiday Calendar Details page you can: Update the holiday schedule field values. Note: You cannot edit the Calendar ID. Delete the holiday calendar. You will be prompted to confirm the permanent deletion. Add, modify, or delete events. Click Save. Note: When you click Save, the Holiday Calendar page closes. Modifying an Event Click a row on the Holiday Calendar Details page. On the Event Details page you can: Update the event date or description. Delete the event. You will be prompted to confirm the permanent deletion. Click Save. Deleting Holiday Calendars Select Common Setup > Holiday Calendar. Click Edit. Select the check boxes next to all the holiday schedules you want to delete. Click Delete. You will be prompted to confirm the permanent deletion. Deleting Events Click Edit on the Holiday Calendar Details page. Select the check boxes next to all the events you want to delete. Click Delete. You will be prompted to confirm the permanent deletion.
Subject Areas Overview This topic describes how subject areas work. A subject area is a grouping of information pieces pulled from your transactional database that relate to each other in a particular context. Examples of context are permits, inspections, plan reviews, planning applications, and so on. These contexts correlate to key aspects of your business transactions, and are designed to provide answers to questions about how well things are going. Prebuilt subject areas come right out of the box to answer key business questions. Any information your organization tracks can be grouped into a subject area, then used to build analytics. All you have to do is drag columns from your subject area to your analytics editor and you have an analytic. You can edit prebuilt analytics the same way, by adding or removing columns from your subject area. When you edit prebuilt analytics, don't forget to make a copy and give it your own name.
Importing Property Information Using Functional Setup Manager You can import property information as CSV file packages using Oracle Functional Setup Manager. When you enter or update a large volume of property data, using the setup task UI to manage them individually may not be the most efficient method. To create or update property data in bulk, use Oracle Functional Setup Manager to import the data in the form of CSV file packages. Oracle Public Sector Compliance and Regulation enables you to import data for the following property-related tasks. Task Key Attributes Manual Setup Instructions Manage Parcels ParcelIdEntered Setting Up Parcels Manage Parcel Owners OwnerName Address1 PostalCode OwnerCode (represents the ParcelIdEntered which is typically the Assessor’s Parcel Number) Setting Up Property Owners Manage Parcel Addresses Address1 Address2 AddressCode (represents the ParcelIdEntered, which is typically the Assessor’s Parcel Number) PostalCode Setting Up Property Addresses Manage Parcel Values ParcelIdEntered EffectiveStartDate EffectiveEndDate Setting Up Parcel Values Manage Districts ParcelIdEntered DistrictId Setting Up Districts Manage Parcel Districts DistrictId Assigning Districts to Parcels Assigning Districts to Addresses The import process uses key attributes to determine whether a row of data is new or updated. For example, when importing parcel address data, the process checks the combination of the Address1, Address2, PostalCode and AddressCode attributes for each row. If the combination of these attribute values in a row already exists in the PSC_COM_PARCEL_ADDRESS table, the system updates the values for that row in the table. If the combination of these attribute values does not exist in the table, the import process inserts a new row in the table. To import an address with a parcel through FSM, there must be a ParcelNumber value in the AddressCode attribute of the address import file. To import a parcel owner through FSM, there must be a ParcelNumber value in the OwnerCode attribute of the address import file. To import an address with no parcel through FSM, you must enter a value of 0in the ParcelId and ParcelNumber attributes of the address import file. Caution: While preparing the import file for Parcel Address and Parcel Owner, you must populate the Address Code and Owner Code columns with the values from the ParcelIdEntered column. Tip: If you want to make any manual modifications to a downloaded CSV file before importing it, it is recommended that you use a CSV editor. Opening the CSV file using spreadsheet software such as Microsoft Excel can change the formatting of the fields, which could lead to errors during the import process. Using Functional Setup Manager: Managing Setup Using CSV File Packages
This topic discusses how to use the Functional Setup Manager. Oracle Functional Setup Manager provides an integrated, end-to-end process for functional administrators to manage the implementation and maintenance of Oracle Public Sector Compliance and Regulation services. Business users configure features and manage setup data using the Functional Setup Manager. Subscription to offerings, enabling functional areas, opting in features, and setting up guided end-to-end tasks pertaining to the offerings are all driven through the Functional Setup Manager. To view the Public Sector offerings and their functional areas in Functional Setup Manager: Select Navigator > Setup and Maintenance or select the Setup and Maintenance tile on the springboard. Select a Public Sector offering from the Setup drop-down list.The page lists all the functional areas on the left and the corresponding tasks on the right. Note: When configuring your offering using Functional Setup Manager, configure the functional areas in the order they appear in Functional Setup Manager from top-to-bottom. Functional areas depend on the configuration data for the functional areas appearing before them in the list. Documentation Help Links You enable Help links in Functional Setup Manager during your implementation so that you can directly access related documentation. To enable Help links: Select Navigator > Setup and Maintenance or select the Setup and Maintenance tile on the springboard. Select a Public Sector offering from the Setup drop-down list.The page lists all the functional areas on the left and the corresponding tasks on the right. Click View in the Task section and select Columns > Help. This option is turned off by default. To view Help icons in the tasks list, select the Settings and Actions button in the header and click Show Help Icons. For a detailed understanding of the Functional Setup Manager, see the documentation Using Functional Setup Manager.
Time Recording Overview Time recording enables agencies to track the amount of time their employees spend on various activities. Agencies can use this recorded time to: Bill for time spent. Report on key performance indicators. To set up your agency for time recording, you define: Time recording categories and subcategories.See Setting Up Time Categories and Subcategories. Note: This step is not strictly required because you can add time entries without categories or subcategories. You must define time recording categories and subcategories, however, before associating them with time entry types. Time entry types.See Setting Up Time Entry Types. Fee schedules.See Setting Up Fee Schedules. Note: This step is required for billing based on time spent. Once you’ve setup up your time recording framework, agency staff can enter time and assess fees on the transaction pages. For more information, see Adding Time Entries and Assessing Fees for Time Entries.
Custom Subject Areas Oracle Public Sector Compliance and Regulation Cloud contains prebuilt subject areas, but you can also create your own subject area for your unique reporting needs. The subject areas that you create is called a custom subject areas. Concepts and Terminology in Custom Subject Areas Before creating a custom subject area, you should understand the concepts and terminology used with custom subject areas. These concepts are discussed in their related topics in detail. Objects: Objects within Oracle Public Sector Compliance and Regulation Cloud represent an entity; for example, a contact list. When you create entities such as permit types within Oracle Public Sector Compliance and Regulations, you create custom objects. Fields or attributes: A field, also called an attribute, is where entity information is stored. A contact type is stored in a field under the contact list entity or object. Measures: Measures are a set of functions that you can apply on date, numeric, or currency type fields of the selected primary or child objects while defining a custom subject area. Date Leveling: Date leveling is a date hierarchy representation between dates and their associated measures. For example, total actual annual gross revenue by month.
Importing Geographies Use the Manage Geographies task to import geographical information. The Manage Geographies task of the Agency Profile functional area in Oracle Functional Setup Manager enables you to import geographies into your interface tables. For detailed instructions on importing geographies, see How You Import Geographies. Importing geographies automatically populates data for the following tasks: Manage Countries (Setting Up Counties) Manage States (Setting Up States) Manage Counties (Setting Up Counties) Manage Cities (Setting Up Cities) Manage Public Sector Currencies (Setting Up Currencies)
Setting Up the Twilio Security Endpoint This topic discusses how to enable and set up the Twilio security endpoint for text message communications. Text communications through Twilio is an optional feature provided in Oracle Functional Setup Manager (FSM) . Before configuring this feature, you must first enable it. Enabling the Twilio Integration Access FSM by selecting Setup and Maintenance in the navigator. Select a PSCR offering such as Public Sector Permits or Public Sector Planning and Zoning. Click the Change Feature Opt In link. Click the Features icon for the System Administration functional area. Click the Enable check box for the Text Communications through Twilio feature. Note: You can deselect the Enable check box to disable the Text Communications through Twilio feature. Configuring the Twilio Security Endpoint Once the Twilio integration is enabled, you can configure the Twilio security endpoint on the Manage Twilio Security Endpoint page. Access FSM by selecting Setup and Maintenance in the navigator. Select a PSCR offering such as Public Sector Permits or Public Sector Planning and Zoning. Select the System Administration functional area. In the Show field, select All Tasks. Select the Manage Twilio Security Endpoint task. On the Manage Twilio Security Endpoint page, enter information for the following fields: Page Element Description URL Enter the URL to access Twilio’s token endpoint. This should include the host and the context root information. Use the sandbox endpoint for testing and then use the live URL when you go live. Security Policy Select the applicable token from the drop-down list. Username Enter the API client_id value for your Twilio endpoint account. Password Enter the Twilio endpoint API secret code for your Twilio endpoint account. Click Save and Close to save the configuration and return to the Setup page.
Managing Comments This topic provides an overview about Standard Comments and discusses how to manage comments. Standard Comments Overview Standard comments are predefined comments that users can easily and quickly use, instead of manually entering the text. Standard comments are generic and complete, which make them reusable. Users can use standard comments across all Public Sector Compliance and Regulation offerings. You can use standard comments while updating your applications. System administrators set up application categories and subcategories using the Application Category page, based on the type of comments you wish to have. Standard comments are set up using the Standard Comments page. Managing Comments You manage the comments by setting up how you want the comments to be available for the agency staff members. Select Comments > Manage Comments. On the Manage Comments page, you add values to all these fields: Page Element Description Number of days comment is recent Enter a numeric value or use the increment/decrement buttons. The number of days a comment is listed as Recent is based on the value in this field. Rich Text Editor Use the switch to enable or disable Rich Text Editor formatting for comments. Comment Summary Length Enter a numeric value or use the increment/decrement buttons. This value determines the maximum number of characters that can be displayed in the Comment Summary field. Note: The system allows a maximum length of two hundred (200) characters in the comment summary. Click Save to save the changes.
Setting Up a Fusion Business Unit and Legal Entity This topic discusses the one-time setup for Public ...
Setting Up Document Categories and Subcategories You set up document categories and subcategories on the Document Category pages to organize the various types of attachment files. This example illustrates the Document Category Details page, which is described in the following text. Adding Document Categories and Subcategories Select Common Setup > Document Category. On the Document Category page, click Add to add a new document category. Enter values on the Document Category Details page: Page Element Description Category ID Enter an identifier for the category. Category Enter a name for the category. Description Enter a description of the category. Enabled Turn the switch on to make the category available for use. The category is disabled by default. Click Save. If you want to add a subcategory, click Add in the Document Subcategory section. On the Document Subcategory Details page, enter an ID, name, and description for the subcategory. Click Save. Modifying Document Categories and Subcategories Select Common Setup > Document Category. On the Document Category page, select the row for the category that you want to modify. On the Document Category Details page, you can modify the category name and description, and turn the Enabled switch on or off. Click Save to save any changes. To modify a document subcategory: Select the associated category to open the Document Category Details page. Select the subcategory that you want to modify. On the Document Subcategory Details page, you can change the subcategory name and description, and turn the Enabled switch on or off. Click Save. Deleting Document Categories and Subcategories Select Common Setup > Document Category. On the Document Category page, select the row for the category that you want to delete. If you want to delete the document category, click Delete on the Document Category Details page. Note: When you delete a document category, all associated subcategories are also deleted. If you want to delete multiple document categories, you can delete them on the Document Category page: Click Edit. Select the check boxes for the document category rows to delete. Click Delete. To delete the document subcategory, click Delete on the Document Subcategory Details page. If you want to delete multiple subcategories, you can delete them from the Document Category Details page using the Edit and Delete buttons.