Working with Property Information

Property information displays the properties and other GIS objects associated with a transaction. Use this page to add or remove associated GIS objects and to view GIS information collected during the application process.

Property information is configured on the application forms by the agency during the design process. When filling out an application, the public user enters information, which is then displayed in the detail pages of the transaction.

Only agency staff can update information on the Property Information page after an application has been submitted.

Security Details for Working with Property Information

This section describes important security roles, requirements, or considerations specific to working with property information in Permits and Planning and Zoning.

Primary Role	Access Description	Associated Job Roles and Abstract Roles
Anonymous access	View property information on permits.	All users including users without login
PSC Permit Property Management	Manage property information until it isn't closed.	PSC System Administrator PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician
PSC Permits Management with Elevated Access	Manage property information at all times.	PSC Permits Supervisor PSC System Administrator

Primary Role	Access Description	Associated Job Roles and Abstract Roles
Anonymous access	View property information on planning applications.	All users including users without login
PSC Planning and Zoning Property Management	Manage property information until it isn't closed.	PSC Planning Assistant PSC Associate Planner PSC Principal Planner
PSC Planning Application Management with Elevated Access	Manage property information at all times.	PSC Zoning Administrator PSC System Administrator

For more information on creating roles for Public Sector Permitting and Licensing, see Creating Custom Roles for Oracle Permitting and Licensing.

For more information on all the predefined security data such as abstract roles, job roles, privileges and so on, see the Security Reference for Oracle Oracle Permitting and Licensing.

Viewing Property Information

The Property Information page displays a list of properties associated with the application as well as GIS attributes and values from map layers collected during the application process.

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. Search for an existing property using the Search Property field. You can click the Select from List link to search for and select a property from the Search Property page.

   The Contains and Starts with options allow you to refine your search results further using one of the check box options.

   You can also use the Map icon to view a map and select the location.

   Note: The primary parcel, address, and owner are identified by a green check mark. This address is also displayed in the header information of the summary page. Click the parcel number link to open the corresponding Parcel Details page in a new window.

5. Click a row to view detailed parcel, address, and owner information for the property on the Property Information modal page.

6. View the Additional Property Reference grid that contains GIS information for each property associated with the application.

   The GIS attributes are retrieved from map layer content and saved in this grid in the application details after you select a property on the application. For each additional property that you select, the respective GIS attributes and values intersecting that property are also collected. The captured attributes may only be visible to agency staff, depending on the application design.

   Note: The agency sets up the map services, map layers, and object attributes for collecting GIS information on the Map Layer Content tab of the GIS Attribute Mapping page. For more information, see Setting Up GIS Attribute Mapping. For information about selecting the attributes to collect on an application form, see "Working with Property Field Groups" in Using Predefined Field Groups.

   Page Element	Description
   Map Service	Displays the name of the map service used to collect the GIS attributes and values from the map layers.
   Layer	Displays the name of the layer that contains the attribute. For example, Flood Zone or Fire District.
   Attribute	Displays the name of the GIS object attribute in the map layer. For example, Risk Level.
   Value	Displays the value of the attribute from the map layer. For example, the value for the Risk Level attribute label can be Low. Note: Agency staff can manually update the Value field. Click Edit for the GIS information row.
   Location Type	Displays whether this property is a parcel, address, or object.
   Location Reference	Displays the reference number for the property.
   	Click the button to recover the GIS attributes and their values from the map service. Caution: Clicking Refresh overwrites any manually updated values with the map service values.

Adding New Properties

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. Click Select from List next to the Search field.

5. On the Search Property page, click Create New.

6. Enter parcel, address, and owner information on the Property Information modal page.

   Note: You can enter only address information and leave the parcel and owner information blank. Likewise, you can enter only parcel information, or only parcel and owner information, and leave the address information blank. You cannot enter owner information without first selecting a parcel.

Note: By default, the first property that you add is designated as the primary parcel, address, and owner for the application.

Adding Existing Properties

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. To add a single property:

   1. Use the Search Property field to find the property that you want to add.

      You can search by parcel address. Properties with a parcel status of Retired do not appear in the search results.

   2. Click the property to add it to transaction. The selection appears in the grid on the Property Information page.

5. To add multiple properties:

   1. Click Select from List to access the Search Property modal page.

   2. Search for the properties that you want to add and select the check box next to them.

      You can search by parcel address. Properties with a parcel status of Retired do not appear in the search results.

      You can view all of the selected properties in the Selections tab.

   3. Click Done. All of the properties that you selected appear in the grid on the Property Information page.

Note: By default, the first property that you add is designated as the primary parcel, address, and owner for the application.

Adding Properties and Other GIS Objects from the Map View

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. Click the Map View icon.

5. Use map tools such as searching or zooming to locate the GIS object on the map.

6. Click the object.

   The object is highlighted on the map and added to the list of objects associated with the transaction.

Note: By default, the first property that you add is designated as the primary parcel, address, and owner for the application.

Modifying Property Details

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. Click the Edit icon next to the property that you want to modify.

   Note: This icon is not available for GIS objects that are not related to a property, so you can't edit them.

5. Update parcel, address, and owner information on the Property Information modal page.

   Note: If the selected property has its parcel or address assigned as primary for the transaction, then you can’t disable the Primary switch. You must first assign another parcel or address as primary, which automatically changes the selected property to non- primary.

6. Click Save. If you have modified the primary parcel address, the header of the summary page now shows the updated address.

Deleting a Property

1. Select the Permits or Planning Applications tile on the Agency Springboard.

2. On the Transactions page, click the row for the permit or planning application you are working with.

3. Click Property Information in the left panel.

4. On the Property Information page, click the Delete icon next to the property that you want to remove from the application.

   Note: You can’t delete a property that has its parcel or address assigned as primary for the transaction. You must first assign another parcel or address as primary and then delete the non-primary property.

5. Click OK to confirm the deletion.

Note: Deleting a property automatically deletes any associated property conditions that are applied to the permit or planning application that you are working with.You can't delete a property If that's the only property added to the application.