MA Tables by Category/Type/Elements

MA Tables by Category/Type/Elements

Table Category Table Type Table Element Category

All (all)
Neighborhood( nbhd)
Rounding (maround)
Corrolated Values (multdist)
Site (site)
Depreciation (depr) See Building setab (‘d’, ‘e’ , ‘o’)

Land (land)
Land Adjustment (landadjt) —> ‘h’ – Header, ‘f’ Feature,
‘r’ – Rate Adjustment
‘a’ – Adjustment
Land Schedule (landschd)
Land Use (landuse)

Building (bldg)
Building Structural Element (setab) —> h’ Header, ‘f’ Feature,
‘d’ Depreciation Item, ‘e’ Depreciation Table Override, ‘o’ Depreciation Override
‘m’ Area Adjustment, ‘s’ Area Size Override
‘q’ Quality Points, ‘r’ Rate Adjustments, ‘a’ CAMA Adjustments
‘g’ Global Adjustment, ‘o’ Overall Adjustment
Building Use (bldguse)
Building Sub Model (submodel)
Drawing Area Codes (drawing)
Size Adjustment (sizeadjt)

MRA (mra)
MRA Table Element (mratab) —> n/a

Income (inc)
Income Adjustment (incadj) —> By Expense Summary (fix, ffe, operating…) or Expense Detail Codes
Income Categories (income)
Income Sub Category Codes (incsbcat)
Income Detail Expenses (incexp)
Income Rental Detail (incitem)
Income Quality (incqua)
Income Overall Adjustments (incadj)

Sale (sale)
Comparable Sales Items (compadd) to be documented
Sale Computation (compsale)
Sale Distribution (saledist)
Time Adjustment (timeadj)

 

 

101-ma-brules-(ma_tables)

 

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MA Modification Stamps – BRules

Mass Appraisal Modification Stamps – Business Rules

Release 6.1 [under review]

Overview

For system performance, business rules are applied to identify what needs to be reloaded and/or recomputed.
The appraisal detail records have a modification stamp that contain either:

  • date & time – the last time a computation was completed successfully
  • null value – the record needs to be recomputed do to a modification in the record or one of it’s dependencies

The master modification stamp table (single record) contains the date & time of when a change was made to parameters that can impact value.

MODIF STAMP vs LAST MODIFICATION date

  • The last modification date is updated ONLY when a physical change is made to a record, and only to this record.

Tables and Fields

PARAMETERS Modification Stamp Table [ma_modif_stamp]

The modification stamps contain the date when changes were made to parameters that impact value.
Global fields:

  • [ALL_STAMP]
    • Updated when changes to basic parameters, general equalization factors between CAMA and Tax …
    • Updated after any changes in MA_TABLES ‘Sites’ or MA_PARM_SITE
  • [SITE_STAMP] same as [ALL_STAMP]
  • [VALUE_STAMP]
    • No longer used in version 6.1. Only the ALL_STAMP will be used.

Detail component fields:

  • [BLDG_STAMP] for buildings
  • [INC_STAMP] for income
  • [LAND_STAMP] for land
  • [MISC_STAMP] for miscellaneous structures
  • [SALE_STAMP] for comparable sales
  • [MRA_STAMP] for MRA
  • [PP_STAMP] for personal property (see roadmap)

Click here for the List of Parameters Tables when changed, updates the modification stamp flags of this table.

IMPORTANT NOTE: When there is a change in General Parameters, the stamps are NOT Flagged for recompute. When a change is made that impacts value, such as changing the Depreciation Year, it will be mandatory to do a FORCE batch compute.

DATA Modification Stamp fields [ma_xxx.modif_stamp]

Each detail appraisal component records has a modification stamp attribute that gets set to null when a change is made that requires the record or its dependencies to be recomputed.
Once the compute has when with an impact on value has a modification stamp field [MA_component.MODIF_STAMP]:
MA Master Property Value record [ma_master]

  • [VALUE_STAMP] Updates when the property has been computed successfully. Note: The VAUE_STAMP is no longer used in Version 6.1 since the MODIF_STAMP was added in MA_MASTER.
  • [MODIFICATION_STAMP]

All Appraisal Components [ma_xxx]

  • [MA_Site.MODIF_STAMP]
  • [MA_Bldg.MODIF_STAMP]
  • [MA_Land.MODIF_STAMP]
  • [MA_Misc.MODIF_STAMP]
  • [MA_Inc.MODIF_STAMP]
  • [MA_MRA.MODIF_STAMP]
  • [PP_ASSESSMENT.MODIF_STAMP]

Click here for the List of Tables Changes and their impact on the stamps.

Modification Stamps Business Rules

The modification stamp of a component record contains either:

  • The CURRENT DATE & time when last computed
    • The detail component modification stamp is set to the current date after the record has been successfully computed
    • Computation triggered on creation or modification or when running the Batch Compute
  • NULL
    • When one of it’s child (see Hierarchy) has been created, modified or deleted
    • When a record was rolled forward to a new year – to be tested

The modification stamp is not updated when:

  • Computation has not been completed
  • Computation was completed but not successful (values are set to zero)
    • Invalid or missing parameters
    • Invalid record values
    • Invalid expressions
    • Invalid mathematical operations (division by zero or missing parameters)
IMPORTANT NOTE: The Modification Stamps are set to null when a roll forward is made, however they are NOT computed. To be verified

Parent Child Stamps Update Hierarchy

General

When a change occurs (add, delete, mod) to a child entity, the parent modification stamp is set to null until successfully computed.
If all the property needs to be recomputed, the MA_MASTER.Modif_stamp attribute is set to null.

  • Property Control Changes (Jurisiction, Property type, neighborhood and income neighborhood) updates ALL
  • Component Child (ex: Building Area, Building Misc.Structures) updates Root entity Building Modif Stamp
  • Component Detail Record (ex: Building, Land, Misc.) updates
    • Component Detail Record linked to other Component Detail Record (ex: MRA or Income)
    • Component Detail Record linked to Site
  • Site Values (all)
  • Global Property Value
    • Property Value linked to
      • Building linking (verify impact)
      • Parcel linking (Distributes or receive)

Detail Record Linked To Income or MRA

Buildings, Land, Miscellaneous Structures and Personal Property (see roadmap) can be linked to MRA or INCOME records.
When a change occurs in a detailed record that is linked to another component, the following occurs:

  • [MA_xxx.MODIF_STAMP] is updated
  • [MA_xxx.MODIF_STAMP] of the linked component (MRA or Income detail and root entity)
  • [MA_SITE.MODIF_STAMP] of the linked component linked site
  • [MA_MASTER_MODIF_STAMP] of the property record

Detail Record part of a CAMA Parcel or Building Linking

Depends on the LINK TYPE

  • A parcel cannot receive and provide a value at the same time. Parcels having the MA_MASTER.exclude_from_roll = <> 0 are providing values to other parcels and therefore we should not further perform this step. However we need to reset the modif stamps to all linked parcels by performing the following SQL:
  • update ma_master set MODIF_STAMP = null where year_id = (current parcel year id) and frozen_id = (current parcel frozen id) and p_id = ( select malk.p_id from MA_LINKS_PERCENT malk, PC_PARCEL_LINKS lktype where malk.LINK_ID = lktype.LINK_ID and malk.P_ID = lktype.P_ID and year_id = (current parcel year id) and frozen_id = (current parcel frozen id) and MASTER_PID = -1 and malk.p_id <> (current parcel P_ID) and exists (select 0 from PC_PARCEL_LINKS pclk where pclk.LINK_ID = malk.LINK_ID and (MASTER_PID = 0 or master_PID is NULL) and P_ID = (current parcel P_ID)))
  • update ma_master set MODIF_STAMP = null where year_id = (current parcel year id)and frozen_id = (current parcel frozen id) and p_id <> (current parcel P_ID) and exists (select 0 from MA_LINKS_PERCENT where p_id = ma_master.p_id and year_id = ma_master.year_id and frozen_id = ma_master.frozen_id and LINK_ID = (select link_id from PC_PARCEL_LINKS where MASTER_PID = -1 and p_id = (current parcel P_ID)))

Global and Site Changes

When a change is made to the site adjustments or to the fields that compose the site group description (i.e. site liability, site exemptions, etc.) or when a change is made in a component linked to the site, the following occurs:

  • [MA_SITE.MODIF_STAMP] of the detail record is updated
  • [MA_SITE.MODIF_STAMP] of the other site records with the same combination
  • [MA_MASTER_MODIF_STAMP.ALL_STAMP] of the property record

Other Entity Field Changes

Some changes made in other forms and business entities that can impact value will set the MA_MASTER.MODIF STAMP to Null.
Changes made to the fields that are used in the MA LINK GROUP lookup:

  • PC_PARCEL.Jurisdiction
  • PC_AREA.Neighborhood
  • PC_AREA.Income Neighborhood
  • PC_LEGAL.Property Type

Changes made to other custom fields used in expressions or queries that can impact value:

  • IMPORTANT: Currently, stamps are not updated.

 

 

101-ma-brules-modif_stamp

 

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MA – What’s New

CAMA Mass Appraisal – What’s New

Version 6.0 | 6.1

Overview

The following is a non-exhaustive compilation that lists recently updated topics related to the Govern for OpenFormsTM Mass Appraisal module.

 

What’s New

MA – M&S Valuation Setting Editor (103-ed-025)

Valuation Setting Editor (Marshall & Swift MVP Interface) Available in release 6.1.2211 – (In Development) Overview Marshall & Swift (M&S)

Posted in Developers, Editors, Feature, GNA, Mass Appraisal, Whats New | Tagged , , , , , , , | Leave a comment

TX – BP Load LockBox Entries (101-tx-bp-005)

Load LockBox Entries Batch Process Release 6.1.1912 | 6.0.1904 | 6.0.1903 Overview This batch process will load a payment lockbox

Posted in Batch Process, Configuration, Mass Appraisal, Personal Property Tax | Tagged , , , , , , , , | Leave a comment

MA – Marshall & Swift Copy to Year Batch Process (103-ma-bp-010)

Mass Appraisal (MA) Marshall & Swift Copy to Year Batch Process Overview Marshall & Swift™ offers appraisal guidelines for developing

Posted in Batch Process, Mass Appraisal | Tagged , , , , , , , , , | Leave a comment

MA – BP Taxroll Snapshot (101-ma-bp-012)

Mass Appraisal Taxroll Snapshot Batch Process Release 6.1 Overview The Mass Appraisal Taxroll Snapshot batch process is designed to make

Posted in Batch Process, Configuration, Mass Appraisal | Tagged , , , , | Leave a comment

 

Old News

Read More...

Release 6.1

[v6.1] Is Required: The IsRequired option appears on all Mass Appraisal Table forms. It is used for making it mandatory for the user to select a value for the current form. You can now add an expression and make the option mandatory only under certain circumstances. For example, you could make it a requirement for a user to select an adjustment if a property value is less than a specific amount. See Is Required
[v6.1] Lookup Group Types: You can now create Mass Appraisal validation tables and codes based on a combination of jurisdictions, neighborhoods, and property types. This means that you can create different rates and values for different property types within specific neighborhoods and jurisdictions. See Mass Appraisal Lookup Group Types.
The Mass Appraisal Neighborhood table can be set up By Jurisdiction. This setup is defined from an option, rather than a Lookup Group. See Mass Appraisal Neighborhood Table.
[v6.1] As with all tables and parameters that are saved by year, you can access the Mass Appraisal Validation tables for different years by changing the Current Year in GNA. See Setting the Current Year.
[v6.1] Apply predefined Number formats on calculated values.
[v6.1] You can change the Sequence Number of the following MA tables, with the Re-sequence button:

The Mass Appraisal validation tables and codes are saved by year and are defined by category, table type and table name. This section lists the table types, by category and provides a reference to the database tables and parameters where they are saved.

Display a Description with the Building Drawing Code

This is a milestone version of Mass Appraisal as all administration and computation functions are developed and operating on OpenForms 6.1. This version is not backward compatible.
Important changes and improvements were made to the data model (impact on the database), system functions (system and user tables…) and administration tools.

Batch Computation

  • The Mass Appraisal Computation will now be performed even if the HISTORY FLAG is set to YES. Prior to this version, no computation took place when using the batch compute.
  • A parcel range was added to the batch process selection criteria.
  • For the batch computation used with the Govern Scheduler, a change was made to reload the mass appraisal parameters when the ALL_STAMP is set to NULL meaning that a change was made in parameters that may impact value. Please note that if changes are made to the parameters while the batch computation is already running, the parameters will not be reloaded.

Default Alignment on Text and Numeric Attributes

Number Formatting for Appraisal Table Elements

  • You can now define how values are formatted in the Land, building Structural Elements, Site, MRA, and Income Adjustment grids.
  • Any number format defined in the Number Format Editor can be applied to any of the values in the grid.
  • For details on creating and applying number formats, see the Number Format Editor

Lookup Group Types in Neighborhood

[6.1] Major changes have been made to (Table: MA_PARM_NBHD) and its associated Table/Code maintenance windows. As a result of the redesign it is now possible for the Neighborhood to have two possible Look Up Group Types

  • By Property Type
  • By Jurisdiction
NOTE: When you change the check value of the “By Jurisdiction” control and Save, the following will occur, a deletion of all MA_PARM_NBHD records FOR ALL YEARS. This means that all Neighborhood data will no longer be available. See corrective actions below.

Mass Appraisal Lookup Groups

[6.1] This new feature adds a user defined look-up group to most appraisal tables so that different rates and adjustments can be entered by a group combination.

  • For more information, see Mass Appraisal Link Group Table
  • When creating the MA Tables, users will have to select a group type recorded in [MA_TABLE] .[LOOKUP_GROUP_TYPE] using the VT_SYSTEM validation TABLE_NAME = ‘MALKGRP’ or use none.
  • This replaces prior Jurisdiction and Neighborhood look-ups.

Site is Mandatory for all Appraisal Components

[6.1] A site number is now mandatory for income, buildings, land, mra, miscellaneous structure and personal property.

Site is a Multi-Field Combination

[6.1] The site can now be composed of multiple (MA_SITE) fields concatenated together to provide different combinations (ex: Property Use, Land Use, Property Exemption)

  • New Govern Standard MA_SITE_DESC calculated attribute field in Business Entities (BED)
  • Changed SYSTEM query maSiteList in use for reporting, display, split merge balancing and Site Lookup in appraisal components (Land, Buildings, MRA, Income, Misc. Structures (see roadmap) and Personal Property)

Long versus Short Description

  • In most tables used by Mass Appraisal, the long description is used as a default.

Do not display Option

  • New Option to prevent the display of a table sequence.

Forced Unique Default Code Option

  • Used when there is only one code in a given table. No user interaction will be needed to select this code.

Is Required

  • The Is Required flag in Mass Appraisal Table was changed to use an expression.
  • To facilitate the conversion of existing parameter tables, a new field was created [MA_TABLES.IS_REQUIRED_EXPRESSION]
  • By default, when the field will be created, the value will be FALSE.

Features Table Category

  • The expression was added to the the features table category that can be used with queries or attributes to show a feature coming from another area or based on conditions.
  • It can also be used in a Matrix
  • Masks can be applied to Features Table Elements

Apply To Units/Units Look-Up

  • This was merged with the UNITS LOOK-UP and will contain predefined codes and business entity fields with a lower in sequence. (validate)

Simulation (deprecated)

  • No longer available in version 6.1 as the same results can be accomplished using the Import / Export tools.

Daemon Hybrid Mode for Appraisal Computation (deprecated)

  • No longer in use. Version 6.0 and prior was a hybrid version working with Govern for Windows 10.8 Daemon for Appraisal value computation and Govern Administrator 10.8 for table and configuration.

Database (see impact list)

  • Land Additional Info Table and Business Entity was merged into Land.
  • Building Additional Info Table and Business Entity was merged into Building.
  • Simulation column was removed
  • Land Adjustment Template fields were removed
  • MRA Element Template fields were removed
  • Override Fields were added for Land, Land Adjustents, Building, Misc. Structure, Income and MRA.
  • Current PID field added to MA_BUILDINGS

Exclude from Roll text box

  • Since version 6.0, the Exclude from Roll text box now displays one of the following, corresponding to the selection in the Value On field on the Appraisal Linking form : Building Only, Land Only, or All Values.

Parameters no longer used

  • Compatibility SE Compute
  • Compatibility SE Compute Year Effective
  • Optimize Computation Speed
  • Round by Drawing Code
  • Skip Rates Interpolation

New Conversion Menu

  • During the upgrade to 6.1, Mass appraisal tables will be copied to ma_xxx to ma_xxxBACKUP.
  • A new menu for conversions is available in GNA where the user can convert tables on demand. As a best practice, start with a single table for 1 year instead of all.

 

See Also

 

 

101-ma-wnew

 

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RE – Assessment Average Configuration

Assessment Average Configuration

Overview

There will be situations when users opt not to use the Govern Computer Aided Mass Appraisal (CAMA) module. In such cases, when the Assessment Generated by Mass Appraisal option is selected in The OpenForms General Tax General Parameters form, the Total Assessment value is calculated as follows:

Prior Assmt = Total assessment for the year defined as the starting year (Table: TX_PARM_AVERAGE)
Current Year = Active year as displayed in Govern
maxYear = starting year + number of year as defined in (Table: TX_PARM_AVERAGE)
TotalAssmt = Total assessment for the active year as displayed in Govern

IF maxYear = currentYear then
Current Assmt = TotalAssmt
ELSE
Current Assmt = Prior Assmt + (TotalAssmt – Prior Assmt / number of year * (currentYear – starting year + 1))

The values found in the TAX_PARM_AVERAGE table can be seen by
selecting from the GNA ribbon, Application Configurations > Real Property > Averaging Assmt. Values.

 

 

103-re-parm-Average

 

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MA – Value By Method Table

Mass Appraisal Value By Method Table

[In Development]

Overview

The MA Method defines how property Mass Appraisal values are calculated.

Table Name

Business Entity CAMA Property Information form using the MA_MASTER table.

Code Method in Use Description Fields Expected Results
1 Cost / Cama Based on cost to rebuild. Inventory of physical items Land Value sum of all land records
Building Value sum of all buildings records
+ sum of all misc structure records
Total Land value + Building value
2 Comparable Sales Based on the comparison … Total Value Comparable sales total value
Land Value Sum of all land records
Building Value Total Value – Land Value
Total Comparable sales total
8 Market Approach MRA Based on market analysis of specific factors
property and economic characteristics		 Total Value sum of all MRA records (value returned by table or integrated 3rd party (i.e. WPG)
Land Value Sum of all land records NOT included (linked) in MRA
Building Value Total Value – Land Value -Often called Building Residual
4 Income GRM Based on Gross Revenue Multipler Income value Total Value sum of all income record value
Land Value sum of all land records NOT included (linked) in Income
Building Value Total Value – Land Value
Often called Building Residual
3 Income DIR Direct Capitalization Rate Total Value sum of all income record value
Land Value sum of all land records NOT included (linked) in Income
Building Value Total Value – Land Value
Often called Building Residual
6 C.A.M.A. BR C.A.M.A. (Building Residual) CAMA Building Residual (CAMA BR)
Using this method, the Building Value , as calculated on the Building Structural Elements and Features form becomes the Total Value of the parcel. From this total the Land Value and the Miscellaneous Structures Value are subtracted and this result becomes the Building Residual .
L Land Only Land Only Total Value sum of all land record value. Note Automated in WPG when the total value of a property is less than 2000
Land Value sum of all land record value
Building Value
9 Income 21st Century
C Proposition 13 California

 

 

103-ma-tables-method

 

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MA Single Entry Tables Menu

Single Entry Tables Menu

Version 6.1

Overview

The Following Mass Appraisal tables are accessed through the the Govern Administrator (GNA), Application Configurations group > Mass Appraisal (CAMA) > Tables Maintenance > Single Entry Tables.

Single Entry Tables – Category ALL

Product Code Description
103-ma-tables-nbhd All – Neighborhood
103-ma-parm-Tables-Rounding All – Rounding
103-ma-tables-multdist All – Correlated Values

Single Entry Tables – Category LAND

Product Code Description Notes
103-ma-parm-landuse Land – Use
103-ma-parm-landschd Land – Schedule
103-ma-parm-plotuse Land – Plot Use Discontinued

Single Entry Tables – Category MRA (Fair Market Value)

Product Code Description Notes
103-ma-parm-Tables-MRA MRA – Model

Single Entry Tables – Category INCOME

Product Code Description Notes
103-ma-parm-income Income – Categories
103-ma-parm-add Income – Added Items
103-ma-parm-incqua Income – Quality Adjustments
103-ma-parm-incadj Income – Overall Adjustments

 

Single Entry Tables – Category Miscellaneous Structure

Product Code Description Notes
103-ma-parm-miscuse Misc. – Miscellaneous Use Codes
103-ma-parm-miscgrad Misc. – Grade
103-ma-parm-misccond Misc. – Condition
103-ma-parm-miscadjt Misc. – Adjustment

Single Entry Tables – Category SALES

 

 

103-ma-parm-Tables-Single-Master

 

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MA – Lookup Groups

Mass Appraisal Lookup Groups

Overview

In Govern OpenForms, version 6.1, you can set up your Mass Appraisal validation codes based on a combination of jurisdictions, neighborhoods, income neighborhoods, and property types. This means that you can create different rates for different property types within specified jurisdictions and neighborhoods or for any one of the allowed combinations.

Lookup Group Types

Lookup Groups can be based on the following combinations of jurisdications, 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

The lookup group types are saved to the VT_SYSTEM Table MALKGRP. You can change the descriptions for these codes, but you cannot add new codes or delete existing ones. The listed codes cover all allowed combinations. You cannot have both Neighborhood and Income Neighborhood in the same lookup group.

Prerequisites

The following Mass Appraisal and User Validation tables are required for the Lookup Group Types:

  • Jurisdiction: User Table JURISD (Property Control User Validation Table)
  • Property Type: User Table PROPTYPE (Regular User Validation Table)
  • Neighborhood: User Table NBHD (Mass Appraisal User Validation Table populated by the Mass Appraisal Single Entry Table NBHD)
  • Income Neighborhood: INCNBHD (Mass Appraisal User Validation Table populated by the Mass Appraisal Single Entry Table NBHD)

You can create validation codes for all these tables through the User Validation Table Editor in GNA. The two neighborhood tables can also be populated through the Mass Appraisal > Table Maintenance > Single Entry form in GNA.

Creating Lookup Group Types

When you set up a Mass Appraisal Validation Table, you need to make a selection from the Lookup Group Type drop-down list. You can select None or any one of the lookup group types. See Lookup Group Types on page 24.

Accessing the Lookup Group Type

To access the lookup group type codes:

  1. Launch GNA.
  2. Select Application Configurations > Mass Appraisal > Table Maintenance.
  3. Select the applicable table.
  4. Make a selection from the Lookup Group Type drop-down list.
  5. Complete the other parameters on the Mass Appraisal Validation Table form.
  6. Click Save.
  7. Click Codes.

The default group 0 exists for all Mass Appraisal validation codes. This group cannot be modified or deleted.

Creating a New Lookup Group

To create a new lookup group:

  1. Expand the Lookup by section of the form.
  2. Click the Add new lookup group icon.
    If you hover your mouse over the icon, a tooltip appears.
    The first new group is automatically numbered 1.
    For each new group, one is added (+1) to the previous group name.
  3. Click the Add new value for lookup group type icon.
    The Add Values window appears.
  4. Select values from the Jurisdiction, Neighborhood, Income Neighborhood, and Property Type columns, as applicable.
    The columns that appear correspond to the selection you make in the Lookup Group Type drop-down box on the table form.
  5. Click Add.
  6. Repeat the procedure for each new group.

 

Applying Lookup Group Filters

You can apply filters in order to limit the number of Mass Appraisal Lookup Groups that appear on the screen. The filters are not saved. They are available during the current session only.

Lookup Groups can be created by any combination of jurisdiction, neighborhood, income neighborhood, and property type. They are available for the Mass

Appraisal Single Entry Tables and for the Shared Lookup Groups. They are accessed from a right-click menu with two items: Set Filters and Clear Filters.

The filters that are available correspond to the selected group type.

For example, if your group type includes jurisdiction, neighborhood, and property type, you can filter your lookup groups by any combination of these three types.

If you enter multiple types, the filter is applied to all types. For example, if you set up a filter by jurisdiction and neighborhood, only the groups that contain entries for both that jurisdiction and neighborhood are shown. The rest of the groups are hidden. The boolean operator is and, not or.

Applying the Filters to Single Table Lookup Groups

To apply the filters:

  1. Launch GNA.
  2. Select Application Configurations > Mass Appraisal > Table Maintenance > Single Entry Tables.
  3. Select a table that has lookup groups configured.
  4. Click Codes.
    The Codes form appears.
  5. Expand the Lookup By section.
  6. Right-click anywhere within the grid.
    A context-sensitive menu appears.
  7. Select Set Filters.
    The Filter Selection screen appears showing the lookup group types that correspond to the Lookup Group Type selected for the form.
  8. Do one or more of the following:
    Select a jurisdiction to display only the lookup groups that contain the jurisdiction.
    Select a neigborhood to display only the lookup groups that contain the neigborhood.
    Select a Property Types to display only the lookup groups that contain that Property Type.
  9. Click OK on the Filter Selection window.

To clear the filters:

  1. Right-click anywhere in the grid.
  2. Select Clear Filters from the context-sensitive menu.

The selected filters remain until you either close the Codes form or select Clear Filters.

Applying Filters on Shared Lookup Groups

Filters can be applied on the Shared Lookup Group form in order to facilitate setup and maintenance.
To apply filters on Shared Lookup Groups:

  1. Launch GNA.
  2. Select Application Configurations > Mass Appraisal > Shared Lookup Group Set.
  3. Right-click anywhere in the grid.
  4. Select Set Filters.
  5. Follow the steps under Applying Filters on Single Entry table lookup groups.

To clear filters.

  1. Right-click anywhere in the Shared Lookup Group form.
  2. Select Clear Filters.

Importing Lookup Groups

If you are using the same lookup groups for multiple codes associated with the same validation table, you can import the groups. This saves times over selecting the jurisdictions, neighborhoods, and property types each time,
To import groups:

  1. Select the Import Lookup Group icon. All the validation codes associated with the table are displayed.
  2. Select the code corresponding to the group that you want to import.
  3. Click Select.
  4. Repeat this procedure to add another group.

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

 

 

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