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

 

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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

 

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GNA – Email Template Editor

Email Template Editor

Version 6.1 (1706)

Overview

The Email Message Template editor is designed for creating email message templates. These are the messages that can be used in Govern modules that offer an email functionality. For example, in the Workflow module there is an email activity function that when triggered can send a notification email message to specific users or groups. The advantage of the Email Template Editor is the ability for users to use variables and Expressions to modify specific fields. When the email message is sent, it can also be configured to include a report.

 

Read More...

Functionality

When created and configured in the OpenForms Designer, an email template can be launched from a form tab. In addition the email template can be configured as an activity action in the Workflow module. In the GNA Email Template editor, there are sub tabs, one of which allows users to preconfigure their email messages. The Predefined tab contains the list of predefined recipients of the email message. The TO field on the editor is a freeform field that allows the user to enter any email address. You are able to add recipients from the list of Govern Users or Govern Roles as they appear under the Predefined tab. An additional support function is that Email templates generated by the editor can be invoked through a Batch Process.

For more information, see:

Configuration

A recommended methodology for correct implementation is to take the following steps:

1. Design or Select an Email Template

Determine the format that your email message will take in the GNA Email Template Editor. In the Parameters Expression field, build the expression that will be used to extract the parameters needed for your email message. For example a message that is pertaining to overdue accounts might require some of the following pieces of information.
From and To fields for the email, account holder names and account numbers, dates, and so on.
Refer to the Email Template Editor Wiki page or user guide for details about using the editor.
When email templates are designed in the GNA Email Template Editor, expressions can be used to determine which fields are required to be populated in the template. Refer to the About Parameters Expression Field  section on this page.
As an example, an email message will be sent to all mailing addresses with a late filing. The information that is required will be retrieved by the Govern ID’s. Each record returned by the query will look through each column to see if it corresponds to a Govern ID; if this is the case, the Govern ID will be set. Then when the email is being sent via the template, the Govern ID will be passed to the template to be used directly within the email, or as a Parameter Expression that is passed to another query.
In our example, another query has been designed to extract information such as the naNameInfo, EMAIL, FULLNAME, ACCOUNT_NO, and so on.

Parameters Expression

As indicated earlier, build your query in the parameters expression, it is here that you will determine the required Govern ID’s.
For example…:
{
To = Query(‘naNameInfo’, ‘EMAIL’);
Name = Query(‘naNameInfo’, ‘FULLNAME’);
AccountNumber = Query(‘stAccountNo’, ‘ACCOUNT_NO’);
Category = Query(‘stCategoryCode’, ‘SHORT_DESC_EN’);
PeriodeCode = Query(‘stPeriodCode’, ‘SHORT_DESC_EN’);
PeriodeNumber = Query(‘stPeriodNumber’, ‘SHORT_DESC_EN’);
DueDate = Query(‘stDueDate’, ‘DUE_DATE’);
}
In the above expression, we need the NA_ID’s for name information, ST_ID’s for ST account information and due dates, and so on. Each required query must be created. Refer to the Appendix section below for a listing.

The SELECT query is now written to retrieve the Govern ID’s that are needed in the email template.

2. Design Your Query

The SELECT Query

It is within the SELECT query being used that the Govern ID’s are set.
Looking at the following query…:
SELECT top 100 f.st_acct_id,
f.na_id,
f.st_id
FROM st_filing_master f
INNER JOIN NA_NAMES n ON n.na_id=f.na_id
WHERE f.unfiled <> 0 AND
f.due_date < GETDATE() AND
(n.email IS NOT NULL AND n.EMAIL <> ‘ ‘)
ORDER BY f.st_acct_id, f.st_id;
The above query was designed in the Select Query Editor in GNA. It will list all filings that are late. An email will be sent to the NA_MAILING address. For this example, note that only the top 100 records are selected.

Appendix

List of Queries

The following queries were used as examples for demonstration purposes. They can used as a starting point and modified for other purposes.

— Query Expression:

{
To = Query(‘naNameInfo’, ‘EMAIL’);
Name = Query(‘naNameInfo’, ‘FULLNAME’);
AccountNumber = Query(‘stAccountNo’, ‘ACCOUNT_NO’);
Category = Query(‘stCategoryCode’, ‘SHORT_DESC_EN’);
PeriodeCode = Query(‘stPeriodCode’, ‘SHORT_DESC_EN’);
PeriodeNumber = Query(‘stPeriodNumber’, ‘SHORT_DESC_EN’);
DueDate = Query(‘stDueDate’, ‘DUE_DATE’);
}

— Email message

Dear @Name,
The following Account #@AccountNumber has registered a late payment for the @PeriodeCode period of @PeriodeNumber in the @Category.
The actual due date was @DueDate

— naNameInfo

SELECT EMAIL,
CASE
WHEN FORMAT_CODE=’c’ THEN COMPANY
ELSE FIRST_NAME || ‘ ‘ || LAST_NAME
END as FULLNAME
FROM NA_NAMES
WHERE NA_ID=@idna_id

— stAccountNo

SELECT ACCOUNT_NO
FROM ST_MASTER
WHERE ST_ACCT_ID=@idst_acct_id

— stCategoryCode

SELECT VT_USER.SHORT_DESC_EN
FROM ST_FILING_MASTER
INNER JOIN VT_USER ON VT_USER.YEAR_ID=ST_FILING_MASTER.YEAR_ID AND
VT_USER.DEPT=ST_FILING_MASTER.DEPT AND
VT_USER.CODE=ST_FILING_MASTER.CATEGORY_CODE
WHEREST_FILING_MASTER.ST_ID=@idst_idAND
VT_USER.TABLE_NAME=’ST_CATEG’

— stPeriodCode

SELECT (CASE WHEN ST_FILING_MASTER.PERIOD_CODE = ‘ST_INACTIVE_PER’ THEN ‘Inactive’ ELSE VT_USER.SHORT_DESC_EN END) AS SHORT_DESC_EN
FROM ST_FILING_MASTER
INNER JOIN VT_USER ON VT_USER.YEAR_ID=ST_FILING_MASTER.YEAR_ID AND
VT_USER.DEPT=ST_FILING_MASTER.DEPT AND
VT_USER.CODE=ST_FILING_MASTER.PERIOD_CODE
WHEREST_FILING_MASTER.ST_ID=@idst_idAND
VT_USER.TABLE_NAME=’ST_PER’

— stPeriodNumber

SELECT VT_USER.SHORT_DESC_EN
FROM ST_FILING_MASTER
INNER JOIN VT_USER ON VT_USER.YEAR_ID=ST_FILING_MASTER.YEAR_ID AND
VT_USER.DEPT=ST_FILING_MASTER.DEPT AND
VT_USER.CODE=(ST_FILING_MASTER.PERIOD_CODE + ‘_’ + CAST(ST_FILING_MASTER.PERIOD_NB AS VARCHAR))
WHEREST_FILING_MASTER.ST_ID=@idst_idAND
VT_USER.TABLE_NAME=’ST_PER_DETAIL’

— stDueDate

SELECT DUE_DATE
FROM ST_FILING_MASTER
WHERE st_id=@idst_id

Documentation

Click to view or download the current version of the user document:
103-ed-017_GNA_Email_Template_Editor.pdf

Related Topics

Email Notification
Email Notification Batch Process

 

 

 

103-ed-019

 

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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

 

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WM General Link Type Editor

Workflow Management – General Link Type Editor

Version 6.1

Overview

Adding Links to a Workflow

This page describes how to add links using the Workflow Links Controller. This controller adds a central location for all links associated with a workflow. There are two categories for these links:

  • Links to Names
  • Links to Everything Else: This category includes other properties, departments, buildings, workflows, inspections, hearings, miscellaneous billing, self reported tax, and personal property.

This document describes the following topics:
Configuring Links

  • Configuring links in the OpenForms Designer
    Creating Link Types in GNA
  • Using Links in Govern

Documentation

To view this information as a pdf, click on the following link:
Links.pdf
Confluence Technical Document: Workflow Link Type Editor

Configuring Entities for the Links in the OpenForms Designer (OFD)

Link Types are created in GNA. They are made available in Govern through the Workflow Links Controller. You must add and configure this controller to the following entities:

Adding the Workflow Controller for Names

To add the Workflow Links Controller for Names:

  1. Launch the OpenForms Designer (OFD).
  2. Open the required workflow form.
  3. Open the Name Links entity.
  4. Select Custom Control in the Controls explorer.
  5. Drag it to the required position on the entity.
  6. Select the new custom control.
  7. Complete the parameters as describe in the next section:
  8. Click Save.

Configuring the Layout Properties

To configure the Layout properties:

  1. Expand Layout and modify the margins, and the horizontal and vertical alignment if required.
  2. Click the ellipsis button beside the Text style parameter to modify the foreground style of the name control.
    Note: The background color cannot be changed for the custom control.
    The foreground color is applied to the heading, but not the options Only the font size and bold and italic character styles are applied.
    This opens the Expression Selector.
  3. Open the name of the text style between single quotation marks and click OK on the Expression Selector.
    A text style is applied to the Workflow Control for Names in the following screen shot:

Configuring the Controller Properties

To configure the Controller properties:

  1. Expand Misc > Action.
  2. Click the ellipsis button.
    This opens the Extension Selector.
  3. Select MsGovernOpenForms.CustomControls.dll under Assembly.
  4. Select WM_Link_Control under Class.
  5. Click OK on the Extension Selector.

Configuring Additional Properties

You can add expressions to enable the controller and / or to make it visible only under certain conditions. Refer to the Expressions section of the OpenForms Designer documentation for details.

Configuring the Name Links Entity

To configure the Name Links entity, you need to set up the Browse window and add the configuration for the filters.

Setting Up the Browse

To set up the Browse window:

  1. Open the form in the OFD.
  2. Select the tab for Name Links entity.
  3. Click the ellipsis button in the Columns parameter.
    This opens the Select Columns window.
    All attributes are listed under Available.
  4. Select the Description attribute and move it to the Selected column.
  5. Click OK.

Adding Filters to the Name Links Entity

You need to add the following configuration for the filters. The Name Links entity is defined to filter on the Name ID (NA_ID) reference type.
To add the configuration for the filters:

  1. Open the form in the OFD.
  2. Select the tab for Name Links entity.
  3. Expand Misc in the Properties explorer.
  4. Click the ellipsis button in the Configuration parameter.
  5. This opens the Entity Configuration window.
  6. Add the ID Type under Filter by Constants.
  7. Select equal to under Operator.
  8. Select NA_ID under Constant.
  9. Click OK.

Adding the Workflow Controller for Other Links

Other Links refers to all links other than names.
These include

  • Parcels
  • Buildings.

To add the Workflow Links Controller for Other Links:

  1. Launch the OpenForms Designer (OFD).
  2. Open the required workflow form.
  3. Open the Other Links entity.
  4. Follow the remaining steps under Configuring the Name Links Entity

Configuring the Other Links Entity

To configure the Name Links entity, you need to set up the Browse window and add the configuration for the filters.

Setting Up the Browse for Other Links

To set up the Browse, follow the procedure Setting Up the Browse on page 179.

Adding Filters to the Other Links Entity

The procedure is almost the same as Adding Filters to the Name Links Entity on page 180. The difference is in the operator that you select for the Reference ID under constants. For the Other Links select Not equal to.
To add the configuration for the filters:

  1. Open the form in the OFD.
  2. Select the tab for Other Links entity.
  3. Expand Misc in the Properties explorer.
  4. Click the ellipsis button in the Configuration parameter.
  5. This opens the Entity Configuration window.
  6. Add the ID Type under Filter by Constants.
  7. Select equal to under Operator.
  8. Select NA_ID under Constant.
  9. Click OK.

 

Managing Link Types in GNA

Link Types facilitate the management of all the links added to a workflow. This section describes how to view the existing link types and how to create new ones.

Viewing Link Types

By default, Link Types are provided for the following:

  • Names:
  • Applicant
  • Primary Contact
  • Contractor
  • Owner
  • Primary Inspector
  • Other:
  • Building
  • Miscellaneous Billing
  • Parcel Information
  • Self Reported Tax
  • Utility Billing
  • Workflow

You can create all the additional Workflow Link Types that you require.
To view the predefined Link Types:

  1. Launch GNA.
  2. Select Applications Configurations > Workflow Management > Link Types.
  3. By default, link types are listed by code and short description.
  4. Select the link type that you want to view in the tree view.
  5. Click the arrow beside Code to view the Short and Long Descriptions.
  6. Parameters are defined as follows:

Reference Type

The Reference Type drop-down list contains the Govern System IDs (System Validation Table: BRULE – Business Rules). They are selected as follows:

  • Applicant: NA_ID – Name ID
  • Building: BLDG ID – Building ID
  • Primary Contact: NA_ID – Name ID
  • Primary Inspector: NA_ID – Name ID
  • Miscellaneous Billing: MB_ID – Misc. Billing ID
  • Owner: NA_ID – Name ID
  • Parcel Information: P_ID – Parcel ID
  • Personal Property: PP_ID – Personal Property ID
  • Self Reported Tax: ST_ACCT_ID – Self Reported Tax ID
  • Utility Billing: UB_ID – Utility Billing ID
  • Workflow: WM_ID – Workflow ID

Form Name

The Form Name drop-down list contains the Govern user form created in the OpenForms Designer (OFD). They are selected as follows:

  • Applicant: NA 01 – Name & Address
  • Building: MA026 – CAMA Buildings
  • Primary Contact: NA 01 – Name & Address
  • Primary Inspector: NA 01 – Name & Address
  • Miscellaneous Billing: MB01 – Miscellaneous Billing
  • Owner: NA 01 – Name & Address
  • Parcel Information: PC01 – Property Information
  • Personal Property: PP01- Personal Property Information
  • Self Reported Tax: ST007 – Self Reported Tax
  • Utility Billing:
  • Workflow:

Expression for Reference Type Description Header

Click the ellipsis button in this parameter to open the Expression Selector. The header is entered between single quotation marks. This appears above the Search parameter on the Govern user form.
The following screen shot show the parameter for the applicant.

  • Applicant: Name – Applicant
  • Building: Building
  • Primary Contact: Name – Contact
  • Primary Inspector: Name – Inspector
  • Miscellaneous Billing: Misc Billing
  • Owner: Name – Owner
  • Parcel Information: Property Information
  • Personal Property: Personal Property
  • Self Reported Tax: Self Reported Tax
  • Utility Billing: Utility Billing
  • Workflow: Workflow

Name for Reference Type Description Query

The queries must have a column named ID and a column named Description. For the Building, there must be a query name Sequence, as well. The entry point is either the Parcel ID for the workflow record or a linked ID.
All IDs already linked to the workflow are excluded.

Applicant: WMDESCNA – Name Description

For the Name query, the same Name ID (NA_ID) can be displayed multiple times in the same list. For example, the same name could be displayed for the Owner and Applicant. This is not true for any other system IDs.
For the names, the query returns all names

Building: WMDESCBLDG – Building Description

For the building, the query returns all buildings (PC_LK_PARCEL_BLDG. BLDG_ID) linked to the record.

Primary Contact: WMDESCNA – Name Description

For the contact, the name query is used.

Primary Inspector: WMDESCNA – Name Description

For the inspector, the name query is used.

Miscellaneous Billing: WMDESCMB – Misc. Billing Description

For Miscellaneous Billing, the query returns all Miscellaneous Billing records (MB_MASTER.MB_ID) linked to the parcel.

Owner: WMDESCNA – Name Description

For the owner, the name query is used.

Parcel Information: WMDESCPA – Property Description

For the parcel, the query returns all other active (Parcels PC_PARCEL.P_ID) linked to the parcel on which the workflow is based.

Personal Property: WMDESCPP – Personal Property Desc.

For Personal Property, the query returns all Personal Property records (PP_ASSESSMENT.PP_ID) for the Year ID and Frozen ID linked to the parcel.

Self Reported Tax: WMDESCST – SRT Description

For Self Reported Tax, the query returns all Self Reported Tax accounts (ST_MASTER.ST_ACCT_ID) linked to the parcel.

Utility Billing: WMDESCUB – Utility Billing Desc.

For Utility Billing, the query returns all Utility Billing records (UB_MASTER. U_ID) linked to the parcel.

Workflow: WMDESCWM – Workflow Description

For the workflow, the query returns all workflows with the same P_ID linked to the parcel.

Search Group Code

For the defaults, no search group is selected.

Search Style Code

Applicant: WMSEARCHNA – By Name ID
For the Names, the user can search for a name in the database (Search for existing) or create a new name.
If the user selects Search for existing, the Name Search is displayed. A Name ID can be entered.

Building: WMSEARCHBLDG – By Building ID

For the building, the user can search for any building by Building ID.

Primary Contact: WMSEARCHNA – By Name ID

For the contact, the name search is used. The user can search by Name ID.

Primary Inspector: WMSEARCHNA – By Name ID

For the inspector, the name search is used. The user can search by Name ID.

Miscellaneous Billing: WMDESCMB – Misc. Billing Description

For Miscellaneous Billing,.

Owner: WMSEARCHNA – By Name ID

For the owner, the name search is used. The user can search by Name ID.

Parcel Information: WMDESCPA – Property Description

For the parcel, the query returns all other active (Parcels PC_PARCEL.P_ID) linked to the parcel on which the workflow is based.

Personal Property: WMDESCPP – Personal Property Desc.

For Personal Property, the query returns all Personal Property records (PP_ASSESSMENT.PP_ID) for the Year ID and Frozen ID linked to the parcel.

Self Reported Tax: WMDESCST – SRT Description

For Self Reported Tax, the query returns all Self Reported Tax accounts (ST_MASTER.ST_ACCT_ID) linked to the parcel.

Utility Billing: WMDESCUB – Utility Billing Desc.

For Utility Billing, the query returns all Utility Billing records (UB_MASTER. U_ID) linked to the parcel.

Workflow: WMDESCWM – Workflow Description

For the workflow, the query returns all workflows with the same P_ID linked to the parcel.

Used In

The Used In list box of the bottom of the form displays the Workflow Categories that use the current Link Type.

Creating New Link Types

To create a Workflow Link Type:

  1. Launch GNA.
  2. Select Application Configurations > Workflow Management > Link Types.
  3. Do one of the following:
  4. Click Copy to create a new link type from an existing one. You must change the Code and make any modification on the form.
  5. Click New to create a new link type.
  6. Modify the parameters as required.
  7. Click Save.

Adding Link Types to Workflow Kinds and Categories

To add a Link Type to a Workflow Kind and Category:

  1. Launch Govern.
  2. Select Workflow Management > Kinds and Categories.
  3. Select the required Workflow Kind, such as Permits, in the tree view.
  4. Select the Categories tab.
  5. Select the General tab under Categories.
  6. Select the required category in the tree view.
  8. The Link Types that you created are displayed under Supported Link.
  9. Select the link types that are applicable to the category.
  10. Deselect the link types that are not applicable.
  11. Click Save.

Using Link Types in Govern

Overview

By default, Link Types are added to two separate entities on the Workflow form in Govern.
To add a Name Link Type:

  1. Launch Govern.
  2. Open a Profile that contains the Workflow form.
  3. Open the Workflow form.
  4. Select the Name Links entity.
  5. Click New to add a new linked name.
  6. Select the type from the Link Type drop-down list.
  7. All the link types, set up by NA_ID, that you have selected for the Workflow Kind and Category are displayed.
  8. Select a link type from the drop-down list.
    The Create New and Search for existing parameters are displayed.
  9. In addition, the Suggested Links parameter is displayed if a name was already added to the form. The same NA_ID can be added multiple times to a form.
  10. Follow one of the procedures in the following section:
  11. The name and address are added to the Description list.
  12. Click Save.

Adding a New Name and Address Account

You can create a new name and address account for the record. In order to update the record from a direct link, the Name and Address form must be added to the same Profile as the Workflow form.
To create a new Name and Address record:

  1. Follow the procedure for adding a new Name Link up to step 8.
  2. Click Create New.
  3. A new NA_ID is added to the form.
  4. Click Save.
  5. Click the new name link to open the Name and Address form.
  6. Enter the information for the new name account on the Name and Address form.
  7. Click Save on the Name and Address form.

Adding an Existing Name and Address Account

You can link a name from a name and address that is in the Govern database.
To add an existing name and address record:

  1. Follow the procedure for adding a new Name Link up to step 8.
  2. Click Search for existing to add an existing name to the form.
  3. The Name and Address search screen opens.
  4. Enter your search criteria.
  5. Select a name and address account from the list.

The name and address are displayed on the form.

Adding a Name From the Suggested Links

If name accounts are already linked to the Workflow record, they are displayed under Suggested Links. This is shown in the following screen shot:

To add a name from the Suggested Links list:

  1. Follow the procedure for adding a new Name Link up to step 8.
  2. Select a name from the Suggested Links list to add the name and address to the form.
  3. The name and address are added to the Description tree view on the left. They are displayed by link type.
  4. Click Save.

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GNA – Kind and Categories Editor

GNA – Kind and Categories Editor

Version 6.1

Overview

The Workflow Management’s Workflow – Kind form provides a flexible method for creating and maintaining the varied Kinds and Categories required in Govern, e.g. Licenses, Complaints, Offenses, Permits, Workflows, and so on. For example a Kind called Permits can be created. Within this Permit kind, ,there will be different categories of Permits, e.g. Building, General, Electrical, Plumbing, and so on. As payment will be made for the issuing of these permits, a Kind can therefore be linked to an A/R Name and an Applicant Name.
A Category is linked to a Kind, and can override the Application Number, and any Certificate IDs.
The KIND will generate a WM_KIND_<kind code> table and the Category will generate a WM_CATEGORY_<category code> table with their respective added fields. All of this is managed through the Govern New Administration (GNA) interface.

Requirements

As mentioned, prior to creating a Category, the following are required:

  • A determination of which set of Added Fields are to be added to the entity.
  • Application Numbers and Certificate ID’s that are to be created.
NOTE: Due to the Workflow modules ability to generate unique alphanumeric keys, i.e. Applications, Numbers and Certificate ID’s, these numbers are stored as strings and not numerical values in (Table: USR_KEY_DYNAMIC), refer to the Appendix within this document for details regarding the USR_KEY _DYNAMIC table.

Related Topics

Workflow Kind and Category Editor
Workflow Kind
Workflow Category
Workflow Category Fees

 

 

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GNA – WM Department Editor

GNA – Workflow Management Department Editor

Version 6.1 (In Development)

Overview

The Workflow Management Department Editor, available in GNA Application Configuration, Workflow Management under Department.

The Workflow Department configuration is broken down into the following Tabs:

 

Standard Department Parameters

Also, standard Department Parameters are used by the Workflow Management Module and available in GNA Parameters, Department Maintenance Tabs:

  • Multimedia Parameters
  • Multimedia Codes (Standard Department Parameter)

 

 

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