MA – Sales and Comparable Sales

Sales & Comparable  Sales

Overview

Comparable Sales (Comp sales) is a valuation method to appraised a property based on sales of similar properties and adjustments to take into account the property characteristics and different market factors.
An important tool for an organization to validate that their values are fair and as close to reality as possible. It plays a major role in property owners appeals (contesting their appraised value) and court cases.

General Process

1-Creation / Validation of Sales

  • Sales are created and validated, (qualified), grantors (seller) and grantees (buyer) are recorded.
  • Note: Ownership changes, updates of mailing index and property exemption to names (i.e. veterans) inactivation is triggered or processed automatically (depends on setup).

2-Comparable Sales Extract

The sales extract batch program is run to:

  • Extract the sales to use in the analysis based on different criteria.
  • Calculate the Subject to Comparable Selection Index
  • Calculate the Comparable Sales Adjustment

3-Comparable Sales Function

  • Subject and Comparable property characteristics are displayed (Sales extracted, Open search or Previously saved)
  • Comparable properties can be added (force compare), removed or re-ordered in the grid sorted by selection index (lower = most comparable)
  • Comparable sales results are saved and/or printed (mostly for appeals)

Setup

General Parameters

  • System Registry General Parameters (page 3 tab)

 

Mass Appraisal Tables Parameters

  • table xxx

 

Product Codes

Product Code Name Comments
101-pc-frm-xxx Deeds Function Legal Deed of Sale Function can be used to generate sales
101-pc-ofr-xxx Open Form Reference Model This OF model includes
101-ma-frm-015 Sales Function
101-ma-ofr-015 Open Form Reference Model This OF model includes links to other parcels.
Sale grantors (sellers) and sale grantees (buyers) are a custom ctrl
703-ma-bp-002-[v10.8] Comparable Sales Extract Batch Program
Govern for Windows for Hybrid OF version up to [v6.1]
101-ma-frm-029 Comparable Sales Function Subject and Comps Property Characteristics are displayed
101-ma-ofr-029-[v6.1] Comparable Sales Open Form Reference Model
101-ma-frm-029-rpt Standard or Custom Report??? Crystal or SSRS
703-Govbat Comparable Sales Computation
Govern for Windows for Hybrid OF version up to [v6.1]
703-GovBat-compute Govern Batch – Appraisal Value Computation Batch Calculation (new year…)
703-GovBat-daemon Govern Batch – DAEMON On-line Calculation
702-Admin Comparable Sales Parameters
Govern for Windows for Hybrid OF version up to [v6.1]
702-Admin-General Comp sales General Parameters (System Registry)
702-Admin-CompSale Comp sales Parameters (Mass Appraisal Tables)

Specifications

Sales Extract

  • Sales are extracted by type (qualified / not qualified) and sale date
  • Sales extracted are recorded by FISCAL YEAR.
  • Selection index are calculated based on different factors (parameters). They can be included or excluded when executing the batch program.
  • The higher the selection index, the less the sale is comparable
  • Adjustment index …. […]

Comparable Sales

  • Displays comparable properties for the subject parcel (current parcel id) based on the selection index (lower = closer)
  • Select/Show comparables from:
    • Extracted Sales (ma_sales_extract),
    • Previously Saved Sales
    • Open Database Search

What’s New

Comp Sales Changes

 

 

101-ma-compsales

 

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101-ma-bp-004

 

Mass Appraisal Batch Update Process

Overview

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

 

Related Topics

CAMA Mass Appraisal What’s New

 

 

101-ma-bp-004

 

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MA – Sales Data Computation Batch Process

Mass Appraisal Sales Data Computation Batch Process

[Under Review]

Overview

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

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

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

Prerequisites

Computation by Neighborhood

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

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

 

Running a Batch Process on a Saved Dataset

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

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

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

Notes

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

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

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

Accessing the Sales Data Computation Batch Process

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

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

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

Sales Data Computation Parameters

Sales Date
Do one of the following:

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

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

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

  • All

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

  • Jurisdiction / Neighorhood

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

  • Tax Map Number

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

Optional
Sale Qualification
Select one or more sales types :

  • Not qualified
  • Qualified
  • Unverified sale

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

Process

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

See Also

Mass Appraisal Batch Computation

101-ma-bp-005

 

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MA – Generate Pending Audit Batch Process

Mass Appraisal Generate Pending Audit Batch Process

Overview

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

Records can be created for a:

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

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

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

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

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

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

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

Documentation

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

BatchAuditPending.pdf

Prerequisites

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

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

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

Related Forms

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

MA Audit Information User Form

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

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

For details, see Mass Appraisal Audit Information.

Related Batch Processes

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

Business Rules for the MA Audit Pending Batch Process

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

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

Creating Mass Appraisal Audits

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

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

Defining the MA Audit Pending Batch Process

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

To configure the batch process:

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

Adding the MA Audit Pending Batch Process to a Profile

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

To add the batch process to a Profile:

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

Running the MA Audit Pending Batch Process

To run the batch process:
Open the Batch Program:

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

Complete the Parameters:

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

Run the Program

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

Viewing the MA Audit Log Files

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

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

Viewing the Updated Record in Govern

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

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

 

 

101-ma-bp-007

 

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MA – BP Generate Audit Finalized

Mass Appraisal Generate Audit Finalized Batch Process

Release 6.1

Overview

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

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

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

Documentation

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

BatchAuditFinalized.pdf

Business Rules for Finalized Records

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

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

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

Related Information

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

Prerequisites

Required Tables

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

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

Required Records

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

Related Batch Processes

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

Defining the MA Audit Information Form

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

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

Creating Mass Appraisal Audits

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

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

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

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

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

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

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

Defining the MA Audit Finalized Batch Process

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

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

Adding the MA Audit Finalized Batch Process to a Profile

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

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

Before Running the MA Audit Finalized Batch Process

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

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

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

Running the MA Audit Finalized Batch Process

To run the batch process:

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

Viewing the MA Audit Finalized Log Files

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

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

Viewing the Updated Record in Govern

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

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

 

 

101-ma-bp-008

 

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MA – What’s New

CAMA Mass Appraisal – What’s New

Version 6.0 | 6.1

Overview

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

 

What’s New

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

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

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

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

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

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

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

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

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

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

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

 

Old News

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Release 6.1

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

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

Display a Description with the Building Drawing Code

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

Batch Computation

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

Default Alignment on Text and Numeric Attributes

Number Formatting for Appraisal Table Elements

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

Lookup Group Types in Neighborhood

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

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

Mass Appraisal Lookup Groups

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

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

Site is Mandatory for all Appraisal Components

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

Site is a Multi-Field Combination

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

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

Long versus Short Description

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

Do not display Option

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

Forced Unique Default Code Option

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

Is Required

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

Features Table Category

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

Apply To Units/Units Look-Up

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

Simulation (deprecated)

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

Daemon Hybrid Mode for Appraisal Computation (deprecated)

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

Database (see impact list)

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

Exclude from Roll text box

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

Parameters no longer used

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

New Conversion Menu

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

 

See Also

 

 

101-ma-wnew

 

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