Examining Condition Details
The following tables list and define the fields that may be available in the forms and portlets you encounter when working with Conditions.
Conditions Form Fields
The following table defines the default fields on the condition form.
Action by Dept | The department responsible for following up with the condition status. |
Action by User | The staff member responsible for following up with the condition status. |
Additional Information | Used for condition text if the body of your
comment text exceeds the character limitations of the Short Comments
and Long Comments fields. This unlimited text field supports the
insertion of standard comments via the Standard Comments picker.
It also supports HTML formatting so that text pasted into the field
from another source retains its formatting. Note:
This field is not searchable. However, the ability to perform tag-based searches based on key words entered into ASI fields is available. Your agency can configure the Conditions portlet to include ASI fields for users to enter important ‘searchable’ words from the Additional Info field. |
Applied by Dept | The department responsible for applying the condition. |
Applied by User | The staff member responsible for applying the condition. |
Applied Date | The date when you want to apply this condition. The Applied Date defaults to the current date in any of the following scenarios: 1) you are adding a standard condition, 2) you are creating a new condition, or 3) The condition is auto-assigned to a record. |
Condition Name | A description of the condition. For example, “Outstanding Balance.” |
Display Notice | This indicates whether or not to activate the “Include in Condition Notice” options. When a user accesses a record, he can see the Condition Notice in the condition status bar. |
Effective Date | The date when you want this condition to become effective. |
Expiration Date | The date when you want this condition to expire. |
Group | The condition group, which is an attribute of a condition that organizes condition types. |
Include In Condition Notice | The two items here display when a user sees Mark the Condition Name check box to expose the name of the condition to the users. The Short Description is the Short Comments. |
Inheritable | This defines whether or not Civic Platform checks for inheritable conditions when a user associates a child record with a parent record. If found, the inheritable conditions copy to the child record with the Status of “Applied.” |
Long Comments (4000 char max) | Used for condition text when the body of condition comments exceeds the character limitations of the Short Comments field, but does not exceed the 4000 character limitation for this field. The contents of this field are searchable. This field supports the insertion of standard comments via the Standard Comments picker. |
Object Name | The type of object you are applying the condition to, such as Record, Inspection, Asset, Address, Parcel, Owner, Contact, Licensed Professional, Structure, or Establishment. |
Object Value | The ID number or name of the object that the condition is applied to. If the applied object is an address, this field shows address-specific data. |
Priority | The priority level of the condition. |
Public Display Message | Text in this field displays in Accela IVR and Citizen Access in the condition notice or condition status bar for the Condition Name for the public user. This text displays in place of Condition Name and Short Description values. |
Resolution Action | The actions or set of tasks the user should follow to resolve a condition severity level so the user can move the application forward. |
Severity | The severity of the condition. You can choose Required, Lock, Hold, or Notice. |
Short Comments (2000 char max) | Used for condition text when the body of your condition comment does not exceed the 2000 character limitation for this field. The contents of this field are searchable. This field supports the insertion of standard comments via the Standard Comments picker. To expose the contents of this field to agency and public users, select Short Comments for the Include in Condition Notice field. |
Status | The condition status. With each status, a status type of “Applied” or “Not Applied” displays in parentheses. |
Status Date | The date when the condition status gets changed. The field defaults to the current date when the Status value changes. |
Type | This is an agency-defined condition type. |
Standard Condition Field Descriptions and Actions
This table lists and defines the default fields that may be available to you as you work with standard conditions.
Condition Name | This is the name or number for the standard condition name. When a user accesses an application and applies a condition, this is the Condition Name they will select. |
Condition Type | Select the Condition By Type name for the condition name or number you are
creating. The condition type is an indicator in Civic Platform that ensures that requirements are met before a record can proceed. For example, there may be a “Planning” condition type for all conditions that apply only to objects in the planning review stage. |
Display Notice | Choose either Yes or No. When you select Yes, the “Include in Condition Notice” options are activated. When a user accesses a record and this is set to Yes then the user can see the Condition Notice in the condition status bar. If you set this to No then the user does not see the Condition Notice in the condition status bar. The condition still applies to the record, however. |
Include In Condition Notice | The two items here will display when a user sees Mark the Condition Name check box to expose the name of the condition to the users. The Short Description is the Short Comments. |
Inheritable | This is a required field with No as the default. If this is set to Yes then when a child record is associated with a parent record, Civic Platform checks for inheritable conditions. If found, the inheritable conditions are copied to the child record with the Status of “Applied.” If the parent record condition status is updated (Status of “Not Applied”) then the child record condition status is not updated. If this is set to No then no conditions are copied or inherited by the child record when it is created from a parent record. To display this field so you can set its options, you must set FID 8365 Inheritable Editable to Full Access. For details on setting this Function Identification number, see the section “Maintaining Functions and FIDs” in the Civic Platform On-premise Administrator Supplement. |
Long Comments (4000 char max) | Enter a paragraph long description of the condition name. Enter any comments to help identify the purpose of the standard condition. |
Public Display Message | This field relates only to Accela IVR and Citizen Access. If text is entered into this field then in IVR and Citizen Access: a) The text displays in the condition notice or condition status bar for the Condition Name for the citizen user. b) The Condition Name and Short Description will not display for the citizen user. If text is not entered into this field then in IVR and Citizen Access:a) The Condition Name and/or Short Description displays in the citizen user Condition Notice. b) If Condition Name and Short Description are not selected, the Condition detail does not display in the Condition Notice for a citizen user. |
Resolution Action | Enter the actions or set of tasks the user should follow in order to resolve the condition severity level so the user can move the application forward. |
Short Comments (2000 char max) | Enter a brief description of the condition name. The text may describe the situation that requires the condition to be applied. You can set these short comments to display when a user accesses a permit with this condition applied to it. The comment displays in the condition status bar. |
Severity | Choose one of the levels of severity among conditions and apply it to the
Condition Name. The levels are Lock, Hold, Notice, or Required. For a full explanation of each severity level and the restrictions is places on an application, see Condition Severity Levels. |
Status | Choose either Enabled or Disabled mode for the condition type. Enabled means that the Condition Name can be applied to the assigned Application Types when a user creates a new application. Disabling a condition type will not disable existing conditions of that type. It only prevents users from choosing that type when applying new conditions. The Condition Name is still available in the conditions list for the administrator to Enable at a later date. |