AR – Search to Load Data (101-ar-fea-026)

Accounts Receivable (A/R) Search to Load Feature

Available in Govern Rel. 6.0/6.1

Overview

Selecting a Record Key from the DataSet TreeView will load AR Data, the form also has a feature that allows you to search for keys to load the data. The key is then sent to the TreeView as a Temporary Key to allow the application to recalculate information based on that key.

Demonstration of the Temporary Key

To demonstrate the functioning of a Temporary key in Govern, follow these steps:
Preparatory steps:
  1. Search for a few records to add to the Treeview from the eSearch then open the AR Inquiry form.
  2. Search for a key that contains a field that is of the same type as the profile and is already in the Treeview. It gets selected.
  3. Perform Step 1) but for a key that isn’t in the Treeview already. It gets added, selected, 1st and orange background.
  4. Perform Step 2). the key added by 2) gets replaced by this new one.
  5. Repeat Step 1). notice that the same result and the one added in Step 3) remains.
  6. Perform a search for a key that doesn’t contain a field that matches the Treeview key. The description is based on the Main ID of the key.
  7. Manually remove the temporary key from the Treeview and search for it again. It gets added as Temporary again.

Related Topics

 

 

101-ar-fea-026

 

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

PC – Summary Record Card

Property Control (PC) – Summary Record Card

Version 6.x (In Development)

Overview

NOTE: This page is under development.

The Property Control (PC) Summary Record Card is a form that presents as a Header and a list of summary information, called “cards” in the PC module. This form displays components of a property where each component is grouped by subsystem. For example, the PC Summary Record Card would display, amongst other things,  information about Levies, Owners, Exemptions, etc.

The Summary Record Card form is currently available for the following:

  • Property Control (PC)
  • Mass Appraisal (MA)

 

Related Topics

 

 

101-pc-frm-002

 

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

Summary Record Card

Summary Record Card

Version 6.0.1903 / 6.1.1911

Overview

NOTE: This page is in development.

The Summary Record Card is configured to appear as a form within a Profile. This Summary Record Card form presents as a Header followed by a list of Summary Information with sections referred to as index cards. These index cards would display information related to a property’s individual components. For example, in the case of Mass Appraisal (MA), the MA Summary Record Card displays, amongst other things,  information for Building Structural Elements (BSE), Land information, Site information, and so on. The MA Summary Record Card may be placed within a profile for the city’s Assessor.

This form is currently available for the…:

  • Mass Appraisal (MA)
  • Property Control (PC)

 

Read More...

 

Presentation

As stated earlier, the Property Record Card will display as Govern form within a profile.

Click to view the image in a new tab.

Property Summary Record Card tab

On the Property Summary Card tab there are two (2) icons; one for printing the form, the other for maximizing the display within the form window.

Property Summary Record Card tab icons

  Print Form – Click the print form icon to display the print dialog window. Refer to the Printing the Summary Record Card section below for more detail about the print dialog window.

  Maximize / Minimize (F11) – You can maximize, i.e., enlarge the form to expand to the full area within the Govern application window. Click this icon again to restore the window size. Note that you can also perform this action with a click on the [F11] function key.

Property Summary Record Card Form

The form is composed of a series of specialized sectional or index “cards”. The summary record card is composed of a header and user configurable indexes.

Header Section

Containing general appraisal information about the property, e.g., Tax Map #, Parcel ID, Class, Property Type, Fiscal Year, School District, Roll Section, Size Total, Neighborhood, Zoning, and so on.

Information Displayed

The visibility of the indexes that are displayed in this section can be modified by the user.

Displaying Index Cards

As stated earlier, the visibility of the index cards can be configured by the user. The List Control button located in the middle of the lower part of the Header section displays a dashboard. The dashboard lists all sections that can be displayed or hidden on the Summary Record card.

The Dashboard

Dashboard Features

  Group – Click the Group checkbox to display the index cards in two (2) columns by logical groups. For example

Reset – Click Reset to Default to restore the original/default settings of the dashboard.

Hiding the Dashboard

  1. Click the List Control button to hide the dashboard.
NOTE: When printing, groups that are hidden will not be printed.

The dashboard lists the index cards that can be displayed in the Summary Record Card. On the upper left-hand side of the dashboard.

To configure the groups that are displayed in the Summary Record Card

  1. Click the list control button; a dashboard is displayed showing the sections that can appear in the form.
  2. Appearing on the dashboard is a list of the index cards and check boxes that can be displayed in the Summary Record Card. When the checkbox is selected, the section is displayed, i.e., visible.

Hiding Index Cards

  1. Click to uncheck a selected checkbox to hide the index card in the form.
  2. Uncheck the selected checkbox to hide the respective group.

Repositioning Index Cards – Method 1

If a specific order of appearance is required in the form, users can change the order of the Index Cards. The order change is made through the dashboard.

To change the order of index cards in the Record Card form…

  1. Click to highlight the index card that you would like to change.
  2. On the right-hand side of the dashboard, click the up arrow “^” to move the index card up.
  3. Alternatively, click the down arrow “v” to move the index card down.
NOTE: When the Group option is selected on the dashboard, you will not be able to rearrange / reposition index cards.

Repositioning Index Cards – Method 2

The index cards can also be changed on the dashboard by using the drag and drop method.

To change the order using a drag and drop technique…

  1. Use your mouse pointer to locate the index card that you would like to move.
  2. Click and hold the left mouse button (LMB) on the index card.
  3. Drag the pointer to the new location. Once the action is complete, verify the order.
  4. Click the List Control button to hide the dashboard.

Printing the Summary Record Card

Summary Record Card Print Window

The Summary Record Card form print window has features that allow you to print the information displayed on the form.

To display the Summary Record Card print preview window…

  1. Verify the sections that you want displayed in your printout.
  2. Click the print icon on the tab.
  3. The Property Summary Cards print window is displayed.

Along the top row of the window are icons that allow you to change your view of the document and print.

Summary Record Card Print Window icons

       Print (Ctrl + P) – Click to display the default Windows Print dialog box. You can access the printers that are configured for your computer.

       Increase the size of the content ( Ctrl -) – Click this icon to zoom out of the preview image.

       Decrease the size of the content (Ctrl +) – To zoom into the preview image, click this icon.

100% (Ctrl + 1) – To view the page at 100% in the area of the preview window, i.e., no scaling,  click this icon. Note that this is a function of the size of your monitor and your screen resolution.

Page Width (Ctrl + 2) – View only the full width of the preview document regardless of its height. You may need to scroll when this view is selected

Whole Page (Ctrl + 3) – A click on this icon will force the entire page into the area of the preview screen. This view option is at times referred to as “fit in page”.

Two Pages (Ctrl + 4) – When your document requires multiple pages, click this icon to view the pages as a “two-page spread”.

Search for a word or phrase in this document. – Should you need to find a word or phrase within the document that is in the preview window, click in this field and type the word.

NOTE: When using the print window, you will be permitted to access and print to resources that you already have access to under the Windows operating system.

 

Related Topics

 

 

101-std-frm-012

 

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

MA – Summary Record Card

Mass Appraisal (MA) – Summary Record Card

Version 6.0.1903 / 6.1.1911 (In Development)

Overview

NOTE: This page is under development.

The Mass Appraisal (MA) Summary Record Card is a form that presents as a Header and a list of summary information, called “cards” in the MA module. This form displays components of a property where each component is grouped. For example, the MA Summary Record Card would display, amongst other things,  information Buildings Structural Elements (BSE), Land, Site, etc.

The Summary Record Card form is currently available for the following:

  • Mass Appraisal (MA)
  • Property Control (PC)

 

Related Topics

 

 

101-ma-frm-075

 

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

MA – CAMA Building Drawing Apex

CAMA Building Drawing Apex

Overview

The Building Drawing Apex form is used for creating and displaying drawings of the areas within the selected building. It calculates and displays the area and perimeter of the structural elements, by element type. It provides totals for the building,

Prerequisite Forms

Before creating a Building Drawing, you need a Buildings record.

Accessing the Building Drawing Form

To access the Drawing form:

  1. Open a Profile with Mass Appraisal Drawings.
  2. Select the Mass Appraisal Drawing form in the Forms Explorer.
  3. Perform a search and load the property to the form.

The Building Drawing form has two dividers: Drawing displaying the drawing created in the Apex application and the Building Area showing the calculated areas and other building drawing dimensions in grid format.

Building Drawing Icons

Browsing Building Drawing Records

If multiple building drawing records exist for the property, use the right and left navigational arrows to scroll to a specific record.

Saving the Building Drawing Record

Click the Save icon to save a new record or any modifications to an existing one.

Open Apex

Click the Open Apex icon to open the Apex application and create or update a building drawing.
Double-clicking in any white area within the building drawing opens the Apex application as well.

Refresh

Click the Refresh icon to refresh the drawing in the Building Drawing form.
The new and delete icons do not exist on the Building Drawing form. Drawings are created and deleted from the Buildings form.

The Drawing function allow the user to view the building drawing of the selected building. The user can launch Apex to edit the drawing. If the user wants to keep the changes, he must save in govern after the changes in Apex. The areas will be recalculated and updated in the two area tables.
Roll forward will be made, but the drawing and the areas we always replaced.

See Also

Product Knowledge 3rd party APEX (303)

R&D Employees

 

 

101-ma-frm-005

 

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