1.Importing Auditor Documents #

Purpose

Use this procedure to import a file with REET documents and other documents from the auditor’s office.

This feature carries out the import of the documents in a preliminary manner. To permanently apply the data from the import, you must use the Process button in the Auditor Import Run View window. For more information, see Processing Imported Auditor Documents.

Procedure

  1. In PACS 9.0, do one of the following:
    • Choose Import > Auditor Data.
    • Choose Activities > Auditor Import Run List. Then click Add
  2. Click Browse to select the file to be imported.

    auditor documents import

  3. Click Import.

Results

After the PACS inbox notification indicates that the import is complete, the run ID for the file is displayed in the Auditor Import Run View window.

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Last updated on June 7, 2021

2.Processing Imported Auditor Documents #

Purpose

Use this procedure to:

  • Manage properties that were not matched during the auditor document import process
  • Permanently apply data from the import

Procedure

  1. In PACS 9.0, choose Activities > Auditor Import Run List.
  2. In the Auditor Import Run View window, if you would like to view runs that have been deleted in addition to runs that have not been deleted, click Show Deleted.
  3. If the number displayed in the Not Matched column is zero, proceed to the next numbered step. If the number displayed in the Not Matched column is not zero, click Match and do the following in the Auditor Import Match dialog box:

    auditor document import match

    1. Do one of the following:
      • Either enter a property ID directly in the PACS Property ID cell or a geo ID in the PACS GEO ID cell, or select a row in the grid and click Match to display the property search wizard and search for a match.
      • If a match cannot be found for one record and you would like to change the status to No Match, click No Match.
      • If you would like to change the status to No Match for all of the records, click No Match All.
    2. Click Update complete the process.

      In the Status cell of the Auditor Import Run View window, the status Ready for Process is displayed.

      auditor process

  4. In the Auditor Import Run View window, to permanently apply data from the import, click Process.

    In the Status cell of the Auditor Import Run View window, the status Import Complete is displayed.

  5. To view the REET record and/or image associated with an imported property, do the following:
    1. In the Auditor Import Run View window, select the run and click Details.
    2. In the Auditor Import Details dialog box, use the following options as required:
      • To view a REET record for an imported property that has been matched, select the property and click Open REET.
      • To view an image with a valid image URL that is associated with an imported property, select the property and click View Image.
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Last updated on June 7, 2021
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