MA Computation Batch Process

Mass Appraisal Computation Batch Process

Release 6.1

Overview

The Mass Appraisal computation batch program calculates the values for all the mass appraisal modules, Property, Site, Land, Buildings, MRA or FMV, Income, and Global. A separate batch process is available for the Mass Appraisal Sales module.

For details on Mass Appraisal Computation and Value Business Rules, see Valuation, MA Tables, Modification Stamps.

Computation by Neighborhood

Neighborhoods are filtered by jurisdiction. In order to run the batch process by neighborhood, you need to set up the Mass Appraisal User Validation Table by Jurisdiction.

To set up the Neighborhood table by jurisdiction.

  1. Launch GNA.
  2. Select Editors > User Validation Table Editor > Mass Appraisal.
  3. Select NBHD – Neighborhood.
  4. Select By Jurisdiction.

 

Running a Batch Process on a Saved Dataset

If you want to run a batch process on a group of parcels, such as parcels within a certain area or tax jurisdiction, you need to create and save a dataset. You can also use an existing dataset. In Govern, a dataset is a saved group of property records:

To create a new dataset:

  1. Launch Govern.
  2. Perform a search and load the parcel records that you want to include in the dataset to the treeview.
  3. Select the View menu.
  4. Enter a name for the dataset in the text box in the Data Sources section of the View menu.
  5. Click Save Dataset.

For further details on creating Datasets, refer to the Govern General Information documentation.

Accessing the Mass Appraisal Computation Batch Process

To access the Mass Appraisal Computation Batch Process in Govern:

  1. Launch Govern.
  2. Select a Profile that contains the Mass Appraisal Computation batch process.
  3. Select the Mass Appraisal Computation batch process.

Year: Enter the year for the computation. This is a required field.
By default, this field displays the year entered the last time that the process ran.

Parcels to Compute

Select one of following:

  • All

Select this option to run the process on all parcels that meet the other criteria.

  • Saved Dataset

Select this option to run the batch process on the selected dataset.

  • Jurisdiction / Neighorhood

The Neighborhood is optional. However, if you want to run the batch process on a specific neighborhood, you must select the Jurisdiction first.
Jurisdiction
Select a Jurisdiction to run the sales data computation on a specific jurisdiction.
Neighborhood
In order to select a neighborhood, you must select a Jurisdiction first. Select the Jurisdiction. Then, select the neighborhood from the Neighborhood drop-down list.

  • Tax Map Number

Enter a range of tax map numbers in the From and To parameters under Tax Map Number.

 

Computation Options

Select one of the following options.

  • All parcels that require a data update: Select this option to run the batch process on all records that are not up-to-date because they were modified before the parameters changed in GNA. These parcels have a modification date that is earlier than the parameter change.
  • All parcels that require a data update and a force compute: Select this option to run the batch process on all parcels that are not up-to-date and on all records for the selected modules. Then select the Mass Appraisal modules on which you want to run the computation:
    • All, Site, Miscellaneous Structures, MRA, Land, Building, Income, and Global.

 

Records to be processed:

  • Year selected: or all if none selected
  • Records (parcels) selected: all, saved named dataset (includes autosave dataset), jurisdiction, neighborhood
  • Record Frozen-id = zero (current)

Records to be calculated:

  • When the modification stamp of the record requires it (see Batch Processing below)
    • A change was made to Mass Appraisal Tables (different impact) after the component record was last computed
    • A component modification stamp is null (never computed or changes to characteristics or dependencies that require a compute)
    • A component modification stamp is less than the Component or Site parameters modification stamp
  • The force computation can be applied to all modules or to a specific one.

Batch Processing:

  • The batch program can be scheduled to run periodically. For instance, a process can be run every 3 minutes.
  • The transaction Mode “Roll Back If One Transaction Failed” is not supported. It will be “Continue If One Transaction Failed” by default
  • Refer to the Standard Batch Process details Batch Program Setup or Govern Scheduler for more details

 

Batch Execution

The batch program can be executed on demand or scheduled with Govern Scheduler.

During the execution, warning and error messages will be presented in the batch result grid.

  • On error, the parcel id will be displayed in the message
  • Double-click on the message to access the full text

Once completed, information will be displayed, that includes:

  • Parameters and Options used
  • Total number of records read
  • Total number of records processed

 

Batch Processing (technical)

Before Executing Subprocesses:

  • Select all parcel ID and frozen ID related to the year (or all year if none selected) the jurisdiction, or the neighborhood or the saved dataset if chosen.
  • When the Computation Options “All parcels that require a Data Update” is selected and the “Only Parcels with an empty modif stamp” is checked
    • The batch process will only return parcels without a modif stamp in MA_MASTER.
      • MA_MASTER.MODIF_STAMP = NULL

Execute Subprocess

  • For each computation, select all parcels with records for that component to compute
    • MA_MASTER.MODIF_STAMP = NULL
    • MA_“component”.MODIF_STAMP = NULL
    • MA_“component”.MODIF_STAMP less than MA_“component”.SITE_MODIF_STAMP
    • MA_“component”.MODIF_STAMP less than MA_MODIF_STAMP.”component”_STAMP
  • If the component does have a force compute option setup, select all component items to compute
  • Computation order:
    1. Compute site
    2. Compute miscellaneous
    3. Compute MRA
    4. Compute land
    5. Compute building
    6. Compute income
    7. Compute global

 

What’s New

  • 6.1 Final Compute and Transfer Records to tax is now a distinct batch program called Transfer to Tax (see road map).
  • 6.1 Final Compute Set History to Yes is now a distinct batch program called Close Year
  • 6.1 The batch computation will now process records set to History Only (prior to 6.1, they were not processed)

Troubleshooting

  • After changes, it is always best to compute for a single year and small dataset
  • The parcel ID is listed in the error message
  • Turning on the Govern Diagnostic Tool
  • Turning on the SQL Profiler Tool (system administrator)

 

See Also

 

 

101-ma-bp-002

 

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MA – BP Close Year (Finalize Assessment Role)

Mass Appraisal Batch Process – Close Year (Finalize Assessment Role)

Overview

This batch process will set the HISTORY ONLY flag in MA MASTER for all records or based on the selected Name Record Set.
Once this flag is set, any changes made to mass appraisal data will trigger an Audit Record of -1 Certified Appraisal to be created.

The batch process name is MA_CLOSE_YEAR
Description: Finalize Assessment Role

 

 

101-ma-bp-003

 

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101-ma-bp-004

 

Mass Appraisal Batch Update Process

Overview

This batch process is not available. Contact R&D for Roadmap information.

 

Related Topics

CAMA Mass Appraisal What’s New

 

 

101-ma-bp-004

 

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MA – Sales Data Computation Batch Process

Mass Appraisal Sales Data Computation Batch Process

[Under Review]

Overview

The Mass Appraisal Sales Data Computation batch process is used to recompute the sales data with the parameters from a different year. Typically, this is used to compare sales when rates changes. For example, you can compute the sales data from five years ago with the parameters for the current year.

The computation is run on all sales records that fall within the range of dates and meet the following criteria:

  • All parcels
  • Combination of a jurisdiction and a neighborhood
  • A Saved Dataset

Prerequisites

Computation by Neighborhood

Neighborhoods are filtered by jurisdiction. In order to run the batch process by neighborhood, you need to set up the Mass Appraisal User Validation Table by Jurisidction.
To set up the Neighborhood table by jurisdiction.

  1. Launch GNA.
  2. Select Editors > User Validation Table Editor > Mass Appraisal.
  3. Select NBHD – Neighborhood.
  4. Select By Jurisdiction.

 

Running a Batch Process on a Saved Dataset

If you want to run a batch process on a group of parcels, such as parcels within a certain area or tax jurisdiction, you need to create and save a dataset. You can also use an existing dataset. In Govern, a dataset is a saved group of property records:
To create a new dataset:

  1. Launch Govern.
  2. Perform a search and load the parcel records that you want to include in the dataset to the treeview.
  3. Select the View menu.
  4. Enter a name for the dataset in the text box in the Data Sources section of the View menu.
  5. Click Save Dataset.

For further details on creating Datasets, refer to the Govern General Information documentation.

Notes

This batch process must be run synchronously.
Asynchronous processing cannot be applied to this batch process.
To verify the transaction type:

  1. Launch GNA.
  2. Open the Batch Process Editor.
  3. Select the Transaction tab.
  4. Select Synch under Transaction Type.
  5. Click Save.

If the transaction type is set to Asynch, it is changed automatically when the batch process is run.

Accessing the Sales Data Computation Batch Process

To access the Mass Appraisal Sales Data Computation batch process in Govern:

  1. Launch Govern.
  2. Select a Profile that contains the Mass Appraisal Sales Data Computation batch process.
  3. Select Mass Appraisal Sales Computation*.

*The name of the process can vary according to the setup in GNA

Sales Data Computation Parameters

Sales Date
Do one of the following:

  • Select a range of dates for the batch process using the calendars in the From and To fields.
  • Select Use Parameter from Year and enter the year.

The parcels from all records that fall within the range and meet the other selected criteria will be recomputed.

Parcels to Compute
Select one of the following options under Parcels to Compute:

  • All

Select All to run the computation on all sales records that meet the criteria for the sales date and qualification type.

  • Jurisdiction / Neighorhood

The Neighborhood is optional. However, if you want to run the process on a specific neighborhood, you must select the Jurisdiction first.
Jurisdiction
Select a Jurisdiction to run the sales data computation on a specific jurisdiction.
Neighborhood
In order to select a neighborhood, you must select a Jurisdiction first. Select the Jurisdiction. Then, select the neighborhood from the Neighborhood drop-down list.

  • Tax Map Number

Enter a range of tax map numbers in the From and To parameters under Tax Map Number.

Optional
Sale Qualification
Select one or more sales types :

  • Not qualified
  • Qualified
  • Unverified sale

Removing a Sale Qualification
Deslect a sale type to remove it.
Reports
Select the Reports tab to add any required reports to the batch process. If the batch process is scheduled, the reports can be viewed in the Govern Schedule after the process runs.

Process

Running the Process
Do one of the following:
Click the Start arrow to run the process..
Click Schedule to create a schedule to run the process at a later date or on a regular basis. Refer to the Govern Batch Processing documentation for details on scheduling batch processes.
Processing
If the batch process is run in Govern, the status can be viewed by selecting the Processing tab.

See Also

Mass Appraisal Batch Computation

101-ma-bp-005

 

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MA – Generate Pending Audit Batch Process

Mass Appraisal Generate Pending Audit Batch Process

Overview

The Mass Appraisal Audit Pending batch process automatically generates new MA Audit Information records in Govern OpenForms. While these records can be created manually, running the batch process can save time and increase the accuracy of the records

Records can be created for a:

  • Saved dataset
  • Jurisdiction and neighborhood
  • Range of tax map numbers

The MA Audit Pending batch process updates the following fields on the MA Audit Information form. Once the batch process is complete:

  • The Status field is set to Pending.
  • The Frozen ID is set to 0.

The following fields are updated as selected on the batch process form.

  • Audit Reason Code: This is a required field.
  • Appraiser
  • Entry Date: This is a required field.
  • Entry Code
  • Activity Code: This is a required field.
  • Source Code

You can select parcels from the batch process by jurisdiction or neighborhood within a range of tax map numbers, or in a saved dataset. Alternatively, you can crate audit records for all parcels. The fiscal year is required.

The Mass Appraisal Audit Pending batch process generates Audit Information user records in Govern OpenForms. The Status field is set to Pending once the process is run. These records can be modified or deleted, as any other record.

Documentation

To read this information in pdf format, click on the following link:

BatchAuditPending.pdf

Prerequisites

The following tables are required for the Mass Appraisal Audit Pending batch process:

  • MA_APPRAISERS: This table lists the appraisers that can be selected for the audit.
  • NA_NAMES: This table lists all the name and address accounts in the deployment.
  • VT_USER.MAENTRY: This table lists the entry code that can be associated with an audit.
  • VT_USER.MAINFSRC: This table lists the source codes associated with the Mass Appraisal audit.
  • VT_USER.MAACTV: This table lists the activity codes associated with the audit.
  • VT_USER.MA_AUDIT_REASON: This table lists the reasons for conducting the audit.

If you are running the process on a saved dataset, one must be created.

Related Forms

The Mass Appraisal Audit Information form is updated by the Mass Appraisal Audit Pending batch process. The Mass Appraisal Audit Finalized batch process can be run to create finalized MA Audit Information records from pending ones.

MA Audit Information User Form

The following new fields are now included in the MA Audit Information form. These are required for the MA Audit Pending and MA Audit Finalized batch processes.

  • Status: The Status field is automatically set to Pending when you run the MA Audit Pending batch process. In this state the form can be modified or even deleted. An appraiser can update the status field to Finalized. The MA Audit Finalized batch process selects the Finalized flag. At this point, the record can no longer be modified.
  • Audit Reason Code: The Audit Reason Code contains user defined values from the VT_USER.MA_AUDIT_REASON table. When you run the MA Audit Pending batch process, you must select a reason code. This can be modified after the process is complete.

For details, see Mass Appraisal Audit Information.

Related Batch Processes

The MA Audit Finalized Batch Process is similar to the MA Audit Pending batch process. It generates finalized Mass Appraisal Audit Information records for existing MA Audit Information records with the Status set to Finalized. The MA Audit Finalized batch process selects the Finalized option and updates the Entry Code as set on the batch process. The finalized Audit Information records cannot be deleted, except by a user with authorized permissions.
For details, see Mass Appraisal Audit Finalized.

Business Rules for the MA Audit Pending Batch Process

The MA Audit Pending batch process creates new MA Audit Information records for all Mass Appraisal records that:

  • Match the Selection Criteria
  • Do not have a current MA Audit Information recording with Frozen ID 0
  • Are in the Fiscal Year selected

Creating Mass Appraisal Audits

You can use the Mass Appraisal Pending and Mass Appraisal Finalized batch processes, as follows, in order to facilitate the Mass Appraisal audit procedure. None of these steps are required.

Step 1
Receive the requirement to create a number of Mass Appraisal Audit Information records on parcels within any of the following:
  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers
Step 2
Run the Mass Appraisal Audit Pending batch process in order to create Mass Appraisal Audit Information records.:
Result
The MA Audit Pending batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Pending.
Frozen ID: Sets the Frozen ID to 0. This indicates that the record is current and modifications can be made.
It updates the following fields on the user form as selected on the batch process form.
  • Entry Date
  • Appraiser
  • Entry Code
  • Source Code
  • Activity Code
  • Audit Reason Code
The record can be modified or deleted at this point.
Step 3
Perform audits on the parcels, update the Audit Information records, and set the Status field to Finalized.
Step 4
Run the MA Audit Finalized batch process in order to create a number of Mass Appraisal Audit Information records for parcels within any of the following:
Result
The MA Audit Finalized batch process updates the following fields on the MA Audit Information form:
  • Status: Sets the Status field to Finalized.
  • Value Finalized: Selects the Value Finalized check box.
  • Frozen ID: The Frozen ID is set to a value starting with -2. This is updated for each audit performed/
Updates the following field as selected on the batch process form.
Entry Code
The record is frozen and cannot be modified, unless the user is granted the required access permissions. Typically, only supervisors have access to modify frozen records.

Defining the MA Audit Pending Batch Process

There are no special requirements for the MA Audit Pending batch process. It is set up as any other batch process in Govern OpenForms. You can create as many MA Audit Pending batch processes as required.

To configure the batch process:

  1. Launch GNA.
  2. Select Editors > Batch Process Definition Editor.
  3. Select 101-ma-bp-007 – MA – Audit Pending.
  4. Enter a Code, Short, and Long Description in order to uniquely identify the batch process.
  5. Select the Transaction tab.
    The Transaction Type and Transaction Mode can be set to any value, depending on how you want to run the batch process. Refer to the Govern Batch Scheduler guide for details.
  6. Complete the other parameters as required by your organization.
  7. Click Save.

Adding the MA Audit Pending Batch Process to a Profile

In order to use the batch process in Govern OpenForms, you must add it to at least one Profile. You can add it to multiple Profiles.

To add the batch process to a Profile:

  1. Launch GNA.
  2. Select Editors > Profile Editor.
  3. Select the Profile that you want to use.
  4. Select the Links tab.
  5. Click Add in the Batch Process section to add open a secondary window.
  6. Select the batch process.
  7. Click Save.

Running the MA Audit Pending Batch Process

To run the batch process:
Open the Batch Program:

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Pending batch process.
  3. Open the Batch Processing Explorer.
  4. Select the Mass Appraisal Audit Pending batch process.

Complete the Parameters:

  1. Complete the Selection Criteria as follows.In the Parcels to Compute, do one of the following:
    Select All to create Pending Audit records for all parcels with Aduit records that do not have a do not have a status..
    Select Saved Dataset and select a saved dataset from the drop-down list.
  2. Select Jurisdiction and select a jurisdiction and neighborhood from the drop-down list.
  3. Select Tax Map Number and enter a range of tax map numbers.
  4. Enter the year you are associating with the Audit records in the Year parameter.
  5. Click on the calendar icon and select the date of the audit.
  6. Select the Appraiser who is responsible for the audit from the Appraiser drop-down list.
  7. Select the entry code from the drop-down list (Table: VT_USR. MAENTRY).
  8. Select the source code from the drop-down list (Table: VT_USR. MAINFSRC).
  9. Select the activity code from the drop-down list (Table: VT_USER. MAACTV).
  10. Select the reason for the audit from the Audit Reason drop-down list (Table: VT_USR.MA_AUDIT_REASON).

Run the Program

  1. Do one of the following:
    Click Run to run the batch process immediately.
    Click Schedule to run the batch process at a later time.

Viewing the MA Audit Log Files

The following information is logged and appears on the Processing tab of the MA Audit Information batch process in Govern. If you are scheduling the process to run at a later time, the information can be viewed on the Log Files in the Govern Schedule

Parameter: ReasonCode = The Reason Code selected for the batch Process.
Parameter: BatchProcessType = The name of the batch process.
Parameter: Appraiser = The name of the appraiser who is responsible for the audit.
Parameter: EntryDate = The date of the audit.
Parameter: EntryCode = The entry code selected for the Audit.
Parameter: Activity = The activity code selected for the audit.
Parameter: SourceCode = The source code selected for the audit.
Parameter: ValueFinalized = Displays True or False according to whether the Value Finalized option is selected or deslected.
Parameter: YearId = The year the audit occurred.
Parameter: IsAllParcels = Displays True or False according to whether All is selected.
Parameter: CanChooseJurisdictionNeighborhood = Displays True or False according to whether the Jurisdiction option is selected.
Parameter: Jurisdiction = Displays the code for the jurisdiction.
Parameter: Neighborhood = Displays the code for the jurisdiction and neighborhood.
Parameter: CanChooseTaxMapRange = Displays True or False according to whether the Tax Map Number options is selected.
Parameter: TaxMapStart Displays the starting tax map number in the range.
Parameter: TaxMapEnd: Displays the ending tax map number in the range.
Parameter: CanChooseSavedDatasets = Displays True or False according to whether the saved dataset option is selected.
Parameter: SavedDataset Displays the name of the Saved Dataset.
Parameter: AuditBatchID = Displays the Batch ID associated with the audit.
Parameter: MaxNumberProcess = Displays the maximum number of records processed.
Parameter: RunBatchAsync = Displays True or False according to whether the transaction type of the batch process is Synchronous or Asynchronous
Information: Parameter: TransactionMode = Displays the transaction type, such as ContinueIfOneTransactionFail
Parameter: BatchId = Displays the batch ID.

Viewing the Updated Record in Govern

Once the batch process is run, a new audit record is created with the status set to Pending for all parcel records that meet with the criteria.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.

 

 

101-ma-bp-007

 

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MA – BP Generate Audit Finalized

Mass Appraisal Generate Audit Finalized Batch Process

Release 6.1

Overview

The Mass Appraisal Audit Finalized batch process sets all Mass Appraisal Audit Information that meet the following criteria to Finalized:
The Status field of the Audit Records is set to Finalized.

The parcels are in the dataset, jurisdiction, neighborhood, or range of tax map numbers selected.

NOTE: Once records are finalized, they can no longer be modified, except with required permissions in alternate security.

Documentation

To view this information in pdf format, click on the following link:

BatchAuditFinalized.pdf

Business Rules for Finalized Records

When the Value Finalized option is selected on the MA – Audit Information form, a frozen record is automatically created. The first time the record is frozen, it is assigned Frozen ID -2. The next time, it is assigned Frozen ID -3, and so on.

Users can view frozen records by selecting the applicable year and Frozen ID in the History Panel, provided they have the required access permissions. Records from all Mass Appraisal forms can be viewed.

Access rights are required for viewing and modifying frozen records. These are defined in the OFD by selecting the Alternate type and then setting rights for the required Profile, Roles and users.

Related Information

Refer to the Govern OpenForms Designer (OFD) documentation for details.
Refer to the Mass Appraisal General Information documentation for further details on frozen records.

Prerequisites

Required Tables

The following tables are required for the Mass Appraisal Audit Pending batch process:

  • MA_APPRAISERS: This table lists the appraisers that can be selected for the audit.
  • NA_NAMES: This table lists all the name and address accounts in the deployment.
  • PC_PARCEL: This tables lists all the parcels in the deployment.
  • VT_USER.MAENTRY: This table lists the entry code that can be associated with an audit.
  • VT_USER.MA_AUDIT_REASON: This table lists the reasons for conducting the audit.
  • VT_USER.MA_AUDIT_STATUS: This table lists the Pending and Finalized status codes that are required for the audit.

Required Records

Ensure that the Mass Appraisal Audit Information records are up to date.
If you are running the process on a saved dataset, one must be created.

Related Batch Processes

The Mass Appraisal Audit Pending Batch Process is similar to the Audit Finalized batch process. It generates Mass Appraisal Audit Information records and sets the Status to Pending. These records can be modified or deleted. The finalized Audit Information records cannot be deleted, except by a user with authorized permissions.

Defining the MA Audit Information Form

The following new fields are now included in the MA Audit Information form. These are required for the MA Audit Finalized and MA Audit Pending batch processes.

Status
The Status field is automatically set to Pending when you run the MA Audit Pending batch process. In this state the form can be modified or even deleted. An appraiser can update the status field to Finalized. The MA Audit Finalized batch process selects the Finalized flag. At this point, the record can no longer be modified.
Audit Reason Code
The Audit Reason Code contains user defined values. When you run the MA Audit Pending batch process, you must select a reason code. This can be modified after the process is complete.

Creating Mass Appraisal Audits

You can use the Mass Appraisal Pending and Mass Appraisal Finalized batch processes, as follows, in order to facilitate the Mass Appraisal audit procedure.
Step 1
Receive the requirement to create a number of Mass Appraisal Audits.
Step 2
Run the Mass Appraisal Audit Pending batch process in order to create Mass Appraisal Audit Information records for parcels within any of the following:

  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers

Result
The MA Audit Pending batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Pending.
Frozen ID: Sets the Frozen ID to 0. This indicates that the record is current and modifications can be made.
Sets the following fields as selected on the batch process form.

  • Entry Date
  • Appraiser
  • Entry Code
  • Source Code
  • Activity Code
  • Audit Reason Code

The record can be modified or deleted at this point.
Step 3
Perform audits on the parcels, update the Audit Information records, and set the Status field to Finalized.
Step 4
Run the MA Audit Finalized batch process in order to create a number of Mass Appraisal Audit Information records for parcels within any of the following:

  • A Saved Dataset
  • A Jurisdiction and Neighborhood
  • A Range of Tax Map Numbers

Result
The MA Audit Finalized batch process updates the following fields on the MA Audit Information form:
Status: Sets the Status field to Finalized.
Value Finalized: Selects the Value Finalized check box.
Frozen ID: The Frozen ID is set to a value starting with -2. This is updated for each audit performed/
Updates the following field as selected on the batch process form.
Entry Code
The record is frozen and cannot be modified, unless the user is granted the required access permissions. Typically, only supervisors have access to modify frozen records.

Defining the MA Audit Finalized Batch Process

There are no special requirements for the MA Audit Finalized batch process. It is set up as any other batch process in Govern OpenForms. You can create as many MA Audit Finalized batch processes as required.
To definethe batch process:

  1. Launch GNA.
  2. Select Editors > Batch Process Definition Editor.
  3. Select 101-ma-bp-008 > MA – Audit Finalized.
  4. Enter a Code, Short, and Long Description in order to uniquely identify the batch process.
  5. Select the Transaction tab.
  6. The Transaction Type and Transaction Mode can be set to any value, depending on how you want to run the batch process. Refer to the Govern Batch Scheduler guide for details.
  7. Complete the other parameters as required by your organization.
  8. Click Save.

Adding the MA Audit Finalized Batch Process to a Profile

In order to use the batch process in Govern OpenForms, you must add it to at least one Profile. You can add it to multiple Profiles.
To add the batch process to a Profile:

  1. Launch GNA.
  2. Select Editors > Profile Editor.
  3. Select the Profile that you want to use.
  4. Select the Links tab.
  5. Click Add in the Batch Process section to add open a secondary window.
  6. Select the batch process.
  7. Click Save.

Before Running the MA Audit Finalized Batch Process

Ensure that all MA Audit Information records are up to date in the dataset, jurisdiction and neighborhood, or range of tax map numbers that are selected.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.
  7. Ensure the following:
    The Status field is set to Finalized.
    The Finalized option is deselected.

The MA Audit Information record can still be modified at this point.

Running the MA Audit Finalized Batch Process

To run the batch process:

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Finalized batch process.
  3. Open the Batch Processing Explorer.
  4. Select the Mass Appraisal Audit Finalized batch process.
  5. Complete the Selection Criteria as follows.
    In the Parcels Selection section, do one of the following:
    Select All to create Pending Audit records for all parcels that do not have Audit records for the selected year.
    Select Saved Dataset and select a saved dataset from the drop-down list.
    Select Jurisdiction and select a jurisdiction and neighborhood from the drop-down lists.
    The jurisdictions and neighborhoods are year-based.
    Ensure that the correct year is entered in the Year field.
  6. Select Tax Map Number and enter a range of tax map numbers.
  7. Enter the year you are associating with the Audit records in the Year parameter.
  8. Select the entry code from the drop-down list (Table: VT_USR. MAENTRY).
  9. Click Save.

Viewing the MA Audit Finalized Log Files

The following information is logged and appears on the Processing tab of the MA Audit Finalized batch process in Govern. If you are scheduling the process to run at a later time, the information can be viewed on the Log Files of the Govern Scheduler.

Information: Starting Time: Displays the starting of the batch process
Parameter: UserId = Displays the name of the user who ran the process.
Parameter: BatchId = Displays the batch ID.
Information: Parameter: TransactionMode = Displays the transaction type, such as RollBackIfOneTransactionFails
Parameter: RunBatchAsync = Displays True or False according to whether the transaction type of the batch process is Synchronous or Asynchronous
Parameter: MaxNumberProcess = Displays the maximum number of records processed.
Parameter: AuditBatchID = Displays the Batch ID associated with the audit.
Parameter: SavedDataset Displays the name of the Saved Dataset.
Parameter: CanChooseSavedDatasets = Displays True or False according to whether the saved dataset option is selected.
Parameter: TaxMapStart Displays the starting tax map number in the range.
Parameter: TaxMapEnd: Displays the ending tax map number in the range.
Parameter: CanChooseTaxMapRange = Displays True or False according to whether the Tax Map Number options is selected.
Parameter: Jurisdiction = Displays the code for the jurisdiction.
Parameter: Neighborhood = Displays the code for the jurisdiction and neighborhood.
Parameter: CanChooseJurisdictionNeighborhood = Displays True or False according to whether the Jurisdiction option is selected.
Parameter: IsAllParcels = Displays True or False according to whether All is selected.
Parameter: YearId = The year the audit occurred.
Parameter: ValueFinalized = Displays True to indicate that the Value Finalized option is selected.
Parameter: EntryCode = The entry code selected for the Audit.
Parameter: EntryDate = The date of the audit.
Statistics: Total Records To Process = Displays the number of records in the batch.
Information: Statistics: Total Records Processed = Displays the total number of records processed.
Ending Time: Displays the time the batch process ended.

Viewing the Updated Record in Govern

Once the batch process is run, a new audit record is created with the status set to Pending for all parcel records that meet with the criteria.
To view the updated records.

  1. Launch Govern.
  2. Open a Profile that contains the MA Audit Information form.
  3. Perform a search to retrieve the required records.
  4. Select a record.
  5. Open the MA Audit Information form.
  6. Scroll to the required record.

 

 

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