1.Set Export Location
Purpose
User will set up default export location to instruct PACS where to send files. It is important to understand that this MUST be on a NETWORK DRIVE! Do not set default to a personal computer’s C drive.
Procedure
- Browse to PACS Application button > Tools> System Configuration
- Choose the Category of Imports/Exports
- Click the ellipses button under the Export Properties then browse for the location on the network. Click OK to populate the field
- Click OK to save the location
2.Appraisal Data Export
Purpose
The purpose of an Appraisal Data Export is to extract data out of the PACS system to provide to another entity requester. The data will be provided in a text file with an a corresponding data export layout. User should provide the Data Layout map to the requester as well. This is located in the Harris Govern TeamSupport Knowledge Base under PACS Downloads.
Procedure
- In the PACS Application button, browse to Export>Appraisal Export
Export Appraisal Information
- As of Roll Correction – Only Active properties for a given year and roll correction are selected
NOTE: Deleted property is included ONLY when the roll correction involved deleting the property. In addition, most current version of the property is used where the version of the property is <= to the Roll Correction specified is selected.
- Export Date Range – All non-deleted (Active) properties that had a change of ownership for the current appraisal year and owner information has been updated are selected
NOTE: This selection is rendered off of the [account].update_dt field. This field is updated when the user modifies the fields for the Taxpayer.
- Specified Tax Areas – includes properties that are in the specified tax areas
NOTE: The Tax area option is an additional filter criteria to the above filter options.
Export Deed/Sales Information
- Include County Sales Ratio – checkbox that allows the user to export the county sales ratio information.
- When checked, the deed/sales export file shows the calculated ‘sale county ratio’ value
- When unchecked, the deed/sales export file shows a zero value for the ‘sale county ratio’ value.
- Export Using Deed Date Range – all deed sales where the deed date >= to the start date specified and the deed date <= end date specified are selected.
- Export Using Sale Date Range – all deed/sales where the sale date >= to the start date specified and the sale date <= end date specified are selected.
NOTE: ALL deeds classified as Problem Deeds are excluded from the Export
Browse to the TeamSupport Client Hub > Knowledge Base> Downloads to download the latest version of the Appraisal Data Export Layout.
3.Building Permit Export
Purpose
Use this procedure to export building permits from PACS.
Prerequisites
- In order to perform this procedure, the following user right is required:
- Export > Export Building Permits
Procedure
- In PACS, choose Export > Building Permit.
- In the Building Permit Export dialog box, in the General section, complete the following options as required:
- Year
- Property Type
Note: If no property type is selected, all property types are exported.
- In the Property Export section, select Property Export to perform a property export; enter the path to the export in the Export Path field.
Note: The export path must be a sharable, fully qualified, UNC path.
- In the Situs Address section, select Situs Address Export to perform a situs address export; enter the path to the export in the Export Path field.
- In the Linked Owners section, select Linked Owners Export to perform a linked owners export; enter the path to the export in the Export Path field.
- In the Permit Export section, complete the following options as required:
- Permit Export
- Issued Date
- CAD Permit Status
- Export Path
Note: The export path must be a sharable, fully qualified, UNC path.
4.Exemption Renewal Export
Purpose: Create an Exemption Renewal Export to have information of Exemption Renewals for the current year in a text format. This typically is run to give to the Department of Revenue.
Procedure:
- In the PACS Application button, browse to Export>Exemption Renewal Export
NOTE: To ensure the correct exemption amounts appear on the export, it is recommended that a mass recalculation is performed prior to running the export.
- General
- Export Type
- Removal of Homestead Exemptions (DR-500AR)
- Removal of Total or Partial Exemptions (DR-498AR)
- TPP Exemption Renewals (DR-405WI)
- Removal of Agricultural or High Water Recharge Classification (DR-499AR)
- Export File Name – user can keep the name given and/or rename the file
- Export Type
- Export – click this to start the export process
5.NCOA Export
Purpose
Create an NCOA Export to give to vendor checking current mailing addresses.
Procedure
- In the PACS Application button, browse to Export>NCOA Export
- NCOA Export Details
- Year – PACS year for the NCOA Export
- Export Path – the path where export file is located
- Export – click Export to start the Export Process.
6.Web Export
Purpose
Create an NCOA Export to give to vendor checking current mailing addresses.
Procedure
- In the PACS Application button, browse to Export>NCOA Export
- NCOA Export Details
- Year – PACS year for the NCOA Export
- Export Path – the path where export file is located
- Export – click Export to start the Export Process.