AR – Module Map

Accounts Receivable (A/R) Module Product Map

Overview

General Forms & Features

General Business Rules, Processes, Forms and Features

 

Section Product Code/ Wiki Page Description Supporting Information Developer
General 101-ar Accounts Receivable Module Overview
101-ar-brules System Integrity and Business Rules System Registry
100-ach Centralized page for Automated Clearing House (ACH) 100-ach (dev)
100-pos Centralized page for Point-of-Sale Processing (POS) 100-pos (dev)
A/R Forms 101-ar-frm-001 AR Inquiry 101-ar-frm-001
101-ar-frm-003 AR Inquiry Notes with ACH Information
101-ar-frm-004 AR Inquiry ACH Information General ACH Processing
101-ar-frm-008
101-ar-fea-038		 AR Inquiry Payment Plan
AR Allow Payment Less Than Payment Plan Feature
101-ar-frm-006 AR Deposit Management
101-ar-frm-020 AR Payment Data Entry
101-ar-frm-021 AR Data Entry – AR Transactions
101-ar-frm-022 AR Data Entry – Abatements and Exemptions
101-ar-frm-023 AR Data Entry – Adjustments
101-ar-frm-024 AR Data Entry – Interest, Penalties, Fees and Charges
101-ar-frm-025 AR Data Entry – Refunds
101-ar-frm-026 AR Data Entry – Payment Reversals
101-ar-frm-027 AR Data Entry – Payment Transfer
101-ar-frm-028 AR Data Entry – Refund Reversals
A/R Features 101-ar-fea-002 Using Protest Flags
101-ar-fea-003 Receipting
101-ar-fea-004
101-std-fea-004		 Dynamic e-search – Standards A/R
Dynamic e-search – Standards
101-ar-fea-010 Accounts Receivable Interest & Penalty Methods A/R Parameters
101-ar-fea-005 Overpayments (OCR & OCH processing)
101-ar-fea-006 ACH Processing General ACH Processing
101-ar-fea-010 A/R Credited Interest on Refund
101-ar-fea-011 A/R Class Code Included in Balance Forward 101-ar-fea-011
101-ar-fea-020 Group Adjustments
101-ar-fea-025 BT – Period Validation for AR Deposit in CC Payment Data Entry
101-ar-fea-026 A/R Search to Load Feature
101-ar-fea-027 Change Payer Name in A/R Inquiry
101-ar-fea-028 AR Inquiry – Payment Transfer
ACH 201-ar-fea-006 ACH Processing eGovern
101-ar-fea-016 ACH Processing Govern Payment Plan (option) Roadmap 101-ar-fea-016
101-ar-fea-017 ACH Processing Credit Filing
ACH egov 201-ar-fea-017 ACH Processing eGovern Credit Filing (ST Remittance)
101-ar-fea-007 Allow Interest and Fees as of date
101-ar-fea-008 Allow Payment Plan Processing
101-ar-fea-009 Security by Property Area Fields Roadmap (DEV) 101-ar-fea-009
Custom Control Payer name 101-ar-fea-021 Payer name Custom Control (New) 101-ar-fea-021-ofr (DEV) 101-ar-fea-021
(QC) 101-ar-fea-021
Action Button Control 101-ar-fea-022 Create A/R for MB, ST, RE, PP, etc. 101-ar-fea-022-ofr
101-ar-fea-023 A/R Method Waiver for Min/Max SRT Filings
101-ar-fea-024 AR Payment Action Button 101-ar-fea-024-ofr
Cash Collection 101-cc-frm-001 Cash Collection Data Entry CC wiki Map (DEV) 101-cc-frm-001

 

Batch Process (bp)

Accounts Receivable Batch Processing

Status Wiki Page / Code Batch Process Name Batch Process Supporting
Information		 GFW Batch Process
Batch Processes 101-ar-bp-001 AR Apply Pending Credits ar_applypencr mnu_apply_cr
101-ar-bp-002 AR Set Warning Flag on Delinquent ar_setwarning mnu_set_w_flag
101-ar-bp-003 AR Apply Penalty on Delinquent ar_apppendelinq mnu_ar_interest
101-ar-bp-004 AR Generate Delinquent Charges ar_gendelinqchg mnu_ar_charge
101-ar-bp-005 AR Apply Deposits ar_appdeposits
101-ar-bp-006 AR Compute Balance As Of a Date ar_compbaldue mnu_late_charge
101-ar-bp-007 AR Extract As Of Date A/R Detail Table ar_extrasofdate mnu_extract_ar
101-ar-bp-008 AR Generate Refunds ar_genrefunds Missing batch process mnu_gen_rf
101-ar-bp-009 AR Generate Over and Short ar_genovershort mnu_bal_adj
101-ar-bp-010 AR Transfer to History ar_tranartohist mnu_ar_hist
101-ar-bp-011 AR Re-Initialize A/R Tables ar_reinittables mnu_ar_init_tab
101-ar-bp-012 AR Period Closing ar_perclosing mnu_ar_p_close
101-ar-bp-013 AR Transfer Credits from One Year to Another ar_transcrd mnu_ar_credit
101-ar-bp-100 AR Posting – Combined Posting of all type Roadmap (14487)
101-ar-bp-020 AR Posting – Payments
AR Posting – Cash Collection (CC or)		 ar_postcashcol mnu_ar_cc
101-ar-bp-021 AR Posting – AR Transaction Not available
101-ar-bp-022 AR Posting – Abatements and Exemptions Not available
101-ar-bp-023 AR Posting – Adjustments ar_postadjust mnu_ar_adj
101-ar-bp-024 AR Posting – Interest, Penalties, Fees and Charges Not available
101-ar-bp-025 AR Posting – Refunds ar_postrefunds mnu_ar_refund
101-ar-bp-026 AR Posting – Payment Reversals ar_postpayrev mnu_ar_rev
101-ar-bp-027 AR Posting – Payment Transfers ar_postpaytrf
101-ar-bp-030 AR Posting – Postdated Payments ar_postdatedpmt mnu_ar_pdt
101-ar-bp-031 AR Posting – Deposits ar_postdeposit mnu_ar_deposit
eGov 201-ar-bp-033 AR eReipting (e-Gov System) ar_ereceipting
eGov 201-ar-bp-034 AR eBilling (eGov System) ar_ebilling
101-ar-bp-035 AR Create AR Levy Close File? ar_levyclose
101-ar-bp-036
101-ar-frm-036		 AR Lock Box Batch Process Posting
AR Lock Box Maintenance Form		 ar_lockbox 101-frm-036-config
Lockbox Layout to distribute 6.0/61
Change Assessment
101-ar-bp-038 AR Generate Check Refund Numbers ar_gencheck
DC 101-ar-bp-039 AR Transfer Delinquency GA 1609 Batch process to transfer delinquant accounts to Delinquency
Other 101-ar-bp-040 AR Generate GL Account gl_tranacc_updt General Ledger Account Update
101-ar-bp-041 AR Generate Payment Reversals for a Batch ar_gen_reversal GA 1609 Batch process to create payment reversals for a posted batch of payments
ACH 101-ar-bp-060 AR ACH Pre-notification File ar_ach_prenote GA1609
101-ar-bp-061 AR ACH Prepare Data for ACH File Balance Due ar_ach_bal GA1609
101-ar-bp-062 AR ACH Generate ACH File ar_ach_file GA1609 Changed from 037 to 060 AR ACH File Process
101-ar-bp-063 AR ACH Post Dated Payment Plan Roadmap Changed from 039 to 063
101-ar-bp-064 AR ACH Update Payment Plan Status version 6.0 only
eGov 201-ar-bp-065 AR ACH Process for Web Payments Validate if any changes
Tax billing 101-tx-bp-040 Tax TSO Registration tx_tso_registr
101-tx-bp-041 Tax TSO Bill Request tx_tso_billreq
101-tx-bp-042 Tax TSO Generate Tax Amount tx_tso_amount
101-tx-bp-043 Tax TSO Batch Payment Generation tx_tso_pmtgen
101-ar-bp-080 AR Batch Deletion of Payments ar_delpayments mnu_ar_pmt_del
101-ar-bp-081 AR Batch Deletion of Refunds ar_delrefunds mnu_ar_rf_del
101-ar-bp-082 AR Batch Deletion of A/R Transactions ar_deltrans mnu_ar_tran_del
Bankruptcy Bankruptcy
101-br-bp-050 AR Bankruptcy Posting bk_postbkruptcy
101-br-bp-051 AR Bankruptcy Delinquent Posting bk_postdelinq
General Ledger 101-ar-bp-040 AR GL Account gl_tranacc_updt
Parameters 103-ar-bp-105 Copy AR CLass Code Batch Process ar_copy_to_year

Reports (rpt)

Accounts Receivable Standard Reports

Status Wiki Page Batch Process Name Report Process Name Supporting Information Description
Edits & Balancing 101-ar-rpt-001 A/R report
101-ar-rpt-002
101-ar-rpt-003
101-ar-rpt-004 Cash Balancing Report cashbal.rpt under construction Version 6.0 and 6.1
ACH Processing 101-ar-rpt-060 ACH Edit List (Encryption Method Backward Compatible) ach_list Roadmap This reports displays ACH information.
101-ar-rpt-061
101-gl-rpt-001 AR Distribution General Ledger auxialgl.rpt

 

Business Rules

Status Wiki Page Name Document Type Notes
101-ar-ref-TransactionRules AR Transaction Rules (table) The Golden rules of AR Transactions
101-ar-ref-TransactionType AR Transaction Type System Table (table)
101-ar-ref-GLAccountingRules AR to GL Account Business Rules (rules)(schema)
101-ar-brules-validation AR Object Error Reporting
101-ar-brules-payment Payment Application Priorities
101-ar-ref-ErrorCodes AR Posting Error Table

Application Parameters

See GNA map for more information

Status Wiki Page Name Notes
103-ar-parm-General General AR Parameters
103-ar-parm-Deposit Deposit Management Parameters
103-ar-parm-Priorities Sub-System Payment Application Priorities
103-ar-parm-ARClasscode A/R Class Codes
103-ar-parm-GLAccounts A/R GL Account
103-ar-parm-CC Cash Collection Parameters
103-ar-parm-ACH ACH Parameters
103-ar-parm-Tables System and Validation Tables
103-ar-parm-Escrow Escrow Paramters
103-ar-parm-CopyYear Copy AR Class Code to Year
103-ar-parm-Calendar A/R Parameters Calendar

 

101-ar-map

 

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MB Product Map

Miscellaneous Billing (MB) Product Map

Version 6.x

Overview

The goal of the Product Map is to provide links to existing Miscellaneous Billing documentation.
This information is grouped around the Form Functionality or other stand-alone OpenForms Component ( Batch Process, Report, View, etc.).

Product Map

The following lists the product code documentations grouped by forms or by type.

 

Read More...

 

Section Status Product
Code/Page		 Description Process Name Supporting Info Quality Control Developer Technical Information
General 101-mb
101-mb-system		 Miscellaneous Billing Module Master
Master System Architecture and Configuration Requisites		 What’s New Configuration
Impact List
Visio MB Database Diagram		 101-mb Developer Specs & Questions
101-mb-config Miscellaneous Billing Administrative Configuration and Setup
101-mb-ofr OpenForms (OFR) System Configuration 101-mb-ofr 101-mb-ofr
101-mb-brules MB Business Rules 101-mb-rules 101-mb-rules
A/R Business Rules 101-ar-brules Accounts Receivable Business Rules and References

Transaction Types

Transaction Rules
A/R Object Errors G/L Transaction Rules
Standard Features
Features 101-mb-fea-004 Standard Dynamic Search Queries MB Group Std Features 101-std-fea-004 101-mb-fea-004 101-mb-fea-004
201-mb-fea-005 Online Payment of Miscellaneous Billing
101-std-fea-024 Standard Controller used for Link to Name and Link to Parcel How to setup 101-std-fea-024-ofr 101-std-fea-024
101-ar-fea-022 Standard AR Controller – Action Button – Create A/R How to setup 101-ar-fea-022-ofr 101-ar-fea-022
Miscellaneous Billing – Features
101-mb-fea-010 Sales Tax Computation
101-mb-fea-011 Misc. Billing Tax Lien Feature Feature not available. See Roadmap 101-mb-fea-011
Miscellaneous Billing – User Forms
Misc. Billing 101-mb-frm-001 Account Maintenance 101-mb-frm-001 101-mb-frm-001
101-mb-frm-002 Invoices (Unposted and Posted) 101-mb-frm-002 101-mb-frm-002
101-mb-frm-003 Recurring Invoices 101-mb-frm-0http://product-qc.govern.harrisgovern.com/101-mb-frm-00203 101-mb-frm-003
Recurring Invoices History Deprecated
Miscellaneous Billing – Administrative Parameters check–> GNA wiki Map
Parameters 103-mb-parm-General Misc. Billing General Parameters 103-mb-parm-General 103-mb-parm-General
103-mb-parm-Category Misc. Billing Parameter Category 103-mb-parm-Category 103-mb-parm-Category
103-mb-parm-Item Misc. Billing Parameter Items SY Registry USR Registry
A/R Parm A/R Deposit		 103-mb-parm-Item 103-mb-parm-Item
103-mb-parm-Recurring Misc. Billing Recurring Batch Code 103-mb-parm-Recurring 103-mb-parm-Recurring
103-mb-parm-Template Misc. Billing Templates for Land Management Feature not available. See Roadmap 103-mb-parm-Template 103-mb-parm-Template
103-mb-bp-005 Misc. Billing Copy to Year (see batch process) check–> 103-mb-copytoyear 103-mb-copytoyear
103-mb-bp-006 Misc. Billing Initialize Next Year (see batch process)
Miscellaneous Billing – Batch Processing Batch Processing
Batch Processes 101-mb-bp-001 Misc. Billing Posting to A/R (See also Features) MB_Post_AR 101-mb-bp-001 101-mb-bp-001
101-mb-bp-002 Misc. Billing Recurring Entry Posting MB_Post_Rec 101-mb-bp-002 101-mb-bp-002
101-mb-bp-003 Misc. Billing Lien Transfer MB_Post_Lien Feature not available. See Roadmap 101-mb-bp-003 101-mb-bp-003
101-mb-bp-004 Misc. Billing Compute (Recompute sales tax) MB_Compute 101-mb-bp-004 101-mb-bp-004
103-mb-bp-005 Misc. Billing Copy to Year (GNA) MB_CopyToYear 101-mb-bp-005 101-mb-rpt-005
103-mb-bp-006 Misc. Billing Initialize Data to the new year (GNA) MB_init_next_yr
Miscellaneous Billing – Standard Reports Reporting
Standard Reports 101-mb-rpt-001 Recurring Entry List mbrecurring.rpt Feature not available. See Roadmap 101-mb-rpt-001 101-mb-rpt-001
101-mb-rpt-002 Batch Posting Report standard report Use standard batch audit report 101-mb-rpt-002 101-mb-rpt-002
101-mb-rpt-003 Invoices mbinvoice.rpt
Miscellaneous Billing – OpenForms Standard STD Map
103-UT-005 Database Integration (System Tables, Corr. Scripts…)
103-UT-007 / 103-UT-008 EMT (Import / Export ) Utilities
103-UT-010 Database Extract Tool Utility
101-std-fea-027 Online wiki help for GNA Parameters
Miscellaneous Billing – System Options
202 mMobile Mobile Table Resources Feature not available. See Roadmap System Options (202) Tech

 

Related Topics

101-mb-bp-001

 

 

101-mb-map

 

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ST – Tax Billing Modules module MAP

Tax Billing Modules module MAP

Overview

Please refer to the tax billing manuals for more information.
The tax modules include:

See Also:

Form Functions

The Govern Real Property, Personal Property and Excise Tax (Motor Vehicle, Aircraft, Boat) modules all share basic functionalities.

 

Tax Form Functions Standard Form Real Property Personal Property Motor Vehicle AirCraft Boat Excise Tax
Tax – Audit 101-tx-frm-015 101-re-frm-015 101-pp-frm-015 101-mv-frm-015 101-ac-frm-015
Tax – Assessment 101-tx-frm-007 101-re-frm-007 101-pp-frm-007 101-mv-frm-007 101-ac-frm-007
Tax – Exemptions 101-tx-frm-005 101-re-frm-005 101-pp-frm-005 101-mv-frm-005 101-ac-frm-005
Tax – Levies and :Linked Exemptions 101-tx-frm-006 101-re-frm-006 101-pp-frm-006 101-mv-frm-006 101-ac-frm-006
Tax – TIFS Maintenance 101-re-frm-008
  • Specification
  • Technical Developer Information
  • OpenForms Reference
  • Installation
  • Computation
 101-re-frm-008-spec
101-re-frm-008-tech
101-re-frm-008-ofr
101-re-frm-008-install
101-tx-compute
Tax – What If 101-re-frm-030 101-pp-frm-030 101-mv-frm-030 101-ac-frm-030 101-bt-frm-030
Assessment 101-tx-frm-007 101-re-frm-007 101-pp-frm-007 101-mv-frm-007 101-ac-frm-007
Assessment Detail 101-pp-frm-008

Batch Programs

ac_genbllprtseq
bt_genbllprtseq

 

Standard – All Real Property Personal Property Motor Vehicle AirCraft Tax Boat Excise Tax
Compute Levies and Exemptions 101-re-bp-001 tx_compute 101-pp-bp-001 pp_compute 101-mv- mv_ 101-ac- ac_ 101-bt- bt_
Compute Formulas (and Expressions) 101-std-bp-002 co_comfmlogexp 101-std-bp-002 same
Tax Billing Posting to AR 101-re-bp-003 tx_posttoar 101-pp-bp-003 pp_posttoar 101-mb- mv_ 101-ac- ac_ 101-bt- bt_
Tax Partial Billing Posting to AR 101-re-bp-004 tx_partbillpos 101-pp-bp-004 pp_partlbillpos 101-mv- mv_ 101-ac- ac_ 101-bt- bt_
Add Levy to Parcel and Name 101-re-bp-005 tx_addlvtoprcl 101-pp-bp-005 pp_addlvytoprcl 101-mv- mv_ 101-ac- ac_ 101-bt- bt_cl
Copy to Next Year GNA only GNA only
Extract Mailing Index 101-re-bp-007 tx_exmailindex 101-pp-bp-007 pp_exmailindex 101-mv- mv_ 101-ac- ac_ 101-bt- bt_
Generate Bill Extract File 101-re-bp-008 tx_genbllprtseq 101-pp-bp-008 pp_genbllprtseq 101-mv- mv_ 101-ac- ac_ 101-bt- bt_
Update Owner in Mailing Index 101-tx-bp-010 tx_updownermail
Personal Property Filing Update n/a 101-pp-bp-020 pp_filing_updt n/a n/a n/a
Extract Mailing Information to be verified na_extrauditchg
Set Mailing Primary Index Active (RE) to be verified na_mailindexchg
Tax Exemption by Name Copy to Next Year 101-tx-bp-020 tx_copyexempnxt
Tax Deferral Transfer 101-tx-bp-021 tx_defrltrnsfr
Tax TSO Registration 101-tx-bp-040 tx_tso_registr same same same same
Tax TSO Bill Request 101-tx-bp-041 tx_tso_billreq same same same same
Tax TSO Generate Tax Amount 101-tx-bp-042 tx_tso_amount same same same same
Tax TSO Batch Payment Generation 101-tx-bp-043 tx_tso_pmtgen same same same same

Reports

Real Property

 

Description Real Property Process Information
Computation Register 101-re-rpt-001 compre.rpt roadmap
Computation Register (Summary) 101-re-rpt-002 txcompute.rpt roadmap
Tax Bills Printing Statistics 101-re-rpt-003 billrestat.rpt roadmap
Tax Receiver’s Totals (Detail) 101-re-rpt-004 taxctrld.rpt roadmap
Tax Receivers’s Totals (As of Date) 101-re-rpt-005 txctrdt.rpt roadmap
Tax Receivers’s Totals (As of Date Summary) 101-re-rpt-006 txcdrt1.rpt roadmap
Sale Ratio Analysis (Real Property) 101-re-rpt-007 tx_sale.rpt roadmap
Real Property Dashboards 101-re-rpt-008 dashre.rpt roadmap

Parameters

 

Real Property Personal Property Motor Vehicle AirCraft Boat Excise Tax
General Parameters 103-re-parm-001 General Parameters 103-pp-parm-001
Levy Codes 103-re-parm-002 Levy Codes 103-pp-parm-002
Exemption Codes 103-re-parm-003 Exemption Codes 103-pp-parm-003
Levy Group 103-re-parm-004 Levy Group 103-pp-parm-004
Exemption Group 103-re-parm-005 Exemption Group 103-pp-parm-005
Swiss Codes 103-re-parm-006 Depreciation Tables 103-pp-parm-006
Averaging Assessment Values 103-re-parm-007 Categories and Items 103-pp-parm-007
Cap Levy Group 103-re-parm-008 Adjustments 103-pp-parm-008
Copy to Next Year Copy to Next Year 103-pp-parm-009

 

 

101-tx-map

 

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103-all-GNA-map

Govern New Administrator (GNA) System Product Map

The product structure is broken down by System Resources, Application modules, Options and 3rd Third Party setup and configuration functions, tools and utilities.

System Resources

Setup and configuration of standard resources, functions, tool and utilities. Categorized by type, based on their menu hierarchy (ED=Editors, SY=System, UT=Utilities, UI=User Interface). The Section # corresponds to GNA’s full pdf manual section.

Section
#		 Product Code
Link		 Product Description Code
Type		 Code
Name		 Additional Information Quality Control

Editors
1.2 103-ED-001 Profile Editor ED Editors –
1.5 103-ED-002 Field Mask Editor (Global mask)
(previously called Global Mask Validation Editor)		 ED Editors –
1.4 103-ED-003 Constant Value Editor ED Editors 103-ed-003-TEST 103-ed-003-TEST
1.4 103-ED-004 SQL Query Editor ED Editors 103-ed-004-TEST 103-ed-004-TEST
1.4 103-ED-005 Formula Editor (Discontinued in 6.?) ED Editors
1.4 103-ED-006 Logical Expression Block Editor (Discontinued in 6.1?) ED Editors
1.3 103-ED-007 External Command Editor ED Editors
1.5 103-ED-008 Number Format Editor ED Editors
1.5 103-ED-009 System Validation Table Editor ED Editors
1.5 103-ED-010 User Validation Table Editor ED Editors
1.5 103-ED-011 Data Mapping Editor ED Editors
1.5 103-ED-012 Resource File Editor ED Editors
1.3 103-ED-013 Batch Process Definition Editor ED Editors
1.3 103-ED-014 Dynamic Search Objects ED Editors
1.3 103-ED-015 Dynamic Search Styles ED Editors
1.3 103-ED-016 Dynamic Search Groups ED Editors
103-ED-017 Expression Editor ED Editors 103-ED-017 103-ED-017
103-ED-018 Shared Expression Editor ED Editors (Dev) 103-ED-018 (QC) 103-ED-018
101-std-fea-037 Text Style Editor ED Editors
103-ED-019 Email Template Editors ED Editors
103-ED-020 Mobile Configuration Editor ED Editors 103-UT-006 103-ED-020
103-ED-021 Message Template Editor ED Editors
103-ED-022 Quick Search Index Group Editor ED Editors 103-ED-022
103-ED-023 Bill Messages Editor ED Editors 103-ED-023
103-ED-024 Generic Import Editor (NEW!) ED Editors
103-ED-025 Marshall & Swift (M&S) Valuation Setting Editor (NEW!) ED Editors

System
1.2 103-SY-001 General Settings (SY REGISTRY) SY System
1.2 103-SY-002 General Connection SY System
1.2 103-SY-003 Department Maintenance SY System
1.2 103-SY-004 User Maintenance SY System
1.2 103-SY-005 Name & Address Group Security Grid SY System
1.3 103-SY-006 Report Editor SY System
1.3 103-SY-007 Report Editor Criteria SY System
103-SY-008 User Settings (USER REGISTRY) SY System tbd

Utilities
1.2 103-UT-001 Active Directory Integration Tool UT Utilities
1.6 103-UT-002 Connection Key Management UT Utilities
1.5 103-UT-004 Country Correction in NA_NAMES table UT Utilities
1.6 103-UT-005 Database Verification UT Utilities
1.6 103-UT-006 Initialize Mobile Database UT Utilities
1.6 103-UT-007 Export Data to File UT Utilities
1.6 103-UT-008 Import Data from File UT Utilities
1.1 103-UT-009 Diagnostic Configuration and Trace UT Utilities
103-UT-010 Database Extraction Tool UT Utilities (new)

Conversion
103-ma-cvt-001 Mass Appraisal Parameters
103-ma-cvt-002 Mass Appraisal Tables
103-std-cvt-003 Standard Formula to Expression
103-wm-cvt-001 Workflow Conversion Roadmap (22166)
General
103-GN-001 Field Exclusion (for Roll Forward and Copy to next year

User Interface
1.1 103-UI-ALL User Interface UI Windows
1.1 103-UI-003 Cascade UI Windows
1.1 103-UI-004 Tile Horizontally UI Windows
1.1 103-UI-005 Tile Vertically UI Windows
1.1 103-UI-006 Layout (Std. or Tabbed) UI Windows
— 103-UI-010 GNA About Box (see roadmap) UI
103-UI-011 GNA Help UI

System Registry

The following parameters are used to configure
Click here to access System Registry Parameters
Accounts Receivable
Miscellaneous Billing

Application Configuration

Standard
Page Link Accounts Receivable Test Plan
103-std-parm-RollFwdExcl 001 Roll Forward Exclusions

Accounts Receivable & Cash Collection

Page Link Accounts Receivable Test Plan
103-ar-parm-General 001 General Parameters
103-ar-parm-Deposit 012 Batch Deposits setup
103-ar-parm-Class 002 Class Codes
103-ar-parm-CC 003 Cash Collection Parameters
103-ar-parm-Priorities 004 Sub-System Priorities
103-ar-parm-ACH 005 ACH Accounts Parameters
103-ar-parm-GL 006 General Ledger Transactions Parameters
103-ar-parm-GLDistr 007 General Ledger Distribution Parameters
103-ar-parm-Trans 008 A/R Transaction Parameters
103-ar-parm-CopyYear 009 Copy to Next Year
103-ar-parm-SubsysPriorities 010 A/R Sub-System Priorities
103-ar-parm-DepositTypes 011 A/R Deposit Types
103-ar-table-cctype CC Type System Table
103-ar-parm-Escrow Escrow Maintenance
103-ar-parm-Calendar 012 AR Calendar

Business Tax (Self Reported Tax)

 

Link Business Tax (ST) + (PM)
103-st-parm-General 001 General Parameters
103-st-parm-CopyYear 002 Copy to Year
103-st-parm-Category 003 Categories
103-st-parm-FormSetup 004 Categories Form Setup
103-st-parm-Periods 005 Periods

Miscellaneous Billing (mb)

 

Link Misc. Billing (mb)
103-mb-parm-General 001 General Parameters
103-mb-parm-Category 002 Categories
103-mb-parm-Item 003 Items
103-mb-parm-Recurring 004 Recurring Entries
103-mb-parm-Templates 005 Misc. Billing Templates
103-mb-parm-CopyYear 006 Copy parameters

Real Property Tax

Page Link Real Property Tax Billing
103-re-parm-General 001 General Parameters
103-re-parm-Levy 002 Levy Codes
103-re-parm-Exemption 003 Exemption Codes
103-re-parm-LevyGroup 004 Levy Groups
103-re-parm-ExemptionGroup 005 Exemption Groups
103-re-parm-Swiss 006 Swiss Code
103-re-parm-Average 007 Averaging Assessment Values
103-re-parm-CapLevy 008 Cap Levy Group

Personal Property Tax

Link Personal Property
103-pp-parm-General 001 General Parameters
103-pp-parm-Levy 002 Levy Codes
103-pp-parm-Exemption 003 Exemption Codes
103-pp-parm-LevyGroup 004 Levy Groups
103-pp-parm-ExemptionGroup 005 Exemption Groups
103-pp-parm-Depreciation 006 Depreciation Tables
103-pp-parm-Category 007 Categories and Items …………
103-pp-parm-Adjustment 008 Adjustments
103-pp-parm-CopyToYear 009 Copy Parameters to a New Year

 

Utility Billing

 

Link Utility Billing
001 General Parameters
002
003
004
005

 

Mass Appraisal

see MA Module Product Map for more information.

Status Page Name Notes Test Plan
103-ma-parm-General 001 GENERAL PARAMETERS
103-ma-parm-General-1 001 General Parameters – Page 1
103-ma-parm-General-2 001 General Parameters – Page 2
103-ma-parm-General-3 001 General Parameters – Page 3
103-ma-parm-General-4 001 General Parameters – Page 4
103-ma-parm-General-5 001 General Parameters – Page 5
[roadmap] 103-ma-parm-General-6 001 General Parameters – Page 6 Marshall & Swift See Roadmap
[to be verified] 103-ma-parm-Appraisers 002 MA APPRAISERS See Roadmap
MA TABLES
103-ma-parm-Tables MA TABLES (Master)
103-ma-parm-Tables-Resequence Table Resequence
103-ma-parm-Shared-Columns Allow Table Sequences to use the same column by model
MA TABLES SINGLE ENTRY
103-ma-parmTables-Single MA Tables – Single Entry (Master)
MA Tables Single – Category ALL
103-ma-tables-nbhd All – Neighborhood
103-ma-parm-Tables-Rounding All – Rounding
103-ma-tables-multdist All – Correlated Values
MA Tables Single – Category LAND
103-ma-parm-landuse Land – Use
103-ma-parm-landschd Land – Schedule
103-ma-parm-plotuse Land – Plot Use Discontinued See Benoit for more information
MA TABLES Single – Category MRA
103-ma-parm-Tables-MRA MRA – Model
MA TABLES Single – Category INCOME
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
103-ma-parm-incmodel Income – Model
MA TABLES Single – Miscellaneous Structures Roadmap
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
103-ma-parm-Tables-BSE 005 Tables – Building Structural Elements
103-ma-parm-Tables-Depreciation 006 Tables – Depreciation
103-ma-parm-Tables-IncExpense 007 Tables – Income Expenses
103-ma-parm-Tables-IncRental 008 Tables – Income Rental Details
103-ma-parm-Tables-LandAdjust 009 Tables – Land Adjustments
103-ma-parm-Tables-MRA 010 Tables – MRA
103-ma-parm-Tables-COMPS 012 Tables – Comparable Sales Elements
103-ma-parm-Tables-Sites 013 Tables – Sites
103-ma-parm-Shared-Lkgroup 014 Tables – Shared Lookupgroup Developer Page 103-ma-parm-Shared-Lkgroup-Test (QC)
103-ma-parm-Shared-Lkgroup-Set 015 Tables – Shared Loookup Group Set Developer Page 103-ma-parm-Shared-LkGroup-Set (QC)
103-ma-parm-ComputeEntity Compute System Entity Configuration
103-ma-parm-Templates-BSE 050 BSE Templates
USER VALIDATION TABLES
103-ma-tables-permadjreason Permanent Adjustment Reasons

Mass Appraisal Tables by Element Type

Status Page Table Element Type Description Developer Information QC /Test Plan
103-ma-parm-Table-Header Header The header type is used to group different elements under a header.
Can be collapsed when not needed
103-ma-parm-Table-Feature Feature The feature is not impact the value calculation but can be used as a
lookup in an element that contributes to value
103-ma-parm-Table-AreaSizeAdj Area Size Adjustment Used to adjust an area for instance when irregular shapes
103-ma-parm-Table-AreaOverride Area Size Override Used to input an area size or override an existing one
103-ma-parm-Table-RateAdj Rate Adjustment Adjust the rate
103-ma-parm-Table-QPoints Quality Points Adjust the rate (add, subtract or multiply) the rate.
Often used in Matrix or Linked Tables
103-ma-parm-Table-CamaAdj Cama Adjustment
103-ma-parm-Table-Depreciation Depreciation Adjustments
103-ma-parm-Table-DepOverride Depreciation Overrides
103-ma-parm-Table-GlobalAdj Global Adjustments
103-ma-parm-Table-OverallAdj Overall Adjustments

 

Workflow Management

See Product Workflow Product Map

SYSTEM OPTIONS / 3rd PARTY

Options

  • e-Government (201)
  • Mobile (202)
  • GIS Integration (203)

 

Link GIS Configuration (System 203)
103-gis-parm-General 001 General GIS Parameters
103-gis-parm-Tooltip 002 GIS Tool Tip
103-gis-bp-Synchronize 003 GIS Synchronize Batch Process
see also [to be verified]
103-ED-011 See Also Data Mapping

 

 

103-all-GNA-map

 

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CC – Module Map

Cash Collection Module Map

Version 6.0 | Version 6.1

General Information

Govern & OpenForms System Tables Warning & Error Reporting General Configuration Other
Database/Naming Standards
Integrity Business Rules (Active/Inactive)
CC Text Resources

AR Transaction Types

System Table CCTYPE

 CC Warning & Errors
AR Warning & Errors (a/r Object)		 SY Registry USR Registry
A/R Parm A/R Deposit
CC General Cashier/Users		 A/R and CC Visio diagram

Form/Functionalities/Features

Element Description Product Code Setup/Config Quality Assurance Technical Info Version Notes
CC MASTER MODULE 101-cc CC Configuration Quality Assurance CC Developer CC What’s New
BUSINESS RULES Payment Data Entry & Distribution
DATA Entry – CC Cash Collection Form Specific Rules 101-cc-brules 101-cc-errors
DATA Entry – AR General Data Entry Rules 101-ar-brules-pay-entry 101-ar-brules-matrix
PAYMENT DISTRIBUTION – Rules and Subsystem Priorities 101-ar-brules-pay-appl
STANDARD AR/CC Features Application Features / Functionalities
A/R Security by Area 101-ar-fea-009 roadmap
A/R Paid under Protest in Cash Collection 101-ar-fea-002 roadmap
A/R Allows Interest and Fees Calculation (on the fly) as of date 101-ar-fea-007 (QC) 101-ar-fea-007 (DEV) 101-ar-fea-007 v1603
A/R Allows Overpayment Collection 101-ar-fea-005 (QC) 101-ar-fea-005 (DEV) 101-ar-fea-005
A/R Allow Payment Plan Collection
A/R Allow Payment Less than Payment Plan Amout		 101-ar-fea-008
101-ar-fea-038		 Technical Info
A/R Receipt Group Management (see Access By in CC Form) 101-ar-fea-003 Standard Feature (Ctrl-S Search)
CC Audit Trail (for changes made to a/r fields) 101-cc-fea-017 (QC) 101-cc-fea-017 (DEV) 101-cc-fea-017 roadmap
A/R Allow Payment that is less than Payment Plan Amount 101-ar-fea- Technical
AR Group Adjustments 101-ar-fea-020
STANDARD OF System System & Modules Features
OF – DYNAMIC SEARCH 101-std-fea-004 Standards (ofr) (QC) 101-std-fea-004 (DEV) 101-std-fea-004 Standard Feature
OF – SAVED NAME DATASET SEARCH (Auto Save) 101-std-fea-006 (QC) 101-std-fea-006 (DEV) 101-std-fea-006 Standard Feature
AR – Deposit Management STANDARD Form 101-ar-frm-006 A/R Deposit (QC) 101-ar-frm-006 (DEV) 101-ar-frm-006 Standard Business Entity
PARAMETERS SY Registry and Apps Parameters
Accounts Receivable General Parameters 103-ar-parm-General
Cash Collection General Parameters 103-ar-parm-CC roadmap Review design & clean-up (6.0 Challenges)
Cash Collection Point of Sale (Cashier) and User Parameters roadmap
STANDARD OF Functionalities OPENFORMS STANDARD
Form Control – QUICK SEARCH 101-std-fea-022 (QC) 101-std-fea-022 (DEV) 101-std-fea-022 v1503
Form Control – PAYER NAME 101-ar-fea-021 Setup Payer Name (QC) 101-std-fea-021 (DEV) 101-std-fea-021
Action Button – USER OPTIONS (sy-registry) 103-sy-008 (GNA) (QC) 103-sy-008 (DEV) 103-sy-008 v1511
Action Button – ADMINISTRATOR LOGIN 101-std-fea-031 Setup Login (QC) 101-std-fea-031 (DEV) 101-std-fea-031 v1603
Action Button – Open Cash Drawer
Action Button – Export Report (Receipt send to)
OF Standards – Search (Dynamic Queries) 101-std-fea-004
FORM Functionalities FORM CC001 CASH COLLECTION 101-cc-frm-001 101-cc-ofr (QC) 101-cc-frm-001 (DEV) 101-cc-frm-001
ENTITY Deposit (root) 101-cc-frm-007 A/R Deposit (QC) 101-cc-frm-007 (DEV) 101-cc-frm-007 Deposit Standard Business Entity
ENTITY Payment Data Entry
Search & Access By 101-cc-frm-004
Access By – Standard Searches (OFR) 101-cc-fea-004 101-cc-fea-004 101-cc-fea-004 Replaced by Standard Search Feature
Payment Data Type
– VOLUNTARY Payments 101-cc-frm-011 (QC) 101-cc-frm-011 (DEV) 101-cc-frm-011 v1611
– DEPOSIT Payments 101-cc-frm-012 (QC) 101-cc-frm-012 (DEV) 101-cc-frm-012
– POST DATED Payments 101-cc-frm-013 (QC) 101-cc-frm-013 (DEV) 101-cc-frm-013
– REGULAR Payments
Payment Distribution Grids
– by A/R SUMMARY 101-cc-frm-002 — (QC) 101-cc-frm-002 (DEV) 101-cc-frm-002 v1511
– by A/R DETAIL Transactions 101-cc-frm-003 — (QC) 101-cc-frm-003 (DEV) 101-cc-frm-003 v1603
Misc. Cash Receipt Data Entry
– MCR Group or A/R Class Code Cash Receipt Data Entry 101-cc-frm-008 AR Class Code (QC) 101-cc-frm-008 (DEV) 101-cc-frm-008 v1603
Money CC Type Distribution
– Distribute money collected by CC payment type 101-cc-frm-010 v1603
Added Information (note Payer+)
– Form Control – PAYER NAME 101-ar-fea-021 Feature Setup (ofr) (QC) 101-ar-fea-021 (DEV) 101-ar-fea-021 v1603
– Payer Additional Information Notes, Letter Code 101-cc-frm-009 101-cc-frm-009 101-cc-frm-009 v1512
– Petty Cash Distribution Management 101-cc-frm-014 101-cc-frm-014 101-cc-frm-014 roadmap
POINT OF SALES PAYMENT COLLECTION WIZARD FORM 101-cc-frm-006 (QC) 101-cc-frm-006 (DEV) 101-cc-frm-006
POS Integration Point of Sale 3rd Party Integration (General) 101-cc-fea-300 (DEV) 101-cc-fea-300
(on payment Completed) Cash Collection Wizard OVERVIEW & FLOW 101-cc-fea-051 101-cc-fea-051 101-cc-fea-051
Payment Processor 100-pos
Open the Cash Drawer 101-cc-fea-053 101-cc-fea-053 101-cc-fea-053 v1603
Print Receipt Journal 101-cc-fea-057 101-cc-fea-057 101-cc-fea-057 roadmap
Print Receipt 101-cc-fea-058 (QC) 101-cc-fea-058 (DEV) 101-cc-fea-058 v1603
Print Validate Payers Bill or Stub 101-cc-fea-059 101-cc-fea-059 101-cc-fea-059 roadmap
Print Validate Endorse Checks 101-cc-fea-060 101-cc-fea-060 101-cc-fea-060 v1606
Print Duplicate Option 101-cc-fea-061 101-cc-fea-061 101-cc-fea-061 custom feature
Optical Check Reader 101-cc-fea-062 101-cc-fea-062 101-cc-fea-062 custom feature
STANDARD REPORTS STANDARD REPORTS
Standard Report – Receipt Log 101-cc-rpt-057 cc-rpt-057 roadmap
Standard Report – Receipt 101-cc-rpt-058 cc-rpt-058 v1603
Standard Report – Check Validation / Endorsement 101-cc-rpt-060 cc-rpt-060 v1606
INTEGRATION 3RD PARTY INTEGRATION
Point of Sale Integration (MASTER) 100-pos (DEV) 101-cc-fea-300
– Payment Simulation 101-cc-frm-030
-CSI Pay (Payment Processor) 317-CSIpay (QC) 317-CSIpay (DEV) 317-CSIpay v1603
-Forte 322-Forte 322-Forte (egov) (Dev) 322-Forte v1606/09
-FIS 318-FIS (Dev) 318-FIS v1609
Cherry Keyboard Reader (Hardware) 366-Cherry deprecated
RELATED AR FORMS / BATCH PROCESS
BATCH PROCESS AR Lock Box Form Lockbox Form 101-ar-frm-036 101-ar-frm-036 101-ar-frm-036
AR Lock Box Batch Process Posting 101-ar-bp-036 101-ar-bp-036 101-ar-bp-036 v1603
AR Multi-Type Deposit Posting Types roadmap Deprecated or roadmap?
See Also Other AR Batch Processes (AR wiki map) 101-ar-map

Configuration Parameters

See Govern Administrator Application Parameters – Accounts Receivable GNA Product Map

 

 

101-cc-map

 

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Road Map

Govern Road Map

Road Map information

The Govern suite of applications is regularly being improved upon. Modules and applications are enhanced based upon user requirements and feedback. Govern development is under the direction of R&D and the Govern Road Map offers a insight to the benchmarks, direction, and vision, for development.

NOTE: The Govern Road Map is subject to changes.

Click the image below to view the Road Map that was updated August 9, 2018. For further details please contact Govern R&D. If you have access to Confluence click here.

  

 

Roadmap Changes (2018/06/28)

  • CAMA
    • M&S: v1811 to v1911
    • Misc Structure: v1803 to v1903
    • Comparable Sales: v1806 to v1909
  • Utility Billing
    • v1809 to v1906
  • Special Assessment
    • v1903 to v1911
  • Workflow
    • eGovern: v1803 to v1811
  • Not Scheduled
    • CAMA Batch Update
    • Excise Tax Module
    • eGovern rewrite
    • Workflow for Mobile

 

Roadmap Changes (2017/09/08)

  • New work
    • v1903
      • CAMA Batch Update
      • CAMA Property Record Card
  • Work removed
    • v1803
      • Inspections reports send to backlog
      • New Scheduling feature completed in v1709, Automatic scheduling send to backlog
  • Special Assessment
    • v1811 to v1903
  • CAMA
    • M&S: v1809 to v1811
  • Utility Billing
    • v1811 to v1809
  • Not Scheduled
    • Excise Tax Module
    • eGovern rewrite

 

Roadmap Changes (2017/08/04)

  • Workflow Management
    • Inspections Scheduling Functions: v1706 > v1803
    • eGovern: v1706 > v1709 > v1803
    • LM Conversion: v1706 > v1709 > v1711
  • Special Assessment
    • v1703 > v1709 > v1811*
  • CAMA
    • Misc. Structures: v1709 > v1803
    • Comparable Sales: v1706 > 1803 > 1806
    • M&S: v1809 (not changed)
  • Utility Billing
    • v1706 > v1803 > v1811
  • Not Scheduled
    • Excise Tax Module
    • eGovern rewrite

 

Upgrade Plan

Spreadsheet v1809 Progress Report

 

 

Road_Map

 

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101-wm-map

Workflow Management Product Map

Version 6.1.1706

Product Codes

Workflow Management product codes and business rules.

General Information & Business Rules

Section Product Code Description Supporting Info Other
General Overview
Specifications &
Business Rules		 101-wm
101-wm-system
101-wm-brules
101-ar-brules		 Workflow Management Overview
WM System Architecture and Configuration
WM Specifications and Business Rules
AR Business Rules		 Impact List / Visio DB Diagram
Accounts receivable Types Rules
A/R Object Errors General Ledger
G/L Accounting		 Developer Specs & Questions
Installation & Setup 101-wm-install
101-wm-config
101-wm-ofr
100-sy-registry-wm
101-wm-ui-ress		 Module Installation Information
Administrative Configuration and Setup
OpenForms Setup (OFR)
System and User Registry for Workflow Management
User Interface Messaging Resources (warning and errors)		 Workflow Start from Scratch
Workflow Install Queries
Workflow Fee Computation		 All Step and Activity Actions
System Standards
(OFR)		 101-wm-fea-004 Dynamic Search Queries and Treeview
Profile Queries / View Link Queries / Views		 101-wm-ofr-DynamicSearch (system)
101-wm-ofr-SystemQueries
101-wm-impact (internal)

Forms & Features

Forms Product Code Description Supporting Info Release
Form Overview 101-wm-frm-000 Workflow Management General Form Form Controller & Custom Control used to setup workflow forms.
See 101-wm-ofr for setup
Workflow Form 101-wm-frm-001 – Workflow General Contains the Workflow IDs and General Information common to all workflow setups
101-wm-frm-002 – Workflow Additional Types Available only if Kind and Category allow additional types
101-wm-frm-003 – Workflow Activities Step and Activity Actions
101-wm-frm-004 – Workflow Name Links The name links (Applicants, owners, etc.) are defined in the user table wmNAME.
101-wm-frm-005 – Other Links The workflow links (Other properties, sub-systems, other workflow….)
Standard Forms 101-wm-frm-006 Inspectors Setup of Inspectors
101-wm-frm-007 Inspections Workflow inspections.
For Inspection definition, see 103-wm-parm-304, for form setup see 101-wm-frm-007-ofr
Optional 101-std-frm-001
101-std-frm-008		 – Multimedia (optional)
– GIS (optional)		 Generic Multimedia Form that can be added to the Workflow Form
Generic GIS Form that can be added to the Workflow From
Standard Features 101-std-fea-019 Workload Manager Standard Workload Manager
101-std-frm-010 Multimedia Document Queue
Form Design
Form Controls
(optional)		 101-ar-fea-xxx
101-cc-fea-xxx
101-std-fea-042
101-std-fea-xxx
101-std-fea-xxx
101-wm-fea-007		 Action Button – Create AR
Action Button – Payment
Action Button – User Registry
Action Button – Administrator Login
Action Button – Send Emails
Action Button – Reschedule Inspections		 Action button (Manual) or Automatic (On Save) feature to create AR Summary
Action button to call the Cash Collection Form to enter a payment
Action button to access the User Registry Options for wm
Action button to allow Administrator Login
Action button to send emails using the template
Action button to reschedule inspections
Search & Navigation
Search & Navigation 101-wm-fea-004 Dynamic e-Search for Workflow Search & Navigation
For technical details: 101-wm-ofr-DynamicSearch
and 101-wm-ofr-System Queries
Features
Workflow Features 101-wm-f03-user
101-wm-f04-multimedia
101-wm-f05-emails
101-wm-f06-fees
101-wm-f07-inspections
101-wm-f08-links		 User Interface
Multimedia
Email Communication
Fee Computation and AR
Inspections
Workflow Links
Standard Features 101-std-fea-019 Workload Manager
Email Notification Email Communication Email Template Editor 103-ed-017
Other Features
Property Control 101-pc-frm-006 Split Merge (Roadmap)
A/R Feature ACH Processing (Roadmap)
System Options 101-wm-f201-egov eGovern (Optional) OpenForms 6.1. eGovernment Portal is not available (Roadmap)
101-wm-f202-mobile Mobile (Optional) OpenForms 6.1 Mobile Functionalities (To be verified)
OpenForms Reference
OpenForms Reference
(ofr)		 Forms & Queries Inspections and Inspector form
can be imported.		 The other forms are not distributed as part of the Standard OpenForms Reference forms.xml
as the form models are created dynamically.

Configuration Parameters

Product Code Administrative Functions Additional Information Release Availability
WORKFLOW MANAGEMENT
103-wm-parm-101 General Parameters (sy_registry) 6.1.1703
103-wm-parm-104 General eGovern (201) Parameters Roadmap
103-wm-parm-200 Kind & Categories GNA Menu 6.1.1703
103-wm-parm-201 Tab – Workflow Kind
103-wm-parm-202 Tab – Workflow Category
103-wm-parm-501 Tab – Workflow Category FEES
103-wm-parm-300 Department Parameters GNA Menu 6.1.1703
103-wm-parm-301 Tab – General
103-wm-parm-302 Tab – Activities See Workflow Actions setup
103-wm-parm-303 Tab – Types
103-wm-parm-315 Tab – Types STEPS
103-wm-parm-304 Tab- Inspection
103-wm-parm-313 Tab- Department Calendar
103-wm-parm-310 Inspectors Standard Govern Form 101-wm-frm-006
103-wm-parm-400 Link Types Editor GNA Menu
103-wm-parm-504 Organization Calendar GNA Menu
STANDARD FEATURES
103-ed-017 Email Template Editor
Multimedia Scanning Queue

 

Batch Process

Section Product Code Description Supporting Info Additional Information
Batch Process 101-wm-bp-010 Generate Workflows. Can be set up as an activity action to create workflow records
for a dataset

Reports

Section Product Code Description Supporting Info Additional Information
GNA Parameters 103-wm-rpt-101 This report provides the configuration of steps and activities,
It can be printed by department, kind, category and type.		 Under development. Scheduled for 6.1.1703
New
101-wm-rpt-001 Workflow – Step & Activities Same as 103-wm-rpt-001 (because of definition)
101-wm-rpt-002 Workflow – Matrix
Workflow Listing Reports
Govern Reports 101-wm-rpt-003
101-wm-rpt-004
101-wm-rpt-005
101-wm-rpt-006
101-wm-rpt-007
101-wm-rpt-008
101-wm-rpt-009		 Workflow Listing Report (wm-rpt-003)
Permit List Report
Certificate List Report
Offense List Report
Application List Report – Expired
Permit List Report – Expired
Certificate List Report – Expired		 wmlist The following reports were merged into a single report.
Only the criteria parameters are different in each Report Definition.
101-wm-rpt-010 Sample Application Form (wm-rpt-010) New
101-wm-rpt-011 Cash Balancing Report (wm-rpt-011)
101-wm-rpt-012 Allowance and Restriction Report Roadmap
101-wm-rpt-013 Workflow Permit Poster (wm-rpt-013)
101-wm-rpt-014 Inspection List Report (wm-rpt-014) Roadmap
101-wm-rpt-015 Renewal Letter (wm-rpt-015)
101-wm-rpt-016 *Notice of Violation Letter (wm-rpt-016) Roadmap
101-wm-rpt-017 Hearing Schedule Roadmap
101-wm-rpt-018 Workflow Process Audit
Dashboard 101-wm-rpt-100 Workflow Dashboard Report (wm-rpt-100) wmdashpm Land Management Dashboard

NFRs

Section Product Code Description Supporting Info Additional Information
STD – Standard Features 101-std-fea-010 Audit and Roll Forward Not available – workflow is not year base to verify
101-std-fea-xxx Hibernation
101-std-fea-xxx History Panel
GNA – Utilities 103-gna Database Extraction Tool
EMT Import/Export of WM
GNA – Application Parameters 103-wm-parm Copy Parameters to

Unavailable and Deprecated Features

The following features listed here are classified by:

  • Roadmap – Items or Features not currently available, listed on the product backlog but not scheduled
  • Deprecated – Items or Features no longer supported
  • Obsolete – Items or Features no longer pertinent or required in the new system architecture
Section Product Code Description Additional Information
Roadmap 101-ar-fea- Switch to Voluntary Payment The following features are set as roadmap features. Please review with R&D.
103-mb-parm-802
103-ub-parm-803		 Miscellaneous Billing Templates
Utility Billing Service Charges Fees
201-egov e-Permits & Licenses
101-wm-frm-505 Fee Simulator
Deprecated GL transactions External Accounts Receivable System Workflow Management uses the standard AR functionalities for Fees and Invoices
GL Transaction for external AR systems deprecated
Obsolete 103-wm-parm-309 Activity Security Replaced by Form Security

Parameters

Section Product Code Description Additional Information
103-wm-parm-305 Definition of Inspection Codes To verify. Merged with department inspections
103-wm-parm-306 Definition of Work Codes To verify
103-wm-parm-307 Contact Group Names Parameters
103-wm-parm-308 eGovernment Parameters – By Department
103-wm-parm-311 Conditions
103-wm-parm-312 Events
103-wm-parm-314 Department Hearing Calendar & Schedule To verify
103-wm-parm-601 Violations (Code Type and Remedies)
103-wm-parm-701 Zoning (Allowances & Restrictions)
103-wm-parm-702 Restrictions and Dimensions

Activity Actions List

  1. 103-wm-parm-Action01-SetDates
  2. 103-wm-parm-Action02-SetStatus
  3. 103-wm-parm-Action03-SendEmail
  4. 103-wm-parm-Action04-DisplayMessage
  5. 103-wm-parm-Action05-GenerateReport
  6. 103-wm-parm-Action06-ActionQuery
  7. 103-wm-parm-Action07-SetUser
  8. 103-wm-parm-Action08-CreateWorkflowLinks
  9. 103-wm-parm-Action09-BusinessRules
  10. 103-wm-parm-Action11-LinkInspectionType
  11. 103-wm-parm-Action14-CreateWorkflow
  12. 103-wm-parm-Action15-MultimediaQueue
  13. 103-wm-parm-Action16-GenerateFees
  14. 103-wm-parm-Action20-DisplayForm
  15. 103-wm-parm-Action21-InvokeExternalCommand
  16. 103-wm-parm-Action22-CreateExemption
  17. 103-wm-parm-Action24-CreateTaxAuditInfo
  18. 103-wm-parm-Action25-PostTransactionLinkedToWorkflow
  19. 103-wm-parm-Action26-CreateDeed
  20. 103-wm-parm-Action30-AutoAssignInspector
  21. 103-wm-parm-Action31-CreateTaxAuditRecord
  22. 103-wm-parm-Action32-GenerateGlobalMessage
  23. 103-wm-parm-Actions

 

Standard Reports List

  1. 101-wm-rpt-001-ConfigStepsandActivities
  2. 101-wm-rpt-002-ConfigWorkflowMatrix
  3. 101-wm-rpt-003-WorkflowListing
  4. 101-wm-rpt-010-WorkflowApplicationForm
  5. 101-wm-rpt-011-WorkflowCashBalancingReport
  6. 101-wm-rpt-012-roadmap
  7. 101-wm-rpt-013-PermitPoster
  8. 101-wm-rpt-014-InspectionList
  9. 101-wm-rpt-015-Renewal
  10. 101-wm-rpt-016-ViolationLetter
  11. 101-wm-rpt-100-WorkflowDashboard
  12. 103-wm-rpt-101-ConfigStepsandActivities

 

 

101-wm-map

 

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