Setting Up Conditions
A condition indicates a dependency or contingency for completing the application process. You set up, modify, and delete condition definitions on the Conditions page.
Conditions Overview
A condition indicates a status, criterion, or action that you can apply to an object in the system, such as an address, parcel, person, contractor license, or transaction.
Conditions are defined with a severity that might affect operations when applied. Condition rules with a Hold severity prevent one or more of the operations that are selected at the time of applying the condition. Condition rules with a Lock severity prevent all operations as described in the table here.
Rule |
Applicable Objects |
Usage |
---|---|---|
Prevent Application Progress |
Address, Parcel, Person, and Contractor License |
Agency staff applies a condition to a record that prevents an applicant from submitting any new permit or planning application that contains the address, parcel, person, or contractor license. |
Prevent Workflow Advancement |
Address, Parcel, Person, Contractor License, and Transaction |
Agency staff applies a condition to a permit or planning application record that prevents workflow from advancing. The permit or planning application workflow tasks cannot be completed until the condition is resolved. |
Prevent Issue or Final |
Address, Parcel, Person, Contractor License, and Transaction |
Agency staff applies a condition to a permit or a planning application record that prevents the permit or application cycle from completing its final step until the condition is resolved. Your workflow process definition must explicitly identify the final human task that is blocked by this condition. Use the PSC_FINAL_ACTIVITY custom property to identify this task. See Using Custom Properties. |
Prevent Payment |
Address, Parcel, Person, Contractor License, and Transaction |
Agency staff applies a condition to a permit or a planning application record that prevents a user from processing a payment. |
Prevent Inspection Schedule |
Address, Parcel, Person, Contractor License, and Transaction |
This condition rule prevents agency staff from scheduling a new permit inspection. It does not affect existing inspections that have already been scheduled. |
Prevent Inspection Result |
Address, Parcel, Person, Contractor License, and Transaction |
This condition rule prevents agency staff from finalizing the permit inspection results. |
Prevent Final Inspection |
Address, Parcel, Person, Contractor License, and Transaction |
Agency staff applies a condition to a permit to prevent adding or proceeding with a final inspection. |
Setting Up and Applying Conditions Using Business Rules Framework
The Business Rules Framework enables you to set up conditions that should apply to a permit or planning application based on the criteria you define in the business rules.
You must configure the Workflow to trigger the Business Rules Framework process, which in turn applies the condition to the submitted transaction. The submitted applications are listed in the Transactions page with the conditions applied, ready for further processing.
For more information on adding and configuring events with business rules for conditions, see Setting Up Apply Condition Actions. For information on viewing the applied conditions and resolving them, see Applying Conditions to Applications
Viewing Business Rules Information
Apart from the condition information, the condition details page shows the business rules framework information related to the condition in use:
Offering: The offering for which the condition is used.
Event Name: The name of the event that defines the business rules.
Event Description: The description of the event.
Rule Name: The name of the rule that defines the criteria and the condition action.
Enabled: The switch shows if the business rule is enabled for the current condition.
Adding Condition Definitions
To add condition definitions:
Select
.On the Condition page, click the Add New button.
On the Condition Details page, enter values for the following fields:
Fields on the Condition Details page.
Page Element
Description
Condition Name
Enter a unique condition name.
Object Type
Select an object type to categorize the condition, based on the object type to which it is applied:
Address
Parcel
Person
Contractor License
Transaction
Display Message
Enter a message that is displayed to external users, up to 300 characters.
Severity
Select a severity level for each condition from these options:
Lock
At the most severe level, the Lock condition suspends all operations, including workflow advancing, payment processing, inspection scheduling, and inspection results.
Hold
Agency staff can select which rules to apply to conditions with the Hold level of severity.
Notice
The Notice level functions as an alert and has no effect on operations.
For more information, see Applying Conditions to Applications.
Apply Condition to Transactions
Applies the condition automatically to any existing transactions belonging to the address, parcel, person, or contractor license. You turn off the switch to disable the condition from automatically applying to the existing transactions.
Note: This switch is not available by default for the Transactions object type.At the time of applying the condition, users can decide to enable or disable the option on the Condition Details page.
Condition Rules
Select the rules for the condition. Condition rules are applied by default depending on the severity of the condition:
Lock severity: All condition rules are automatically applied and no actions can be taken until the condition is resolved.
Hold severity: Select one or more default condition rules.
Notice severity: No condition rules apply.
See the list of available condition rules in the "Conditions Overview" section of this topic.
Priority
Select the level of priority for this condition:
High
Low
Medium
Description
Enter a description of the condition.
Additional Information
Enter any additional information regarding this condition.
Verify that the Enabled switch is turned on. New conditions are active by default.
Note: You can't disable or delete the condition if it's being used by the Business Rules Framework to automatically apply conditions or if the condition is already applied to any object.Click Save.
Modifying Conditions
Select
.Click a row on the Condition page.
On the Condition Details page you can update the display message, severity, description, and the Enable switch.
Click Save.
Deleting Conditions
You can delete a condition only if it isn't being used. If you try to delete a condition that is applied to a transaction or contractor license, you will see an error message stating that you can't remove the condition because it has already been applied.
You also can't delete or disable a condition in the condition setup when the condition is used by the Business Rules Framework in the Apply Condition action.
Select
Click a row on the Condition page.
On the Condition Details page, click Delete to delete the condition.