Status check types

When you define a status check, you select from a list of predefined status check types and then specify criteria depending on the type.

When you select a status check type, additional elements are shown depending on which criteria are required for the type that you select. For example, if you select Formula, then the Formula field is displayed.

Condition approval status checks

Verifies whether conditions of the specified type have the specified approval code. If a condition exists with that approval code, the system halts milestone progression.

You can specify a condition type and an approval code either separately or together.

  • If you don't specify any criteria, the status check looks for any condition without an approval.
  • If you specify just a condition type, the status check looks for conditions of that type with no approval.
  • If you specify just an approval code, the status check looks for conditions of any type that have that approval.
  • If you specify both a condition type and an approval code, the status check looks for conditions of that type with that approval.

Condition unapproved status checks

Verifies whether conditions of the specified type have no approval code. If a condition exists with no approval code, the system halts milestone progression.

If you leave the Condition Type field blank, the status check applies to all condition types. This will halt the milestone process if any condition has no approval code.

Endorsement status checks

Verifies whether endorsements of the specified type have the specified endorsement status. If an endorsement exists with that status, the system halts milestone progression. For example, specifying a Liquor endorsement type and an Active status will halt the milestone process if there are any Liquor endorsements with an Active status.

If you leave the Endorsement Type field blank, the status check applies to all endorsements. For example, leaving the endorsement type blank and specifying an Active status would halt the milestone process if any endorsement has an Active result.

This status check is only in the License module.

Fee status checks

Verifies whether fees with the specified code and description have the specified status. If a fee exists with that status, the system halts milestone progression.

If you leave the Code and Description fields blank, the status check applies to all fees types. For example, leaving the type and description blank and specifying an Awaiting status would halt the milestone process if any fee has an Awaiting status code.

Note: You cannot specify just a fee code or just a fee description. You must either specify both fields or neither of them.

Formula status checks

Uses a formula to determine whether an application can advance to the next milestone. If the formula returns TRUE, the system halts milestone progression. Enter your formula in the Formula field.

Inspection result status checks

Verifies whether inspections of the specified type have the specified result code. If an inspection exists with that result code, the system halts milestone progression.

You can specify an inspection type and an inspection result code either separately or together.

  • If you don't specify any criteria, the status check looks for any inspection without a result.
  • If you specify just an inspection type, the status check looks for inspections of that type with no results.
  • If you specify just a result code, the status check looks for inspections of any type that have that result.
  • If you specify both an inspection type and a result, the status check looks for inspections of that type with that result.

Next renewal date status checks

Stops a license from advancing if it hasn't reached its next renewal date.

Open cases status checks

Checks whether there any open cases at the primary location of the application. This status check is run when you attempt to advance an application to the next milestone. The status check halts milestone progression if there are any open cases that affect the current application, case, or license type.

Note: For the Open cases status check to work, you must select the Applications Affected check box for each affected CDR module when you start a case.

For example, If you select only the Building Application check box under Applications Affected when you start a case, then the status check will apply to building applications with the same primary site as the case, but it will not affect other application types.

Review result status checks

Verifies whether reviews of the specified type have the specified result code. If a review exists with that result code, the system halts milestone progression.

You can specify a review type and a review result code either separately or together.

  • If you don't specify any criteria, the status check looks for any review without a result.
  • If you specify just a review type, the status check looks for reviews of that type with no results.
  • If you specify just a result code, the status check looks for reviews of any type that have that result.
  • If you specify both a review type and a result, the status check looks for reviews of that type with that result.