1.Creating a Daily Batch #

Purpose

Use this procedure to create a batch or change the details of a batch.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Daily Batch > Daily Batch Assign
    • Daily Batch > Daily Batch Delete
    • Daily Batch > Daily Batch Admin

Procedure

  1. In PACS, choose Activities > Mass Maintenance (Property) > Daily Batch.
  2. To add a new batch, complete the following steps:
    1. Click Add Add to add new batch.
    2. To assign a batch to a user, click Assign. If required, click Unassign to remove a user’s assignment to a batch.To assign a batch to a user, click Assign. If required, click Unassign to remove a user’s assignment to a batch.
    3. In the Daily Batch Details dialog box, complete the Description and Comment fields, and select the Assign check box if required.
    4. Click Ok
  3. To edit the details of an existing batch, complete the following steps:
    1. Highlight the batch and click Details. Details icon
    2. Edit the Description and Comment fields, and select the Assign to this batch now check box if required.

      Note A user will only be able to do mass updates if a daily batch has first been assigned to that user.

    3. Click OK.
  4. To delete a batch, highlight the batch and click Delete Delete.

    Note A batch cannot be removed if any kind of mass maintenance has been done in that batch.

Last updated on June 11, 2021

2.Activating Preliminary Properties #

Purpose

Use this procedure to activate multiple preliminary properties.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Mass Maintenance > Mass Maintenance Activate Preliminary Property

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Activate Preliminary Properties.
  2. In the Activate Preliminary Properties Wizard window, in the Assessment Year drop-down list, choose the year within which you want to activate the preliminary properties.
  3. Do one of the following in the Selection section:
    • To specify the abstract/subdivision codes that the preliminary codes to be activated are associated with, do the following:
      1. Select Abstract/Subdivision.
      2. Click Dots. In the Abstract Subdivision Codes dialog box, use the arrows to move items from the List of available codes column to the List of selected codes column and click OK.
    • To manually enter the property IDs of the preliminary properties within the assessment year being activated, select Property ID’s and enter the property IDs.
      • To write a SQL query that that will return the property IDs of the preliminary properties within the assessment year being activated, select SQL Query and enter a SQL query.
  4. Select none, one, or more of the following in the Property Adjustments section:
    • Delete parent property & add parent property to Abs/Sub Worksheet

      Select to remove the parent property from the preliminary property specified in the Mass Create Wizard.

    • Add Land New Value

      Select this option and enter a currency value with which to populate the Land New Value field of the first land detail record associated with each of the preliminary properties selected.

    • Ignore Abs/SubActivation Date Validation

      When selected, ignores the validation check for ensuring a property is not activated before the active date on the abstract subdivision.

      Use this option when a property needs to be activated before an abstract or subdivision is activated.

  5. Click Next.
  6. If there are properties within the list that do not include any land detail and you would like to view the No Land Detail window, do the following:
    1. When prompted whether you would like to view the No Land Detail window, click Yes.
    2. If you would like to see a property in the Property view, select the property in the No Land Detail window, and click Details.
    3. Click Next.
  7. In the Confirmation window, review the information:
    • Assessment Year

      The assessment year of the properties.

    • Property Adjustments

      Indicates whether adjustments were specified for the Delete Parent Property or Add Land New Value options.

    • Selected Properties

      A count of the number of properties that will be activated by the activation process.

  8. To view more detailed information about the properties selected and verify that the list of properties to be activated is correct, click Report.
  9. Click Finish to activate the properties.
Last updated on June 11, 2021

3.Adding Assessment Fees or Attributes/Special Assessment Quick Entry #

Purpose

Use this procedure to add special assessment fees or special assessment attributes to properties.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Special Assessment Quick Entry

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Special Assessment Quick Entry.
  2. In the General section of the Special Assessment Quick Entry window, select a Tax Year and choose one of the following options:
    • Set Special Assessments

      Use this option to specify an agency and enter special assessment amounts for individual properties.

    • Update Special Assessment Attributes on Property

      Use this option to update special assessment attributes on a property.

  3. In the Assessment Data grid, click Add and do the following:
    • If you chose Set Special Assessments, enter the property ID and the amount. Repeat as required for additional properties.
    • If you chose Update Special Assessment Attributes on Property, do the following:

      Special Assessment Attribute

    1. Click the column headings labeled <blank> to enable the drop-down lists and select the attributes to specify for the property.
    2. Enter the property ID.
    3. Repeat a and b as required for additional properties.
  4. To review a report that lists the properties, fields, and current and previous values, click Print.
  5. Click Update to apply your entries to the properties specified.
Last updated on June 11, 2021

4.Adding Under $500 Exemptions to Multiple Properties #

Purpose

This process determines which properties are eligible for the under $500 exemption and then applies the exemption to the properties. The process removes all under $500 exemptions on the properties, and then adds the exemption to the qualifying properties.

Information about qualifying properties and the PACS selection process is provided below.

Note If you need to add an under $500 exemption to an individual property record, see Adding Total or Under $500 Exemptions in the Exemptions user guide.

Qualifying Properties

  • Properties that receive the under $500 exemption may not have other exemptions applied, except the personal property farm exemption. That is, the under $500 exemption may not be applied to properties with the following exemptions or use:
    • Personal properties that have a Head of Family (HOF) exemption
    • Real properties that have a multi-family exemption
    • Real properties that have an historic exemption
    • Real properties assessed under the current use assessment program
    • Real properties that have an exemption for senior citizen and disabled persons

PACS Selection Process

  • The following properties are selected in the U500 process:
    • Real properties with no exemptions. The market value is used for selection on any properties with current use.
    • Partially exempt real properties, or personal property Special Farm exemption properties, linked to a property where:
      • The total combined market value for the linked properties is under $500.
      • The property has the U500 check box selected for its Property Link Sub Type in PACS.ADMIN (Tools > Code File Maintenance > Property).
    • Personal property with either no exemptions or with only the special farm exemption.
    • All other properties with an individual market value less than $500.

The selection process does not involve prior year processing. (If a user needs to change a certified account, the user must supplement the account and manually add or remove the exemption.)

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Activities > Run U500 Process

Procedure

  1. In PACS 9.0, choose Activities > U500 Process.

    A confirmation message is displayed.

    U500 Exemptions Process - Confirmation message

  2. Click Yes to start the U500 process.

Result

The exemptions of the properties will equal the properties’ total assessed value, resulting in the properties processed by the U500 process having a taxable value of zero to be reflected on the assessment roll. No change is made to the market value of the properties.

Last updated on June 11, 2021

5.Mass Supplements of Properties #

5.1.Supplementing Multiple Properties #

Purpose

Use this procedure to supplement multiple properties at the same time for a certified year.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Admin
    • Mass Maintenance > Mass Maintenance Mass Update
  • Assign a daily batch (see Creating a Daily Batch).
  • The Mass Update Reason Code you will use for the supplement has been set up in PACS.ADMIN under Tools > Code File Maintenance > General.

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Supplement.
  2. In the Mass Supplement Maintenance dialog box, click Add.
  3. In the Mass Supplement Details dialog box, in the Update Information section, complete the following options as required:

    Mass Update Details Dialog Box - Update Information Section

    • Batch

      The batch to be assigned to the process or tax areas.

    • Year

      The year in which the values will be updated.

    • Reason Code

      A code that indicates the reason for the update.

    • Description
    • Include Deleted Properties

      Select this check box to include deleted properties.

    • Type

      Choose one of the following:

      • Standard – Choose this option to enter your own selection criteria.
      • Property ID's – Use this option to enter the property IDs of the records to be updated.
      • SQL Query – Use this option to enter a SQL query that will retrieve and correct the property records.
  4. Complete the following in the Selection Criteria section, based on your selection in the Type field:
    • If you selected Standard:
    1. In the Property Level section, in each field, click Dots and use the arrows to move items from the left column to the right column to select the codes to use as search criteria when searching for properties.
    2. In the Land/Improvement/Detail Level section, complete the following options as required:

      Mass Update Details Dialog Box - Land / Improvement Details Level

      • Improvement Class

        The classification of the improvement type.

      • Improv. Sub Class

        A subdivision within improvement classifications.

      • Land Type

        Click Dots and use the arrows to move items from the left column to the right column to select the land type to use as search criteria. Enter multiple items separated by commas.

      • Miscellaneous Code

        Click Dots and use the arrows to move items from the left column to the right column to select the miscellaneous codes assigned to a property to use as search criteria. Enter multiple items separated by commas.

      • GLA

        A starting area range and ending area range in which to search properties by gross living area (the sum of all living areas classified as main area).

      • Acreage

        A starting acreage range and an ending acreage range in which to search properties by acreage (the number of acres of a land detail record).

      • Effective Age

        A starting effective age range and ending effective age range in which to search properties by the effective age indicated on any of the improvement detail records associated with the property.

      • Actual Age

        A starting actual age range and ending actual age range in which to search properties by the actual age indicated on any of the improvement detail records associated with the property.

    3. In the table, complete the following options as required:
      • Feature Type

        Feature type to use in searching properties.

      • Feature Value

        The feature value for the corresponding type in the feature type column to use in searching properties.

    • If you selected Property ID's:
      • In the Property ID(s) section, enter property IDs separated by comma or carriage return.

        Note When entering multiple items, separate the items with commas.

    • If you selected SQL Query:
      • In the SQL Query section, enter a SQL query to return property ID’s or click Get Query to select a query.
  5. Click Count to review the value in the # of Supplemented Properties section, which indicates how many properties will be supplement based on the criteria you entered. For example:

    supplement multiple properties

  6. Click Update.
  7. In the Mass Update Supplement Property dialog box, select one of the following Supplement Types:
    • Available

      Places the property record in an open supplement. You can use the drop-down list to select from available supplements.

    • New

      Creates a new supplement and places the property record in it.

    • Pending

      Places the property record in the system-defined Pending supplement group

      .

    • Create New Supplement Group

      Places the property record in a new supplement group.

  8. Specify the date of the supplement.
  9. Specify whether to generate a Change of Value form and send it to the taxpayer by using the Do Not Send Change of Value Form check box.

    Note When the check box is selected, the Change of Value Form will not be printed when printing is carried out en masse. You can still print the form directly from a property record regardless of whether the check box is selected.

  10. Specify the supplement code indicating the type of supplement.

    Note The system administrator for your assessor’s office may create unique codes as required (such as a code for processing supplement notices).

  11. In the Supplement Reason box, enter a reason for the supplement as a reference for the future.
  12. In the Comment field, type comments if required.
  13. Click OK to put the selected properties in supplement mode.
Last updated on June 11, 2021

6.Mass Updates of Properties #

6.1.Copying Multiple Sale, Land and Improvement Records #

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Mass Copy of Sale Land & Improvement

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Copy of Sale Land Maintenance.
  2. In the Selection Criteria section, to determine the type of criteria to search sales for, select one of the following in the Type field: Sale ID, Property ID, SQL Query.
  3. Complete the following, based on your selection in the type field:
    • If you selected Sale ID, in the Sale ID(s) section, enter sale IDs separated by commas or carriage returns.
    • If you selected Property ID, in the Property ID(s) section, enter property IDs separated by commas or carriage returns.
    • If you selected SQL Query, in the SQL Query section, enter a SQL query or click Get Query to select a query.
  4. In the Options section, select one of the following:
    • Use Captured Data

      The improvement and land data is associated with the sale information at the time of the sale.

    • Use Current Data

      The improvement and land data is currently associated with the sale information.

  5. The number of records that will be updated is displayed in the Update Value section. To update this field, click Count.
  6. To print the Mass Copy of Sale Land & Improvement report, which includes all properties on the sales involved in the mass copy of sale, land and improvements process, click Print Report .
  7. Click Update to update the land and improvement information.
Last updated on January 8, 2019

6.2.Updating Land Miscellaneous Codes #

Purpose

Use this procedure to apply codes to multiple properties that adjust the total land value after other calculations have been performed.

(If you need to apply a land miscellaneous code to a single property, you can do so from Land panel of the property record with the Property > Edit Property > Land Details > Edit Property Land Miscellaneous Codes user right.)

Prerequisites

  • In order to perform this procedure, one or more of the following user rights is required:
    • Mass Maintenance > Mass Maintenance Admin
    • Mass Maintenance > Mass Maintenance Mass Update Land Miscellaneous Codes
    • Mass Maintenance > Mass Maintenance Undo
  • Assign a daily batch (see Creating a Daily Batch).
  • The Mass Update Reason Code that you will use has been set up in PACS.ADMIN under Tools > Code File Maintenance > General.

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Land Miscellaneous Codes.
  2. In the Mass Update Land Miscellaneous Codes Maintenance dialog box, click Add.
  3. In the Update Information section, complete the following options as required:
    • Batch

      The batch to be assigned to the process or tax areas.

    • Year

      The year in which the values will be updated.

    • Reason Code

      A code that indicates the reason for the update.

    • Include Deleted Properties

      Select this check box to include deleted properties.

    • Type

      Choose one of the following:

      • Standard – Choose this option to enter your own selection criteria.
      • Property ID's – Use this option to enter the property IDs of the records to be updated.
      • SQL Query – Use this option to enter a SQL query that will retrieve and correct the property records.
    • Update properties that exist in the Future Year (XXXX-XXXX)

      Select to make changes to records existing in the future year layer. This option is available only if the specified Year is the current assessment year.

  4. Complete the following in the Selection Criteria section, based on your selection in the type field:
    • If you selected Standard:
    1. In the Property Level section, in each field, click Dots and use the arrows to move items from the left column to the right column to select the codes to use as search criteria when searching for properties.

      Note When entering multiple items, separate the items with commas.

    2. In the Land Improvement/Detail Level section, complete the following options as required:

      Mass Update Land Miscellaneous Code Details Dialog Box - Land / Improvement Detail Level Section

      • Improvement Class

        The classification of the improvement type.

      • Improv. Sub Class

        A subdivision within improvement classifications.

      • Land Type

        Click Dots and use the arrows to move items from the left column to the right column to select the land type to use as search criteria. Enter multiple items separated by commas.

      • Miscellaneous Code

        Click Dots and use the arrows to move items from the left column to the right column to select the miscellaneous codes assigned to a property to use as search criteria. Enter multiple items separated by commas.

      • GLA

        A starting area range and ending area range in which to search properties by gross living area (the sum of all living areas classified as main area).

      • Acreage

        A starting acreage range and an ending acreage range in which to search properties by acreage (the number of acres of a land detail record).

      • Effective Age

        A starting effective age range and ending effective age range in which to search properties by the effective age indicated on any of the improvement detail records associated with the property.

      • Actual Age

        A starting actual age range and ending actual age range in which to search properties by the actual age indicated on any of the improvement detail records associated with the property.

      In the table, complete the following options as required:

      • Feature Type

        Feature type to use in searching properties.

      • Feature Value

        The feature value for the corresponding type in the feature type column to use in searching properties.

      • If you selected Property ID’s:
        • In the Property ID(s) section, enter property ID’s separated by comma or carriage return.
      • If you selected SQL Query:
        • In the SQL Query section, enter a SQL query to return property ID’s or click Get Query to select a query.
  5. In the Update Values section, use the following options as required:
    • To add a new row to the table, click Add.
    • To remove a row from the table, select the row and click Remove.
    • Complete the following for each row:
      • Action

        Select one of the following options:

        • Insert to create a code or value.
        • Delete to remove the specified code or value from the property if it exists.
        • Modify to replace the code or value indicated in the Old Value column with the code specified in the New Value column.

        When you need to enter an action to mass update comments, you can select one of the following options:

        • A – appends the comment to the end of the comment field.
        • D – deletes the comment.
        • I – inserts the comment at the start of the comment field.
        • R – replaces the entire comment with the new comment.
      • Old Value

        A value or code to be matched on for the action specified. The update will be carried out only if the old value equals the current information in the field or item.

      • New Value

        A new value or code to be added to the property for an insert or modify action. The value entered here will replace the old value.

      • # of Items

        The number of properties that would be affected in the mass update. Click Count to update this field.

  6. Click Update.
Last updated on June 11, 2021

6.3.Updating Multiple Properties #

Purpose

Use this procedure to update multiple properties at once.

Prerequisites

  • Assign a daily batch (see Creating a Daily Batch).
  • The Mass Update Reason Code that you will use has been set up in PACS.ADMIN under Tools > Code File Maintenance > General.
  • In order to perform this procedure, either the Mass Maintenance > Mass Maintenance Admin user right or the Mass Maintenance > Mass Maintenance Mass Update user right is required. If you need to undo a mass update, the Mass Maintenance Undo user right is required.

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update.
  2. In the Mass Update Maintenance dialog box, click Add.

    Mass Update Details Dialog Box - Update Information Section

    • Batch

      The batch to be assigned to the process or tax areas.

    • Year

      The year in which the values will be updated.

    • Reason Code

      A code that indicates the reason for the update.

    • Description
    • Include Deleted Properties

      Select this check box to include deleted properties.

    • Type

      Choose one of the following:

      • Standard – Choose this option to enter your own selection criteria.
      • Property ID's – Use this option to enter the property IDs of the records to be updated.
      • SQL Query – Use this option to enter a SQL query that will retrieve and correct the property records.
    • Update properties that exist in the Future Year (XXXX-XXXX)

      Select to make changes to records existing in the future year layer. This option is available only if the specified Year is the current assessment year.

  3. Complete the following in the Selection Criteria section, based on your selection in the Type field:
    • If you selected Standard:
    1. In the Property Level section, in each field, click Dots and use the arrows to move items from the left column to the right column to select the codes to use as search criteria when searching for properties.
    2. In the Land/Improvement/Detail Level section, complete the following options as required:

      Mass Update Details Dialog Box - Land / Improvement Details Level

      • Improvement Class

        The classification of the improvement type.

      • Improv. Sub Class

        A subdivision within improvement classifications.

      • Land Type

        Click Dots and use the arrows to move items from the left column to the right column to select the land type to use as search criteria. Enter multiple items separated by commas.

      • Miscellaneous Code

        Click Dots and use the arrows to move items from the left column to the right column to select the miscellaneous codes assigned to a property to use as search criteria. Enter multiple items separated by commas.

      • GLA

        A starting area range and ending area range in which to search properties by gross living area (the sum of all living areas classified as main area).

      • Acreage

        A starting acreage range and an ending acreage range in which to search properties by acreage (the number of acres of a land detail record).

      • Effective Age

        A starting effective age range and ending effective age range in which to search properties by the effective age indicated on any of the improvement detail records associated with the property.

      • Actual Age

        A starting actual age range and ending actual age range in which to search properties by the actual age indicated on any of the improvement detail records associated with the property.

    3. In the table, complete the following options as required:
      • Feature Type

        Feature type to use in searching properties.

      • Feature Value

        The feature value for the corresponding type in the feature type column to use in searching properties.

    • If you selected Property ID's:
      • In the Property ID(s) section, enter property IDs separated by comma or carriage return.

        Note When entering multiple items, separate the items with commas.

    • If you selected SQL Query:
  4. In the SQL Query section, enter a SQL query to return property ID’s or click Get Query to select a query.
  5. In the Update Values section, select or enter the following options as required:
    • Table

      Either the table that was changed, or for mass updates, the table containing the fields to be updated.

    • Field

      Either the field that was changed, or for mass updates, the field to be updated.

    • Item
    • Old Value

      A value or code to be matched on for the action specified. The update will be carried out only if the old value equals the current information in the field or item.

    • New Value

      A new value or code to be added to the property for an insert or modify action. The value entered here will replace the old value.

    • Adj

      The type of adjustment. Options include P for a percentage or A for an amount.

    • Action

      Select one of the following options:

      • Insert to create a code or value.
      • Delete to remove the specified code or value from the property if it exists.
      • Modify to replace the code or value indicated in the Old Value column with the code specified in the New Value column.

      When you need to enter an action to mass update comments, you can select one of the following options:

      • A – appends the comment to the end of the comment field.
      • D – deletes the comment.
      • I – inserts the comment at the start of the comment field.
      • R – replaces the entire comment with the new comment.
    • Criteria

      Applies the update only if additional criteria for another field specified here is met.

      By selecting this option, in the Choose Criteria dialog box, you must select the table, the name of the other field, the operation (such as greater than or less than), and the value for the other field.

      Tip A row in the Update Values grid represents an initial query. When adding criteria Dots, selecting the AND clause in the And/Or column joins the condition(s) set in the initial query to the condition set in the criteria. This limits the range of possible results to those records for which conditions of both the initial query and the additional criteria are true.

      Mass_Maintenance_Mass_Update_Multiple_Update_Values_Criteria_01c

      Mass Maintenance, Mass Update Multiple, Update Values Criteria, 02

      We recommend selecting the AND clause in the first line of the criteria. Selecting OR may cause unexpected results.

      The Group column functions similarly to parentheses in an algebraic expression–items in the same group are evaluated together first. The values in this column are editable.

    • # Items

      The number of properties that would be affected in the mass update. Click Count to update this field.

  6. To open the GIS Viewer with a view of the selected properties, click GIS at the bottom of the Mass Update Details dialog.
  7. Click Update.
Last updated on June 11, 2021

6.4.Updating Multiple Properties: Quick Entry #

Purpose

Use this procedure to update the values within fields for multiple property records, one record after another.

To enter data quickly, you can assign repetitive data entry tasks to function keys, and/or you can use the TAB key rather than your mouse.

Not all data in the system can be updated with this activity; a select group of fields is available to be updated from the following tables:

  • Building Permits
  • Improvements
  • Improvement Detail
  • Land
  • Property

When you select the table, the fields that you can choose to update are displayed in the Field column:

mass update quick entry

Caution There is not a way to automatically undo a quick entry update, other than by doing another quick entry update to change the data.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Mass Maintenance > Mass Maintenance Quick Entry
  • Your daily batch is assigned.

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Quick Entry.
  2. In the Mass Maintenance Quick Entry dialog box, enter the property ID and press TAB. to display the property information.

    Note Use the < and > buttons either to retrieve the previous geo ID or to advance to the next geo ID.

  3. Click Add to add a row to the grid and complete the following options for data entry:

    mass update quick entry row

    • Table

      Either the table that was changed, or for mass updates, the table containing the fields to be updated.

    • Field

      Either the field that was changed, or for mass updates, the field to be updated.

    • Item

      For improvements, in this field you can enter either the improvement number or * for all improvements.

      For improvement details, in this field you can enter either the improvement number plus an alpha character for each improvement detail, or the improvement number plus * for all improvement details.

    • Old Value

      A value or code to be matched on for the action specified. The update will be carried out only if the old value equals the current information in the field or item.

    • New Value

      A new value or code to be added to the property for an insert or modify action. The value entered here will replace the old value.

    • Adj

      The type of adjustment. Options include P for a percentage or A for an amount.

    • Action

      Select one of the following options:

      • Insert to create a code or value.
      • Delete to remove the specified code or value from the property if it exists.
      • Modify to replace the code or value indicated in the Old Value column with the code specified in the New Value column.

      When you need to enter an action to mass update comments, you can select one of the following options:

      • A – appends the comment to the end of the comment field.
      • D – deletes the comment.
      • I – inserts the comment at the start of the comment field.
      • R – replaces the entire comment with the new comment.
    • Criteria

      Applies the update only if additional criteria for another field specified here is met.

      By selecting this option, in the Choose Criteria dialog box, you must select the table, the name of the other field, the operation (such as greater than or less than), and the value for the other field.

  4. To create another row, either tab to the Action cell or click the Action cell.
  5. To save your entries in a row for future use and assign the row to a hot key, do the following:
    1. Select the row you would like to retrieve in the future and click Add Group.
    2. In the Quick Entry Add Macro dialog box, enter a description of the row and click OK.
    3. Click Assign Key.
    4. In the Quick Entry Assign Key dialog box, do the following:
    1. On your keyboard, press the function key to which you want to assign the row.
    2. Verify that the function key you chose is displayed at the end of the Function Key Selected row. For example:

      mass maintenance quick entry assign key

    3. Enter a button label and click OK.

      The button label is displayed next to the hot key code.

  6. To retrieve a row of entries previously saved and assigned to a hot key, select the hot key.
  7. Either click Update or press CTRL + U to apply the new values to properties.
Last updated on June 11, 2021

6.5.Updating Properties with Tax Areas or Special Assessments #

Purpose

Use this procedure when you need to do one of the following:

  • Change the tax area on properties, for example, when a tax area was assigned incorrectly to properties.
  • Add a special assessment agencies to properties to indicate that the properties will be part of an assessment, or that they are within the boundaries of an assessment.

Prerequisites

  • In order to perform this procedure, one of the following user rights is required:
    • Mass Maintenance > Mass Maintenance Admin
    • Mass Maintenance > Mass Maintenance Mass Update
  • Assign a daily batch (see  Creating a Daily Batch).
  • The Mass Update Reason Code that you will use has been set up in PACS.ADMIN under Tools > Code File Maintenance > General.

Procedure

  1. Choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update Tax Area/Special Assessment.
  2. In the Mass Update Tax Areas/Special Assessment Agent History dialog box, click Add.
  3. In the Update Information section, complete the following options as required:
    • Batch

      The batch to be assigned to the process or tax areas.

    • Description

      Enter the tax area/special assessment description.

    • Year

      The year in which the values will be updated.

    • Reason Code

      A code that indicates the reason for the update.

    • Include Deleted Properties

      Select this check box to include deleted properties.

    • Type

      Choose one of the following:

      • Standard – Choose this option to enter your own selection criteria.
      • Property ID's – Use this option to enter the property IDs of the records to be updated.
      • SQL Query – Use this option to enter a SQL query that will retrieve and correct the property records.
    • Update properties that exist in the Future Year (XXXX-XXXX)

      Select to make changes to records existing in the future year layer. This option is available only if the specified Year is the current assessment year.

  4. Complete the following in the Selection Criteria section, based on your selection in the type field:
    • If you selected Standard:
    1. In the Property Level section, in each field, click Dots and use the arrows to move items from the left column to the right column to select the codes to use as search criteria when searching for properties.

      Note When entering multiple items, separate the items with commas.

    2. In the Land Improvement/Detail Level section, complete the following options as required:

      Mass Update Tax Areas/Special Assessment Details Dialog Box - Land Improvement Detail Level Section

      • Improvement Class

        The classification of the improvement type.

      • Improv. Sub Class

        A subdivision within improvement classifications.

      • Land Type

        Click Dots and use the arrows to move items from the left column to the right column to select the land type to use as search criteria. Enter multiple items separated by commas.

      • Miscellaneous Code

        Click Dots and use the arrows to move items from the left column to the right column to select the miscellaneous codes assigned to a property to use as search criteria. Enter multiple items separated by commas.

      • GLA

        A starting area range and ending area range in which to search properties by gross living area (the sum of all living areas classified as main area).

      • Acreage

        A starting acreage range and an ending acreage range in which to search properties by acreage (the number of acres of a land detail record).

      • Effective Age

        A starting effective age range and ending effective age range in which to search properties by the effective age indicated on any of the improvement detail records associated with the property.

      • Actual Age

        A starting actual age range and ending actual age range in which to search properties by the actual age indicated on any of the improvement detail records associated with the property.

      • In the table, complete the following options as required:

        prop_table

      • Feature Type

        Feature type to use in searching properties.

      • Feature Value

        The feature value for the corresponding type in the feature type column to use in searching properties.

    • If you selected Property ID's:
      • In the Property ID(s) section, enter property IDs separated by comma or carriage return.
    • If you selected SQL Query:
      • In the SQL Query section, euter enter a SQL query to return property IDs, or click Get Query to select a query.
  5. In the Tax Areas and Special Assessment Agencies section, complete the following option as required:
    • Tax Area

      The tax area to be assigned to all properties selected by the mass update criteria.

    • # of Properties to be Updated

      Indicates the number of properties that will be updated. To update this field, click Count.

    • Add Special Assessments

      Special assessment agency codes to be assigned to all properties selected by the mass update.

    • Remove Special Assessments

      Special assessment agency codes to be removed from all properties selected by the mass update.

  6. To print a report that lists the properties affected by the mass update of tax areas, click Print.
  7. Click Update to update the tax areas and special assessment information.
Last updated on June 11, 2021

7.End of Day Procedures #

Purpose

User can run reports to review activities done while in the batch.  Typically the end of day is run after mass maintenance has been performed in the desired batch.

Procedure

User will browse to PACS Application button > Activities > Mass Maintenance (Property) > End of Day Reports

  • Select Batch – user will select batch desired
  • Recalculate Properties – check box will activate recalculation process
  • Print Appraisal Cards – checkbox will produce appraisal cards in selected batch
  • Print Batch Report – checkbox will produce a report to show properties in Batch
  • Click Process

Last updated on June 11, 2021

8.Generating a Mass Update Audit Report #

Purpose

Use this report to review properties involved in a mass update processes, the before and after values of the fields modified, and their differences in assessed value from the prior year to the current year.

Prerequisites

  • In order to view this report, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Admin
    • Mass Maintenance > Mass Maintenance Undo

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update.
  2. In the Mass Update Maintenance dialog box, right-click and select Print Mass Update Audit Report.
Last updated on January 8, 2019

9.Generating a Mass Update Properties Already Supplemented Report #

Purpose

Use this report to list properties that were not supplemented through mass update in a certified year. They were not supplemented because these properties were already in an active supplement for the year specified.

Prerequisites

  • In order to view this report, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Administrator
    • Mass Maintenance > Mass Maintenance Undo

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update.
  2. In the Mass Update Maintenance dialog box, right-click and select Print Properties Already in Active Supplement Report.
Last updated on January 8, 2019

10.Generating a Properties Not Undone Report #

Purpose

Use this report to review the properties that the mass update undo function could not successfully undo. The report displays the properties and fields that caused the undo function to fail.

Prerequisites

  • In order to view this report, the following user rights are required:
    • Mass Maintenance > Mass Maintenance Administrator
    • Mass Maintenance > Mass Maintenance Undo

Procedure

  1. In PACS 9.0, choose Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Update.
  2. In the Mass Update Maintenance dialog box, right-click and select Print Properties Not Undone Report.
Last updated on January 8, 2019
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