Redwood Experience for Contractor List and Details

The Redwood Experience user interface is now available for the agency's list of contractors and the contractor license detail pages, featuring an enhanced look and feel of the contractor management pages for the Permits, Planning and Zoning, and Business Licenses offerings.

Each contractor license appears in the agency's Contractors list. Click a contractor row to open the detail pages.

Agency staff can manually add a contractor to the agency’s contractor list using the New Contractor page that looks like this:

Add Contractor Page in Contractor Management

Add Contractor Page in Contractor Management

Once a contractor has been either manually added or imported using an external source, agency staff can manage the contractor information in the detail pages, which you can access using the left-hand navigation panel:

  • License Details
  • Transactions
  • Contacts
  • Attachments
  • Comments
  • Conditions

The license details include contractor and business information, classifications, contractor bond, qualifying bonds, and insurances.

This example illustrates the Transactions page in the contractor details:

Transactions Page for a Contractor in the Detail Pages

Transactions Page for a Contractor in the Detail Pages

The new enhanced user experience built with Visual Builder Studio streamlines the look and feel of the Contractor List and Detail pages.

Steps to Enable and Configure

Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.

Offering: Multiple Offerings  No Longer Optional From: Update 26C

The Redwood Experience for Contractor List and Details is delivered as "enabled" in 26A. To revert to the classic experience, you complete the following steps: 

  1. Navigate to Setup and Maintenance.
  2. Choose your offering, either Permits, Planning and Zoning, Business Licenses.
  3. Click Change Feature Opt In. 
  4. In the Public Sector <Offering> row, click the pencil icon in the Features column. 
  5. Under the "Redwood Experience for Contractor List and Details" clear the "Enable" checkbox. 
  6. Click Done. 

Tips And Considerations

The pages in Contractor Management are extensible. The agency can change labels, rearrange columns and sections, and add a new tab.

Key Resources