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The Contractor Restriction functionality allows for the setting of restriction for what applications can be applied for, as well as what values may be selected in drop down fields.
Backoffice
A new Contractor Classification field will be made available and required in the Backoffice Contractors module. This select selected field will allow for the assigning of one contractor classification to a contractor record.
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After this feature is enabled, contractors with no classification assigned will not be able to apply for any Building or Public Works applications is restrictions exist. |
Portal
Portal Workflow
The current portal workflow will remain. The user will select the type of permit they are applying for, agree to the terms, select a location and then enter the contact information. When the contractor is selected, the portal will gather the contractors contractor's classification and verify if the selected application is valid for the selected contractor.
If the contractor classification does not allow the selected permit type or field selection, a configured message will be displayed, and the user will not be able to move forward with the application.
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Example invalid contractor selected, with default error message.
If a valid contractor is selected, the application can continue like normal.
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Example invalid field option selected, with default message.