Conditions

Conditions comprises into two classes: conditions of approval and general conditions. The two classes share the same logic but are for different usages. Use conditions of approval to define certain requirements that must be met to receive the approval for a permit. Use a general condition to indicate a problem on the record, address, parcel, owner, contact, and licensed professional, which may prolong the permitting process until it is met. The condition severity is Lock, Hold, Notice, or Required. Conditions with different severity levels may have different effects on the record. Some conditions such as Lock and Hold prevent actions on an object. Other conditions such as Notice merely trigger a notice for users. This topic explains how to configure both classes of conditions for Citizen Access.

First, you must configure the conditions on the Condition detail screen in Civic Platform to enable the display of the conditions in Citizen Access. You just need to select the ACA check box in the Display notice section for the condition you want (see image below). The condition is then available in the Record detail page, Fee estimate page, and Receipt page of Citizen Access.

Note: Your agency can use an EMSE script to expose various general conditions on the Fee estimate page. However, the general conditions must be standard conditions that have the ACA fee estimate page check box selected in the Display notice section. For more information, see Display conditions on the fee estimate page.

After you configure the conditions, you can customize how the conditions appear on each web page through Citizen Accesssetup. The customization process is very similar for the Record detail page, Fee estimate page, and Receipt page. The only difference is the starting page. This topic takes the Record detail page as an example.

The Record detail page displays a condition notice bar when a public user creates a new record and your agency administrator pre-defined standard conditions for the type of records. The Record detail page also displays a condition notice bar when a public user views an existing record with conditions.

Conditions, regardless of general conditions or conditions of approval, fall into condition group and type. On the Fee estimate page, there may be conditions related to multiple record types. If that is the case, conditions fall into record type or record type alias, and then fall into condition group and type. Among conditions of the same group and type, pending conditions precedes conditions that are met, if the met conditions also show. Among conditions of the same status, the most severe condition shows first. If the severity level is the same, the condition of the highest priority shows first.

For more information about configuring conditions, see “Configuring Conditions” in the “Streamlining Data Processing” chapter of the Accela Civic PlatformConfiguration Reference and see the “Condition” chapter in the Accela Civic Platform Administrator Guide.