103-ma-parm-Shared-Lkgroup

103-ma-parm-Shared-Lkgroup #103ma

Mass Appraisal Shared Lookup Group Sets
Module Specification Overview, Configuration, Installation, OpenForms Reference, What’s New, R&D wiki, wiki Module Map
VERSION 6.1 …. Created Jan 15th 2016

Table of Contents

General Information
Lookup Group Types
Lookup Group Type
Used In

Setting Up Rates and Other Values by Group

Overview
To facilitate the management of Lookup Group Types in your Mass Appraisal tables, there are two ways to share Lookup Group Types. Both save time over selecting the jurisdictions, neighborhoods, and property types for each code.

For details on Lookup Group Types and sharing them through the Import Group Type and Shared Lookup Group Sets, see

101-ma-SharedLookupGroups.pdf

Import Lookup Groups
Import Lookup Groups are available on the Mass Appraisal Table form. If you are using the same lookup groups for multiple codes associated with the same validation table, you can import the groups.

Shared Lookup Group Sets
The Shared Lookup Group editor serves the same purpose as Importing Lookup Groups. The difference is that it separate from the Mass Appraisal table forms.

Note: If you are using the Import Formats, you cannot Shared Lookup Group Sets in the same table and vice versa,

Shared Lookup Group Sets are created by year. Ensure that the required year is selected in the Year > Current Year field.

To access the Shared Lookup Group Set editor.

  1. Launch GNA.
  2. Select Application Configurations > Mass Appraisal > Shared Lookup Group Set.

The existing Shared Lookup Group Sets, if there are any, are listed in a treeview on the left. By default, they are displayed by Code and Long Description. You can change the default display to use another combination of Code, Short Description, and Long Description. To change this display, right click inside the treeview and select another option.

To create a new Shared Lookup Group Set, follow the procedures in this section:

General Information

  1. Click New on the Shared Lookup Group Set editor.
  2. Click the drop-down arrow beside the Code parameter.
  3. Enter a unique code in the Code field.
  4. The Code can be any combination of alphanumeric and underscore characters. However, it must start with a letter.
  5. Enter short and long descriptions in the English and French Long and Short Description fields.

Lookup Group Types

Lookup Groups can be based on the following combinations of jurisdictions, neighborhoods, income neighborhoods, and property types.

Code Description
juris_inc_nbhd Jurisdiction and Income Neighborhood
juris_nbhd Jurisdiction and Neighborhood
juris_nbhd_prop Jurisdiction, Neighborhood, and Property Type
juris_proptype Jurisdiction and Property Type
jurisdiction Jurisdiction
nbhd Neighborhood
nbhd_proptype Neighborhood and Property Type
none None
proptype Property Type

Lookup Group Type

  1. Select one of the following Lookup Group Types from the Lookup Group Type drop-down list.
  2. Click Add to create a new Lookup Group Type. The Value by Lookup Group Type parameters change according to your selection in the Lookup Group Type drop-down list.
  3. Click the Add icon to create a value for the Lookup Group Type.
    The Add Values list box opens. This displays all the jurisdictions, property types, neighborhoods, income neighborhoods, and / or
  4. Select all the values of each type that apply.
  5. Click Add.
  6. Enter a name for the Lookup Group Type Values in the treeview on the left of the Lookup By section.
  7. Click Save.

To remove a value, click the minus icon.

Used In

All the Codes that use the Lookup Group Type are listed in the Used In section. These are listed by Mass Appraisal Table. The tables are listed by code.

  1. Click the Add button to add a new Mass Appraisal Table to the list. The codes that do not have an associated lookup group type are listed.
  2. Select the check box beside each code to which you want to apply the Lookup Group Type. To remove a code, click the minus icon.
  3. Open the Mass Appraisal table with the codes to which you have just added lookup group types.
  4. Complete the rates and other values, as described in the next section:

Setting Up Rates and Other Values by Group

To set up rates and other values:

  1. Open the applicable Mass Appraisal table or code form in GNA.
  2. Expand the Lookup by section.
  3. Select the applicable lookup group.
  4. Enter the details for the rate or value, for the group, in the Details section.
  5. Repeat steps 3 and 4 until you have completed the details all lookup groups.
  6. Click Save.

Information on completing the details is including with the documentation for the specific table.

103-ma-parm-Item

103-ma-parm-Item #mb #103ma

Miscellaneous Billing Parameters – Item