1.Maintaining System Settings
Purpose
System administrators must define BOE system settings to specify defaults for your protest processes. The defaults make the data entry of the protests easier and support the mass creation protests through the wizard.
The following settings can be defined:
- BOE Options – General
- BOE Options – Letters
- BOE Options – Taxpayer Presentation
- BOE Options – Postage Fees
- BOE Options – Multiple Protesters
1.1.BOE Options - General
Purpose
Use this procedure to configure settings for BOE processing.
Prerequisites
- If you need to enter settings for a specific computer, the following user right is required:
- PACS Administrator > Machine Settings
Procedure
- Choose Tools > BOE Maintenance > System Settings > BOE Inquiry Settings. Then click the BOE Options tab.
Note: If you need to configure the following settings for a specific computer rather than for all users in the system, choose Tools > Machine Settings > Options.
- In the Inquiry Options section, set or review the following options as required:
- Generate Comp Grid when inquiry is created
- Print Inquiry Form when inquiry is created through the Wizard
- Print Appraisal Cards when inquiry is created through the Wizard
- When saving, automatically close an inquiry with a “close” status
- Automatically Create Inquiry when Petition is Filed
- In the Inquiry Options section, use the drop-down lists for the following fields to specify the default selections that will be generated for each inquiry.
- Inquiry Type
- Inquiry Nature
- Inquiry By Type
- Inquiry Status
- In the Default Year Options Status subsection of the Inquiry Options section, specify the default selections that will be generated for each inquiry.
- Always Ignore Machine Settings
- Default Creation Year
- Default Search Year
- In the Appraiser Meeting Options section, set or review the following fields and options as required:
- Meeting Type – Select either Docket or Individual. If you select Docket, complete the following fields:
- Auto schedule protest hearing
- Days until informal meeting
- Days after informal meeting
- In the Allow Mass Scheduling Paragraph subsection, use the drop-down lists to specify what types of properties will be scheduled on the docket automatically.
- Meeting Type – Select either Docket or Individual. If you select Docket, complete the following fields:
- In the Property Options section, set or review the following option as required:
- Lock properties that have been submitted to ARB
- When the Inquiry options are set as required, click OK.
- To edit Protest options, choose Tools > BOE Maintenance > System Settings > BOE Protest Settings in PACS.ADMIN. Then click the BOE Options tab.
- In the Protest Options section, set or review the following options as required:
- Auto Schedule when protest is saved, through the Wizard
- Generate Comp Grid when protest is created
Note If a comparison grid was already created and set as the default, the system will not create a new comp grid.
- Always assign agent properties to agent docket
- When saving, automatically close a protest with a “close” status
- Auto start and end audio recording for Hearings
- In the Protest Options section, use the drop-down lists to specify the default selections that will be generated for each protest.
- In the Protest Options section, set or review the following fields and options as required.
- Number of days until auto schedule docket
- Display Sales Ratio
- Auto load Last Appraiser into Hearing
- In the BOE Default Year Options Status subsection of the Protest Options section, specify the default selections that will be generated for each protest.
- Always Ignore Machine Settings
- Default Creation Year
- Default Search Year
- In the Warnings section, set or review the following options as required:
- Show warning when a protest is being closed and there are more opened protests for the same property
- On opening of protests and there are more opened protests for the same property, show warning
- Show warning when a protest is saved
- In the BOE Mass Protest Entry section, set or review the following option as required:
- Use the Default Search By drop-down list to select the search criteria field that will be displayed in the Property tab of the Protest Search window.
- If required, click Reset to reset the entries.
- Click Apply to save your changes and keep the dialog box open. Click OK to save your changes and exit the dialog box.
1.2.BOE Options - Letters
Prerequisites
- In order to perform this procedure, the following user rights are required:
- PACS Administrator > BOE Maintenance
- PACS Administrator > BOE Protest Maintenance
- PACS Administrator > BOE Inquiry Maintenance
Procedure
- Choose Tools > BOE Maintenance > System Settings > Inquiry Settings. Then click the Inquiry Options – Letters tab.
- Complete the Letter Options field:
- Inquiry Form
- Click OK.
- To set up protest-related letters, in PACS.ADMIN, choose Tools > BOE Maintenance > System Settings > BOE Protest Settings. Then click the BOE Options – Letters tab.
- Complete the following Letter Options fields:
- Notice of protest hearing (Single Case)
- Notice of protest hearing (Multiple Case)
- BOE Certified Mailer – Agent
- BOE Certified Mailer – Owner
- Click OK or Apply.
1.3.BOE Options - Taxpayer Presentation
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > BOE Maintenance > System Settings > BOE Inquiry Settings. Then click the BOE Options – Taxpayer Presentation tab.
- Complete the following Taxpayer Presentation/ Quick Image Defaults fields:
- BOE Type
- Image Type
Note: An image type can be set up so that it can be viewed only by users logged on to PACS in a BOE role. For more information, see Setting Up an Image Type Code.
- Record Type
- Sub Type
- Click OK or Apply.
1.4.BOE Options - Multiple Protestors
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > BOE Maintenance > System Settings > BOE Protest Settings. Then click the BOE Options – Multiple Protesters tab.
- Complete the Number of days before a scheduled protest that a protester will be added automatically through Forms Processing field.
- In the Primary Protester Hierarchy field, specify the hierarchy of primary protesters by using the up and down buttons.
- Click OK or Apply.
2.Setting Up Inquiry Codes
In This Section
2.1.Setting up Assigned Value Reason Codes
Purpose
Use this procedure to set up codes that identify the reason for an assigned value.
Prerequisites
- In order to perform this procedure, the following user right is required:
- Codefile Maintenance > ARB > ARB Codes > Inquiry > Assigned Value Reason
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Inquiry Codes section.
- Double-click Assigned Value Reason.
- In the Assigned Value Reason dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
2.2.Setting Up Inquiry by Codes
Purpose
Use this procedure to set up codes that identify the role of the person who makes an inquiry.
Prerequisites
- In order to perform this procedure, the following user right is required:
- Codefile Maintenance > ARB > ARB Codes > Inquiry By
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Inquiry Codes section.
- Double-click Inquiry By.
- In the Inquiry By dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- If you need to set up the Inquiry By code to allow for manual entry of inquirer name and address information in the inquiry record, select Manual Entry.
- Click Save.
2.3.Setting up Inquiry Nature Codes
Purpose
Use this procedure to set up codes that identify the nature of an inquiry, such as an ownership inquiry or an appraisal inquiry.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Inquiry > Nature
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Inquiry Codes section.
- Double-click Nature.
- In the Nature dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
2.4.Setting Up Inquiry Type Code
Purpose
Use this procedure to set up inquiry type codes that identify the type of inquiry, such as a walk-in or phone inquiry.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Inquiry > Type
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Inquiry Codes section.
- Double-click Type.
- In the Type dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
2.5.Setting Up Taxpayer Document Type Codes
Purpose
Use this procedure to set up codes that identify different types of taxpayer documents, such as photographs and repair estimates.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Inquiry > Taxpayer Document Types
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Inquiry Codes section.
- Double-click Taxpayer Document Types.
- In the Taxpayer Document Types dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.Setting up Protest Codes
Purpose
Before beginning PACS activities involved in protest processing, system administrators must set up the protest codes in PACS for users to access during protest processing.
The PACS ARB/BOE/VAB module comes with default codes identified as the most frequently used codes for each of the processes. System administrators can change or delete these codes, or add codes of their own.
Note: Once a user uses a code and it is linked to a property record, it cannot be deleted.
In This Section |
3.1.Setting Up Affidavit/Testimony Received By Codes
Purpose
Use this procedure to set up codes that identify the individual who provides an affidavit or testimony for the protest hearing.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- ARB > ARB Codes > Protest > Affidavit/Testimony Received By
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Affidavit/Testimony Received By.
- In the Affidavit/Testimony Received By dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.2.Setting Up Affidavit/Testimony Received Via Codes
Purpose
Use this procedure to set up codes that identify the ways in which an individual provided either an affidavit or testimony for the protest hearing.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- ARB > ARB Codes > Protest > Affidavit/Testimony Received Via
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Affidavit/Testimony Received Via.
- In the Affidavit/Testimony Received Via dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.3.Setting Up Arbitration Board Decision Codes
Purpose
Use this procedure to set up codes that indicate the Appraisal Review Board has decided that a protest is qualified for arbitration.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- ARB > ARB Codes > Protest > ARB Board Decisions
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click ARB Board Decisions.
- In the ARB Board Decisions dialog box, use the following options as required:
- To add a new code, click Add
and then enter the ID for the Code and the Description. To use the code to identify a protest as one that qualifies for arbitration, select the Type check box for
Qualifies for Arbitration
. - To edit the description of an existing code, select the code and click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save after each change.
3.4.Setting Up Board Decision Codes
Purpose
Use this procedure to set up codes that identify the decisions reached by the board.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > Decisions
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Decisions.
- In the Decisions dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.5.Setting Up Panel Codes
Purpose
Use this procedure set up a code for a panel.
Note: You must create at least one panel.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- ARB > ARB Codes > Protest > Panels
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Protest Panels.
- In the Protest Panels dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.6.Setting Up Panel Member Codes
Purpose
Use this procedure to set up codes to be assigned to the members of a panel.
Prerequisites
- In order to perform this procedure, the following user right must be assigned to your ID:
- ARB > ARB Codes > Protest > Panel Members
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Panel Members.
- In the Panel Members dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter Description.
- To indicate that a panel member is no longer active, select the Type check box for
Inactive
. - To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.7.Setting Up Protest By Codes
Purpose
Use this procedure to set up codes that identify the individuals filing protests.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > By
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Protests By.
- In the Protests By dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.8.Setting Up Protest Event Codes
Purpose
Use this procedure to set up event codes.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > Events
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click ARB Protest Events.
- In the ARB Protest Events dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.9.Setting Up Protest Reason Codes
Purpose
Use this procedure to set up codes that identify the reasons for protests.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > Reasons
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Protest Reasons.
- In the Protest Reasons dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
3.10.Setting Up Protest Status Codes
Purpose
Use this procedure to set up codes that identify the status of a protest.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > Status Codes
- The letters to be printed have been selected. To do this, in PACS.ADMIN, choose Tools > ARB Maintenance > System Settings. Click the ARB Options – Letters tab and select letters from the drop-down lists.
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click ARB Protest Status Codes.
- In the ARB Protest Status Codes window, use the following options to add a new code:
- Click Add
.
- Enter the Code name and Description.
- Click Add
- Use the following options as required:
- To generate a letter when the code is applied to a protest, select Generate Letter.
- If you select Generate Letter and you would like to specify the letter to be printed for protests that do not qualify for arbitration, select a letter from the Non-Qualifying Arbitration Letter drop-down list.
- To close a protest when the status code is applied to it, select Close Case.
- To edit an existing code, select the code and click Edit.
- To delete a code, select the code and then click Delete
.
- Click Save after each change.
3.11.Setting Up Protest Type Codes
Purpose
Use this procedure to set up codes that identify the types of protests.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > ARB Codes > Protest > Type
Procedure
- Choose Tools > Code File Maintenance.
- Open the ARB Protest Codes section.
- Double-click Protest Type.
- In the Protest Type dialog box, use the following options as required:
- To add a new code, click Add
and enter the ID for the Code. Then enter a Description.
- To edit the description of an existing code, select the code and then click Edit.
- To delete a code, select the code and then click Delete
.
- To add a new code, click Add
- Click Save.
4.Setting Up Letters
Setting Up Letters
PACS has the ability to create all necessary letters for ARB/BOE/VAB processes.
In This Section |
4.1.Setting Up Inquiry & Protest Letter Templates
Purpose
Use this procedure to create and review letter templates for inquiry and protest processing.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > ARB Maintenance > Letters > Letter Templates.
- In the Letters Template dialog box, use the following options to create a new template:
- Click Add
.
- In the ARB Template Details dialog box, complete the following fields:
- Name
- Type
- Click Add
again.
- In the Select Letter dialog box, specify the letter name, the printer, and the number of copies.
- Click Add
- Use the following options as required:
- To edit an existing letter, highlight the letter and click Details.
- To copy a letter, highlight the letter and click Copy.
- To delete a letter, highlight the letter and click Delete
.
- To edit an existing letter, highlight the letter and click Details.
4.2.Setting Up Printer Settings
Purpose
Use this procedure to enter printer settings for inquiry and protest letters and certified mailings.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > ARB Maintenance > Printer Settings.
- In the ARB Letter Printer Selection window, do one of the following:
- To select the default printer for a letter, select the letter and click Set to Default.
- To select a printer other than the default printer for a letter, do the following:
- Select a letter and click Details.
- In the Select Printer for Letter dialog box, select the printer to be used for the letter and then click OK.
5.Setting Up Scanning
In This Section
PACS has the ability to scan and process protest for offices with high volumes of taxpayers protesting the values. In this section, the process covered are:
5.1.Setting Up Map Sources
Purpose
This procedure is applicable only for offices that use barcodes to scan inquiries and protests.
Use this procedure to set the default protest by party for each type of protester. The default protest by party supplies the name and ID of the protester for the inquiry or protest record in PACS based on the type of protester that is scanned.
For example, if in the Owner field, you select:
OWN (Owner)
as the protest by party, then the owner ID is the default ID used when the owner is the protester scanned.AG (Agent)
as the protest by party, then the agent ID is the default ID used when the owner is the protester scanned.
Prerequisites
In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > ARB Maintenance > Map Sources.
- In the Map Source window, select the default protest by party for each field. Then click OK.
5.2.Setting Up Protest Mapping
Purpose
Use this procedure to enable barcode scanning of protest forms for your appraisal district, and to map your office’s customized protest reason codes to the state-approved reason codes.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
- In order to perform this procedure, you must have purchased a barcode license. For more information, contact the Sales Department at 972-881-1858.
Procedure
- Choose Tools > ARB Maintenance > Protest Mapping.
- In the Reason Code column, select reason codes to map to the state-approved reasons displayed in the Text Question column. Then click OK.
5.3.Enabling Computers for Scanning
Purpose
Use this procedure to set up a computer for scanning.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > Module Administration
- Verify that the Forms Processing activity (Activities > Forms Processing) is grayed out and disabled. If it is disabled, then you need to enable the computer for scanning with the procedure below. If it is not disabled, you do not need to carry out this procedure.
Procedure
- On computer, find computer name (in most cases, select windows icon>Settings>System)
- Copy the computer name.
- Choose Tools > Module Administration.
- In the Module Administration dialog box, click Add.
- In the Add Machine dialog box, paste the machine name and click OK.
6.Setting Up Appraiser Meetings
Setting Up Appraiser Meetings
In some offices, the user may choose to create individual appraiser meetings. This section will cover:
In This Section |
6.1.Setting Up Appraiser Meeting Settings
Purpose
Use this procedure to enter general meeting information such as meeting length and beginning and ending dates and times. This general information is required for scheduling individual appraiser meetings.
Prerequisites
- In order to perform this procedure, the following user rights are required:
- PACS Administrator > ARB Maintenance
- ARB > Inquiry/Protest > Edit ARB Inquiry/Edit ARB Case > Set Appraiser Meeting Date
Procedure
- Choose Tools > ARB Maintenance > Appraiser Meetings > Settings.
- In the Appraiser Meeting Setting dialog box, enter the meeting length, and the beginning and ending dates and times. Then click OK.
6.2.Setting Up Scheduled Holidays
Purpose
Use this procedure to specify holiday dates so that the dates are not available for scheduling meetings when Exclude Holidays is selected in the Add Meeting Availability tool.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- Choose Tools > ARB Maintenance > Appraiser Meetings > Holidays.
- In the ARB Appraiser Meeting Holidays dialog box, use the Date drop-down list to enter the date of the holiday.
- In the Description field, enter a description of the holiday. Then click Add.
- Repeat Steps 2 and 3 as required to continue adding holidays.
- Click Close.
6.3.Specifying Meeting Availability
Purpose
Use this procedure to specify when appraisers are available for meetings.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
- If you need to prevent meetings from being scheduled on holidays, you must have entered the holidays in the Holidays tool.
Procedure
- Choose Tools > ARB Maintenance > Appraiser Meetings > Add Meeting Availability.
- In the From and to fields of the Add Appraiser Meeting Availability dialog box, enter the range of dates for which you will enter availability information.
- Choose the following options as required:
- To prevent meetings from being scheduled on a weekend during the date range, select Exclude Weekends.
- To prevent meetings from being scheduled on a holiday during the date range, select Exclude Holidays.
- Select an appraiser and the times that the appraiser is available:
- In the Appraisers & Times section, use the drop-down list to select the appraiser for which you are entering availability information.
- In the From and to fields, enter the beginning and end times that the appraiser is available for the date range you specified. Then click Add.
- Repeat Step 4 as needed to add more appraisers to the date range.
- Click OK.
6.4.Managing Scheduled Appraiser Meetings
Purpose
Use this procedure to retrieve a calendar view of scheduled meetings for an appraiser.
In the calendar, you can view, edit, or delete meetings.
Prerequisites
- In order to perform this procedure, the following user right is required:
- PACS Administrator > ARB Maintenance
Procedure
- In PACS Appraisal, choose Tools > ARB Maintenance > Appraiser Meetings > Manage Meetings.
- In the Appraiser Meeting Calendar dialog box, select the appraiser and date.
- Review the meetings scheduled on the day you selected. Then click Close.
7.Creating Dockets
Use the procedures in this section to set up dockets that can be used to schedule hearings for agents, property owners, or appraisers.
In This Section |
7.1.Creating Property Owner Dockets
Purpose
Use this procedure to create a property owner docket.
Prerequisites
- In order to perform this procedure, the following user rights are required:
- PACS Administrator > ARB Maintenance
- Codefile Maintenance > ARB > Setup Hearing Docket
- The meeting type
Docket
is selected in the Meeting Type field of the Appraiser Meeting Options section in the BOE System Settings window. This is done in PACS.ADMIN via Tools > ARB Maintenance > System Settings.
Procedure
- Choose Tools > ARB Maintenance > Protest Hearing Dockets > Property.
- In the BOE Protest Property Hearings dialog box, click Add.
- In the next BOE Protest Property Hearing dialog box, select the hearing date.
- Select the property types and account type.
- In the Dockets section, complete the following options:
- Start and End – The start and end times of the fields.
- Maximum – The maximum number of protests to be heard within the timeframe.
- Click Apply to enable the Add button in the Docket section. Then click Add
in the Docket section.
- To copy a docket created for a given day to other days, do the following:
Note Using this copy feature allows you to create one docket and then use it again on subsequent days without having to repeat the steps above.
- In the Copy all dockets to the following date range section, enter the date range that you want to copy the docket into.
- To prevent a docket from being copied to weekend days within the date range, click Exclude Weekends.
- Click Copy.
- Click OK.
Result
The docket is ready to be used for scheduling hearings
7.2.Creating Agent Dockets
Purpose
Use this procedure to create an agent docket only if your CAD schedules agent hearings separately from other hearings.
Prerequisites
- In order to perform this procedure, the following user rights are required:
- PACS Administrator > BOE Maintenance
- Codefile Maintenance > BOE > Setup Hearing Docket
Procedure
- Choose Tools > BOE Maintenance > Protest Hearing Dockets > Agent.
- In the BOE Protest Agent Hearings dialog box, click Add.
- In the Dockets section of the BOE Protest Agent Hearing dialog box, complete the following options:
- Start and End – The start and end times of the hearings.
- Schedule – The number of protests scheduled for the timeframe.
- Click Apply to enable the Add button in the Docket section. Then click Add
in the Docket section.
8.Setting Up Monitors
Purpose
Use the procedures in this section to check the workflow and progress of inquiries and protests.
Monitors provide online reports of information related to inquiry and/or protest processing. You can set the monitors to be updated as often as every second.
Examples
Examples of monitors include:
- Daily Statistics –A daily statistics monitor could display the number of inquiries and protests processed each day, along with other information such as phone numbers and the taxing units.
- Panel Monitor –If there are multiple panels for hearings, a panel monitor could display the property ID, protester, and time of hearings for different panels.
In This Section |
8.1.Creating Monitors
Purpose
Use this procedure to create a monitor.
Prerequisites
- In order to perform this procedure, the following user right is required:
- ARB > Edit Monitors
Procedure
- Choose Tools > Monitors.
- Click Add
to add a new monitor.
- In the Monitor dialog box, complete the following fields:
- Monitor Name
- Query or Stored Procedure
- Monitor Type
- Click Verify Query to verify the syntax of the query.
- To deactivate the option to sort columns in the Monitor Results columns, select the Disable List Sort check box.
- Choose one of the following options:
- Refresh Rate
- Use Notification Service
- Click Assign Users to select the users who will be able to view the monitors.
- Click OK to complete the monitor creation.
8.2.Viewing or Managing Monitor Results
Purpose
Use this procedure to view monitor results or process the results further.
Prerequisites
- In order to perform this procedure, the following user rights is required:
- ARB > Run Monitors
Procedure
- Choose Tools > Monitors.
- Double-click a monitor to view the results in the bottom of the window.
- To use any of the following options, right-click the results list and choose from the menu:
- Sign In – Signs in the taxpayers or agents in the results list.
- Assign Panel – Assigns a panel for the properties in the results list.
- Assign Appraiser – Assigns an appraiser to the properties in the results list..
- Update Status – Updates the status of properties in the results list.
- Clear Sign-In Date – Removes the sign-in date of an inquiry or protest.
- Print ARB Templates – Enables you to select and prints a letter template for the selected properties.
- Print ARB Letters – Enables you to select and print a letter for selected properties.
- Open Property – Opens the property record for the selected row.
- Open Case – Opens the inquiry or protest for the selected row.
- Quick Scan – Displays the Quick Image Scan dialog box in which you can scan an image or document.
- Resume Auto refresh – Resumes auto fresh after it has been paused.
- View Query Details – Displays the query used to retrieve monitor results.