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Licensing: Conditions Tab

The Conditions tab allows users to associate standard and custom conditions to a specific license. Conditions can be set up to automatically populate when creating a license type, or the conditions can be added to a license as needed.

Adding Additional Conditions

Depending on the license type selected, the license may already have one or more conditions listed on this tab. However, you can add additional conditions if needed.

  1. Click Add.
  2. If you are adding a Standard condition, begin typing or click the magnifying glass icon () in the Case Condition window to select the condition from the list.
  3. If the condition you need to add is not available in the list of standard conditions, click the Custom option to create a custom condition for the permit. *Note: If you choose a standard condition and then add additional condition text, the condition will change to be a custom condition.
  4. The Condition Text will automatically populate if you have selected a standard condition. If you are creating a custom condition, enter the condition requirements into the Condition Text field.
  5. If the condition needs verification that its requirements have been met, check the Verification Required box. This indicates that the condition must be validated before the license can be issued.
  6. Enter the number of Follow-Up Days needed to address the condition if its requirements are not met during the inspection review or during the review of the license.
  7. If the condition references or needs to be associated with a specific Inspection Type, begin typing in the field or click the magnifying glass icon () to select the inspection type from the list.
  8. Click Create to add the condition to the license.
  9. Click Save on the Conditions tab.

 

Managing Conditions

  • Delete: Click the trash can icon () to remove the condition from the license.
  • Display Order: Adjust the order of the conditions listed on the tab using the text field. Click the up arrow icon () to move a condition to the top of the list.
  • Parcel Number: This displays the parcel number if a parcel associated with the license has conditions configured. *Note: Click Refresh Parcel Conditions at any time to update this list to display any conditions that have been associated with the parcel.
  • Ver Req'd: Check the verification required box to require verification that this condition must be addressed to issue or renew the license.
  • Passed: Check this box if the condition has been passed.
  • Verified: This field will populate with the date the Passed box is checked. Edit this field as needed.
  • Failed: Check this box if the condition has failed to meet its requirements.
  • Follow-Up Days: This field will list the number of days needed to follow-up on the status of a condition if the condition has failed to meet its requirements. Edit this field as needed.
  • Follow-Up Date: This field will list the follow-up date to check on the status of the condition. This is calculated based on the date the Failed box is checked plus the number of Follow-Up Days. Edit this field as needed. For example, if the Failed box is checked on 11/1/2019 and the Follow-Up Days is set to 3, the Follow-Up Date will be 11/4/2019.
  • Inspection Type: This column will list any inspection type the condition has been associated with. This will populate the condition on the Actions tab of the associated inspection.
  • Rpt Cat: Click the report categories icon () to view the reports the condition will display on.
    • The left side of the table will show the reports where the condition will appear.
    • Click the plus sign icon next to License to make this condition available on the License report.
    • If you do not want this condition to appear on a report, click the minus sign icon next to the report name.
    • Click Save.
  • Notes: Click the sticky note icon () to add notes to the condition. These notes can include links and attachments, such as documents, pictures, or spreadsheets.