Applying Conditions to Applications

This topic describes how your Oracle Permitting and Licensing service allows you to view, update, apply, and resolve conditions on an application such as a business license application, a permit, or a planning application.

Agency staff apply, modify, and resolve conditions on the Conditions page. The Conditions page lists all of the conditions applied to the selected application, with applied conditions followed by resolved conditions.

The condition indicator in the header of the details pages displays the most severe condition. Click the All Conditions link next to the icon to see a list of all applicable conditions, including the condition name, severity, source, source reference, display message, and when the condition was applied. Click a condition row to open the application's Conditions detail page in a new window.

If the condition was automatically applied, a condition source reference link is displayed only to the agency staff. Click the link to access the Condition Details page from the source application that applied the condition.

Note: The condition indicator is displayed on all pages across transactions. If more than one active condition is applied, the icon indicates the most severe condition. A condition is active until it is changed to Resolved.

Security Details for Applying Conditions to Applications

This section describes important security roles, requirements, or considerations specific to applying conditions to applications.

Permit application

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Permit Conditions Management	Apply and resolve conditions on permits.	PSC Inspections Supervisor PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Chief Building Officer PSC Cashier PSC Business Analyst PSC Building Inspector PSC System Administrator PSC Registered Public User PSC Principal Planner PSC Planning Coordinator PSC Plan Reviewer PSC Permits Supervisor PSC System Administrator PSC Permit Technician

Planning application

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Planning and Zoning Conditions Management	Apply and resolve conditions on planning applications.	PSC System Administrator PSC Zoning Administrator PSC Planning Assistant PSC Associate Planner PSC Geographical Information System Administrator PSC Finance Administrator PSC Economic Development Officer PSC Cashier PSC Business Analyst PSC Principal Planner

Business license application

Primary Role	Access Description	Associated Job Roles and Abstract Roles
PSC Business License Conditions Management	Apply and resolve conditions on business license applications and licenses.	PSC Business Analyst PSC Business License Inspection Supervisor PSC Business License Inspector PSC Business License Manager PSC Business License Specialist PSC Cashier PSC Code Enforcement Application Administrator PSC Permits Application Administrator PSC Planning and Zoning Application Administrator PSC Zoning Administrator

For more information on creating roles for Oracle 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 Permitting and Licensing.

Viewing Conditions

The Conditions page lists all the conditions applied to the transaction. You can download the conditions as a report in a format set up by your agency.

1. Select the Business License Transactions, Permits, or Planning Applications tile on the agency springboard.

2. Select a transaction row.

3. Select the Conditions tab, which may be listed under the License Information, Registration Information, Permit Information, or Planning Application heading in the navigation bar.

4. On the Conditions page, view the list of applied and resolved conditions with details:

   Page Element	Description
   Condition Name	The name of the condition selected by the agency staff at the time of applying the condition.
   Severity	The level of severity defined for the selected condition.
   Source	The source from where the condition was applied, such as parcel, address, person, contractor license, or business license.
   Source Reference	Displays a condition identifier link only if the condition was applied automatically. Click the link to open the Condition Details page from the source application that applied the condition. This link is available only for agency staff access. When an agency staff applies a condition to an parcel, address, person, or contractor license by enabling the Apply Condition to Transactions option, then the condition is automatically applied to all transactions belonging to the source application. If the condition was applied to a business license with the Apply Condition to Transactions option turned on, then the condition is automatically applied to all business license applications related to the license. For details, see Setting Up Conditions.
   Applied Date	The date when the condition was applied.
   Display Message	The message entered at the time of applying the condition.
   Status	The status of the condition such as Applied or Resolved.
   Priority	The priority selected - High, Medium, or Low.
   Resolved Date	The date when the condition was resolved.
   Resolve	The button used for resolving a condition.
   View More Details	Click this icon to open the Condition Details page and view detailed information.

Automatically Applying Conditions Using Business Rules Framework

Conditions can also be applied to transactions automatically using the Business Rules Framework based on workflow actions. They can also be automatically applied to business licenses when credentials associated with the business license expire. Your agency administrator must configure the following to apply conditions to submitted applications based on workflow actions:

1. Workflow: Prompts the Business Rules Framework to apply the condition.

2. Business Rules Framework: Applies the condition to the transaction that meets the criteria defined in the rules of the Business Rules Framework.

For information about setting up actions related to workflow, see Setting Up Update Workflow Actions and for setting up and applying conditions using the Business Rules Framework, see Setting Up Apply Condition Actions.

Agencies can also configure the system to automatically apply conditions to business licenses and associated transactions using the Business Rules Framework. For information about setting up business license conditions to be automatically applied to origination, renewal, or amendment applications when a credential associated with a business license expires, see Setting Up Credential Conditions.

Once the condition is applied to the transaction, you can view the condition record on the Conditions page in the application details.

Applying a Condition to a Transaction

You manually apply conditions to transactions on the Apply Condition page.

1. Select the Business License Transactions, Permits, or Planning Applications tile on the agency springboard.

2. Select a transaction row.

3. On the Overview page, select the Conditions tab, which may be listed under the License Information, Registration Information, Permit Information, or Planning Application heading in the navigation bar.

4. On the Conditions page, view the list of applied and resolved conditions. Click Apply Condition.

5. Enter values for the fields on the Condition Details page:

   For more information about defining conditions and their rules, see Setting Up Conditions.

   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 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 definition. You can override the default rules, priority, description, and additional information to customize the condition.
   Display Message	Displays the message associated with the selected condition. This message is entered by your agency administrator in the condition definition and can't be updated here.
   Severity	Displays the level of severity defined for the selected condition. Lock: This severity suspends all operations and selects all rules for the condition. Hold: This severity enables agency staff to select the rules that apply to the condition. Notice: This severity functions as an alert and has no effect on operations.
   Condition Rules	Select one or more rules from: Prevent Workflow Advancement Prevent Issue or Final Prevent Payment Prevent Inspection Schedule Prevent Inspection Result Prevent Final Inspection Condition rules available for selection are based on the severity of the condition you have selected. For example, for a condition with a Hold severity, you must select at least one condition rule, and for a condition with Lock severity, all condition rules are automatically applied.
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description as entered by your agency administrator in the condition definition, but you can update the text here.
   Additional Information	Displays additional information as entered by your agency administrator in the condition definition, but you can enter new information here.

   When you're viewing the condition details after the condition was applied, you'll see the name of the user who applied the condition and the date. When the condition was applied automatically, you'll see:

   • System is displayed if the condition is applied to the transactions by inheriting the condition that was applied to the parcel, address, person, business license, or contractor license.

   • Business Rules Framework is displayed if the condition is applied to the transaction through Business Rules Framework events.

6. Click Save to save the condition and return to the Conditions page.

Resolving a Condition

You can resolve a condition that you applied to a transaction.

1. Select the Business License Transactions, Permits, or Planning Applications tile on the agency springboard.

2. Select a transaction row.

3. Click Conditions in the left panel.

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

5. On the Resolve Condition page, enter a description of how the condition was resolved in the Resolution Action field.

6. Click Save.

   The resolution is applied and the resolved condition is listed at the bottom of the condition list.

Modifying a Condition

You can modify a condition that you applied to a transaction.

1. Select the Business License Transactions, Permits, or Planning Applications tile on the agency springboard.

2. Select a transaction row.

3. Click Conditions in the navigation bar.

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

5. 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 modify any fields for a resolved condition.

6. Click Save.

Viewing a Resolved Condition

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

1. Select the Business License Transactions, Permits, or Planning Applications tile on the agency springboard.

2. Select a transaction row.

3. Click Conditions in the navigation bar.

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

   • Resolution Action

   • Resolved By

   • Resolved Date

   Note: If the Resolved By field displays System, then the condition was resolved as part of the condition resolution from the parcel, address, person, business license, or contractor license condition.

6. Click Cancel to return to the Conditions page.