MB – Miscellaneous Billing Module – What’s New

Miscellaneous Billing (MB) – What’s New

Version 6x

Overview

The following is a non-exhaustive compilation that lists recently updated topics related to the Govern for OpenForms Miscellaneous Billing module.

 

What’s New!

MB – Standard Report Recurring Entry Listing

Miscellaneous Billing (MB) – Standard Report Recurring Entry Listing Specification Overview Purpose Identification Process Name: Requirement Number: 16146 Records to

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MB – Search Screens

Miscellaneous Billing (MB) – Search Screens Overview The following covers the standard searches used for Miscellaneous Billing, Access by Name

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MB – Lien Transfer Batch Process

Miscellaneous Billing (MB) – Lien Transfer Batch Process Specification Overview Purpose Run the batch Miscellaneous Billing Lien Transfer process to

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MB – Tax Lien to Real Property

Miscellaneous Billing (MB) – Tax Lien to Real Property Overview Feature is currently not available and under review. Contact R&D

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Release 6.1

 

Release 6.0

See also What’s New Name & Address (101-na-wnew)

Release 10.8 or prior

 

 

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RE – Real Property Module – What’s New

Real Property (RE) – 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 Real Property module.

 

What’s New!

RE – Capping Rates

Capping Rates Overview Some municipalities will limit annual increases in assessed value of property with Homestead Exemption to a set

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BP – NY State – Generate Real Property Tax – ARLM 1 & 2 Batch Process

New York State – Generate Real Property Tax – ARLM 1 & 2 Batch Process Release v6.x Specification Overview Purpose

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MB – Tax Lien to Real Property

Miscellaneous Billing (MB) – Tax Lien to Real Property Overview Feature is currently not available and under review. Contact R&D

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RE – Settlement Expense Parameter Editor

Real Property Tax Parameter – Settlement Expense In Development Overview The Settlement Expense Parameter editor in the Govern New Administration

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Release 6.1

Features and Updates

Release 6.0

Features and Updates

 

 

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SC – Govern Scheduler Application – What’s New

Govern Scheduler Console (SC) – 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 Scheduler application.

 

What’s New!

Govern Ribbon Search

Standard Feature – Ribbon Search Release 6.0.1903.0374 (Govern only) | 6.0.1904.0515 (Govern only) Release 6.1.1911.0497 (All applications) | 6.1.1912.0513 (All

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Standard Feature – Sequential Batch Process

Standard Feature – Sequential Batch Process Version 6.0 and Version 6.1 Overview Available in Release 6.0 and 6.1 A standard

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Batch Scheduler Service Installation

Batch Scheduler Service Installation Version 6.0 and 6.1 Overview Step by step Govern Batch Scheduler Service installation procedure. Before Getting

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Release 6.0

[6.0.1603] Batch Process Definition will be maintained in the OpenForms Reference database and distributed
[6.0.1603] Archive Path was added to keep a copy of the source documents after having been processed

[6.0.1603] When a batch process is executed, the Current System Date and the Tool Box are disabled so that you cannot change the dates and year used by the batch process.

[6.0] Batch Processes are linked to Profiles. Users access the Govern Batch Processes in the same way that they access the user forms.
[6.0] Batch Processes Categories (nodes) are deprecated.
[6.0] Automatic Update when a new version is installed

  • The Scheduler Service is updated automatically when the deployment is updated. You do not need to manually stop and restart the service.
    • To know if an update is needed, it compares the TimeStamp in BSS with the BSC folder date … (Click to view illustration)
    • Automatic update (stop, deploy, restart service) starts only if time allows before the next scheduled batch program (Minutes to Update parameter)
[6.0] Minutes to Update (new SY Registry Parameter)

  • Minutes needed before the next scheduled batch before redeploying the batch service (Default is 15 min)
[6.0] Single Deployment/ Connection Key per Windows Service – Appender Services to add connection keys is deprecated
[6.0] Uninstalling Batch Scheduler Service is now done in an Administrator Command Prompt, using the SC DELETE command. See Batch Scheduler Installation for more information
[6.0] System Registry Default Log file path for reports and logs is deprecated – Paths are defined in the Batch and Report Definitions
[6.0] New system generated trailer connection key (copy of original with NO CONNECTION TIME OUT LIMIT) is used in batch processing to prevent time out errors. Depending on the type and mode of execution (i.e roll back), SQL transactions may be committed to the database in a large group where the processing time may exceed the normal time out parameter.

 

See Also

 

 

 

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MATIX – GIS Integration – What’s New

Matix GIS Integration – What’s New

What’s New!

This page lists new features that have been added to the Matix Integration. These features are indicated by “NEW!” preceding the description.
For more information, see the Matix Integration manual (pdf) or Changes to GIS Synch process. Please note that changes are listed in reverse chronological order, i.e. most recent topics will appear first.

 

Matix – Override Layer Map Extent

Matix GIS Integration – Override Layer Map Extent Overview The map extent is the limit of the geographic area displayed

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Application Browser Form – Matix Integration

Application Browser Form – Matix Integration Overview Matix leverages the power and flexibility of ESRI’s ArcGIS Server, and web-based mapping

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Changes to Selection Tools Access and UI Modifications

NEW! Further updates have been made that are related to the Measurement tool. In addition to live switching from meter to feet, there are significant UI modification to tool selection. This modification is available in the following releases; 6.0.1702, 6.1.1611 and 6.1.1702. Refer to the most recent version of the MATIX user documentation for details.

  • New Mode menu
  • All Selection Tools have been moved beneath the Mode menu; cascading menus for tool selection
  • New Clear Parcel Tool
  • No more “three step” tool selection process

Changes to GIS Synchronization Process

An enhancement has been made to the GIS Synchronization process that will eliminate the use of the GIS Synchronization Batch process. When ESRI geodatabases are configured with layers that match one of the three Govern columns in the PC_PARCEL table, the manual GIS Synchronization Batch process will not be required.

Measurement Tool and User Interface Modifications

The Matix integration has been updated with distance measurement tool that allows users to take linear measures off their currently selected base map. In addition changes have been made to the Tools User Interface. This modification is available in GA release 1703 for OpenForms versions 6.0 and 6.1.

Parameter for Secure Base Map functionality

A new parameter called ESRI Layer Type, has been added to Base Maps that enables the functioning of Secure Base Maps. This modification requires the running of the Verify Database process prior to use. This modification is available in GA release 1703 for OpenForms versions 6.0 and 6.1

Theme Maps

With theme maps users are able to view their data based upon themes configured in the Govern New Administration (GNA). For example maps representing sales price, roof type, and so on can be viewed with visual themes such as gradients, or circles representative of relative amounts. In addition, it is possible to configure multiple Theme Maps. When correctly configured, theme maps can be displayed on the fly in the Matix interface.

Display Base Maps on the Fly

It is now possible to configure multiple Base Maps in GNA. Configured base maps can then be displayed on the fly in the Matix interface in Govern.

Save Images for Multimedia Documents

It is now possible to create a .PNG for the maps to add to reports or other multimedia documents.

Additional Selection Tools

For greater selection flexibility, additional selection tools have been added to the Matix tool box.

Base Map Layer Type

New Parameter added : Esri Layer Type for Base Map

Direct Synch with Map Service

Add a direct synch using tax map ufmt to Map Service.
Instead of using the gis_synch batch process to do a complete synchronization from PC_PARCEL to PC_GIS_FEATURES, the ESRI client map layer fields, if well configured so that the values of one of these fields exactly fits the content of one of 3 possible PC_PARCEL field: P_ID, TAX_MAP or TAX_MAP_UMFT (unformatted). If so, we talk about a “direct connection”: 1-to-1 correspondence. No need to convert and simplifies the config process. Available in GA Release 1706 (to be validated)

GIS Intersection Layer Search

Matix integration is able to perform queries on the GIS layer. Users are able to select a feature on a layer and select all features on the target parcel and all intersecting parcels. This information is passed on to Matix in .XML format. The GIS Search will allow users to search for parcels that interest with a target parcel. For example there may be a requirement to find all parcels that are connected to a specific P_ID to generate an abutter list.

OpenForms Components

Profile Query

This profile query allows to quickly identify, in the context of Matix, if the new parcel in the treeview you have just selected has an GIS equivalent. If yes (respectively no), the background of the profile query will be green with the corresponding GIS attribute value and red with (Unknown) as the content
2 System Queries are required (available for downloads) in GA 1706

  • matixTestExist: used as validation
  • matixTestLookup: used as OnClick view query to show the lookup table
  • see also GIS Synchronize Batch Process

 

 

 

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What’s New in v1811

What’s New in Release 1811

OpenForms Technology

Technology and Architecture

  • [6.1] Clustered Index Management (103-ut-005)
  • [6.1] Ability to Enter and Calculate Expenses

 

Systems and Application Modules

Utility Billing (UB)

  • [6.1] BP – Copy to Year Batch Process that will duplicate data from the selected year to the target year (101-ub-bp-007)
  • [6.1] Report  – Utility Billing Summary Card is designed to show all services; e.g. Last Readings, Consumption, and Billing History, for an UB account in a selected year. (101-ub-rpt-001-ubsummarycard)
  • [6.1] UB – Default Search & Treeview – eSearch – Addition of a Utility Billing specific Dynamic Search group
  • [6.1] UB – Database Extraction Tool (DET) & Mobile – Addition of five (5) UB Parameters tables can be initialized for Govern Mobile in the DET

 

Mobile

  • [6.1] Mobile – Checked Out parcels can be configured as ReadOnly on the server as a default; this would apply to all users including the person performing the check-out procedure.
  • [6.1] Mobile – Standard feature offering the ability to post a Self Reported (ST) / Business Tax (BT) filing from the Govern Mobile application

 

Batch Scheduler

  • [6.1]Process that allows the execution of multiple sequential batch processes (BP) in a user defined sequence. When configured a successfully completed BP can automatically trigger the next process. Configuration is in the Govern New Administration (GNA)

 

 

100-wnew-v1811

 

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What’s New in v1803

What’s New in Release 1803

OpenForms Technology

Technology and Architecture

  • [6.0 | 6.1] Email Template Editor – Govern ID’s can be associated with email being sent. When sending the email, a log of all IDs checked will be in the editor. (TFS 26450)
  • [6.1] Techno WM – Clean-up of Govern IDs used for Expressions. (TFS 24169)
  • [6.1] Quick Search, a new kind of Search with similar functionality to a Web search engine; intended to eventually replace the legacy predefined searches toolbox. (TFS 25840)
  • [6.0 | 6.1] Govern / OFD – Generic Link Control – Default Selection when creating a new record; if this option is different from None, the selected option via its corresponding radiobutton will be automatically selected (TFS 27070)
  • Verify Database Process for alternate , i.e. non-Govern databases (TFS 27120)

Systems and Application Modules

RE Tax

  • [6.1] Create Partial Billing in RE Tax Compute; this process will compute the tax assessment, compute levies and exemptions, then create a pending partial billing for each billed cycle code found with the provided Parcel ID and Year (TFS 27034)

OpenForms Designer (OFD)

  • [6.0 | 6.1] Email Action – Action button that sends an email based on a user defined email template. This action button can be secured in the OFD (TFS 26449)

Govern New Administration (GNA)

  • [6.0 | 6.1] GNA UI – Consolidation of all editors under Report Editors menu group in the GNA Ribbon (TFS 26537)
  • [6.0 | 6.1] BED / OFR Validation added for email attribute in Names and Addresses (27008)
  • [6.0 | 6.1] GNA New filtered list control. This control works like a ListBox, but it also contains a textbox where you can type and filter the contents of the list (TFS 26058)

Accounts Receivable

  • [6.1] AR – Options added to transfer credits from one year to another. This is an enhancement to the existing batch process for A/R – Transfer Credits from One Year to Another. (TFS 27233) (101-ar-bp-113)

Property Control (PC)

  • [6.1] Deed / Sale – Ability to create new name on Grantor/Grantee form. New command buttons introduced to create a new name (TFS 26703)

Workflow Management (WM)

  • An Action trigger has been introduced that allows for the creation of an exemption in the workflow process (TFS 6926)

Options and Third Parties

Web Services

  • Web Service Installer – Allow entry of user specified, i.e. custom, paths in MS Govern WCF Services Setup. (TFS 26451)

Matix

  • Matix Layer intersection Models – ZoomTo (TFS 26860)

 

 

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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)

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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

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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

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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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