WM – System Architecture

Workflow Management – System Architecture

Version 6.1 Module (In Development)

Overview

The following provides architectural information on the new Workflow module.
Intended for a technical audience: developers, testers, technical services, customer support and system administrators.

System Database Tables

The main tables used in workflow management are prefixed with WM.

Parameter Tables

  • Prefixed with WM_PARM and include KIND, CATEGORY, DEPARTMENT, TYPE, ACTIVITIES …

Data tables

  • Master Tables are WM_LINKED_IDS and WM_MASTER for all workflow
  • WM_KIND_(kind code) for information related to this kind of workflow
  • WM_CATEGORY_(cat code) for information related to this kind and category workflows

System Dictionary

The added field description for each kind and category combinations are recorded in the system dictionary table (sy_dict_desc).

Developmental Changes

WM_PARM_TYPE.ALLOW_MULTIPLE_TYPE has been renamed to WM_PARM_TYPE.ALLOW_REUSE (Default Value = -1)
Implication: Type name can be reused in a different location, all other functionalities remain the same. N.B. Change 2016.09.22

Database Diagrams

For more information, see WM System Tables and Visio Database Diagrams.

Workflow Linked to…

Workflow items can be linked to:

  • Other Workflow types (was —> pm_lk_permit_type, pm_lk_pm_type_A-AL-B-BL-BN-CO-D-E-G-L-LP-OF-P-PA-PN)
  • Buildings (pm_lk_permit_bldg)
  • Miscellaneous Billing Account (PM_LK_MISC_PERMIT)
  • Self-Reported Tax Account (pm_lk_st_keys)
  • Utility Billing Account (pm_lk_ub_permit)
  • Personal Property (to verify)
  • Submissions (pm_lk_subm)
  • Project / Folio (to verify)
  • Conditions (pm_lk_conditions)
  • Events (pm_lk_events) – assigned to usr_id

Workflow is linked to names:

  • Names (pm_lk_permit_name) by Link Type
  • Different Names can be linked to workflow:
    • Applicant
    • Inspector
    • Owner
    • Other
    • Name Group (Contractors….)
  • AR Link Name is specified by Kind & Category
    • Owner
    • Contractor ACH & Bonds …
  • Default Applicant Name Type for Applicant
    • Owner….

Inspections can be linked from:

  • Complaints (pm_lk_insp_co)
  • to be developed – Phase 2

Visio Diagrams

See Generic page for Govern Database Diagrams (100-database_diagrams)

Version 6.1 (Release 1706)
For Version 6.0 and Govern for Windows 10.8, the only differences are 2 fields added in PM_TYPE

101-wm-system

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DeployEZ Pre-release Versions

DeployEZ Pre-release Versions

Overview

New implementations and upgrades that are installed by Govern Professional Services (PS) and upgrade teams will often install pre-release versions of Govern. Pre-release versions of the Govern application can contain features that are in the current branch for early testing in our clients’ production environments. Although still in active development, they are supported. Users of pre-release versions will note that some features encountered may be subject to change while they are designated as prerelease.

Accessing Govern Pre-release versions

Pre-release versions can be accessed in through a setting in the DeployEZ parameters screen.

To view pre-release versions of Govern…

  1. Open DeployEZ.
  2. If you have the Always ask before opening this file option selected, click Run to allow the update.
  3. DeployEZ will open to the Main Menu.
  4. In the DeployEZ Main Menu, double click on the large green DeployEZ icon on left hand side of the window.
  5. The DeployEZ Parameters screen will be displayed.
  6. Under the General tab, you will see the option for Include pre-releases.
  7. Click to select this checkbox.
  8. To save your setting, click Save.
  9. Click Exit to close the Parameters screen and return to the Main Menu

Viewing Pre-release Versions for Deployment

Once this Include pre-releases option has been enabled, you will be able to view and download pre-release versions of Govern for your deployment packages. Follow the steps required to download binaries from Azure DevOps.

To view the pre-release versions…

  1. In the Main Menu screen, click to select one of the download options.
  2. Click Next.
  3. In the List of Found Applications screen, you will note Govern build versions with a -pr suffix; these are pre-release versions.
  4. Click to select the required build version(s).
  5. To download the selected version(s), click Next.

When the selected versions have been downloaded, you will be returned to the Main Menu screen. You can then proceed to creating your deployment using the standard steps.

 

Related Topics

DeployEZ

 

 

deployez_prerelease_versions

 

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PC – Summary Record Card

Property Control (PC) – Summary Record Card

Version 6.x (In Development)

Overview

NOTE: This page is under development.

The Property Control (PC) Summary Record Card is a form that presents as a Header and a list of summary information, called “cards” in the PC module. This form displays components of a property where each component is grouped by subsystem. For example, the PC Summary Record Card would display, amongst other things,  information about Levies, Owners, Exemptions, etc.

The Summary Record Card form is currently available for the following:

  • Property Control (PC)
  • Mass Appraisal (MA)

 

Related Topics

 

 

101-pc-frm-002

 

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Summary Record Card

Summary Record Card

Version 6.0.1903 / 6.1.1911

Overview

NOTE: This page is in development.

The Summary Record Card is configured to appear as a form within a Profile. This Summary Record Card form presents as a Header followed by a list of Summary Information with sections referred to as index cards. These index cards would display information related to a property’s individual components. For example, in the case of Mass Appraisal (MA), the MA Summary Record Card displays, amongst other things,  information for Building Structural Elements (BSE), Land information, Site information, and so on. The MA Summary Record Card may be placed within a profile for the city’s Assessor.

This form is currently available for the…:

  • Mass Appraisal (MA)
  • Property Control (PC)

 

Read More...

 

Presentation

As stated earlier, the Property Record Card will display as Govern form within a profile.

Click to view the image in a new tab.

Property Summary Record Card tab

On the Property Summary Card tab there are two (2) icons; one for printing the form, the other for maximizing the display within the form window.

Property Summary Record Card tab icons

  Print Form – Click the print form icon to display the print dialog window. Refer to the Printing the Summary Record Card section below for more detail about the print dialog window.

  Maximize / Minimize (F11) – You can maximize, i.e., enlarge the form to expand to the full area within the Govern application window. Click this icon again to restore the window size. Note that you can also perform this action with a click on the [F11] function key.

Property Summary Record Card Form

The form is composed of a series of specialized sectional or index “cards”. The summary record card is composed of a header and user configurable indexes.

Header Section

Containing general appraisal information about the property, e.g., Tax Map #, Parcel ID, Class, Property Type, Fiscal Year, School District, Roll Section, Size Total, Neighborhood, Zoning, and so on.

Information Displayed

The visibility of the indexes that are displayed in this section can be modified by the user.

Displaying Index Cards

As stated earlier, the visibility of the index cards can be configured by the user. The List Control button located in the middle of the lower part of the Header section displays a dashboard. The dashboard lists all sections that can be displayed or hidden on the Summary Record card.

The Dashboard

Dashboard Features

  Group – Click the Group checkbox to display the index cards in two (2) columns by logical groups. For example

Reset – Click Reset to Default to restore the original/default settings of the dashboard.

Hiding the Dashboard

  1. Click the List Control button to hide the dashboard.
NOTE: When printing, groups that are hidden will not be printed.

The dashboard lists the index cards that can be displayed in the Summary Record Card. On the upper left-hand side of the dashboard.

To configure the groups that are displayed in the Summary Record Card

  1. Click the list control button; a dashboard is displayed showing the sections that can appear in the form.
  2. Appearing on the dashboard is a list of the index cards and check boxes that can be displayed in the Summary Record Card. When the checkbox is selected, the section is displayed, i.e., visible.

Hiding Index Cards

  1. Click to uncheck a selected checkbox to hide the index card in the form.
  2. Uncheck the selected checkbox to hide the respective group.

Repositioning Index Cards – Method 1

If a specific order of appearance is required in the form, users can change the order of the Index Cards. The order change is made through the dashboard.

To change the order of index cards in the Record Card form…

  1. Click to highlight the index card that you would like to change.
  2. On the right-hand side of the dashboard, click the up arrow “^” to move the index card up.
  3. Alternatively, click the down arrow “v” to move the index card down.
NOTE: When the Group option is selected on the dashboard, you will not be able to rearrange / reposition index cards.

Repositioning Index Cards – Method 2

The index cards can also be changed on the dashboard by using the drag and drop method.

To change the order using a drag and drop technique…

  1. Use your mouse pointer to locate the index card that you would like to move.
  2. Click and hold the left mouse button (LMB) on the index card.
  3. Drag the pointer to the new location. Once the action is complete, verify the order.
  4. Click the List Control button to hide the dashboard.

Printing the Summary Record Card

Summary Record Card Print Window

The Summary Record Card form print window has features that allow you to print the information displayed on the form.

To display the Summary Record Card print preview window…

  1. Verify the sections that you want displayed in your printout.
  2. Click the print icon on the tab.
  3. The Property Summary Cards print window is displayed.

Along the top row of the window are icons that allow you to change your view of the document and print.

Summary Record Card Print Window icons

       Print (Ctrl + P) – Click to display the default Windows Print dialog box. You can access the printers that are configured for your computer.

       Increase the size of the content ( Ctrl -) – Click this icon to zoom out of the preview image.

       Decrease the size of the content (Ctrl +) – To zoom into the preview image, click this icon.

100% (Ctrl + 1) – To view the page at 100% in the area of the preview window, i.e., no scaling,  click this icon. Note that this is a function of the size of your monitor and your screen resolution.

Page Width (Ctrl + 2) – View only the full width of the preview document regardless of its height. You may need to scroll when this view is selected

Whole Page (Ctrl + 3) – A click on this icon will force the entire page into the area of the preview screen. This view option is at times referred to as “fit in page”.

Two Pages (Ctrl + 4) – When your document requires multiple pages, click this icon to view the pages as a “two-page spread”.

Search for a word or phrase in this document. – Should you need to find a word or phrase within the document that is in the preview window, click in this field and type the word.

NOTE: When using the print window, you will be permitted to access and print to resources that you already have access to under the Windows operating system.

 

Related Topics

 

 

101-std-frm-012

 

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MA – Summary Record Card

Mass Appraisal (MA) – Summary Record Card

Version 6.0.1903 / 6.1.1911 (In Development)

Overview

NOTE: This page is under development.

The Mass Appraisal (MA) Summary Record Card is a form that presents as a Header and a list of summary information, called “cards” in the MA module. This form displays components of a property where each component is grouped. For example, the MA Summary Record Card would display, amongst other things,  information Buildings Structural Elements (BSE), Land, Site, etc.

The Summary Record Card form is currently available for the following:

  • Mass Appraisal (MA)
  • Property Control (PC)

 

Related Topics

 

 

101-ma-frm-075

 

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MB – Standard Report Recurring Entry Listing

Miscellaneous Billing (MB) – Standard Report Recurring Entry Listing

Specification Overview

Purpose

Identification

  • Process Name:
  • Requirement Number: 16146

Records to be processed:

  • See Selection Criteria

 

Report User Interface

The following parameters and options are available:

Selection Criteria

Batch Variables

 

Report Format

The report ….

Standard Report Recurring Entry Listing

 

 

101-mb-rpt-001

 

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MB – Invoice Posting Report

Miscellaneous Billing (MB) – Invoice Posting Report

Specification Overview

The purpose of this report is to provide the users with a list of posted invoices.

See 101-mb-rpt-003

 

 

101-mb-rpt-002-merged

 

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