Add, edit, and delete condition statuses

You can manage the status options for general conditions and conditions of approval separately.

You can set up custom condition statuses for conditions of approval to outline the condition phases. Users can then choose to apply any of these custom statuses when a user applies a general condition to a component.

Example: For any conditions that become obsolete, you can set up an “expired” phase.

To add a condition status

  1. From theAdministration menu, select Conditions > Conditions.

  2. Expand Status maintenance from the navigation tree and then select Conditions of approval or General conditions.

    status of approval selected in the navigation tree example

  3. Select New.

  4. Complete these fields.

    Field Action
    Status Enter a descriptive name for the status.
    Status type

    Select the Status type from the list.

    Applied indicates that general conditions are applied to the record, inspection, address, parcel, owner, licensed professional, structure, establishment, asset, or contact. Or it indicates that conditions of approval are applied to the record, inspection, or record set. For example, if the Address has the condition severity level of Hold then the Address retains this condition until it meets or resolves the condition.

    Not Applied removes the conditions restrictions on the record, inspection, or the component. For example, if a parcel condition meets or resolves the severity level of Notice, then the parcel can continue with normal processing.

    Notes:

    • Status type is not configurable in Classic Administration. If you create a status in Classic Administration or via EMSE without defining its status type, Civic Platform automatically assigns an Applied status type to the Applied status named, and a Not applied status type to other statuses.

    • If the standard choice ENABLE_CONDITION_RESOLVED_DATE was configured, then when users save Applied conditions (including conditions of approval), they are saved without a status date. Status date is only saved when a condition (or condition of approval) is met.
    Display order

    Enter the numeric value for the display order of the field as it displays to users in their Condition status list.

    If you do not indicate a display order, it defaults to alphabetical order.
    Record status Select Enabled or Disabled from the list. Enabled turns on the status item, making it available for users to select in the Condition status list.

  5. Select Submit.

After you add a condition status, you can change the status name or type. You can also enable or disable the Record status any status as desired.

Note: To delete a condition status, select the check box next to the status name and select Delete.

To edit a condition status

  1. From theAdministration menu, select Conditions > Conditions.

  2. Expand Status maintenance from the condition navigation tree and then select Conditions of approval or General conditions.

    status of approval selected in the navigation tree example

  3. Make change to any of these fields:

    Field Action
    Status Enter a descriptive name for the status.
    Status type

    Select the Status type from the list.

    Applied indicates that general conditions are applied to the record, inspection, address, parcel, owner, licensed professional, structure, establishment, asset, or contact. Or it indicates that conditions of approval are applied to the record, inspection, or record set. For example, if the Address has the condition severity level of Hold then the Address retains this condition until it meets or resolves the condition.

    Not Applied removes the conditions restrictions on the record, inspection, or the component. For example, if a parcel condition meets or resolves the severity level of Notice, then the parcel can continue with normal processing.

    Notes:

    • Status type is not configurable in Classic Administration. If you create a status in Classic Administration or via EMSE without defining its status type, Civic Platform automatically assigns an Applied status type to the Applied status named, and a Not applied status type to other statuses.

    • If the standard choice ENABLE_CONDITION_RESOLVED_DATE was configured, then when users save Applied conditions (including conditions of approval), they are saved without a status date. Status date is only saved when a condition (or condition of approval) is met.
    Display order

    Enter the numeric value for the display order of the field as it displays to users in their Condition status list.

    If you do not indicate a display order, it defaults to alphabetical order.
    Record status Select Enabled or Disabled from the list. Enabled turns on the status item, making it available for users to select in the Condition status list.

  4. Select Submit.

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