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. |
| 19 JUN 2020 | 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.
Security and New Features
The Role section of each feature identifies the security privilege and job role required to use the feature. If feature setup is required, then the Application Implementation Consultant job role is required to perform the setup, unless otherwise indicated. (If a feature doesn't include a Role section, then no security changes are required to use the feature.)
If you have created job roles, then you can use this information to add new privileges to those roles as needed.
Give Us Feedback
We welcome your comments and suggestions to improve the content. Please send us your feedback at oracle_fusion_applications_help_ww_grp@oracle.com.
Optional Uptake of New Features (Opt In)
Oracle Applications Cloud delivers new updates every quarter, often containing new features for offerings. Some features are enabled by default and are readily available for use. Features that aren’t enabled by default require you to use the New Features work area to review and decide whether to opt in to them or not.
To do that, you need these privileges:
- Review Applications Offering (ASM_REVIEW_APPLICATIONS_OFFERINGS_PRIV)
- Configure Oracle Fusion Applications Offering (ASM_CONFIGURE_OFFERING_PRIV)
Here’s how you opt in to new features:
- Click Navigator > My Enterprise > New Features.
- On the Features Overview page, select your offering to review new features specific to it. Or, you can leave the default selection All Enabled Offerings to review new features for all offerings.
- On the New Features tab, review the new features and check the opt-in status of the feature in the Enabled column. For a feature already enabled, you would see a check mark. Otherwise, you would see an icon to enable the feature.
- Click the icon in the Enabled column and complete the steps to enable the feature.
For more information and detailed instructions on opting in to new features for your offering, see Offering Configuration.
Opt In Expiration
Occasionally, features delivered Disabled via Opt In may be enabled automatically in a future update. This is known as an Opt In Expiration. If your cloud service has any Opt In Expirations you will see a related tab in this document. Click on that tab to see when the feature was originally delivered Disabled, and when the Opt In will expire, potentially automatically enabling the feature. You can also click here to see features with Opt In Expirations across all Oracle Cloud Applications.
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. |
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|---|---|---|---|---|---|---|
| Feature |
Report |
UI or |
UI or |
|
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Consolidated View of All Attachments Tab for Phone or Tablet |
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Enable or Disable Attachment Document Categories and Subcategories |
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Additional Delivered Fields in the Property Subject Area for Reporting |
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Inspector Assignment Based on Prior Jobsite Location Inspections |
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Inclusion of All Inspection Types When Scheduling or Requesting an Inspection |
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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, changing images for the landing pages, and application pages. Agencies can retain the same options already created for their branding.
If you’ve made changes to the theme, including incorporating branding elements like your logo, a photo, or changed the color scheme, this theme will not be applied.
Redwood Theme
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
This is the standard theme. If you selected options previously for a theme but want to use the new Oracle Redwood theme, you will need to go in and reset your options to select the standard theme.
Role Information
Agency staff and public users can utilize this feature.
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.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Compliance and Regulation, Creating Intake Forms, "Reorder Intake Form Elements" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Public Sector Compliance and Regulation Solution Library offers a collection of configurations that address common community development functionality with industry best practices provided in the form of Solution Packages. The Solution Library enables you to review the contents online, download and review specific solutions, and then apply the solutions to a non-production instance.
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: Permits
Additionally, you can follow the instructions in the document posted on the Public Sector Compliance and Regulation Solution Library.
Tips And Considerations
The following Solution Packages have been updated for 20C:
- Permits
- Commercial Renovation
- Residential Addition
- Solar
- Sign
- Fence
- Roof
- Plumbing
- Mechanical
- Water Heater
- Electrical
- Planning and Zoning Applications
- Accessory Dwelling Unit
- Conditional Use
- Pre-Application
- Zoning
Role Information
Agency staff can utilize this feature.
Address Fields Added to Registration Page
The registration page includes address fields, and public users are prompted to enter their address during registration.
Registration Page
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Public users can utilize this feature.
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.
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.
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.
Steps to Enable
You don't need to do anything to enable this feature.
Tips And Considerations
Document groups are configured with applicable document categories and subcategories and the document groups are configured for each application type.
Key Resources
- See Implementing Your Agency, Setting Up Documents, "Setting Up Document Groups" on the Oracle Help Center for more information.
Role Information
Agency staff and registered public users can utilize this feature.
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.
Collapsed Comments
Expanded Comments
Steps to Enable
You don't need to do anything to enable this feature.
Role Information
Agency staff can utilize this feature.
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. Availability of these fields exposes additional property information for Oracle Transactional Business Intelligence (OTBI) reporting and dashboards.
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).
Tips And Considerations
OTBI must be configured to access these additional property fields and for the information to be included in the reports and dashboards.
Role Information
Agency staff can utilize this feature.
Fee Calculator for Additional Fees
A fee calculator can be accessed after an application has been submitted to calculate fees using the fee schedule configured for the application type. It can also be accessed by using other available fee schedules not specific to the application type.
Fee items and associated fee schedules must be configured to access the Fee Calculator. Fees not associated with configured fee items and fee schedules can be added by selecting Add Fees after clicking the + (plus sign icon) from the Fees and Payments section of a permit or planning application.
Fee Item Details page
Steps to Enable
From the Fees and Payments section of a permit or planning application click the + (plus sign) and select Calculate Fees. The fee schedule configured for the application type displays by default, with fields used to calculate fees displayed and available to enter values. Other available fee schedules not specific to the application type can be selected by searching the Fee Schedule field.
Enter values and click the Calculate Fees button to calculate the additional fees. Calculated fees are listed separately by each fee item and can be selected individually or as a group to be added to the application for payment.
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 with the correct permissions can utilize this feature.
Agencies can process partial refunds of fee items online to refund amounts that are less than the full payment, using supported payment methods.
Paid fee items can be selected for refund. Refund is marked in the Fees and Payments section of a permit or planning application. Processing the refund is performed separately by authorized agency staff.
Use case examples include:
- An administrative error resulting in a miscalculated or otherwise erroneously collected fee will be eligible for a refund of any fees collected erroneously.
- Building permits for which construction did not commence may be eligible for a partial refund.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Implementing Compliance and Regulation, Working with Payments, "Viewing and Processing Refunds" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Permit Expiration Based on Inspection Activity
A new permit expiration rule is added. You can set up additional control to automatically expire the permit if an inspection does not commence on time for the permit. The inspection commencement can be defined as "first inspection schedule date" or "first inspection pass date."
Permit Expiration Group page
Steps to Enable
You must enable the inspection commencement rule under the "Permit Expiration Rule". Once you enable the rule, you can define a commencement duration and date, either "first inspection schedule date" or "first inspection pass date".
Key Resources
- See Implementing Compliance and Regulation, Setting Up Permits, "Setting Up Permit Expiration Rules" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
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.
Steps to Enable
Need to add steps to enable once included in documentation.
Key Resources
- See Implementing Your Cloud Integrations, Setting Up Additional Integrations, "Setting Up Contractor Integrations" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Default Plan Reviewer Assignment by Department
Auto-assignment rules for plan reviews can be configured and enforced based on department and availability.
Required plan review departments can be configured by permit type. For each department default plan reviewer assignments can be configured so that permits with plan reviews can be auto-assigned to reviewers.
Steps to Enable
To enable auto-assignment of plan reviewers select "Enable Auto Assignment" on the Transaction Type - Permits page.
Tips And Considerations
Default plan reviewer assignments are configured by department. Defaults can be overridden so other qualified plan reviewers can also perform plan reviews as an alternative to the default reviewer.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Permits, "Setting Up Permit Types" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Inspector Assignment Based on Prior Jobsite Location Inspections
Inspection scheduling and assignment logic has been added to promote assignment of inspectors to a jobsite location if they have previously performed an inspection at a jobsite location. 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.
Inspectors that have performed an inspection at a location are tagged as preferred inspectors so that an inspection supervisor can consider this prior site familiarity during scheduling and assignment.
Steps to Enable
You don't need to do anything to enable this feature.
Key Resources
- See Using Community Development Permits, Working with Permit Inspections, "Assigning Inspections Using the Supervisor Calendar" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Oracle Inspector Offline Support
Building inspectors can perform inspections using the Oracle Inspector mobile application even when you lose connectivity.
When preparing for your daily inspections, you can download your assigned inspections and details to your local mobile device. Once reconnected, any changes to your inspections will be automatically updated and available to other staff.
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: Permits
Key Resources
- See Implementing Compliance and Regulation, Managing Mobile Applications, "Managing Mobile Application Offline Support" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
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 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 get inspection results.
Steps to Enable
To enable the IVR system you will complete the following:
- Create a custom role for the IVR access.
- Assign a delivered duty role to the custom role.
- Create the IVR proxy user.
- Assign the custom IVR role to the IVR proxy user.
Key Resources
- See Implementing Cloud Integrations, Setting Up Additional Integrations, "Setting Up a Proxy Role and User for Integrated Voice Response" on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
Inspection Scheduling by Permit Contacts
As an applicant, 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.
When permit access is granted the Permit Access Enabled column on the Additional Contacts section of a permit is set to Yes. Otherwise, it is set to No.
Steps to Enable
The administrator must enable contact types to have access to the permit. Once the contact type has permit access enabled, the contact with that contact type will have access to the permit information.
Tips And Considerations
Application contacts must be registered users and granted permit access by the applicant in order to be able to schedule, reschedule, or cancel an inspection for the permit and interact with the permit in the same way as the applicant.
Key Resources
- See Implementing Your Agency, Setting Up Your Agency, "Setting Up Contact Types" on the Oracle Help Center.
Role Information
Registered public users can utilize this feature.
Inclusion of All Inspection Types When Scheduling or Requesting an Inspection
When scheduling or requesting an inspection, inspection types configured for the inspection group applicable to the permit type are displayed.
Now, an additional selection of other inspections is displayed which 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.
From the Inspections section of a permit, click the Request Inspection button to request an inspection. By default, the inspection types configured for the permit will display. Select the Show All Inspection Types check box to select an inspection not configured for the specific permit type and then continue with the inspection request.
Steps to Enable
Inspection groups and inspection types must be configured in order to access all inspection types when scheduling an inspection.
Inspection Request
Key Resources
- See Implementing Compliance and Regulation, Setting Up Inspections, "Setting Up Inspection Types" on the Oracle Help Center.
Role Information
Agency staff and public users can utilize this feature.
Business Survey and Consultation
Business consultation helps agencies coach new entrepreneurs and seasoned business owners looking to start, expand, or operate businesses within the city.
- Based on a pre-meeting survey that a prospective business submits, the agency may assign resources specific to that business’ intention.
- Prospective business owners meet with agency staff to understand the agency's regulatory process.
- The outcome of the meeting can be recorded online including a list of required applications for the prospective business’ intended activity and personalized comments or tips for the applicant.
Manage Business Consultation Configuration page
Steps to Enable
Agencies must set up a calendar for resources assigned to support meetings, content for agenda, and standard comments.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Business Licenses, "Setting Up Business Consultation Meetings" on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
Intake Designer for Business License
Automate apply online for business licenses by creating agency specific Business License intake forms branded for your agency. Intake form creation with confidential field level support is available for business registration.
Intake form creation with confidential field level support is available for business registration. This is available for public users and agency staff to support the protection of private information during business license origination.
Steps to Enable
You can use Solution Packages or create your own intake forms for business license applications.
Key Resources
- See Implementing Compliance and Regulation, Creating Intake Forms on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Business License Type Selection on Apply Page
Agencies 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.
Business License Display Group page
Steps to Enable
When setting up the Business License Display Group, you will identify which business license and consultation types to display on the apply page.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Business Licenses, "Setting Up Business License Group Types" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
NAICS Industry Codes for License Applications
You can include North American Industry Classification System codes (NAICS) on business consultation or business license application types to identify the industry classification. Agencies may group NAICS codes within groups so applicants only need to search or review codes related to a specific business license type.
Steps to Enable
Codes may be manually entered or uploaded from a CSV file.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Business Licenses, "Setting Up NAICS Codes" on the Oracle Help Center for more information.
Role Information
Agency staff and public users can utilize this feature.
Agencies can create Oracle Buisness Intelligence Publisher (BIP) business license certificate templates and associate them with business license types. Once a Business License is issued, a corresponding Business License Certificate will be generated.
Steps to Enable
Create a Business License Certificate Template in the BI Catalog and select Business License Certificate template from Business License Type.
Tips And Considerations
The license template must be created in the BI Reports Catalog.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Business Licenses, "Setting Up Business License Types" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Business License Expiration Rules
You may configure the rules to expire the business license by business license type. You may also configure notices for 'pending license expiration' and 'license expiration' triggered by fixed or issued date and expiration of grace period.
Business License Expiration Group
Steps to Enable
To enable this feature, you will:
- Create a business license expiration group and configure rules for pending expiration and expiration.
- Map the group to a business license type.
- Configure the communication template for notifications for 'about to expire' and 'expiration'.
- Run the ESS job to initiate.
Key Resources
- See Implementing Compliance and Regulation, Setting Up Business Licenses, "Setting Up Expiration Rules" on the Oracle Help Center for more information.
Role Information
Agency staff can utilize this feature.
Fees and Payments for Business Licenses
Fee models can be configured to support license origination, including fixed and variable components based on reported revenue or other business-based fee criteria.
Additionally, fee models are supported for multiple value custom fields created in the intake form designer. For example, a check box set or multiselect list. Fee models created for these fields, must use a loop decision type to process each value of the field.
Steps to Enable
You can create decision models for your business license fees.
Key Resources
- See Implementing Cloud Integrations, Configuring Fee Decision Models, "Creating Decision Models for Fees" on the Oracle Help Center.
- For information regarding a loop decision type in Oracle Integration Cloud, see Using Processes in Oracle Integration, Create Decisions, "Model Decision Logic".
Role Information
Agency staff can utilize this feature.