1.Before You Begin: Notice Processing #

  • Before beginning notice processing, ensure that you have a good back up
  • Please ensure the following user rights are assigned in PACS.ADMIN as required:
    • Appraisal Notice Forms Maintenance
    • Appraisal Notice Process – Required for all activities in the Activities > Appraisal Notice menu, except for the Appraisal Notice Forms Maintenance activity.
    • Print Supplemental Appraisal Notices
  • All PACS Mobile clients shall notify support before continuing with the process. Please note that client should NOT MOVE FORWARD with completing your process until this step is fully completed.

    At a minimum, the following must occur:

      • Pending Changes Marked as Complete:  These must be QC ‘Approved’ OR, if the changes are not wanted in PACS, ‘Reject’ the accounts individually or in bulk.
      • CAUTION: Pending Changes 24 + Hrs:   These Must be ‘Marked as Complete’ and QC ‘Approved’, OR they may be set as ‘Reviewed’ in Bulk and then ‘Rejected’ if none of the changes are wanted in PACS.
      • CAUTION: Unsynced Changes (Approved):  If accounts are in this list, please notify Support in order to help sync these accounts to PACS.
      • Sync Failed = Yes:  If there are any results returned in this filter, please enter a ticket with the title ‘TRIM-Sync Failed account(s)’.

    Important: If there are any Sync Failed accounts, notify support. You ABSOLUTELY SHOULD NOT begin this procedure with sync failed properties.

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Last updated on June 5, 2019

2.Notifying Harris Govern #

Inform Harris Govern Client Services that your office is starting notice processing. The staff will monitor progress to help you achieve successful results.

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Last updated on September 27, 2021

3.Preliminary Procedures for Notice Processing #

You must complete the following preliminary procedures prior to beginning notice processing activities.

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Last updated on January 8, 2019

3.1.Verifying the PACS Appraisal Version #

To verify that the newest version of PACS is loaded on each workstation, click the PACS 9.0 application button and choose Help > About.

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Last updated on January 8, 2019

3.2.PACS Mobile #

All QC Work should be completed in PACS Mobile to ensure all changes have been pushed to PACS.

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Last updated on January 8, 2019

3.3.Completing all Pending Splits and Merges #

Complete all pending splits and merges. If necessary, move the properties to an active supplement group prior to performing the next preliminary procedure, Verifying Supplement Acceptance. You can do this by choosing Activities > Pending Split/Merges.

If a split or merge is not complete, the current or prior year’s improvement details, land details, and associated values will not be correct. Also, notices will not accurately represent any properties created or deleted as a result of a split or merge.

For information about processing splits or merges, see Splits & Merges User Guide.

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Last updated on January 8, 2019

3.4.Verifying Supplement Acceptance #

Verify that all supplements have been accepted (Activities > Supplement > Supplement Group Maintenance).

If you have a supplement that is not accepted, the prior year notice values will not be correct.

For information about supplement acceptance, see Accepting a Supplement Group.

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Last updated on January 8, 2019

3.5.Recalculating Properties #

Choose Activities > Mass Maintenance (Property) > Mass Recalculation to recalculate all properties. For more information, see Recalculating Values for Multiple Properties.

Resolve any recalculation errors before continuing. You can use the Recalculation Error report (Reports > Recalculation Errors Report) as a reference.

Note You may need to complete this step multiple times. Recalculating properties should be completed after making any value changes in your roll.

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Last updated on January 8, 2019

3.6.Running Comparison and Verification Reports #

To verify data prior to creating the notices, we recommend using the reports listed below. You may find other reports useful as well.

Note If you make any corrections as a result of analyzing data on the reports, recalculate each property involved in a correction.

  • The Property Value Comparison report (Reports > Property > Property Value Comparison by Year). Look for and investigate any major disparities in a property’s value from year to year.
  • The Exception reports (Reports > Data Verification > Exception Reports). Look for assessed values that are outside the normal range of values for real properties, improvements, land, mobile homes, and personal properties.
  • The Expiring Remodel Exemptions report (Reports > Expiring Remodel Exemptions). See if any properties that have had their new value deferred the last three years now need to be added to the roll.
  • The Conversion Gain/Loss report (Reports > Conversion Gain/Loss) and the Standard Gain/Loss report (Reports> Standard Gain/Loss). Look for and verify any unusual gains or losses in a property’s value.
  • The Land Acreage report (Reports > Data Verification > Land Acreage Verification). Account for properties on which the total acreage and legal acreage do not match. You can correct values in the Property view Legal Description tab or on the property’s Land Detail from the Land panel.
  • The Recalculation Error report (Reports > Recalculation Errors Report). Open properties with errors, recalculate, then click the Error button in the fixed panel menu bar. This opens the Errors grid at the bottom of the Property view. Review any error details and make changes or add missing data to property elements as needed.
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Last updated on January 8, 2019

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.

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Last updated on September 27, 2021

5.Generating a Preliminary Totals Report #

Purpose

Use this report to review an estimate of the total value of property prior to creating notices. You access this report from the Print Preliminary Totals dialog box, in which you enter criteria for the report, choose sorting, grouping and filtering options, perform recalculation prior to generating output, and set the type of output to generate.

Some offices might choose to print multiple versions of this report. For example, (a) print totals by tax district, (b) print totals by tax area, (c) print summary only.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Reports > Totals/Rolls > Preliminary Totals

Procedure

  1. In PACS 9.0, choose Reports > Totals/Rolls > Preliminary Totals.
  2. In the Year and Supplement Selection section of the Print Preliminary Totals dialog box, verify the selections in following fields:
    • Year

      Limited to years that are not yet certified.

    • As of Supp #

      Limited to zero (0).

  3. In the Data Selection Options section, choose one the following fields. This selection determines the method by which properties will be selected for inclusion in the Totals report and affects the contents of the Selection Filtering section.
    • Use Selection Options
    • Use Query
  4. In the Data Preparation Options section, if you want the property records for the report to be recalculated prior to generating the report, select the Recalculate All Properties check box.
  5. In the Grouping and Sorting Options section, select an option in the Print Totals By field, which determines how the totals data will be aggregated in the generated output, and modifies other selection options in the dialog box according to the value chosen. Then select the sort order.
  6. In the Selection Filtering section, select the tax areas, tax districts, levies, or pending tax area, and select the property types from the Include only Selected Property Types check boxes as required:

    Preliminary Totals report - include only selected property types

  7. If required, select the following options:
    • Include Only Property Sub Types

      Includes only those properties that have the sub types you specify.

    • Include Only Properties Appraised By

      Includes only those properties appraised by the specified appraisal company.

      Note This does not refer to an appraiser.

    • Exclude State Assessed Utilities
    • Summary Only
  8. In theAdditional Output Options section, choose at least one of the following Print Total Pages for options. These check boxes control the properties that are included in the Preliminary Totals Report based on their status with the BOE.
    • Include DOR Report

      Note: At least one of the following three check boxes must be checked for the report to be generated.

    • BOE Approved Properties

      Prints totals that represent the values of properties that have closed protests as well as those properties that did not have open or active BOE protests for the year.

    • Sum of BOE Approved and Under Review Properties

      Prints the sum of: the values of properties that have closed protests, the values of properties that did not have open or active BOE protests for the year, and the values of properties for which the BOE protest process is not yet completed.

    • Under BOE Review Properties

      Prints the total values for properties for which the BOE protest process is not yet completed.

  9. To set the output settings, complete the following fields in the Output Settings section:
    • In the

      Format drop-down list, select the report output format.

    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  10. Click Preview to preview the report. Click Post to generate the report.
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Last updated on September 27, 2021

6.Capturing Values #

Purpose

This procedure is optional in carrying out notice processing.

After your office send out notices, some taxpayers will inquire about and protest their values. These protests could result in changes to their assessed values. Use this procedure only if you want to determine if appraisal values changed after notices were mailed, that is, whether value was gained or lost during the preliminary hearings and the BOE process to come.

The values captured with this procedure can then be used at a later time to produce totals.

Lock Properties Submitted to the BOE Option

If the Lock Properties Submitted to the BOE check box is selected (available in PACS.ADMIN under Tools > BOE Maintenance > Inquiry Settings) and you have the BOE > Submit Lock user right, then you can modify property values only if one of the following conditions applies:

  • A protest has been created for the property.
  • The value has not been submitted.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • Activities > Appraisal Notice Process
    • Activities > BOE Capture Values
  • The preliminary totals have been run. For more information, see Generating a Preliminary Report.

Procedures

  1. In PACS 9.0, choose Activities > Appraisal Notices > Capture BOE Submission Values > Capture Values.
  2. In the Appraisal Notice Capture Values dialog box, select one of the following options with which to select the properties to have their values captured:
    • All Properties
    • Query
  3. Complete the following based on your selection:
    • If you selected All Properties, choose which property types should have their values captured:
      • Real
      • Personal
      • Mobile
      • Mineral
    • If you selected Query:
    1. Enter a query with which to select the properties that should have their values captured.
    2. Click Count to validate the query and view the number of properties that will be selected.
  4. Click Capture.

Result

You can now compare values before and after the BOE process in order to track the gains and losses during the BOE process.

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Last updated on January 8, 2019

7.Undo Capture Values #

Purpose

This procedure is optional in carrying out notice processing.

Use this procedure if you need to undo the captured values because values were captured incorrectly and need to be changed.

Undoing the values captures enables you to capture values again.

Prerequisites

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

Procedure

  1. In PACS 9.0 choose Activities > Appraisal Notices > Capture BOE Submission Values > Undo Capture Values.
  2. Depending on the option used to capture values, select one of the following:
    • Undo by Property Type, and then select the individual property types.
    • Undo by Query, and then click Count to validate the query and determine how many properties the query will select.
  3. Click Undo Capture.
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Last updated on January 8, 2019

8.Printing BOE Submission Totals #

Purpose

This procedure is optional in carrying out notice processing.

Use this procedure to generate a report of values at the time BOE values were captured.

You can use the report as a reference at a later time.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Activities > Appraisal Notice Process
  • You have captured values. For more information, see Capturing BOE Submission Values.

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Capture BOE Submission Values > Print BOE Submission Totals.
  2. In the Year and Supplement Selection section, complete the following fields:
    • Year

      Limited to years that are not yet certified.

    • As of Supp #

      Limited to zero (0).

  3. In the Data Selection Options section, choose one the following fields. This selection determines the method by which properties will be selected for inclusion in the report and affects the contents of the Selection Filtering section.
    • Use Selection Options
    • Use Query
  4. In the Grouping and Sorting Options section, select an option in the Print Totals By field, which determines how the totals data will be aggregated in the generated output, and modifies other selection options in the dialog box according to the value chosen. Then select the sort order.
  5. In the Selection Filtering section, select the tax areas, tax districts, levies, or pending tax area, and select the property types from the Include only Selected Property Types check boxes as required:

    Preliminary Totals report - include only selected property types

  6. If required, select the following options:
    • Include Only Property Sub Types

      Includes only those properties that have the sub types you specify.

    • Include Only Properties Appraised By

      Includes only those properties appraised by the specified appraisal company.

      Note This does not refer to an appraiser.

    • Exclude State Assessed Utilities
    • Summary Only
  7. In theAdditional Output Options section, choose at least one of the following Print Total Pages for options. These check boxes control the properties that are included in the Preliminary Totals Report based on their status with the BOE.
    • Include DOR Report

      Note: At least one of the following three check boxes must be checked for the report to be generated.

    • BOE Approved Properties

      Prints totals that represent the values of properties that have closed protests as well as those properties that did not have open or active BOE protests for the year.

    • Sum of BOE Approved and Under Review Properties

      Prints the sum of: the values of properties that have closed protests, the values of properties that did not have open or active BOE protests for the year, and the values of properties for which the BOE protest process is not yet completed.

    • Under BOE Review Properties

      Prints the total values for properties for which the BOE protest process is not yet completed.

  8. To set the output settings, complete the following fields in the Output Settings section:
    • In the

      Format drop-down list, select the report output format.

    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
  9. Click Preview to preview the report. Click Post to generate the report.
Suggest edit
Last updated on September 27, 2021

9.Printing Non-Captured BOE Values #

Purpose

This procedure is optional in carrying out notice processing.

Although your office may be generating notices for a large number of properties, values for some property types may not have been fully assessed yet. Therefore, their values would need to remain uncaptured. Use this procedure to generate a report of totals for any properties that do not have a BOE-captured value.

Note After your office send out notices, some taxpayers will inquire about and protest their values. These protests could result in changes to their assessed values. Therefore, you may want to capture values prior to sending out notices if you want to determine if appraisal values changed after notices were mailed, during the BOE appeals process to come.

You can use this report as a reference at a later time.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Appraisal Notice Process

Procedures

  1. In PACS 9.0, choose Activities > Appraisal Notices > Capture BOE Submission Values > Print Non Captured BOE Values.
  2. Select the tax area for which you want to review non-captured BOE values, and then select a sort option.
  3. Click either Preview or Post.
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Last updated on January 8, 2019

10.Setting the Name and Address for the Assessor's Office #

Purpose

Use this procedure to enter or verify the office name and address information to be printed on the notices.

Procedure

  1. In PACS.ADMIN, choose the Assessor role type.

    Important You must choose the Assessor role type to modify the assessor address. If you are logged in as the treasurer, the address will be incorrectly modified for the Treasurer’s office.

    role management

  2. Choose Tools > System Configuration. Select the System category and expand the System Address node.

    val_appraisalNotice_systemaddress

  3. Either enter or verify the name and address for your office.

    Note In order for the name of your office to be printed on the notices, the name of your office must be entered in Address Line 1.

  4. Click OK.
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Last updated on September 27, 2021

11.Configuring Notice Print Options #

Purpose

Use this procedure to:

  • Customize print settings, and customize and/or review the text that is printed with the notices. You can set up different configurations, each controlled by an expiration date, to support different value phases throughout the year.

    Configuration Set Up

    You can set up configurations in chronological order as needed. Each configuration that is set up must be assigned an expiration date that is later than the last notice run date.

    Configuration validation is year-specific so that you can, for example, set up configurations in 2010 while continuing to add configurations in 2009 as needed.

    Configuration Changes

    You can change the configuration until a notice run has been generated for the specified configuration. If a run exists using the configuration, the text for a specific configuration within the expiration date cannot be modified. If changes need to be made to the configuration, any run using the configuration must be deleted before the configuration is enabled for changes.

  • Specify whether the geo ID, ref ID 1 or ref ID 2 prints on the notices
  • Include or omit prior year values and/or the appraiser’s names on the notices

Prerequisites

  • The following are set in System Configuration in PACS.ADMIN:
    • Use System Address (Tools > System Configuration > Personal Property Defaults) – If set to True, then the address set in System Configuration prints on the Notice of Value for all property types. If False, then the address entered in the appraisal notice configuration prints on the notice.
  • In order to perform this procedure, the following user right is required:
    • Activities > Appraisal Notice Process

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Configuration Maintenance.
  2. In the Appraisal Notice Configuration Maintenance List window, click Add.
  3. In the Appraisal Notice Configuration Maintenance dialog box, enter the notice Year, choose either Real or Personal from the Type drop-down list, and set the date on which the configuration settings expire in the Expiration drop-down list. (The expiration date must be later than the last notice run date.)
  4. Set the Print Property ID option as required.

    Determines how the property ID prints on the appraisal notice: Print with Geo ID, Ref ID1 or Ref ID 2.

    Caution  When modifying text as described in the next steps, keep in mind that we recommend printing a small notice run as a test to review the display of the text in the boxes on the notice form.

  5. If you selected personal or master lease type properties, proceed to the next numbered step. Otherwise, if you selected real properties, do the following:
    1. Complete the following options as required:
      • Print Prior Year Values

        Prints the values on the notice in the Previous Values column. If this check box is not selected, no values will be displayed in the Previous Values column.

      • Print Appraiser

        Prints the appraiser ID next to the neighborhood code in the reference number.

    2. If you need to revise or update text describing tax relief information, do the following:
    1. In the footer and/or the block sections, revise or update the text as needed.
    2. After the text is complete, select the Reviewed check box for the section.

      Note To use the tax relief text for a notice run, all of the Reviewed check boxes must be selected, which automatically selects the All Reviewed check box. For example:

      val_appraisalnotice_config_blocks

  6. If you selected personal or master lease type properties, do the following:

    val_appraisalnotice_config_pers

    1. To generate a list of segments for a property along with the notice, select Include Personal Property Asset Listing as part of Appraisal Notice.
    2. If needed, use the No File text field to customize the text addressing Personal property owners who did not file rendition notices.
    3. If needed, use the Penalty text field to customize the penalty notification.
    4. If Use System Address is set to False in PACS.ADMIN, enter or verify the Assessor Address Information text.
  7. Click OK or Apply.
Suggest edit
Last updated on September 27, 2021

12.Selecting Notices for Printing #

Purpose

Use this procedure to:

  • Choose the selection criteria for the notice selection process.
  • Create a new notice run.

Recommendation Before printing a full notice run, we recommend that you select a small set of notices and print them in order to verify the format and the display of text and data printed on the notices.

Prerequisites

  • In order to perform this procedure, the following user right is required:
    • Activities > Appraisal Notice Process
  • Notice print options have been completed.
  • Any property for which prior year values should not be printed on the notice has the Do Not Print Prior Year Value on Appraisal Notice check box selected on the Property Codes panel.

    In addition, if the Do Not Print Prior Year Value on Appraisal Notice check box should not be cleared during the new year layer process, the Do Not Reset During New Year Layer Process check box must be selected. If this is the case, the new year layer process will clear the Do Not Reset During New Year Layer Process check box, but will leave the Do Not Print Prior Year Value on Appraisal Notice check box selected. If necessary, after the new year layer process is complete, you can select the Do Not Reset During New Year Layer check box again so that the Do Not Print Prior Year Value on Appraisal Notice option remains applied for the following year.

    val appraisal notice, do not print, 002

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.
  2. In the Appraisal Notices window, click Add.
  3. If you would like to review the configured print options, click View Configuration Information.
  4. In the Appraisal Notice Selection Process Wizard, complete the following options as required for each property type:

    val appraisalnotice selection, 002

    Note Because personal and mineral properties require a notice that is different than the notice used for real and mobile home properties, when you select personal properties and/or mineral properties, PACS automatically sets the Exclude All Properties for the real and mobile home sections. Likewise, when you select real and/or mobile home properties, PACS automatically sets the Exclude All Properties option for the personal property section. Selecting Master Lease properties also excludes the others.

    • Year

      The year for which the report or notice should be produced.

    • Include All Properties

      Includes all properties for the property type regardless of other criteria.

    • Include Based on Selection Criteria

      Includes the properties that match the selection criteria that you specify on the next page of the wizard.

    • Exclude All Properties

      Excludes all properties of the property type regardless of other selection criteria.

  5. Click Next.
  6. In the Notice Options dialog box, in the Basic Options section, select one or more of the following options as required:

    val appraisalNotice selectbasic, 002

    • Market Value

      Enables selection of properties whose market value went up or down from the previous year based on the values entered in the Value Increase Greater than and/or Value Decrease Greater than fields.

    • Assessed Value

      Enables the selection of properties whose assessed value went up/down from the previous year based on the values entered in the Value Increase Greater than and/or Value Decrease Greater than fields.

    • Value Increase Greater than

      Compares either the market value or the assessed value as a minimum increase in value from the previous year; enter a value.

      For example: If 100 is entered, only properties that have increased more than $100 are included.

    • Value Decrease Greater than

      Compares either the market value or the assessed value as a minimum decrease in value from the previous year; enter a value.

      For example: If 100 is entered, only properties that have decreased more than $100 are included.

    • Include Properties with Rendered Value

      Includes properties with a rendered value; you can select from the two following options:

      • All – Any property with a rendered year the same as the notice year selected in the previous dialog box is included.
      • Assessed > Rendered – Any property with a rendered year the same as the notice year selected in the previous dialog, whose assessed value is greater than its rendered value is included.
    • Include Neighborhood Codes

      Includes properties with the specified neighborhood codes in the appraisal notice run. You can select multiple neighborhood codes.

    • Include Last Ownership Change Since

      Includes properties whose last ownership change was on or after the selected date; select a specific date.

    • Include Previously Printed Properties

      Includes properties that have had notices printed previously for the selected assessment year.

    • HideInclude Last Appraisal Year Greater than

      Includes appraisals with a last appraisal year greater than the year selected. You must select a corresponding year.

    • Include Cycles

      Includes properties that have been returned even if a notice has been created previously for the property in the selected assessment year.

    • Include Rendition Filing Status

      Includes properties according to their rendition filing status; the status is recorded in the Property view Personal Property panel’s Review Information section

    • Review Date

      For Personal and Mineral properties, includes properties according to the range of dates during which personal property rendition reviews are due; this date is recorded in the Property view Personal Property panel’s Review Information section.

  7. In the Advanced Options section, if required, select one of the following options, which override all other options selected:
    • Include Properties with any of these Group Codes

      Include properties that have at least one of the group codes selected; in the standard Property Group Code table select one or more group codes.

    • Select by Query

      Choose properties using a SQL query; enter a SQL query in the pane or click the Load Query button to select a stored SQL query. The pane accepts a query up to 4,096 characters.

  8. In the Exclude Options section, select one or more of the following options as required:
    • Exclude Properties with “No Notice” Group Code

      Excludes properties that have the “NO NOTICE” group code.

    • Exclude Under $500 Properties

      Excludes properties for which the under $500 exemption has been applied.

    • Exclude Exempt Properties

      Excludes properties for which the EX exemption has been applied.

    • Exclude Local Assessed Utility Properties

      Excludes properties with a sub type that has the Local Assessed Utility attribute assigned to it in PACS.ADMIN. (The Local Assessed Utility attribute is set under Tools > Code File Maintenance > Property > Property Sub Type.)

    • Exclude State Assessed Utility Properties

      Excludes properties with a sub type that has the State Assessed Utility assigned to it in PACS.ADMIN. (The State Assessed Utility attribute is set under Tools > Code File Maintenance > Property > Property Sub Type.)

  9. Click Finish.

Result

When the system finishes selecting property records based on the criteria you selected, a notification is sent to your PACS inbox.

Suggest edit
Last updated on September 27, 2021

13.Deleting a Notice Run #

Purpose

This procedure is optional in carrying out notice processing.

Use this procedure if you need to delete a notice run.

The deletion process produces the following results:

  • Removes notice flags from all properties in the run.
  • Removes any events created by the notice selection.
  • Restores any property group codes deleted during the run.
  • Removes the notice run from the Appraisal Notices window.

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Appraisal Notices Maintenance.
  2. In the Appraisal Notices window, select the run to be deleted and click Delete.

    A message is displayed indicating that the system is undoing the run.

Suggest edit
Last updated on January 8, 2019

14.Viewing Selection Criteria for Notice Runs #

Purpose

Use this procedure to view the selection criteria used for a notice run and other details such as the time the run was created, the time the run was printed, and the user ID of the person who created the run.

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.
  2. Select the run for which you need to view selection criteria and click Details.
  3. View the selection criteria used for the run.
Suggest edit
Last updated on January 8, 2019

15.Printing Notices #

Purpose

Use this procedure to print or export notices.

Recommendation Before printing a full notice run, we recommend that you select a small set of notices and print them in order to verify the format and the display of text and data printed on the notices.

Prerequisites

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

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.
  2. In the Appraisal Notice window, right-click a notice run and select Print Appraisal Notices.

    val appraisal notice print, 002

  3. In the General section, complete the following options:
    • Notice Date

      The date to be printed on the appraisal notices.

    • Starting Property ID

      If you need to reprint appraisal notices, enter the property ID with which to start a reprint job.

    • Sort Order

      The order in which appraisal notices will be printed.

  4. In the Properties with Agents section, select one of the following:

    val appraisal notice, props agents, 002

    • Print Copy for Agent and Owner

      Prints a notice addressed to the agent as well as a copy addressed to the owner stating that the notice was mailed to the agent. Also prints notices for properties that do not have an agent.

    • Print Copy for Agent only

      For properties that have an agent, prints a notice addressed to the agent but does not print a copy for the owner. Also prints notices for properties that do not have an agent.

    • Print Copy for Owner only

      For properties that have an agent, prints a notice addressed to the owner but does not print a copy for the agent. Also prints notices for properties that do not have an agent.

  5. In the Undeliverable Mail section, select an option for printing notices for properties to which mail is undeliverable.
  6. In the Additional Options section, select none, one, or more of the following:

    val appraisal notice, addl options, 002

    • Insert Event

      Generates an event indicating that a notice was printed for the property records in the appraisal notice run. When this option is selected, PACS attaches a copy of a property’s appraisal notice to its event.

    • Remove Group Codes

      Removes group codes you selected for printing when using the appraisal notice selection process wizard.

    • Duplex Printer

      When printing notices double-sided with a duplex printer feature, select this option so that the first page of each notice is printed on a new piece of paper.

      When printing notices with a non-duplex printer, leave this option deselected so that information is printed only on the front sides of the paper.

    • Export Notices to File

      Select this option to export data for all notices to a file; enter the path for the export.

NOTE: When entering a path for the Appraisal Notice export file, the path location must be a shared location. Otherwise, the export will fail.

  • Print Exemption Codes

    Select this option to print the exemption codes in the notice.

  • Amended Notice

    Select this option to show the amended date in the notice and the label Amended Return under the title Notice of Value.

  • Print Legal Description

    For personal property notices.

  • Print Appraiser Name

    For personal property notices; the name in the Last Appraiser field displayed on the Appraiser Info panel of the Personal Property view.

  1. If the notices should be printed as part of a template, which is a collection of letters and/or forms that can be printed as a group, in the Advanced Print Options section, select Print Template and choose the template.
  2. To set the output setting, do the following in the Output Settings section:
    • In the Format drop-down list, select the report output format.
    • In the Filename field, enter the report file name.
    • In the Description field, enter a report description.
    • In the Location field, specify the location of the notice form.
  3. Click Preview to preview the report. Click Post to generate the report.

Result

When the system finishes printing or exporting notices according to the criteria that you selected, a notification is sent to your PACS inbox so that you can review or reprint the notices as required.

In addition, each property for which a notice was printed displays the notice print date on the Summary panel as shown below.

val appraisal notices, print date, 002

The same notice can be reprinted from the associated event at the Property level.

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Last updated on September 27, 2021

16.Printing the Notice Listing #

Purpose

Use this report to review the list of properties included in a notice run and the values associated with the properties.

Prerequisites

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

Procedure

  1. In PACS 9.0, choose Activities > Appraisal Notices > Appraisal Notice Maintenance.
  2. In the Appraisal Notices window, right-click a notice run and select Print Appraisal Notice Listing.
  3. Click Preview or Post.
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Last updated on January 8, 2019
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