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) is a cost-based appraisal methodology intended to value buildings and non-buildings improvements using the reconstruction cost method. It comes with two different valuation approaches, one for residential properties and one for commercial ones. This appraisal method is rarely used to produce final values but often used to provide a comparison point with other value types such as comparable sales or market values (MRA). The Marshall & Swift Valuation Platform Online (MSVPO) integrates with Computer Assisted Mass Appraisal (CAMA) systems via web services hosted by CoreLogic®.

Purpose

In Govern for Windows, M&S was offered as a special set of configurations within the Building Structural Element (BSE) function. An interface was developed to periodically load M&S valuation tables within the Govern BSE tables from the M&S database tables.

A different approach has been taken with OpenForms v6.1. In OpenForms, a new M&S API was developed to support the MSVPO interface for both residential and commercial valuations.

M&S In Govern

New admin parameters have been created as well as new database table structures that are specific to M&S. An internal API or data exchange tool will be needed for each Harris Govern product line to read/write the data from/to our product specific format (either in the legacy improvement tables or in new ones).

With the implementation of the new MSVPO API, a conversion tool has been created to convert the legacy M&S data into the new format.

The CoreLogic MSVPO API has been developed by CoreLogic as a public facing Web Service. This MSVPO service has been leveraged for Govern development.

The system defaults are by year and valuation types. As the M&S tables determine the type of computation, residential or commercial, the interface offers two entries, one for the Residential valuation method and one for the Commercial valuation method.

Valuation Settings Editor User Interface (UI)

The Valuation Setting Editor interface is located in the Govern New Administration (GNA)

To access the UI in GNA…

  1. On the GNA ribbon click Editors (tab) > Valuation Settings Editor
  2. The Valuation Settings editor will be displayed.

<–>

Valuation Settings Editor Setup Parameters

Valuation Settings Form – tab buttons

New – Click New to create a new Valuation Setting record.

Save – After completing the required parameters, click Save to save your Valuation Settings.

Delete – Click Delete to delete the currently selected valuation settings record

Refresh – To update the settings in the form with those of the M&S Valuation tables, click Refresh.

Valuation Settings Form – parameters

Description – Enter a descriptive name for the new valuation settings record.

Commercial / Residential – These options refer to the valuation method; select which type of table will be obtained from the M&S tables, e.g., Commercial or Residential.

Years – This column lists the valuation type and corresponding year that are available.

Year – This field that will indicate the year of the currently selected record.

Residence Type – This optional parameter is a drop-down menu that displays the residence types available in the Marshall & Swift (M&S) tables.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Default Style – When a Residence Type is selected, all possible styles will be displayed.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Valuation Date – All valid valuation dates will be displayed in this drop-down menu

Base Date – Select a Base Date from the date picker; this is a value that is less than or equal to the Valuation Date. The default is the Valuation Date.

Multipliers (group)

The local multiplier adjusts the calculated costs to the location of the building. Commercial Estimator automatically uses a local multiplier based on the ZIP or Postal Code entered on the General Information screen.

Local Multiplier – Enter a value to set the Local Multiplier; this parameter accepts values between 0.10 and 3.00.

Local Multiplier Adjustment Percentage – The Local Multiplier Adjustment is used to increase or decrease costs for unusual situations, such as remote locations, resort locations, shortages, surpluses, and so on. Enter a positive or negative percentage to increase or decrease the local multiplier. Accepted values are -50.00 to 200.00

Regional Multiplier – Accepted values for this parameter are 0.10 to 3.00.

NOTE: This parameter is disabled when the valuation method selected is Commercial or when the Regional Multiplier parameter is not set.

Manufactured Home Mult. Type (group)

Manufactured homes are residential structures built on steel undercarriages with necessary wheel assemblies to transport them to permanent or semi-permanent sites.

Use Regional Multiplier / Use Local Multiplier – Select either Use Regional Multiplier or Use Local Multiplier.

NOTE: This parameter is disabled when the valuation method selected is Commercial.

Effective Age Adjustment Value – When entering an Effective Age Adjustment Value, accepted values are 0 – 20.

Rounding Value – Accepted Rounding Values are 0 – 1000000.

Architect Fee Percent – Valid values for the Architect Fee Percentage is 0.00 – 100.00.

Depreciation Percent Adjustment Value – Refer to MPV Commercial 2.1.3 & 8.6.3 and MPV Residential 2.1.4 & 7.8.3 for more information.

US Localization Type (group)

Select one of the available three (3) options, 3-digit only, 5-digit only, or 5-digit or 3-digit.

Depreciation Percent Apply Flag – Select True or False ; See MPV Commercial 8.6.2 and MPV Residential 7.8.2 for details

Depreciation Maximum Percent – Refer to MPV Commercial 2.1.3, 8.6.3 & 8.6.4 and MPV Residential 2.1.4 & 7.8.4 for details.

Section Depreciation Maximum Percent – See MPV Commercial 2.1.3, 8.6.3 & 8.6.4 and MPV Residential 2.1.4 & 7.8.4 for details.

Zone Information Adjustment Override (group)

NOTE: The Zone Information Adjustment Override frame is only available when the valuation method selected is Residential.

Target Zip Code – Enter the zip code of the required area on the M&S table.

Energy Zone – Select an Energy Zone, e.g., Moderate.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Foundation Zone – Select a Foundation Zone.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Hillside Construction – Choose a value from the drop-down menu; e.g., Flat.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Seismic Zone – Choose a value from the drop-down menu.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Wall/Energy Zone – Select a Wall Energy Zone code; e.g., 2×4 Base Cost.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Wind Zone – Select a Wind Zone code.

NOTE: This parameter is enabled only if a Target Zip or Postal Code has been entered.

Documentation

When documentation is available click here to view it.

GNA Product Map

 

 

103-ED-025

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

Generic Import Editor (103-ed-024)

Generic Import Editor

Available in release 6.1.xxxx – (In Development)

Overview

The Generic Import Editor is a GNA Editor that will allow users to import

The function of the Generic Import Editor is as follows:

  • Allow import definitions to be stored in a configuration
  • Allow imports to be tracked and monitored from a single location.
  • Allow imports to be created faster with minimal coding required.
NOTE: This editor maintains records found in (Table: VT_USR_IMPORT_DEF).

Generic Import Editor Setup Parameters

T/C

 

GNA Product Map

 

 

103-ED-024

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

MB – Configuration

Miscellaneous Billing (MB) – Configuration

Overview

This page describes the administrative configuration for the Miscellaneous Billing module. It includes a checklist and detailed steps for further information.

 

Miscellaneous Billing Configuration Checklist

The following table lists all the applications, forms, and steps required for configuring the Miscellaneous Billing module in Govern OpenForms.

 

Read More...

 

Application

Form

Steps
Deploy EZ N/A Run Deploy EZ. Open the Reports folder in the root folder of your deployment. Ensure that all reports required for Miscellaneous Billing are added to the deployment. Miscellaneous Billing reports include the Miscellaneous Billing Invoice (101-rpt-003.rpt).
For details, see Miscellaneous Billing Report.
Govern Business Entity Designer (BED) Business Models The Miscellaneous Billing Model contains the following entities:

  • MB_Master: This is the Root entity.
  • MB_InvoicePosted
  • MB_InvoiceUnposted
  • MB_RecurringInvoice

Perform the following configuration if required:

  • On the Model: Allow use in the Govern Query Tool.
  • On the Entities: Set rules for auditing and central notes

For more information, see the Business Entity Designer.
GNA General Settings Editor Open the GNA > Parameters > General Settings Editor > Report and ensure that the report parameters are defined. These include the folders for the reports and the log file.
For details, see Miscellaneous Billing Report.
GNA Report Parameters Editor Open the GNA > Parameters > Report Parameters Editor. Ensure that all report parameters are added for the Miscellaneous Billing Reports.
GNA Batch Process Editor Open the GNA >Editors > Batch Process Editor form and ensure that all batch processes for Miscllaneous Billing are defined and configured. These include:
Miscellaneous Billing Recompute Sales Tax.
GNA Department Maintenance Open the GNA > Department Maintenance form for all departments that are using Miscllaneous Billing.
Ensure that Miscellaneous Billing is selected under A/R Subsystems Allowed
GNA Profile Editor Open the GNA > Profile Editor form for all profiles associated with the department.
Ensure that Miscellaneous Billing is selected or deselected under A/R Subsystems Allowed for all Profiles as required.
Ensure that the Miscellaneous Billing form is added to all required Profiles.
Ensure that all Miscellaneous Billing Batch Processes are added to all required Profiles.
Ensure that all Miscellaneous Billing tree view, V_TREEVIEW_MB, is added to all Profiles, as required. This is optional.
Ensure that the Miscellaneous Billing Search is added under Default eGroup for all Profiles, as required. This is optional.
GNA General Settings Editor Open the GNA > Parameters > General Settings Editor and specify the number of characters in the default Account Number.
GNA Accounts Receivable General Parameters Set up Accounts Receivable (A/R) General Parameters for Miscellaneous Billing.
Set up the A/R General Parameters for Misc. Billing
GNA A/R Class Codes Set up Accounts Receivable (A/R) Class Codes for Miscellaneous Billing. See
A/R Class Codes
GNA User Validation Table Editor Verify the validation codes for the Miscellaneous Billing user validation tables.
GNA Miscellaneous Billing General Parameters Set up the Miscellaneous Billing General Parameters.
Miscellaneous Billing General Parameters
GNA Miscellaneous Billing Items Set up the Miscellaneous Billing Items. See
Miscellaneous Billing Items
GNA Miscellaneous Billing Categories Set up the Miscellaneous Billing Categories.
Miscellaneous Billing Categories
GNA Miscellaneous Billing Recurring Batch Codes Set up the Miscellaneous Billing Recurring Batch Codes
Create schedules for Miscellaneous Billing Invoices that are billed on a regular basis.
See Miscellaneous Billing Recurring Batch Codes
Govern Security Manager (GSM) N/A Set up the security for the Miscellaneous Billing administrative and user forms under your deployment.
Govern OpenForms Designer (OFD) . Miscellaneous Billing (MB001) Open the Miscellaneous Billing (MB001) form and configure the Miscellaneous Billing action button for printing the Miscellaneous Billing Invoice from the Miscellaneous Billing > Invoices Posted form.
Customize the form by naming and positioning the fields as required by your organization.
Customize the Browse screen, the Record Description, if required.
Make any required modifications to the form, such as repositioning the fields and renaming the labels.
Note: If you are making modifications, it is recommended to create a copy of the form, so that your changes are not overwritten.
For more information, see the OpenForms Designer.
OFD Open the Miscellaneous Billing form in Security Mode. Assign security permissions for all items on the Miscellaneous Billing form.
Assign security permissions for the Name and Address controllers in order to create and search for a name and / or create, search for, or delete an address.
Govern Miscellaneous Billing Account Create Miscellaneous Billing Accounts for required names in your municipality or organization.
For more information, see Miscellaneous Billing Account.
Govern Miscellaneous Billing Recurring Invoices Create Miscellaneous Billing Recurring Invoices for required accounts in your municipality or organization.
For more information, see Miscellaneous Billing Recurring Invoices.
GNA Copy to Year Open the GNA > Miscellaneous Billing > Copy to Year form. Ensure that the Miscellaneous Billing parameters, including the general parameters, categories, and items are copied from a previous year to the required year (as required by Miscellaneous Billing.
See Copy to Year.
Initialize Next Year Open the GNA > Miscellaneous Billing > Initialize Next Year form. Ensure that the Miscellaneous Billing recurring invoices are copied from a previous year to the required year (as required by Miscellaneous Billing.
See Initialize Next Year.
Govern Scheduler Verify the scheduled batch processes for Miscellaneous Billing
Govern Query Tool N/A Ensure that you can run queries on the entities

Detailed Steps

Setting Up a Department for Miscellaneous Billing

Adding the Miscellaneous Billing A/R Subsystem to the Department

It is necessary to add Miscellaneous Billing under A/R Subsystems Allowed for all departments that are using Miscellaneous Billing.
To select this option:

  1. Launch GNA.
  2. Select Parameters > Department Maintenance.
  3. Select the Department you want to update from the tree view on the left.
  4. Select the General tab.
  5. Select Miscellaneous Billing under A/R Subsystems Allowed.
  6. Click Save.
  7. Repeat steps 3 to 6 for all departments that use Miscellaneous Billing.

 

 

 

101-mb-config

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

Bill Messages Editor

Bill Messages Editor

Available in release 6.1.1911

Overview

The Bill Messages Editor allows you to edit and manage Bill Messages. With this editor, you can add a message to your next billing run using form. This message is valid for one billing only. The message is defined by Message Type and by Subsystem. For example, you can define a message to be printed on duplicate bills created for Real Property Tax.

NOTE: This editor maintains records found in (Table: VT_USR_BILL_MESSAGES).

Bill Messages Editor Setup Parameters

Subsystem: Select a Sub-system (Land Management, Real Property Tax, Special Assessment, Utility Billing, and so on) from the drop-down list (Table: VT_SYSTEM.SUBSYS).

Message Type: Select a Message Type from the drop-down list (Table: VT_USER.MESSBILL).

… : Click the ellipsis to add additional Message Types. Click to display the User Validation Table Editor.

Message on Bill: In this field, enter the message that is to appear on the bill.

 

GNA Product Map

 

 

103-ED-023

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

eGov Public Self Service Portal

e-Government (eGov) – Public Self Service Portal

Overview

The Govern Public Web Portal is an e-Government services application that contains a set of modules that provide citizens and professionals public access via the Internet in order to apply, query, request and view information. The ability to make online transactions regarding permits, inspections, real property tax, utility billing, tax assessment, personal property, special assessment, complaints status and multimedia documents brings a new level of efficiency to managing a jurisdiction’s information.

NOTE: that the e-Govern documentation is being continuously updated. For end-user guides, refer to the Documentation section, and the What’s New section below.

Read More...

Features

  • eProfiles
  • eSubscribers
  • ePayments
  • eRemittance (Business Tax)
  • eLicensing
  • ePermitting

Configuration

Frequently Asked Questions (FAQ)

Related Topics

Product System Map

Documentation

eGovernment Full Manuals (pdf)

The following complete manuals are distributed with the application and can be downloaded here or through the Deploy EZ application.
[v5.0] | [v5.1] | [6.0]

Related Documentation

Schemas

Below is a schema of the suggested network configuration for the eGovernment Public Web Portal.
eGovNetwkCfg61x_Rev01.pdf

What’s New!

 

 

201-all-egov

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

eGov – Upgrade Web User Interface

Upgrade of the eGovernment – Public Self Service Portal

Overview

The Govern Public Web Portal is an e-Government services application that contains a set of modules which provide citizens and professionals public access via the Internet. Through the portal, users are able to apply, query, request and view information. This page is intended for administrators, and contains links to instructions of how to upgrade to the current version of the e-Government (eGov) – Public Self Service Portal (WebUserInterface) that is hosted on an IIS Server.

How to Obtain the Updated Package…

The new package can be downloaded through the Govern Deploy EZ deployment application. To download through Deploy EZ:

  1. Launch Deploy EZ.
  2. Select the Download binaries from the FTP site
  3. Click Next.
  4. In the Import Selection group, select the eGovern
    Package    .
  5. Click Next.

The selected packages will be downloaded.

Copy Downloaded Files to IIS Server

Once the package has been downloaded, copy the package (WEBUserINTERFACE_6.1.XXX.XXXX.zip) from the folder \\kpb\installpoint\MSGovern.SRTClient61\Binaries\eGovern to the IIS Server.

If downloaded to the Govern install folder:

\\Install_Folder\Govern\Binaries\WEBUSERINTERFACE\6.1.XXXX.XXXX

  1. Copy the downloaded file to the IIS server.
  2. Extract the Zip file package WEBUserINTERFACE_6.1.XXXX.zip

Deploying the new version on the IIS Server

WARNING: Prior to performing any update ensure that a backup has been made of the folder that is being upgraded.

1. Stop the Application Pool

To deploy the new version on the IIS server…

  1. Open the IIS Manager console.
  2. Select the Application Pools.
  3. Locate the application pool of the website that is to be updated.
  4. Click Stop to stop the application pool.

2. Stop the website to upgrade

In the Sites section:

  1. Select the website to upgrade and in the Manage Website
  2. Click Stop to stop the website.

3. Verify your backup…

In the folder containing the site that is being hosted, make a backup of all files in the folder. This should be done prior to copying the new version. This procedure is done in case there are errors with the installation and a roll back is required.

4. Edit the “web.config” file

Perform the following steps to edit the web.config file.

  1. Rename the config to web.config.bkp, or the filename that is located in the V1 folder; this is the folder that the website is installed in.
  2. Copy and Replace all files located in the files from the package.

<appSettings>

<!– MSGovern configuration file–>

<add key=”MSGovern.GovernNetConfig” value=”D:\inetpub\salestaxtest.kpb.us\v1\GovernNetConfig.xml” />

<add key=”MSGovern.SynchFileAndFolders” value=”FALSE” />

<add key=”MSGovern.CopyFilesAndFoldersLocally” value=”FALSE” />

<add key=”GovernSoftware.WebSite_Id” value=”1″ />

<add key=”GovernSoftware.DefaultPage” value=”WEBPROFILE” />

<add key=”GovernSoftware.UploadDirectory” value=”D:\inetpub\salestaxtest.kpb.us\vl\Dummy\”  />

<add key=”GovernSoftware.UploadMaxFileSize” value=”5048576″ />

<add key=”GovernSoftware.Version_dnet” value=”3″ />

<add key=”GovernSoftware.DisplayBuildVersion”  value=”Off” />

<add key=”GovernSoftware.TraceArTransactionResponse” value=”Off” />

<add key=”GovernSoftware.WebReportDirectoryPath” value=”D:\inetpub\salestaxtest.kpb.us\v1\Dummy\” />

<add key=”GovernSoftware.WebReportWidth” value=”875″ />

<add key=”GovernSoftware.WebReportViewerHeight” value=”1200″ />

<add key=”GovernSoftware.WebReportViewerZoomFactor” value=”100″ />

<add key=”GovernSoftware.WebReportViewerw1dthLandscape” value=”l080″ />

<add key=”GovernSoftware.WebReportViewerHeightLandscape” value=”825″ />

<add key=”GovernSoftware.WebReportV1ewerZoomFactorLandscape” value=”l00″ />

<add key=”GovernSoftware.ShowHelpPath” value=”False” />

<add key=”GovernSoftware.DebugMode value=”True” />

<add key=”GovernSoftware.ReportDebugMode” value=”False”  />

<!– Temporary Setup- Must add in GNA –>

<!– <add  key=”GovernSoftware.GisServerName” value=”mtldev01″/> –>

<!– <add  key=”GovernSoftware.GisGeoDataBaseName” value=”Layers@Juneau”/> –>

<!– <add  key=”GovernSoftware.AutoLogin.Login” value=”+5fJF+/cy3RmUG6brJBK9b5i/a+ycLok”/> –>

<!– <add  key=”GovernSoftware.Autologin.Password” value=”47rYbcSyyx6t 1Kx6ZnEn6QwFeKG4tNoq”/> –>

<add key=”GovernSoftware.cGovernWMUrl” value=”/st/account?suppressRedirect=true” />

</appSettings>
  • Open the config.bkp.
  1. Locate and copy the contents of the appSettings section to the new config file.

 

5. Restart the website…

The next step is to restart the website. In the IIS console…

  1. Open the Application Pools.
  2. In the Application Pool Tasks section, click Start to start the application pool of the site.
  3. In the IIS console open the Manage Website section and click Start to start the web site.
  1. At the bottom of the IIS Console, click the Content View tab at the bottom of the console to display the Content View in the console
  2. In the connections pane expand the sections to display the CommonPages
  3. Look in the CommonPages Content pane and locate aspx
  4. Click on aspx and select Browse under the Actions pane.

The default web browser will open to display the validator page; this will validate that the site is functional.

6. Validation of the installation

In the header of the validator page, the installed version of eGovern will be displayed. In addition, details of the website will also be displayed.

NOTE: The information in the Check Speed section can be ignored.

Documentation

Click here to view the content of this page as a document.

Related Topics

What’s New in the eGovern

Configuring the eGov

eGov Product Map

FAQ

 

 

201-all-egov-upgrade

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...

Custom Entity – Standard Module Form Control

Standard Module Form Control – Multimedia Custom Entity

Version 6.1

Overview

This page is intended for system administrators, business analysts, or technical support for information on how to install and configure the form Custom Entity control for multimedia.
The purpose of this control is to provide management functionalities (add,delete, view) to an entity (parcel, name, st…) Multimedia Documents.
It can be used:

  • With an existing form for it’s Root Entity id documents
  • As a stand alone form for the profile Govern id
  • As a stand alone form that can be linked to for view queries link option

Form Custom Entity Name: MultimediaDocuments_Control

Configuration (Root entity)

To configure the controller with an existing form:

  • In OpenForms(TM) Designer, on the form where you want to add the multimedia, drag the Custom Entity object to the form header at the position where you want to create the new entity.
  • Then click on the new entity for tab to set the following properties.

Controller Properties

Element Property Setup
Misc. Action MultimediaDocuments_Control
Name n/a – Maintain by System
Parent Entity The form Root Entity (must be name or property base)
Name Maintain by System
Properties
Misc. SelectedMultimediaType Multimedia can be setup for different type of forms and entities.
—-Options include:
  • None
 Use to be verified
  • Building
 For documents linked to a building
  • Inspection
 to be reviewed
  • Parcel
  • ParcelOnly
  • PersonalProperty
  • Name
  • NameOnly
  • SpecialAssessment
  • SplitMerge
 Special
  • Sales
 Used to display comparable sales pictures – need to verify
  • Bankruptcy
  • DelinquencyCollection
  • SRT
  • Activity
  • Workflow
Tab Sequence Tab Stop Sequence Number Standard OpenForms
Text
Misc En Enter the name that will be displayed for the form entity
i.e Multimedia

Configuration (Stand Alone)

The following is the configuration of the controller or custom control object properties.

 

 

101-std-install-multimediadocuments_control

 

0 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 50 votes, average: 0.00 out of 5 (0 votes, average: 0.00 out of 5)
You need to be a registered member to rate this.Loading...