1.User Rights #

Purpose

Assign user right to allow user to use Improvement Detail 

 

Procedure

  • Assign user the user right by browsing to PACS Administrator>Improvement Detail Feature Template Maintenance

 

2.Setting up the Improvement Detail Feature Maintenance #

Purpose

Allows the ability to create Detail Feature templates in PACS to allow quicker data entry for NEW improvement details. Templates can be used to set the improvement detail type and detail method combination to assign default improvement detail features and set specific detail features to associate to a new detail matching the type/method combination.

  • Use this procedure to specify a combination of feature type/feature code/unit data that you can later load into new improvement detail records to expedite data entry.
  • Users may load the combination of data in a new improvement detail record when the improvement detail type and improvement detail method specified in this procedure are also used for the improvement detail.

Procedure

  • ADMIN: Tools > Improvement Detail Feature Template Maintenance New
    • Click to add. The New Feature Template dialog box is displayed.
    • Select the improvement detail type and improvement detail method combination to be associated with the feature type/feature code/unit combination that you will specify in the next step.
    • Then select the feature type/feature code/unit combination and click OK.
  • When the improvement detail type and improvement detail method combination that you entered above are later specified in a new improvement detail, then the feature type/feature code/unit data that you enter in the next step can be retrieved in the new improvement detail to expedite data entry.

 

 

  • When the improvement detail type and improvement detail method combination that you entered above are later specified in a new improvement detail, then the feature type/feature code/unit data that you enter in the next step can be retrieved in the new improvement detail to expedite data entry.

3.Entering Improvement Details with Feature template #

Purpose

Use this procedure to expedite the data entry involved in entering improvement detail records by loading a combination of feature type/feature code/unit data previously set up with the Feature Template Configuration.

User can load the combination of data in a new improvement detail record when the improvement detail type and improvement detail method specified for the combination in the Feature Template Configuration are also used for the improvement detail.

Note:   User can only use this feature for NEW improvement details, not existing improvement details.

Procedure

  • In PACS Appraisal, open the property record into which you need to enter an improvement detail.
  • Select an improvement detail type and method combination that has been set up in the Feature Template Configuration
  • Click the Improvements tab.
  • Open the improvement record to be associated with the improvement detail. The Improvement Property Year dialog box is displayed.
  • In the Details section, click to add. The Improvement Detail dialog box is displayed.
  • Select the improvement detail type and method combination associated with the improvement detail feature template.
  • The combination of feature type/feature code/unit data is loaded into the Detail Features section.
  • When a user is creating a new Improvement Detail, if the Type and Method are set to a combination matching a template, the Feature grid will automatically be populated with the features defined in the template. This will not be available for existing improvement details.

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