This document will continue to evolve as existing sections change and new information is added. All updates appear in the following table:
| Date | Product | Feature | Notes |
|---|---|---|---|
| 13 AUG 2020 | Permits | Trade License Validation | Updated document. Moved from Business Licenses product section. |
| 05 JUN 2020 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Public Sector Compliance and Regulation
Common Compliance and Regulation
Introduction of Oracle Redwood Theme
Style sheet changes have been made to all Public Sector Compliance and Regulation offerings, public user landing pages, and the agency springboard. Initial changes include recoloring the global header, and changing images for the landing and application pages. Agencies can retain the same options already created for their branding. This theme will not change your previous selections.
Ability to Reorder Elements on Intake Forms
Once you save your intake form, you can select Reorder to move any elements within the intake form to a different location. You can move pages, field groups, group boxes, and individual, user-defined fields.
Previously delivered Solution Packages have been updated for 20C.
Address Fields Added to Registration Page
The registration page includes address fields. Public users are prompted to enter their address during registration.
Consolidated View of All Attachments Tab for Phone or Tablet
You can view a consolidated list of attachments on phones and tablets. In addition, you can separate the consolidated attachments list by object type so that you can view the lists by permit attachments, inspection attachments, inspection checklist attachments, inspection checklist item attachments, and plan review attachments.
Enable or Disable Attachment Document Categories and Subcategories
Agency staff can enable or disable attachment document group categories or subcategories. Categories and subcategories that are assigned to attached documents will remain assigned to the document, even if the category or subcategory is subsequently disabled. You can't assign disabled document groups, categories, or subcategories to new attachments.
Expand and Collapse Comments on Summary List Page
You can expand and collapse the comments on the Summary List page. The Comments Detail page supports numbered and bulleted lists, cut and pasted text and images from other sources, and hyperlinks.
Additional Delivered Fields in the Property Subject Area for Reporting
Additional fields for address, parcel, and owner are delivered for the property subject area to support reporting. This includes 20 field and label changes including Field Groups and Global Field Groups standard changes.
Fee Calculator for Additional Fees
You can use the fee calculator to calculate additional fees after the application has been submitted. The calculations are made based on the fee model for the application.
You can process partial refunds of fee items online to refund amounts that are less than the full payment, using supported payment methods.
Permit Expiration Based on Inspection Activity
Permits will automatically expire due to inactivity if an inspection is not scheduled or does not pass within a specified period of time after permit issuance. A notification is sent out when the permit is about to expire based on the inspection commencement date.
You can validate a contractor license number to check that it is active and in good standing. You can check the information against your internal contractor data, and California agencies can also validate license information against the state licensing board using the included integration process.
Default Plan Reviewer Assignment by Department
You can configure and enforce auto-assignment rules for plan reviews based on department and availability.
Inspector Assignment Based on Prior Jobsite Location Inspections
Inspection scheduling and assignment logic has been added to assign inspectors to a jobsite location if they have previously performed an inspection at that jobsite for the applicable transaction. Inspection scheduling and assignment logic is extended to include previous inspections at the jobsite location, as well as current inspection scheduling and assignment logic to consider available, qualified inspectors authorized to work in the applicable district.
Oracle Inspector Offline Support
Building inspectors can perform inspections even when their mobile devices are offline. The mobile application automatically downloads your assigned inspections to your device so you can complete the tasks offline. Once back online, your actions will automatically sync with the permit.
Interactive Voice Response (IVR) with PIN Integration
Interactive Voice Response (IVR) access is available for agency staff and public user applicants, consistent with current access permissions. IVR PINs are required for access to Selectron IVR systems. Public user PINs are established during registration or through account management. This enables public users to schedule inspections, cancel or reschedule inspections, or to get inspection results.
Inspection Scheduling by Permit Contacts
You can give permit access to specific types of permit contacts such as contractors and homeowners. As long as these contacts are registered users, they can schedule, reschedule, or cancel an inspection for the permit and interact with the permit in the same way as the applicant.
Inclusion of All Inspection Types When Scheduling or Requesting an Inspection
Previously, when scheduling or requesting an inspection, only the inspection types configured for the inspection group associated with the applicable permit type were displayed. Now, an additional selection of other inspections is displayed that includes all remaining inspection types. This enables you to configure the inspection groups to reflect the most common inspection types applicable to the permit types associated with the inspection group. It also gives you the flexibility to choose a different inspection type to support less common, but required inspections.
Business Survey and Consultation
Registered public users can submit a survey and request a consultation regarding their business intention.
Intake Designer for Business License
Automate apply online for business licenses by creating agency specific Business License intake forms branded for your agency.
Business License Type Selection on Apply Page
You can define various types of business licenses. On the apply page, public users and agency staff can select the business license type to apply for a business license.
NAICS Industry Codes for License Applications
You can include North American Industry Classification System (NAICS) codes on business license applications to identify the business industry type.
You can configure and print business license certificates once the business license has been granted.
Business License Expiration Rules
You may configure the rules to send notice of about to expire and expired licenses and reflect these statuses by business license type.
Fees and Payments for Business Licenses
You can configure fee models to support the license origination including variable components based on reported revenue.