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 |
|---|---|---|
| 17 JUL 2020 | Offline Payments | Updated document. Revised Role. |
| 20 DEC 2019 | Created initial document. |
This guide outlines the information you need to know about new or improved functionality in this update, and describes any tasks you might need to perform for the update. Each section includes a brief description of the feature, the steps you need to take to enable or begin using the feature, any tips or considerations that you should keep in mind, and the resources available to help you.
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Column Definitions:
Features Delivered Enabled
Report = New or modified, Oracle-delivered, ready to run reports.
UI or Process-Based: Small Scale = These UI or process-based features are typically comprised of minor field, validation, or program changes. Therefore, the potential impact to users is minimal.
UI or Process-Based: Larger Scale* = These UI or process-based features have more complex designs. Therefore, the potential impact to users is higher.
Features Delivered Disabled = Action is needed BEFORE these features can be used by END USERS. These features are delivered disabled and you choose if and when to enable them. For example, a) new or expanded BI subject areas need to first be incorporated into reports, b) Integration is required to utilize new web services, or c) features must be assigned to user roles before they can be accessed.
| Ready for Use by End Users Reports plus Small Scale UI or Process-Based new features will have minimal user impact after an update. Therefore, customer acceptance testing should focus on the Larger Scale UI or Process-Based* new features. |
Action is Needed BEFORE Use by End Users Not disruptive as action is required to make these features ready to use. As you selectively choose to leverage, you set your test and roll out timing. |
|||||
|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
||
Combined Template for Manually Generated Emails and Notifications |
||||||
Public Sector Community Development
Common Community Development Features
Widget for Closing Map Windows
Closing windows for maps has been simplified and automated for various maps.
The Select Base map selection window automatically closes when you select a base map.
The Select Layer selection window automatically closes when you click anywhere outside of the selection window.
The Show Transactions selection window automatically closes when you click anywhere outside of the selection window.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
GIS Administration for Map Profiles
Some map pages have a variety of users within Public Sector Community Development. The GIS Administrator has the flexibility to configure multiple map profiles and define initial extent of the map for the following map pages:
- Agency main map
- Registered public user map
- Guest/Anonymous user map
If a map has multiple profiles, a Switch Map Profile button appears on the map toolbar, and users can select which map profile they want to use.
Additionally, you have the option to define a single map profile and use it for multiple pages.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Your Cloud Integrations, Setting Up GIS, "Setting Up Map Profiles" on the Oracle Help Center for more information.
Search and Select Multiple Parcels
When adding a parcel to a permit, you can search for and select, multiple parcels within a single lookup. Previously, you had to add each parcel separately.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Permits and Planning Application Expiration and Extension
Agency staff has the flexibility to define application and permit expiration dates.
You can set up expiration rules for permit applications to define:
- When an inactive pending application expires.
- When the application expires.
- When the permit expires.
For permits, you can also set up inspection activity based extension rules. For example, you can extend the permit for 180 days from the last approved inspection. This functionality provides the agency the ability to carefully monitor the dates in which applications, permits, and planning applications expire and to extend them as necessary.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Community Development, Setting Up Permits, "Setting Up Permit Expiration Rules" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Automatic Creation of Custom Roles
All custom roles required for Public Sector Community Development are delivered and assigned.
Public Sector Community Development delivered custom roles:
- CUSTOM_PSC_REGISTERED_PUBLIC_USER
- CUSTOM_PSC_MANAGE_PERMITS
- CUSTOM_PSC_VIEW_PERMITS
- CUSTOM_PSC_APPLY_PERMITS_DATA
- CUSTOM_PSC_MANAGE_PERMITS_AGENCY
- CUSTOM_PSC_MANAGE_PNZ
- CUSTOM_PSC_VIEW_PNZ
- CUSTOM_PSC_APPLY_PNZ_DATA
- CUSTOM_PSC_MANAGE_PNZ_AGENCY
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
The following Solution Packages are available for 20A:
Permits:
- Water Heater
- Solar
- Residential Addition
- Commercial Renovation
- Mechanical
- Plumbing
- Electrical
- Roof
- Sign
- Fence
Planning and Zoning
- Pre-Application
- Accessory Dwelling Unit
- Conditional Use
- Zoning Certificate
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See the Public Sector Community Development Solution Library for more information.
Workflow Task Status Sync with Oracle Integration Cloud
On a rare occasion, a permit or planning application workflow can become out-of-sync with the underlying Oracle Integration Cloud process workflow. In this scenario, there applications can possibily show a different workflow task other than the workflow step in the underlying process.
This issue can be resolved by selecting the Alter Workflow feature and directly updating the workflow as needed. This brings the application back in sync with the workflow.
Alter Workflow
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Permits, Using Workflow, "Altering Workflow" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
The Workflow subject area provides real-time analytics based on your agency's workflow. Key metrics include the average number of workflow tasks by permit type and total elapsed time between status, such as permit issuance to inspection. The Workflow subject area is accessible through the BI Catalog.
Steps to Enable
Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).
Role Information
Agency staff can utilize this feature.
The Projects subject area provides real-time analytics based on the construction projects in your jurisdiction. You can run several queries related to projects using this subject area. Key metrics include the number of projects started or completed in a given time period, the number of underlying permit or planning transactions associated to a project, the number of inspections performed for an individual project, and total fees assessed for a project. The Projects subject area is accessible through the BI Catalog.
Steps to Enable
Leverage new subject area(s) by adding to existing reports or using in new reports. For details about creating and editing reports, see the Creating and Administering Analytics and Reports book (available from the Oracle Help Center > your apps service area of interest > Books > Administration).
Role Information
Agency staff can utilize this feature.
Audit Framework for Run-Time Intake Transactions
Uptake of the Fusion Audit Framework, gives Public Sector Community Development the ability to leverage audit capabilities for run-time intake form transactions.
Steps to Enable
You don't need to do anything to enable this feature.
Planning Application Dashboard
The Planning Application dashboard provides real-time analytics for planning application information. Based on the Planning Application subject area, the Planning Application dashboard includes metrics such as total count of planning applications, planning applications approved, planning applications denied, and planning applications withdrawn or canceled. You can access this dashboard from the BI Catalog where it can be copied and further configured.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Your Agency, Setting Up Analytics, "Setting Up Dashboards" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
The Fees and Payments Dashboard provides real-time analytics based on permit and planning applications. Based on the Receipts subject area, the Fees and Payments Dashboard includes metrics such as fee amount paid, fee amount due, fee amount on hold, and fee amount pending. You can access this dashboard from the BI Catalog where it can be copied and further configured.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Community Development, Setting Up Analytics, "Setting Up Dashboards" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Occasionally, fees may change with the permit or planning application. Fees can be adjusted by agency staff by updating the fields on the application and initiating a fee recalculation subsequent to submittal.
If values change on the application (for example, six solar panels are being installed instead of four) the fee may change. In this case, the value would be updated on the application, and then the fees would be recalculated on the Fees and Payments page using the Recalculate button. The new fee or fee adjustment appears as a new fee line item in the list of fees.
If a public user changes a value on their permit or planning application online, and selects Pay to check out, they will see the fee adjustment in their Payment Cart.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Permits, Managing Permits, "Working with Fees and Payments" on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
Invoices for billing and payments are available to view and print. From Billing and Payments, you can select Invoice History to see a list of paid and unpaid invoices. The Invoice History page displays all of the invoices issued by the agency.
You can search for and sort invoices by:
- Invoice ID
- Invoice date
- Person name
- Invoice amount
- Invoice currency
You can select an invoice to see additional details on the Invoice History Details page.
Invoice History Details Page
The Invoice Lines grid displays the transaction lines associated with the invoice. You can select an invoice line to view additional details on the Invoice Line Detail page.
Additionally, you can print the invoice by selecting Print Invoice and creating a PDF file in a separate browser tab.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff and public users can utilize this feature.
An additional supported payment method, offline payments, is available for agencies. This payment method includes paying fees with a credit card in person at the agency using a card reader, rather than paying online. Another example of an offline payment, is an agency with a payment kiosk that allows a card reader to read credit card information.
The payment, when done offline, is not associated initially with Public Sector Community Development. When an applicant pays offline, the agency staff has the ability to select offline payment as a payment method to link the payment to the applicant and their fees.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Code Enforcement includes the ability to pay citation fees for code violations. Members of the public, as the responsible party for the code violation, can pay their citation fees online.
From the Public User landing page, a public user has the Pay a Citation tile. By selecting the Pay a Citation tile, they are prompted to sign in and then search for their citation using their citation ID. Once found, the citation details and fees appear. The public user pays the fee by selecting the Pay button and the payment method, including credit or debit card.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Public users can utilize this feature.
A consolidated view of attachments is available for all applications.
Previously, when viewing attachments for an application, you were only able to access attachments from the Attachments page that were associated with the application itself. The Attachment page, now has two tabs: "Permits" or "Planning and Zoning" and "All".
The Permits or Planning and Zoning tab, only shows those attachments added to the application from the Attachments page. The All tab consolidates all of the associated attachments and displays them together in one list. This includes attachments for the plan review, inspections, and the inspection checklist.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff and public users can utilize this feature.
Warnings for Configuration Deletion
Business logic and on screen messages have been created to prevent the deletion of configurations for the following areas:
- Document groups
- Document subgroups
- Document categories
- Document subcategories
- Work schedules
When anyone attempts to delete a document group, subgroup, category, subcategory, or work schedule that is in use, they are unable to continue. The business logic has been built to prevent the deletion of these areas that are in use at any given time. On screen messages will appear, when the attempt is made, to alert you that the configuration cannot be deleted.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Communication List Presentation
The communication list is now presented with the information stacked in columns or in the grid for ease of visibility.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Designer Framework Enhancements
Images used for agency branding are uploaded for logos, cover images, and background images. You can now upload more than three images to be used throughout Public Sector Community Development. Uploaded images are viewed by both agency staff and public users.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Combined Template for Manually Generated Emails and Notifications
The combined template for manually generated ad hoc emails and notifications delivers the same information to a user. This saves you the time of creating and sending two separate ad hoc messages. You can create these types of messages using the Communication Center. A new channel type called Emails and Notifications, can be used to create these types of ad hoc messages.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Permits, Managing Permits, "Working with Ad Hoc Communications" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Permit Intake Address Without Parcel
Occasionally, there are instances when an address does not have an associated parcel. As part of the intake process, or on the Permit Details page, you can create an address without a parcel. You can also review the address from the Reference Address page.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Plan Review Tab for Phone and Tablet
Plan Review information for a given application is now available to view on a smartphone or tablet. The content has been designed for ease of use, so the public user has easy access to the information that they need regarding their permits.
The permit applicant now has read-only access to the following:
- Plan review status
- Plan review comments
- Plan review drawing markups for all completed plan review cycles
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Public users can utilize this feature.
Electronic Document Review Updates
Various enhancements have been made to Electronic Document Review for both plan review coordinators and applicants.
The following updates have been made for plan coordinators:
- Notification when an Electronic Document Review is ready be be finalized.
- Automated Bluebeam session creation.
- Documents and reviewers are uploaded to Bluebeam as they are added to the plan review cycle.
- Addition of date and time when the plan review was canceled or completed.
- After creating a session, uploading documents or adding reviewers, ability to recover a plan review if it encounters an error.
The following updates have been made for applicants:
- Notifications are sent when a review is finalized.
- Notifications can provide instructions to complete the task, if necessary.
- Cannot resubmit plans for review before the cycle is finalized and the next cycle is created.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Permits, Reviewing Permit Plans Electronically on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
When agency staff or public users create an inspection from the Inspection Console, or My Inspections, the primary contact for that inspection automatically defaults to the applicant.
For example, when a public user creates an inspection request from My Inspections, the primary contact defaults to themselves. If agency staff creates an inspection from the Inspection Console for a particular permit, the primary contact defaults to the permit applicant.
Previously, you would have to either re-enter the primary contact information or select it from a drop down list.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff and public users can utilize this feature.
Inspection Scheduling Message Display
Messaging has been delivered to alert public users and agency staff that an inspection cannot be scheduled.
Scheduling attempts that are prevented include:
- Inspections scheduled before the ready by date.
- Inspections scheduled after the cutoff time for the inspection type.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Public users and agency staff can utilize this feature.
Detail View of Incomplete Inspection Not Accessible
When there are conditions on a permit that affect the Inspection, the building inspector is prevented from the Inspection Checklist and/or resulting the Inspection.
When an inspection for a permit has a condition of "Prevent Inspection Result" with a severity of Hold or Lock you are unable to access the details of the checklist on the Inspection Detail page. When you attempt to access the checklist on the Inspection Details page, a process is run to check for conditions. If there is a condition, an error message is displayed. If there is not, you can continue.
If you try to access the Inspection Result page, a similar process is run to check for conditions. If conditions are present, you are unable to go further and an error message is displayed. If no condition is present, you can continue.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Application Creation Using Pre-Application Data
The planning pre-application allows the planning staff to outline the specific applications required for planning and zoning issues associated with the proposed project. Once the pre-application is complete, applicants can initiate the application intake process on the Review Summary tab. When an applicant selects this option, the project description, applicant information, and property information are copied to the application intake form from the pre-application.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Planning and Zoning, Managing Applications for Planning and Zoning, "Working with Review Summary" on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
All major planning and zoning entitlements are required to to hold a public hearing. Only after the hearing is complete, can the entitlements be considered and approved. In the public hearing, an interested party can speak and give their views about the entitlement and those views are considered during the decision making process. If a member of the public is not satisfied with a final decision by the hearing body, the public user can initiate an appeal process.
A Request Appeal button is enabled and displayed on the Plan Review details, Hearings tab. When an appeal is initiated, the member of the public is required to enter their information and reasons for the appeal. They can also upload any supporting documents. The application is then escalated to the next highest hearing body in the hierarchy with the schedule status of Not Scheduled. The plan review coordinator will then schedule a hearing date.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Planning and Zoning, Managing Planning and Zoning Applications, "Working with Public Hearings" on the Oracle Help Center for more information.
Role Information
Public users can utilize this feature.
Manage all of your agency's code enforcement activities through the new Code Enforcement offering in Public Sector Community Development.
This solution provides support for the code enforcement lifecycle including:
- Worklists to manage reported incidents and cases
- Automated notifications
- A Municipal Code Officer mobile application to perform inspections and create cases from the field
- Time-based rules to drive compliance within specified due dates
Steps to Enable
Use the Opt In UI to enable this feature. For instructions, refer to the Optional Uptake of New Features section of this document.
Offering: Code Enforcement
Key Resources
- See Implementing Community Development, Setting Up Code Enforcement on the Oracle Help Center for more information.
Incident and case lists help agency staff keep track of all enforcement activity. As your system of record, the incident and case lists allow you to view details of incidents and cases.
You can review the following details:
- Status
- Due dates
- Reported violation type
- Description
- Attachments
- Comments
- Associated code reference violations
From the details page, you can also review individual notices, citations, and associated fees and payments.
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
Managing code enforcement citations is important for your agency. Manage your citation process with specific fines while automatically assessing the citation amounts and late fees. When a citation is issued, fees can be automatically assessed using the fee settings and fee models. You can issue one or more citations on a case and track them using the case details page.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Code Enforcement, Managing Cases, "Working with Citations" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Municipal Code Officer Mobile Application
Agencies can manage their code enforcement inspections using Oracle Municipal Code Officer.
This mobile application provides the tools needed to respond to reported incidents, to re-inspect existing code cases, or to create new ones proactively from the field. You can use the tabs to quickly access all of your inspections: Today's Inspections, Initial or Re-Inspection, Overdue or Completed.
You can also view your issues in a map view to easily manage your inspections. Once on-site, you can quickly perform the inspection by updating the incident or case status, review existing attachments, add new attachments, or review case information such as previous history or comments.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Code Enforcement, Using Oracle Municipal Code Officer on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Code Enforcement Public User Pages
Responding to citizen complaints regarding code violations in your jurisdiction is critical for enforcement. The Code Enforcement landing page for the public user, enables the general public to easily report an issue, view recent issues, or to pay citations online. Public users must be registered in order to report an incident.
Code Enforcement Landing Page
The registered public user can report an issue by selecting an issue type, adding a description and marking the location on a map. They can upload photos and add contact information as part of the incident. Additionally, they can locate active code cases by viewing recent issues on the map.
If a public user is issued a citation, they can pay for the citation online. Using their citation number, they can search and pay for their citation through the Code Enforcement landing page.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Code Enforcement, Code Enforcement Activities for Public Users on the Oracle Help Center for more information.
Role Information
Public users can utilize this feature.
Map profiles are provided for Code Enforcement map pages. These map profiles allow you to specify how maps display when used in Code Enforcement. You can update the mapping service containing GIS data layers or select specific map widgets to display such as zoom and default extent. These map profiles can be linked to several map pages.
Maps are used in Code Enforcement for the following actions:
- Viewing recent issues.
- Reporting an issue.
- Managing inspections in the Municipal Code Officer mobile application.
- Reviewing incidents in the worklist.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Your Cloud Integrations, Setting Up GIS, "Setting Up Map Profiles" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Worklists are designed for code enforcement technicians to quickly view and work incidents and cases. Tabbed filters allow you to review incidents in your worklist efficiently. For each reported issue, you can take actions such as scheduling and assigning initial inspections, check for duplicate issues or to close incidents based on the incident details. Worklist tab filters provide a variety of ways to filter incidents and expedite the review process. You can quickly view the incident details to review incident descriptions, photos, and other relevant information.
For Notice of Violation and Citation worklists, the tab filters make it easy to process notifications. As you take action on each notice, it's removed from the list and the case continues through the cycle.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Code Enforcement, Overview of Working with Incidents and Cases, "Using the Worklist" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Time Based Rules for Compliance
Automated workflow, based on time based rules, allow for more consistent and timely enforcement in Code Enforcement. You can use time based rules to apply a variety of due dates such as the period of compliance, period to appear, and the period to pay the citation. Using the time based rules settings, you have more flexibility to apply time based rules to a specific issue type or to all issue types.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Community Development, Setting Up Code Enforcement, "Setting Up Time Rules" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.