This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Feature | Notes |
|---|---|---|
| 07 JUN 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Popular and Recent Application Types List
On the Apply page, the public user will see a list of the last five and also the five most popular application types applied for by public users.
Applicants can save a contact that was added during the application intake to the current profile.
Attachment Enhancements for Phone or Tablet
The following features are now available for attachments on a phone or tablet:
- View number of attachments
- Search and filter attachments
This new feature allows you to add and view attachments to projects.
The workflow list contains an inventory of Oracle Integration Cloud workflow processes. Agency staff can access this list to see all processes in one place.
Agency may manually alter and suspend workflow outside the normal pre-defined process.
In the rare situation where the system is unavailable and inconsistencies exist with Oracle Integration Cloud, this feature allows administrative users to manage and remedy the affected transactions.
This feature gives the agency the ability to access up to five embedded Oracle Transactional Business Intelligence (OTBI) dashboards using the Analytics icon in the global header.
This feature provides agency staff the ability to report on custom fields that are created from the Intake Form Designer and accessed as a custom Oracle Transactional Business Intelligence (OTBI) subject area.
Agency Level Oracle Policy Automation Policies
The agency can now define the Oracle Policy Automation (OPA) policies at the agency level. Previously, OPA policies were tied to Permits and now are available for use at the agency level for Oracle Public Sector Community Development.
Application Status History Tracking
Agency staff can track various status updates for permit and planning application transactions, including related inspections, plan reviews, and hearings. History can be accessed from Additional Information sections in the Transaction Details.
Agency can allow a registered public user to mask their contact information either at registration or through account management.
Permit and Planning Application Expiration
An agency can manually define and update an expiration date for permit and planning applications. The expiration date displays on the application overview page.
Agency staff may use SMS text channels to send ad hoc messages to mobile phones that accept text messages.
Agency staff can configure the accounting framework as Financials Cloud Subledger Accounting if used by the agency. If the agency does not use Financials Cloud Subledger Accounting, then the delivered Public Sector Community Development accounting is used for tracking accounting transactions and creating the journal.
Payment history can be viewed by agency staff and registered public users.
Conditions Inheritance Framework
Conditions inheritance framework is available to support permits or planning and zoning transactions inheriting business rules from conditions on people, properties, and projects. Conditions have three levels of severity: notice, hold and lock.
Parcel Conditions to Prevent Permit Creation
A new condition is now available to prevent permit creation against a parcel. Once the condition is applied to a parcel, a permit can no longer be created for that parcel.
Electronic Document Review is now available to review plans submitted for permit applications using Bluebeam ® Revu ®.
Permit Details Page Enhancements
The overview section of the permit details page for each permit has been enhanced to include the following fields and actions:
- Submitted by name
- Created by name
- Ability to auto-assign a primary parcel to a permit
Display Data Points in Clusters
When a user is viewing the map, transaction points are seen in clusters. As a user enlarges the map, these clusters are broken up further and further until individual transaction points are displayed.
Agency staff can cancel a permit at any time after an application is submitted. Canceling a permit will automatically close any related plan review and inspections that may be in process.
Agency staff can withdraw a permit on behalf of an applicant at anytime after an application is submitted. Withdrawing a permit will automatically close any related plan reviews and inspections that may be in process.
Permit Recommendations to Anonymous Users
The Digital Assistant now provides permit recommendations to anonymous users using Oracle Policy Automation questionnaire, or Guide tile from the landing page.
Assign Plan Review by Department
Plan review assignments were previously based on agency departments assigned in the employee profile. Now plan reviews can be assigned by a more flexible set of configurable agency plan review departments independent of the assigned employee profile.
Updated Plan Review Workflow Tasks
The plan review workflow task is automatically updated and advanced when the final plan review cycle is completed or canceled.
Default Inspection Contact Method
When scheduling or requesting an inspection, the default contact information is auto-populated with the applicant's information.
Cancel Inspection Request for Withdrawn Permit
When a permit is withdrawn, all inspections associated with that permit that have not be completed are canceled.
Reports for Planning and Zoning
Oracle BI Publisher reports are now provided for Planning and Zoning. These reports allow agency staff to review planning activities for a given period.
Prevent Issued or Final Status
When applied, this condition prevents the workflow from updating the status of the pre-application or application to "Issued" or "Final".
Pre-Application and Applications
Display Assigned Planner History
An agency staff user has the ability to assign or reassign a planner to the pre-application or planning application. When a pre-application or planning application is reassigned to another planner, the assigned planner history is displayed in the planner assignment page.
This feature provides agency staff the ability to view all scheduled pre-application meetings in a calendar view.
The assigned planner now has the ability to add review summary comments in the pre-application. The applicant also has the ability to review those comments. Additionally, the planner can now list all required application types needed for the request directly in the pre-application.
This feature provides agency staff the ability to establish a relationship between pre-application and application transactions.
Agency staff can leverage the new and updated elements to create application forms in the Intake Form Designer for Planning and Zoning. The "Demolition" element was updated, and the following form elements are new:
- Planning
- Impervious Surface
- Dwelling
Hearing Scheduler and Notifications
Agency staff can schedule public hearings using easy to use card slots. They can also schedule multiple applications at one time. Notifications are sent to the application's assigned planner and the applicant when a public hearing is scheduled, rescheduled, canceled, or updated with a decision. If a public hearing is tentatively scheduled, only the assigned planner is notified.
NOTE: This public hearings related scheduling and notification is separate from the Planner Calendar, which only displays scheduled planning pre-application meetings.
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