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 |
|---|---|---|---|
| 05 MAR 2021 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update.
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Common Compliance and Regulation
Export and Import Transaction Types and Form Designs
To share transaction types and form designs, such as permits, with other implementations, you can now export the form design and the associated transaction type metadata. The exported definitions are stored in a solution package, which you can then import into another system.
Enhanced Display Control for Intake Form Elements
The number of controlling elements for intake forms has greatly expanded to also include checkbox sets, multi-select lists, radio button sets, drop-down lists, number fields, dates, and date-time fields. You can create complex condition statements based on the values of the controlling fields to hide or display page tabs, field groups, group boxes, and individual custom fields.
Associate Non-APO GIS Objects to Transaction
Enable users to select and associate GIS objects that are not related to property information, to a transaction.
Plan coordinators can use a consolidated console to access and manage plan review cycles, plan reviews, and plan reviewers across all permit and planning applications.
Plan Review Assignment Workload
Display the number of plan reviews that each reviewer has across permits and planning applications, to facilitate plan review assignment.
Enable Separate Accounting for Cash and Check Payments
Enable agency staff to create separate accounting entries for cash and checks when fees are paid using a combination of cash and checks, within a cashier session.
Configurable Handling of Refund for Overpayments
Enable agency staff to refund overpayments accepted during cashier sessions.
Related Transactions Hierarchy
The related transactions hierarchy extends our current Related Records functionality to allow hierarchies of related records to be set up. Additionally, it supports primary and sub-relationships in the Related Transactions tab, and supports primary and sub-relationships of permits during intake and submittal.
Ability to Edit an Application
Designated agency staff will have the ability to edit an application after completion or closure.
Agency staff can now apply lock, hold, and notify conditions on an address. Each of the staff-applied conditions can be configured to be inheritable. If the Apply Condition to Transactions switch is enabled, the condition is applied to all in-flight transactions associated to the address.
Workflow Displayed in Worklist Tab Filter
The standard workflow can be displayed as part of the worklist tab filters. This provides an enhanced user experience, including individual tab filters, secondary tabs displaying My Workflow and Group Workflow, and support for standard actions, such as claiming items and navigating to workflow steps.
Workflow Task Status Displayed on Task List
View the current workflow task and status of that task, while accessing the workflow task list.
Limit Contractor Selection During Intake to Agency's List
Agencies can limit contractor selection during intake to only contractors that are enabled in the agency-maintained contractor management list.
Contractor Management by Batch Load
Batch load contractor and related trade license information. This allows agencies to maintain contractors available for use in permits and planning and zoning transactions.
Oracle Integration Cloud Data Migration for Permit Related Information
Create Oracle Integration Cloud (OIC) integrations to support data migration from legacy systems to Public Sector Compliance and Regulation for application tables that are required for in-flight permits.
Create New Inspections in Oracle Inspector
Inspectors can now create new, same-day inspections, cancel inspections, and override business rules such as cut-off times, while working online in the Oracle Inspector mobile application.
Supervisor Calendar Inspector Filter
The supervisor calendar can be filtered by inspector.
Request Inspection Up to 21 Days in Advance
Inspections can be requested up to 21 days in advance.
Scheduling an Inspection After Cut Off Time
Prevent inspection requests after the cut off time on the same day, allowing the inspections to be scheduled for the following day.
Agency staff can now create parcel genealogy transactions to manage parcel splits, merges, lot line adjustments, and attribute management. Once a parcel genealogy transaction is established, you can view the relationship in the parcel genealogy tab within the parcel reference.
Imported Parcel Reconciliation
Agency staff can now easily reconcile provisional parcels by replacing the temporary parcel identification numbers with new ones. Once reconciled, a cross-reference is established to retain history.
Planner Worklist for Planning and Zoning
Planners can now access workflow tasks, plan review tasks, and inspections that are assigned to them on the Planner Worklist.
Link from Transaction Parcel to Reference Parcel
The parcel attached to a transaction links to its reference parcel, which helps you easily navigate to get more information regarding the parcel.
Generate Reports and Notices for Planning and Zoning
Planners need to generate many notices and reports throughout the entitlement process. This feature allows planners to extract application information and generate and modify notices and reports for the applications they are managing.
Appeal Due Date Displayed in Case Details
The appeal due date is now displayed in Case Details, making it easier to know the deadline for appealing the case. The appeal due date is calculated using time rules but is also editable. Additionally, it can be added to a notice of violation or citation when defining the Oracle Business Intelligence Publisher (BIP) report layout.