Applying Conditions to Parcels and Addresses

Agency staff can apply conditions to parcels and addresses so that users interacting with a property are notified of any issues with it.

Agency staff apply, modify, and resolve parcel and address conditions on the Conditions page. The Conditions page lists all of the conditions applied to the selected property, with applied conditions followed by resolved conditions. The condition indicator in the header of the details pages displays the most severe condition having a high priority. Click the All Conditions link next to the icon to open a modal window that displays all active conditions applied along with their severity, applied date, and display message.

Note: Deleting a parcel or address record in the property information automatically deletes any associated conditions that are applied to the permit or planning application you are working with. See the section Deleting a Property under Working with Property Information.

Applying a Condition to a Parcel or Address

1. Click Parcel or Property Address on the agency springboard.

   Select a property.

   Click Conditions in the left panel.

2. Click Apply Condition.

3. On the Condition Details page, enter values for the following fields:

   Page Element	Description
   Condition Name	Use the lookup prompt to search and select the condition that you want to apply. The search page lists all the available conditions along with their severity, display message, and description. After you select a condition, the condition information is brought in as it was defined in the condition setup. You can override the default rules, priority, description, and additional information to customize the condition. For more information on conditions, see Setting Up Conditions.
   Display Message	Displays the message associated with the selected condition. This message is entered by your agency administrator in the setup page and cannot be updated here.
   Severity	Displays the level of severity defined for the selected condition. Lock: This severity suspends all operations and selects all condition rules for the condition. Hold: This severity enables agency staff to select the condition rules that apply to the condition. Notice: This severity functions as an alert and has no effect on operations.
   Apply Condition to Transactions	Applies the condition to new transactions that will be associated with the selected address or parcel. You turn off the switch if you want the condition to be applied only to the transaction you're working with. The condition setup determines whether this switch is turned off or on by default. For more information on setup and condition rules, see Setting Up Conditions.
   Include in-process transactions	Turn on this switch if you want to apply the condition to the in-process transactions related to the parcel or address. This option appears only if the Apply Condition to Transactions switch is turned on. You can click the View Impacted Transactions link to view the list of transactions where the condition will be applied.
   Condition Rules	Select one or more rules from: Prevent Application Progress Prevent Workflow Advancement Prevent Issue or Final Prevent Payment Prevent Inspection Schedule (applicable only to permits) Prevent Inspection Result (applicable only to permits) Prevent Final Inspection (applicable only to permits) Condition rules are available for selection based on: Condition setup: If the Apply Condition to Transactions switch is turned off, then only the Prevent Application Progress rule is available for selection. Condition severity: For a condition with a Hold severity, you can accept the default rules or select different rules. For a condition with a Lock severity, all condition rules are automatically applied and can't be changed. See Setting Up Conditions.
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description entered by your agency administrator in the condition setup page, but you can update the text here.
   Additional Information	Displays additional information entered by your agency administrator in the condition setup page, but you can enter new information here.

4. Click Save.

Resolving a Condition

You can resolve a condition that you applied to a parcel or address.

1. Click Parcel or Property Address on the agency springboard.

   Select a property.

   Click Conditions in the left panel.

2. Click Resolve for the condition you want to resolve.

3. On the Resolve Condition page, enter a description of how the condition was resolved in the Resolution Action field. The Resolve conditions applied to transactions switch is turned on by default, which resolves the condition that was initially applied automatically to the transactions when this condition was created.

   You turn off the switch if you want to resolve this condition alone, without affecting the transactions associated with the parcel or address.

4. Use the View Impacted Transactions link to access a page that lists all impacted transactions within the selected parcel or associated with the selected address.

5. Click Save.

Modifying a Condition

You can modify a condition that you applied to a parcel or property address. Any changes you make won't be copied over to the related transaction condition.

1. Click Parcel or Property Address on the Agency Springboard.

   Select a property.

   Click Conditions in the navigation bar.

2. Click the View More Details button for the condition you want to modify.

3. On the Condition Details page you can update the rules, priority, description, and additional information for a condition with a Hold severity. For conditions with a Lock or Notice severity, you can update the priority, description, and additional information.

   Note: You can't edit any fields for a resolved condition.

4. Click Save.

   Caution: Once a condition is saved, you can't make changes to the Apply Condition to Transactions and Include in-process transactions fields.

Viewing a Resolved Condition

You can view the details of a resolved condition on the Condition Details page.

1. Click Parcel or Property Address on the Agency Springboard.

2. Select a property.

3. Click Conditions in the navigation bar.

4. Select a row with a status of Resolved and click View More Details.

5. The Conditions Details page opens to display the details of the condition at the top, followed by an additional information about its resolution:

   • Resolve condition applied to transactions

   • Resolution Action

   • Resolved By

   • Resolved Date

6. Click Cancel to return to the Conditions page.