Using the Code Officer Worklist

The code officer worklist provides a central location for managing code enforcement inspection tasks on a laptop or desktop computer. Various tabs list inspection records based on where they are in their life cycle, and action menus provide quick access to the tasks that can be performed at each stage. You use the code enforcement Inspection page to manage your code enforcement inspection for an incident or case assigned to you.

Tip: As code officers, you can access your inspections on a phone as well as on a laptop or desktop computer. The layout changes based on the device you’re using. For detailed information about mobile inspections, see Overview of Mobile Oracle Municipal Code Officer.

Access the code officer worklist by clicking the Code Officer Worklist tile on the agency springboard. Initially all tabs to which you have access appear. Click a tab to see the incidents or cases that meet the tab filter criteria and to access the relevant actions.

Some tabs have subtabs that further filter the incidents or cases. Subtab action menus have the same actions as the parent tabs.

When you click a tab other than the one that is initially selected, only the newly selected tab and its subtabs are visible. Similarly, when you select a subtab, only that subtab is visible. To return from a subtab to its parent, or from a main tab to the default view where all tabs are visible, click the Back to Inspections icon next to the Search icon.

Common grid controls in Oracle Public Sector Permitting and Licensing enable public and agency users to perform actions and manage how they display data. For details on the grid controls available in the Worklist, see Using Grids and Personalizing Grid Displays.

All Inspections, Incidents, Notices, Hearings, and Access Requests

A code officer can view a list of all their assignments together with the assignments in the district or district type that they are assigned to. The assignments – inspections, incidents, notices, hearings, and access requests – can be viewed in separate tabs with their associated subtabs. Each tab and subtab displays the count of assignment records listed on the page, based on the application of any filters.

Tab

Subtab

Map Shows

All Inspections

  • First Inspections: Today, Ready, This Week, and Overdue subtabs.

  • Reinspections: Ready, This Week, and Overdue subtabs.

and

Inspection type, ID, issue type and subtype, address, and inspection number.

All Incidents

  • Overdue

  • Priority

Incident name, issue type and subtype, and status.

All Notices

  • Notice of Violation

  • Notice of Citation

Not applicable.

All Hearings

-

Not applicable.

All Access Requests

-

Not applicable.

Grid-level Filter

You can filter the list of assignments for one or more agency staff:

  • Code Officer: Click and select one or more code officers from the list, to filter and show only their assignments of inspections, incidents, notices, hearings, or access requests.

  • Code Technician: Click and select one or more code technicians from the list, to filter and show only their assignments of inspections, incidents, notices, hearings, or access requests.

This example illustrates the Worklist – All Inspections page, which is described in the surrounding text.

Worklist - All Inspections

Tabs on the Code Officer Worklist

The code officer worklist has the following tabs:

Tab

Displays

Available Actions

Additional Information

All Inspections

List of all inspections assigned to the logged in code officer as well as the inspections that match the officer's district type and ID.

Detail page shows the inspection information and provides access to comments, attachments, and code violations.

Ready for inspection – Indicates that the incident or case is ready for inspection.

Ready early – Indicates that the case is ready for an early inspection.

Scheduled inspection date has passed – Indicates that the date scheduled for the inspection has passed.

Grid-level filters for inspections.

List page:

  • Attachments

  • Comments

  • Reroute Incident: Available for incidents on first inspection. Click to edit details and submit.

  • Reschedule

  • Cancel

  • View Details

Detail page:

  • Update Result: In Compliance, Violation, Referral, Closed

  • Reschedule

For details about result options, see Submitting Code Enforcement Inspection Results.

Submitting the details will create a case with the details provided.

Inspections

List of all inspections assigned to the logged in officer.

Same as above

Same as above

First Inspections

List of all new inspections assigned to the officer.

Detail page shows the inspection information and provides access to comments, attachments, and applicable code violations.

Same as listed above.

See the next section.

Reinspections

List of reinspections. These are the follow-up inspections after the first inspection is complete with a result.

Detail page shows the inspection information and provides access to comments, attachments, and applicable code violations.

Same as listed above.

See the next section.

Today

List of all inspections that are due on the current date

Same as listed above.

Tomorrow

List of all inspections that are due on the next date.

Same as listed above.

Ready

List of Inspections related to incidents and cases that have passed their compliance date.

Same as listed above.

This Week

List of all inspections that are due in the current week.

Same as listed above.

Overdue

List of inspections from cases that have passed their inspection due date.

Same as listed above.

All Incidents

Unprocessed incidents (those in Reported status) where the current user is the assigned code officer as well as the incidents that match the officer's district type and ID.

The list also includes reassigned incidents from the administrator or from another staff member.

This tab includes:

  • A Report Incident button that provides quick access for the user to report a new incident from the worklist.

  • A map view for displaying incident locations.

  • Schedule Inspection

  • Mark as Duplicate

  • Reassign

  • Release

  • Reroute Incident

  • Close

The actions that are available here are also available from the incident detail page.

Completing any of the available actions removes the incident from this tab.

The Overdue subtab shows claimed incidents with a due date before the current date.

The Priority subtab shows claimed incidents where the Priority switch is enabled.

Incidents

List of all incidents assigned to the logged in officer.

Same as listed above.

All Notices

List of notices from cases that are assigned to the code officer as well as the notices that match the officer's district type and ID. Notices include notice of violations and notice of citations.

Violation and citation notice object records are created for violations and citations respectively.

  • Generate

  • Continue

The notices are classified in the two subtabs – Notice of Violation and Notice of Citation.

The Generate action signifies that the notice object alone is created, and you should use the action to open the Generate Notice page and complete the details and print.

The Continue action signifies that the notice is generated, and you can make changes to the details before printing it.

Any changes made to the notice process will automatically update the case detail pages.

A citation notice additionally contains information about the citation fees.

Notices

List of notices from cases that are assigned to the code officer. Notices include notice of violations and notice of citations.

Same as above

All Hearings

Cases assigned to the logged in officer that have requested appeals or hearings in Scheduled status. These include the cases that match the officer's district type and ID.

  • View and download attachments added by responsible party

  • Add or delete your own attachments

  • Update Hearing Decision

  • Reschedule Hearing

  • Cancel

For details about appeals and hearings, see Working with Appeals and Hearings.

All Access Requests

Cases assigned to the logged in officer that have pending requests from registered public users who have asked for online access to the case. These include the cases that match the officer's district type and ID.

  • Allow Access

  • Deny Access

  • Edit Details

Public users who are granted access can view details of their cases and notices online. They can also take actions such as submitting an appeal.

Users can’t access their case if the agency denies their request.

Assigned Cases

List of all the cases assigned to the officer for inspections, as well as the auto-assigned ones.

Detail pages show the complete details of the case.

List page: Create Case: Create a new case.

Actions: Select and choose from options Attachments, Comments, and Update Status.

For information about case details, see Processing Cases.

Completed Inspections

List of all inspections with status as Completed.

Detail page shows the inspection information and provides access to comments, attachments, code violations, and notices.

None

See the next section.

Incoming Tasks

List of all the workflow tasks related to incidents and cases that are assigned to the logged in officer or the officer group.

Incoming tasks remain in the list until they are closed.

  • Claim

  • Reassign

Once claimed, the Actions options allows you to update, release, or reassign the workflow task.

When you claim a workflow task, the My Tasks subtab will list the task according to how it is assigned – My Tasks or My Group Tasks. You can take these actions:

  • Update: Change the status, priority, or review and add comments and attachments. The Update Tasks page allows you to page through all your tasks and make updates to each task. The Workflow page related to the selected incident or case is updated when you save the changes.

  • Release: Unassign the workflow task from your list. This is available only for My Tasks assignments.

  • Reassign: Change the assignee of the workflow task. This is available only for My Tasks assignments.

When you reassign a workflow task to another officer, the My Tasks subtab for the assigned officer will list the task. For information on Workflow, see Using Workflow.

Note: Grids are rendered in either a condensed or expanded format based on the FSM option selection made by the agency during implementation. On the code officer worklist, each agency staff member can now personalize expanded grids to display information in a manner that suits their own requirement. See Personalizing Grid Displays.