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Field

Description

Notes

Condition Name

This field allows for naming the condition. While this field is optional, it can make identifying the conditions easier when adding to a case or reviewing the conditions on a case.

This field is optional.

Long Description

This is main condition text. This field should contain all the information relating to this specific condition.

This field is required.

Variables can be used in the long description to pull in available case data from the case the condition is attached to.

Short Description

This field is available for future expansion and is not currently used

Public Description

If Show on Portal is set to yes, this fields content will be displayed on the portal. If this field is blank, then the contents of Long Description will be used

This field is optional.

Resolution Action

Internal notes, tasks or details to assist the user to know what steps should be taken when resolving this condition.

This field data is internal only and will never be displayed on the portal or conditions notice.

This field is optional.

Group

The group this condition belongs to. This is used for filtering and finding conditions when adding them to a case

Type

The condition type allows further classification of conditions and is used for additional filtering and finding conditions when adding them to a case

Severity

The severity of the condition

Available options:

  • Required

    • If a condition is set as required, it indicates the flag must be completed in order to satisfy the rules attached to the condition. Such as prevent case issuance, etc. Conditions with this flag must have a rule attached.

  • General

    • A general flag is the default flag level and it denotes a standard condition that has no special attributes

Rule Type

(Also referred to as Timing Type)

Sets the rule type to be enforced when this condition is added to a case

Current Options:

  • case

    • Prevent Case Issuance

      If selected, the case can not be issued until this condition is completed

  • coo

    • Certificate of Occupancy

      If selected, the Certificate of Occupancy document can not be generated until this condition is completed

  • inspection

    • Final Inspection

      Prevents the scheduling of the final inspection(Inspections called "Final"), until this condition is completed

Inheritable

Determines if the flag inherits to other cases when cases are linked to this case

Show in Notice

Determines if this condition is shown in the Condition Notice

Display on Portal

Determines if this status is displayed on the Public Portal.

Additional Info

Allows for the setting of any generic notes or details relating to the condition.

This field data is internal only and will never be displayed on the portal or conditions notice

This field is optional.

Applies On

Determines if the condition timing/restriction is applicable when the condition is originally added or when it is inherited to another case.

This only applies to conditions that have a severity of required.

Options:

  • Add

    • This conditions restrictions apply immediately once the condition is added to a case

  • Inherit

    • This condition does not apply the restrictions to the case it was added to. Instead the restriction will be applied to any cases linked to this case.

  • Both

    • The condition applies both when added or when inherited.