1.Configuring Rights #

There are 2 ways in which user rights can be configured:

  • For a single user on an ad-hoc basis
  • For a role, which can be applied to multiple users

Ad-hoc Assignment

You can assign individual user rights to a user ID on an ad-hoc basis. When a right is enabled or disabled for a particular user ID, it does not affect the availability of the right for other users.

Role Assignment

When a user is assigned to a role, the rights set for that role are applied to the user.

If a right is enabled for a role after a user or users have been assigned to the role, the right becomes enabled for the users assigned to the role.

If a right is disabled for a role after a user or users have been assigned to the role, the right becomes disabled for the users assigned to the role except for:

  • Any users also assigned to another role for which the right is still enabled. For example, if a user is assigned to both Role A and Role B, and user right X is disabled in Role A but enabled in Role B, then user right X remains enabled for the user because of the user’s association with Role B.
  • Any users for whom the right has been assigned on an ad-hoc basis.

For more information, see Assigning Rights.

Last updated on January 11, 2019

2.Assigning Rights #

Purpose

Use this procedure to enable or disable user rights for a user.

Most reports, activities, and commands in PACS 9.0 each have an associated user right. Each codefile maintenance item in PACS.ADMIN has an associated user right.

If a right is labeled with the term “Access,” such as Access Neighborhood Profile Button, the right is one with which a user can can both view and edit data.

You can use the expandable nodes in the user rights structure to view and select from related sets of rights.

Procedure

  1. As you prepare to either select a user right to enable it or deselect a user right to disable it, use the following color coding information to determine which rights to assign:
    • Blue – Indicates that the right is assigned to the user from a role.
    • Black/Selected – Indicates that a right is assigned to the user through the ad-hoc feature.
    • Black/Unselected – Indicates that the right is not assigned to the user.
  2. Use the following options as required when enabling or disabling user rights:
    • To limit the display of user rights to only those that match a value in the filter or category, on the Role Management tab, select values from the Filter and Category drop-down lists.
    • To assign rights on an ad hoc basis for a single user,on the User Management tab, select the user ID and one of roles for the user. Then click User Management - Edit and Rights, and select or deselect the rights displayed in black as required.
    • To select all rights within an expandable node for a role, on the Role Management tab, select the role and clickUser Management - Edit . Then right-click the node and choose Select All Child Rights.

      Note When an expandable node is selected, the user rights within its category are not selected until you choose Select All Child Rights.

      rights node right click

Last updated on June 11, 2021

3.Maintaining Users and Roles #

Purpose

Use this procedure to add, modify, or remove users and roles.

Prerequisites

  • In order to perform this procedure, the following user rights are required:
    • PACS Administrator > View User Account > Create and Modify User Role(s)
    • PACS Administrator > View User Account >Create and Modify User Account(s)

Procedure

  1. In PACS.ADMIN, choose Tools > User Management.
  2. To create a new user, do the following:
    1. In User List section on the User Management tab, click Add .
    2. In the Details section, complete the following fields:
      • Username

        User who performed the action.

      • Full name
      • Description
      • Account Expiration
      • Password
      • Confirm
    3. If required, select the Change Password At Login check box.
    4. Add log in restrictions as required (for example, to specify whether a user can log in only during certain hours on a weekday or weekend).
    5. In the Current Roles grid, determine which role is to be the default role for the user and select the Default check box for the role.

      Note The default role is the role that is applied when the user logs on; it is the role displayed by default in the Role Type drop-down list upon log on. (The ad hoc row in the Current Roles section cannot be set as the default role.) If you need to make an additional role available for the user, click Add New.

    6. Click Rights to review the user rights and enable or disable the user rights. For more information, see Assigning Rights.

      Note When you create a new user, all of the user rights are available for selection as required.

      Role Rights

    7. Click Save to save the new user.
  3. To edit existing users, do the following:
    1. In the User Management tab, highlight the user you wish to modify and click Details .
    2. In the Details section, click Edit User Management - Edit and make changes to the user management data as required.
    3. Click Save to save the changes to the user.
  4. To delete existing users, in the User Management tab, highlight the user and click Delete. A message is displayed asking you to confirm that you want to delete the user. Click Yes to delete and No to cancel.
  5. To create a new role, do the following:
    1. In the Role List section on the Role Management tab, click Add .
    2. Complete the Name field and choose one of the types.
    3. Select the user rights for the role. For more information, see Assigning Rights.
    4. Click Save to save the new user.
  6. To edit existing roles, do the following:
    1. In the Role Management tab, highlight the role you wish to modify and click Details.
    2. In the Details section, click Edit User Management - Edit and make changes to the role management data as required.
    3. To display pop-up windows containing the technical names of interface options (such as panels and fields) according to your cursor location, select the Development check box.
    4. Click Save to save the new user.
  7. To delete existing roles, in the Role Management tab, highlight the role and click Delete .A message is displayed asking you to confirm that you want to delete the role. Click Yes to delete and No to cancel.
Last updated on June 11, 2021

4.Selecting a Role #

Purpose

Use this procedure to specify the role for your PACS session. The role that you select determines what options are available for your selection, review, or modification, such as menu items and panels.

Procedure

  • After you log on, at the upper right corner of the window, from the Role Type drop-down list, select the role that you need to use for your session.

    role management

Last updated on June 11, 2021

5.PACS 9.0 User Rights #

The following is comprehensive list of user rights available in PACS 9.0. They are listed in the order in which they display in the Role Rights dialog accessed in PACS.Admin. To access the list and assign user rights see Assigning Rights.

PDF file: PACS 9.0 User Rights

PACS Administrator

The following rights allow users to use the Tools menu option in PACS.Admin to access menu options and edit configuration settings:

  • View User Account – Allows access the following user management-related rights
    • Create and Modify User Role(s) – Allows the user to create and modify user roles
    • Create and Modify User Account(s) – Allows the user to create and modify user/staff accounts
    • Export/Import Roles – Allows the user to import and export roles; this is used when creating Worflows
  • Administer Users – Allows user to add and delete users, and administer user rights
  • BOE Maintenance – Allows user to access BOE Maintenance dialogs in PACS.ADMIN (Tools > BOE Maintenance > System Settings)
  • BOE Protest Maintenance – Allows user to access BOE Protest Options dialog box in PACS.ADMIN (Tools > BOE Maintenance > System Settings)
  • BOE Inquiry Maintenance – Allows user to access BOE Inquiry Options dialog box in PACS.ADMIN (Tools > BOE Maintenance > System Settings)
  • Auto Build Legal Rules Configuration – Allows user access to modify how legal descriptions display
  • Button Management – Allows user modify how menu buttons display; this right currently is not associated with any functionality
  • Calendar Maintenance – Allows user to access Calendar Maintenance, where the holiday schedule is set
  • Change Log – Allows user to access change log administration, in which field logs can be selected/deselected to record changes to records
  • Change Log Transaction Selection Administration – Allows user to access change log administration, in which field logs can be selected/deselected, created, and deleted to record changes to records
  • Code File Maintenance – Allows user to view code file maintenance dialog boxes through Tools > Code File Maintenance
    • Edit Code Files – Allows user to edit code files in PACS.ADMIN
  • Configuration Workstation – Allows user to access and edit machine-specific settings, set up a cash drawer, bar code reader, and other point of service devices
  • Depreciation Schedule Maintenance – Allow user to access, create, and delete depreciation schedules in which Depreciation Codes are created for various property types; accessible through Tools > Schedule Maintenance
  • Designer – Allows user access to Report Designer, through Tools > Report Designer
  • Edit Income Schedule – Allow user to edit income schedules
  • Field Level Customization Management – Allow user access to field level customization, in which panel section and field display settings can be modified
  • Global Sign-In Messaging – Allow user to access Global Sign-In Messaging, in which messages to system users can be created and scheduled for display
  • Improvement Matrix Maintenance – Allow user to create, delete, or modify improvement value matrices
  • Improvement Schedule Maintenance – Allow user to access and edit improvement schedules
  • Income Schedule Maintenance – Allow user to access and edit income schedules
  • Land Matrix Maintenance – Allow user to create, delete, or modify land value matrices
  • Land Miscellaneous Codes Schedules – Allow user to create, delete, or modify land miscellaneous code schedules
  • Land Schedule Maintenance – Allow user to create, delete, or modify land schedules
  • Lease Administration – Allow user to administer mineral account leases; this right currently is not associated with any functionality
  • Machine Settings – Allow user to modify BOE options, including how PACS behaves in response to inquiries and protests, and which warnings are displayed and when to display them
  • Income Improvement Detail Matrix Maintenance – Allow the user to edit income improvement schedules that use a matrix (Tools > Schedule Maintenance >Matrix Maintenance > Income Improvement Detail)
  • Modifier Maintenance – Allows user to access Modifier Maintenance options, including Commercial Local Cost Maintenance, Manufactured Housing Local Cost Maintenance, Multi-Family Local Cost Maintenance, and Residential Local Cost Maintenance
  • Module Administration – Allows user to access Module Administration, assigning licenses to users for Barcode, OCR, and GIS Appraiser features
  • Personal Property Schedules Management – Allows user access to personal property schedules management features, in which schedules can be created using table methods, quality, density, and area values, adjustments, and depreciation codes
  • Panel Group Management – Allows user access to panel group management, in which panel display can be customized
  • Permanent Crop Configuration – Allows user access to Permanent Crop Configuration, in which fields can be hidden or enabled for display
  • Personal Property Rendition Maintenance – Allow user to access Personal Property Rendition Maintenance to configure rendition and depreciation methods
  • Regionalization Management – Allow user access to regionalization management, in which text displayed throughout the system can be customized
  • Report Designer – Allows user access to the Report Designer where custom reports can be created
  • Set Form Defaults – Allow user to modify mail to address line placement on forms
  • Set System Wide Variance – Allow user to set payment variance, half-pay variance, and quarter pay variance amounts system wide
  • Slop Intercept Schedule Maintenance – Allow user to add, delete, and modify slope intercept schedules
  • Stratification Settings – Allow user to access and modify single family residential stratification settings, and multi-family, commercial, manufacturing, or CU-Ag stratification settings for the year
  • User Settings – Allow user to access the user settings menus for pictometry settings and BOE user default year
  • User Table Management – Allows user to add, remove, or modify displayed user table columns
  • Nbhd Strat Settings – Allows user to access the PACS.ADMIN menu option Tools > Inventory Report Stratifications to set the stratifications that group neighborhood data displayed in the Neighborhood Inventory Report
  • Personal Property Comparable Load – Allows user to configure default load criteria for Personal Property/NAICS comparable searches in PACS.ADMIN through Tools > Comparable Property > Personal Property; to perform the comparable search, open a property and choose Commands > NAICS Comparative Analysis
  • PACS Data Entry Template Maintenance – Allows user to create and edit dialog box templates in PACS.ADMIN (Tools > PACS Date Entry Template Maintenance) to be used in PACS when performing quick data entry with PACS Data Entry
  • PACS Data Entry Administrator – Allows user access to all options when creating and editing dialog box templates in PACS.ADMIN (Tools > PACS Date Entry Template Maintenance) to be used in PACS Data Entry
  • Deferral Configuration – Allows user to set up the system’s response to tax deferral application processing in PACS.ADMIN through Tools > Property > Deferral Configuration

Codefile Maintenance

The following rights allow users to access and modify code files in PACS.ADMIN:

  • Account – Allows the user to maintain the following accounting-related codes and settings
    • Address Type Codes – Allow user to maintain address type codes that describe what address is being displayed or entered, such as international, mailing, or secondary
    • Country Codes – Allow user to maintain country codes
    • Group Codes – Allow user to add, delete, or modify group codes pertaining to mailings, such as certified mail numbers
    • Mail Return Type Codes – Allow user to maintain mail return type codes typically used to identify returned correspondence or provide reasons for returned mail
    • Mail Type Codes – Allow user to maintain mail type codes typically used to identify outgoing correspondence
    • Phone Type Codes – Allow user to maintain phone type codes typically used to identify business, home, fax, or cell phone numbers, for example
  • BOE – Allow user to maintain the following BOE-related codes and settings
    • Audio Settings – Allow user to maintain audio settings for recordings of hearings
    • BOE Codes – Allow user to maintain ARB-related protest and inquiry codes
      • Inquiry
        • By – Allow user to maintain ARB Inquiry By codes
        • Additional Status – Allow user to maintain ARB Inquiry ARB Inquiry Additional Status codes
        • Assigned Value Reason – Allow user to maintain ARB Inquiry Assigned Value Reason codes
        • Events – Allow user to maintain ARB Inquiry Events codes
        • Nature – Allow user to maintain ARB Inquiry Nature codes
        • Status – Allow user to maintain ARB Inquiry ARB Inquiry Status codes
        • Taxpayer Document Types – Allow user to maintain ARB Inquiry Taxpayer Document Types codes
        • Type – Allow user to maintain ARB Inquiry Type codes
      • Protest
        • Affidavit/Testimony Received By – Allow user to maintain ARB Protest Affidavit/Testimony Received By codes
        • Affidavit/Testimony Received Via – Allow user to maintain ARB Protest Affidavit/Testimony Received Via codes
        • ARB Board Decisions – Allow user to maintain ARB Board Decision codes
        • By – Allow user to maintain ARB Protests By codes
        • Decisions – Allow user to maintain ARB Protest Decision codes
        • Events – Allow user to maintain ARB Protest Events codes
        • Panel Members – Allow user to maintain ARB Protest Panel Member codes
        • Panels – Allow user to maintain ARB Protest Panel codes
        • Reasons – Allow user to maintain ARB Protest Reason codes
        • Status Codes – Allow user to maintain ARB Protest Status codes
        • Type – Allow user to maintain ARB Protest Type codes
    • Certified Mailer ID Management – Allow user to maintain Certified Mailer ID codes for sending BOE-related letters and forms
    • Maintain System Settings – Allow user to maintain system settings for the handling and displaying of various BOE-related events and data, including default settings for adding protesters to Forms Processing, setting Taxpayer Presentation/Quick Image defaults, and default letter options
      • Multiple Protest By – Allow user to maintain BOE multiple protest by codes, which can be used to describe the person(s) filing the protest
    • Setup Hearing Docket – Allow user to setup a hearing docket
  • Arbitration – Allow user to access the following arbitration related menu options
    • Additional Evidence Type Codes – Allow user to maintain codes briefly identifying additional evidence types of evidence
    • Contact Type Codes – Allow user to maintain codes briefly identifying contacts listed in protest records
    • Event Type Codes – Allow user to maintain codes which can be used to identify arbitration events, including records, or the resolution or creation of a protest
    • Method Codes – Allow user to maintain codes that can identify an arbitration method, such as those at the state or local level
    • Reject Codes – Allow user to maintain codes that can be used to briefly identify reasons for rejecting a protest
  • Building Permit Worksheet – Allow the user to add, delete, or modify building permit worksheet types, which can then be edited in detail through the building permit worksheet configuration
  • Building Permits – Allow the user to access the following building permit-related menus
    • Building Permit Issuer – Allow the user to add, delete, or modify codes identifying entities who issue work permits
    • Building Permit Worksheet Configuration – Allow the user to access building worksheet configuration in which worksheet types, work components, and each component’s percentage of total work can be recorded
    • CAD Status – Allow the user to add, delete, or modify codes identifying a permit’s state in the CAD office’s workflow
    • Issuer Status – Allow the user to add, delete, or modify codes identifying a permit’s state in the issuer’s workflow
    • Permit Sub Type – Allows the user to add, delete, or modify codes identifying work detail information of a permit type, such as garage or outdoor lighting
    • Permit Type – Allows the user to add, delete, or modify codes identifying the type of work authorized by the permit, such as electrical
    • Worksheet Type – Allows the user to add, delete, or modify codes identifying worksheets used for tracking building/construction
  • Change Log Administration – Allows user to use the Select Fields to Log dialog box in PACS.Admin to determine which fields will display and be enabled for logging data
    • Change Log Transaction Selection Administration – Allow user to access the Transaction Selection dialog box in PACS.Admin to create or load existing Transaction Selections and determine which fields will display and be enabled for logging data in the Transaction Selection
  • Collections – Allows the user to access the following codefile areas
    • Fee Type – Allows the user to add or delete codes identifying fees, and then edit the collection/distribution mapping, refund event mapping, and penalty and interest schedules for those codes
    • Refund Type – Allows the user to add or delete codes identifying refunds, and then edit details for those codes, such as the supplement code and percentage of interest applied to refund amount
    • Misc. Receipt Templates – Allows the user to add or delete codes identifying miscellaneous receipt templates, and then add or delete primary accounts for those receipt templates
    • CMI Bank – Allows user to navigate the Cash Management Interface Bank menu in PACS.Admin for cash drawer balancing
  • Condo – Allows the user to access the following codefile areas
    • Attribute Code – Allows user to add, delete, or modify Feature Type codes through Codefile Maintenance > Improvements > Attribute Codes; these codes are used can in the Detail Features section of the Improvement Detail dialog box
    • Characteristic Code – Allows the user to add or delete codes identifying features that factors into a condo’s appraisal value, and then attach attributes to those codes
    • Construction Material Code – Allows the user to add, delete, or modify codes identifying materials used in the construction of a condo
    • Group Number – Allows the user to add, delete, or modify codes identifying parts of a developing condominium community
    • Maintenance Code – Allows the user to add, delete, or modify codes identifying a condo’s physical condition and upkeep
    • Plot Code – Allows the user to add, delete, or modify codes identifying characteristics of a condo’s plot of land
    • Quality Code – Allows the user to add, delete, or modify codes identifying a condo’s construction quality
    • Stories Code – Allows the user to add, delete, or modify codes identifying the number of stories in a condo building
    • Style Code – Allows the user to add, delete, or modify codes identifying a condo’s structure style, such as loft or townhouse
  • Commercial Cost Modifier Maintenance – Allow user to maintain Marshall & Swift commercial cost modifier
  • Commercial Local Modifier Maintenance – Allow user to maintain Marshall & Swift commercial local modifier
  • Cost Modifier Maintenance – Allow user to maintain Marshall & Swift residential cost modifier maintenance
  • Credit Card – Allows the user to access the following codefile areas
    • Charge – Allows the user to add or delete codes identifying credit card fees, and then set percentage used to assess the fee, and the maximum amount to be assessed
    • Types – Allows the user to add, delete, or modify codes identifying acceptable credit cards
  • Current Use – Allows the user to access the following codefile areas
    • Current Use Review Settings – Allows user to add, delete, or modify codes describing the status or progress of reviews, or audits, on current use properties
    • Filing Information – Allows user modify the filing information grid in the Current Use panel
    • Sub Code – Allow the user to add or delete codes identifying current use sub codes, and then define the current use codes associated with the sub code
  • Deeds – Allows the user to access the following codefile area:
    • Deed Lookup – This currently is not associated with any functionality
  • Event Object Server File Location – Allow user to set the server location where files can be attached to events
  • Event Type Maintenance – Allows user add, delete, or modify customized events that are triggered when various procedures are performed
  • Event Source Type Maintenance – Allows the user to add, delete, or modify codes identifying event sources, such as procedures that, when performed, trigger an event
  • Exemption – Allows the user to access the following codefile areas
    • Applicant Income – Allows the user the create, modify, and delete codes that describe exemption applicant income types
    • Applicant Deduction – Allows the user the create, modify, and delete codes that describe exemption applicant deduction types
    • Qualification – Allows the user to add or delete codes identifying qualifying factors for granting exemptions, and then set the minimum and maximum income amounts or percentages of income that guide the application of an exemption
    • Renewal Status – Allows the user the create, modify, and delete codes used for tracking the status of an applicant’s exemption review
    • Sub Type – Allows the user to add, delete, or modify codes identifying details of an exemption
  • Fund – Allows the user to access the following codefile area
    • Fund Group – This right currently is not associated with any functionality
    • Fund Number – Allow the user to add, delete, or modify codes identifying fund numbers, the description of the work project or area being funded, and the primary levy associated with the fund
  • General – Allows the user to access the following codefile areas
    • Abstract Subdivision – Allows the user to add, delete, or modify codes identifying abstracts and subdivisions
    • Agreement Type – Allow user to view current use agreement type; this currently is not associated with any functionality
    • Ag Rollback Codes – Allow user to maintain ag rollback codes; this is not currently is not associated with any functionality
    • Appraisal Company Codes – Allows the user to add, delete, or modify codes identifying appraisal companies
    • Appraiser Codes – Allows the user to add, delete, or modify codes identifying appraisers
    • Bill/Fee – Allows the user to add, delete, or modify codes identifying bill and fee codes, set the penalty and interest/month percentages and select options associated with the bill or fee, such as warning displays or partial payment indicators
    • Building Permit Related Codes – Allow user to maintain various building permit related codes through Codefile Maintenance > Building Permits
    • Contact Type – Allows the user to add, delete, or modify codes identifying contacts in a lawsuit
    • CAD Codes – Allows the user to add, delete, or modify codes identifying CADs
    • Change Reason Codes – Allows the user to add, delete, or modify codes identifying reasons for a change of address in the system when the address change is not associated with a sale
    • City State Zip – Allows the user to add, delete, or modify codes for cities, and set the State and Zip Code fields to automatically populate when the code is chosen
    • Edit Current Use Rollback Configuration – Allow user to modify the interest charged and fees associated with removals, if required, through Tools > Rollback Compensatory Tax Configuration
    • Entity Codes – Allow user to maintain entity codes; this is currently is not associated with any functionality
    • Escrow Type – Allows the user to add, delete, or modify codes for escrow accounts, and set event options specifying credits or debits for the escrow code
    • Event Codes – Allows the user to add, delete, or modify codes identifying event types, and then set options associated with the event type, such as the level at which the event occurs and the event source
    • GIS Staff – Allows the user to add, delete, or modify codes identifying GIS staff members
    • Interest Codes – Allows the user to add, delete, or modify codes identifying interest types, such as Overriding Interest
    • Integrity Check Maintenance – To be removed in 9.0.31.x
    • Life Cycle – Allows the user to add, delete, or modify codes identifying stages in a neighborhood’s or area’s development, decline, and redevelopment
    • Mass Update – Allows the user to add, delete, or modify codes identifying reasons for performing a mass update, such as Add Special Assessment
    • Neighborhood Codes – Allows the user to add, delete, or modify neighborhood codes, descriptions, land and improvement percentages, status of the neighborhood’s reappraisal and life cycles, appraisers associated with the neighborhoods, and comments regarding the physical, economic, governmental, and social factors important to a neighborhood’s appraisal
    • Property Group Codes – Allows the user to add, delete, or modify codes identifying the status of a property group, such as whether a field review is needed or when a group of property IDs have been granted a historical exemption
    • Reappraisal Status – Allows the user to add, delete, or modify codes that can identify the reappraisal status of a property
    • Region Codes – Allows the user to add, delete, or modify codes that can identify regions, and set the region’s percentage
    • Reports – Allow user to maintain report codes; this currently is not associated with any functionality
    • Sales Ratio – Allow user to add, delete, or modify the DOR valid and invalid sales codes for use in the Sales Information panel
    • SIC Codes – Allows the user to add, delete, or modify standard industrial codes that can identify types of businesses and the appraiser assigned to each type
    • State Codes – Allows the user to add, delete, or modify codes that can identify state codes for property types, select the Sale Ratio Type Code and PTD Code and allow/disallow website images for each code
    • Street Codes – Allows the user to add, delete, or modify codes that can identify and standardize the way street types display in the system, so that, for example, Baltic Ave. is the standard form of the various ways of entering Baltic Avenue, Baltic, or Baltic Av.
    • Sub Market – Allows the user to add, delete, or modify codes that can identify commercial property or area
    • Subdivision Codes – Allows the user to add, delete, or modify codes that can identify subdivisions in legal descriptions
    • Subset Codes – Allows the user to add, delete, or modify codes that can identify and group properties by similarities or location
    • Supplement Codes – Allows the user to add, delete, or modify codes that identify the reason a property was put in supplement
    • Support Staff – Allows the user to add, delete, or modify codes that can identify staff members and their IDs for use in workflow
    • Tax District Type – Allows the user to add, delete, or modify codes that can identify entities, such as county or school district
    • Tax Statement Config – Allows the user to add, delete, or modify codes that can identify various tax statement message configurations, each with optional availability for cases of delinquent taxes, delinquent special assessments, accounts with rollback due, supplement reason and supplement prior year values; codes for annexations, special assessments, bills/fees, exemptions, litigation types, and property types can also be associated with the tax statement message code
    • Urban Growth – Allows the user to add, delete, or modify codes that can name or describe urban growth areas (UGA) outside city or county limits
    • View Current Use Rollback Configuration – Allow user to view and modify the interest charged and fees associated with removals, if required, through Tools > Rollback Compensatory Tax Configuration
    • Visibility Access – Allows the user to add, delete, or modify codes that can identify a property group’s visibility and access, perhaps in terms of commercial viability or residential desirability
    • Township Codes – Allows the user to add, delete, or modify codes that can identify townships and their tax years, often used in legal descriptions; this codefile menu is located through Tools > Codefile Maintenance > Property
    • Range Codes – Allows the user to add, delete, or modify codes that can identify a property’s range, often used in legal descriptions; this codefile menu is located through Tools > Codefile Maintenance > Property
    • AutoPay Payment Codes – Allow user to maintain AutoPay Payment codes
    • AutoPay Account Type Codes – Allow user to maintain AutoPay Account Type codes
  • GIS – Allow users access to GIS Manager in which shape files can be loaded, a directory can be set for the GIS Image catalog library, and a GIS disclaimer can be edited
    • GIS Edit Files – Allow user to maintain GIS related areas; this currently is not associated with any functionality
  • Improvements – Allows the user to access the following codefile areas
    • Improvement Detail Adjustment Codes – Allows the user to add, delete, or modify codes that can identify improvement adjustments, general property improvement type, and percentage value of the adjustment; improvement detail adjustment codes from a given year can also be copied to a previous or future year
    • Improvement Detail Attribute Codes – Allows the user to add, delete, or modify codes that can identify improvement attributes; also allows user to set the attribute’s applicability to web export, display on comp sales grids, and stories multiplier; additional attribute values can be manually entered, and additional attributes selected for heating and cooling, number of bedrooms and bathrooms
    • Improvement Detail Class Codes – Allows the user to add, delete, or modify codes that can identify an improvement detail’s class, and whether the class is part of a permanent crop detail
    • Remodel Application Status Code – Allows user to add, remove, or edit Remodel Exemptions Codes.
    • Remodel Exemption Submitted By – Allows user to add, remove, or edit Remodel Exemptions Submitted By codes that identify the various parties that can apply for the exemption.
    • Improvement Detail Condition Codes – Allows the user to add, delete, or modify codes that can identify an improvement detail’s physical condition
    • Improvement Detail Method Codes – Allows the user to add, delete, or modify codes that can identify an improvement detail’s appraisal method
    • Improvement Detail Subclass Codes – Allows the user to add, delete, or modify codes that can identify an improvement detail’s class in greater detail, and describe a detail’s characteristics
    • Improvement Detail Type Codes – Allows the user to add, delete, or modify codes that describe an improvement detail’s characteristics
    • Improvement Type Codes – Allows the user to add, delete, or modify codes that can identify an improvement type; also allows user to set the type as a permanent crop, mobile home, a multi sale primary, Marshall & Swift type, and whether to allow improvement details to use Base MA Data
    • Permanent Crop Age Group – Allows the user to add, delete, or modify codes that can identify a permanent crop improvement type as similar in age to other permanent crop type improvements
    • Permanent Crop Density – Allows the user to add, delete, or modify codes that can describe the density of productive growth in a permanent crop
    • Permanent Crop Irrigation Sub Class – Allows the user to add, delete, or modify codes that can identify or describe a permanent crop improvement’s irrigation quality in greater detail
    • Permanent Crop Irrigation System Type – Allows the user to add, delete, or modify codes that can identify or describe a permanent crop improvement’s irrigation system
    • Permanent Crop Trellis Type – Allows the user to add, delete, or modify codes that can identify a permanent crop improvement’s trellis structure type, often used in vineyards
  • Income Codes – Allow user to maintain the following income-related codes
    • Amenities Code – Allows the user to add, delete, or modify codes that can identify a property’s possible amenities, such as a golf course or an Olympic size swimming pool
    • Characteristic Baths Code – Allows the user to add, delete, or modify codes that can identify the number of baths in a multi-family unit
    • Characteristic Style Code – Allows the user to add, delete, or modify codes that can identify a property’s structural characteristic style, such as a Loft, Studio, or Townhouse
    • Income Unit Type Code – Allows the user to add, delete, or modify codes that can identify the type of unit within a multi-family structure, such as a two-bedroom unit with a loft or a double garage
    • Miscellaneous Expense Code – Allows the user to add, delete, or modify codes that can identify an income approach property’s miscellaneous expenses, such as Insurance or Electrical utility repair
    • Miscellaneous Income Codes – Allows the user to add, delete, or modify codes that can identify miscellaneous sources of income for an income approach property, such as Vending or Parking
    • Class – Allows the user to add, delete, or modify codes that can identify an income approach property’s class, which can be used to group similar properties together
    • Economic Area – Allows the user to add, delete, or modify codes that can identify the area in which similar types of properties react in a similar way to economic influences acting upon the properties within it
    • Expense Structure – Allows the user to add, delete, or modify codes that can identify the various expenses in the income analysis, such as full service with base year or full service with pass through
    • Lease Type – Allows the user to add, delete, or modify codes that can identify the structure of the lease an income approach property has with its lessees, such as triple net lease, full service lease, or industrial gross lease
    • Level – Allows the user to add, delete, or modify codes that can identify categorization of properties that is customizable according to the requirements of your appraisal office; for example, Level 1 or Level 2
    • Property Type – Allows the user to add, delete, or modify codes that can identify the type of property appraised using the income approach method
    • Rent Type – Allows the user to add, delete, or modify codes that can identify the type of rent, such as Contract rent or Market rent
  • Imaging – Allows the user to access the following codefile areas
    • Image Type Codes – Allows the user to add, delete, or modify codes that can identify types of images used in the system, such as Real Property Affidavit for scanned affidavit forms
    • Image Server File Location – Allow user to select the system’s server file location for saving images
    • Record Type Codes – Allows the user to add, delete, or modify codes that can identify record types to associate with image types, such as a Mobile Home Excise record type associated with a REET image type
    • Sub Type Codes – Allows the user to add, delete, or modify codes that can identify image types in greater detail
  • Land – Allows the user to access the following codefile areas
    • Adjustment Type – Allows the user to add, delete, or modify codes that can identify types of adjustments made to land; this right currently is not associated with any functionality
    • Adjustment Code – Allows the user to add, delete, or modify codes that can identify an adjustment, specify a year and type for the adjustment, and pre-set the dollar or percentage value amount of the adjustment, or leave the amount open to user definition; also allows codes to be copied to a previous or future year
    • Ag Rollback Status Codes – Allows the user to add, delete, or modify codes that can identify the status of a rollback, such as voided or complete
    • Class Codes – Allows the user to add, delete, or modify codes that can identify a class that can be used to group land parcels together by similarities
    • DOR Use Codes – Allows the user to add, delete, or modify codes that can identify the DOR Use Code for a property
    • Influence Codes – Allows the user to add, delete, or modify codes that can identify the influence of a parcel of land
    • Method Codes – Allows the user to add, delete, or modify codes that can identify the appraisal method of a parcel of land
    • Soil Codes – Allows the user to add, delete, or modify codes that can identify the soil on a parcel of land, and can be used to group land parcels together by similarities
    • Edit Land Miscellaneous – Allows the user to add, delete, or modify codes that can identify miscellaneous factors influencing the value of a parcel of land
    • Land Adjustment Codes – Allows the user to add, delete, or modify codes that can identify an adjustment, specify a year and type for the adjustment, and pre-set the dollar or percentage value amount of the adjustment, or leave the amount open to user definition; also allows codes to be copied to a previous or future year
    • Land Ag Codes – Allows user to maintain land ag codes that identify a land segment’s current use program
    • Land Class Codes – Allows the user to add, delete, or modify codes that can identify a class that can be used to describe factors influencing a land segment’s value
    • Land Influence Codes – Allow user to maintain land influence codes that can identify or describe factors influencing a land segment’s value
    • Land Method Codes – Allow user to maintain land appraisal method codes, typically used to describe units of measurement
    • Land Soil Codes – Allow user to maintain land soil codes; these codes may be regulated by the state
    • Land Type Codes – Allows the user to add, delete, or modify codes that can identify types of land parcels, such as Floodway or Natural Gas Easement; also allows user to define type as ag_or_wild_or_timber or permanent crop, and add a State Description to the type code
  • Lawsuit Tracking – Allows the user to access the following codefile areas
    • Contact Type – Allows the user to add, delete, or modify codes that can identify the contact type in a lawsuit, such as Agent or Owner
    • Cost Type – Allows the user to add, delete, or modify codes that can identify types of costs incurred in the course of a lawsuit, such as travel costs or court fees
    • Event Type – Allows the user to add, delete, or modify codes that can identify events affecting the status of a lawsuit, such as Lawsuit Created or Settlement Agreed
    • Status – Allows the user to add, delete, or modify codes that can describe the status of a lawsuit; also, a status can be associated with an inactive status or serve as a default status for a new lawsuit
    • Suit Type – Allows the user to add, delete, or modify codes that can identify if the suit is brought to a local, state, or district level, for example
  • Lease – Allows the user to access the following codefile areas
    • Class Codes – Allows the user to add, delete, or modify codes that can describe qualities of mineral properties; this right currently is not associated with any functionality
    • Field Codes – Allows the user to add, delete, or modify codes that can identify qualities of mineral properties; this right currently is not associated with any functionality
    • Gatherer Codes – Allows the user to add, delete, or modify codes that can identify persons or party collecting rent or lease payments on mineral properties; this right currently is not associated with any functionality
  • Litigation – Allows the user to access the following codefile areas
    • Bankruptcy Status – Allows the user to add, delete, or modify codes that identify the state of a bankruptcy claim
    • Event Type – Allows the user to add, delete, or modify codes that identify events of changes in a case; Event Types can be associated with a property event and configured to display at the property level
    • Jury Type – Allows the user to add, delete, or modify codes that identify a jury, such as Grand or Petit
    • Litigation Status – Allows the user to add, delete, or modify codes that identify the state of a case, such as Settled
    • Collection Pursuit Category – Allows the user to add, delete, or modify codes that identify
    • Collection Pursuit Type Maintenance – Allows the user to add, delete, or modify codes that identify various judgment, damages, or losses pursuit types; Pursuit Types are associated with Collection Pursuit Categories, property types, and can be disabled for deferral properties and bankruptcy properties
    • Collection Pursuit Status Code – Allows the user to add, delete, or modify codes that can identify the state of an attempt to collect damages/losses, such as Distraint Deferred or Foreclosure Completed; the Status Code is associated with a Pursuit Type, and fees and events can be enabled
    • Lien Type Codes – Allows the user to add, delete, or modify codes that identify types of liens, such as Tax Lien or Judgment Lien, or lien terms, such as Fixed or Variable
    • Tax Auction Status – Allows the user to add, delete, or modify codes that can identify the state, progress, or facts of an auction
  • Manufactured Modifier Maintenance – Allow user to access and use the Manufactured Housing Local Cost Maintenance Modifier dialog box in Tools > Modifier Maintenance > Manufactured Housing Local Cost Maintenance
  • Mobile Home Movements – Allow user to create, modify, view, and/or delete Mobile Home Movement-related code files (Mobile Home Movement records are generated from the Property view Mobile Home Movement panel)
    • Status Code – Allow user to add, delete, or modify codes that can identify the status or state of a relocation
    • Transporter Code – Allow user to add, delete, or modify codes that can identify a transporter (usually by ID number)
    • Type Code – Allow user to add, delete, or modify codes that can identify the kind of movement, such as whether it is an in-county move or ownership transfer
  • Multi Family Modifier Maintenance – Allow user to access and edit the Manufactured Housing Local Cost Maintenance Modifier dialog box in Tools > Modifier Maintenance > Manufactured Housing Local Cost Maintenance
  • Payout Agreement Type – Allows the user to add, delete, or modify codes that identify types of payout agreements, such as Full or Non-full; Payout Agreement Type Codes may also identify entities involved in the payout agreement, such as Water Utility District 3
  • Personal Property – Allows the user to access the following codefile areas
    • Personal Property Adjustment Codes – Allows the user to add, delete, or modify codes that identify an adjustment to a personal property segment or subsegment; adjustment amounts for each Personal Property Adjustment Code can be preset to a dollar amount, percentage, or undetermined/user defined
    • Personal Property Acquire Method Codes – Allows the user to add, delete, or modify codes that specify whether the item was purchased new or used
    • Personal Property Class Codes – Allows the user to add, delete, or modify codes that identify classes of personal property which can be used to group similar properties together
    • Personal Property Condition Codes – Allows the user to add, delete, or modify codes that identify a property’s physical condition
    • Personal Property Density Codes – Allows the user to add, delete, or modify codes that identify or designate the amount of personal property on hand; for example, a high, average, or low amount at a business
    • Personal Property Extension – Allows the user to add, delete, or modify codes used to grant or deny extensions for the BPP late rendition penalty fee
    • Personal Property Letter Maintenance – Allow user to maintain personal property letters
    • Personal Property Quality Codes – Allows the user to add, delete, or modify codes that numerically represent the quality of a segment or building; quality codes tend to be values from 1 through 6 and translate as follows: 1 = Low, 2 = Fair, 3 = Average, 4 = Good, 5 = Very Good, 6 = Excellent
    • Personal Property Segment Schedule – Allows the user to add, delete, or modify codes that aid in the appraisal calculation of personal property; building a schedule entails selecting the year, an appraisal table method, Standard Industrial Code, and Segment Type; other relevant data includes Quality/Density, Adjustments, Unit Count, Area, Class, and Depreciation
    • Personal Property Table Method Codes – Allows the user to add, delete, or modify codes that define the value of the personal property segment by unit or square feet
    • Personal Property Type Codes – Allows the user to add, delete, or modify codes that identify types of personal property, such as Farm Equipment; Personal Property Type Codes may specify an abstract type, asset type, and a vehicle flag or VIT type flag (if the property is a vehicle)
    • Personal Property Waiver Status – Allows the user to add, delete, or modify codes that identify the status of a waiver for a business personal property late rendition penalty
    • Personal Property Rendition Filing Status – Allows the user to add, delete, or modify codes that identify the rendition filing status for a personal property
    • Personal Property Review Type – Allows the user to add, delete, or modify codes that identify the type of rendition review for a personal property record
    • Personal Property Review Status – Allows the user to add, delete, or modify codes that identify the status of a rendition review on a personal property
    • Personal Property DOR Depreciation Schedules – Allows the user to add, delete, or modify codes that identify a DOR-provided depreciation schedule used for valuing personal property
  • Property – Allows the user to access the following codefile areas
    • Characteristic Code – Allows the user to add, delete, or modify codes that identify a traits of a property, such as Wetland or Flat; Characteristic codes are given a priority rating and may be configured such that the code is enabled for land or property, is pushed down to land characteristics, and has primary and/or secondary zoning or topography
    • Link Sub Type Code – Allows the user to add, delete, or modify codes that identify property links in greater detail; link sub type codes may be designated for any combination of the following: tax comparisons, state assessed utilities, annexation, U500, mobile home or personal property
    • Link Type Code – Allows the user to add, delete, or modify codes that indicates the type of interest or link for the linked property
    • Primary Use Code – Allows the user to add, delete, or modify codes that identify the primary use of a property; this code links your local primary use code to a DOR use code, which is then used for generating data for DOR reports
    • Owner Link Type Code – Allows the user to add, delete, or modify codes that indicate the type of interest or link for the linked owners
    • Distribute Values Reason Code – Allows the user to add, delete, or modify codes that identify standardized reasons for overriding the current system value
  • Property Type – Allows the user to access the following codefile area
    • Property Sub Type – Allows the user to add, delete, or modify codes that identify property types in greater detail, such as Industrial, Farm, or Improved Leased Land; property sub types can be designated for any property area, and can be flagged as Residential, Commercial, State Assessed Utility, Local Assessed Utility, Industrial, or Improvement on Leased Land
  • Rebuild Indexes – To be removed in 9.0.31.x
  • REET – Allows the user to access the following codefile areas
    • Rate Description – Allows the user to add, delete, or modify codes that identify REET fees, such as County or Area Parks; Rate Description Codes may be designated as Administrative Fees, which, when selected, reports the distribution of the items associated with the code as administrative fees on the Statement of Taxes Collected Report
    • Rate Type – Allows the user to add, delete, or modify codes that identify whether the rate is a local or state rate
    • Status Code – Allows the user to add, delete, or modify codes that indicate the progress of a REET transaction
    • Type Code – Allows the user to add, delete, or modify codes that identify whether excise tax will be calculated, and whether an additional processing fee is associated with the tax
    • WAC Code – Allows the user to add, delete, or modify codes that identify the Washington Administrative Codes (WAC) for REET processing, typically used for exemptions such as those related to foreclosures and gifts
  • Sales – Allows the user to access the following codefile areas
    • Comp Sales Additional Sale Code – Allows the user to add, delete, or modify codes that identify sale information in greater detail
    • Comp Sales County Code – Allows the user to add, delete, or modify customized county codes that identify sales that fall outside the expected sales ratio range; these odes are separate from DOR codes
    • Comp Sales Residential – Allows the user to access and modify options in the following PACS.Admin comparable property residential maintenance menus: Feature Adjustment Scheduler, Quality Adjustment Schedule, Segment Type Schedule, Improvement Type Inclusion, Improvement Detail Class Exclusion, Tax District Exclusion
    • Comp Sales Stratification – Allows the user to add, delete, or modify codes that identify strata; strata may be guided by the DOR
    • Sales Adjustment Codes – Allows the user to add, delete, or modify codes that identify reasons for adjusting sales values
    • Sales Confidence Level Codes – Allows the user to add, delete, or modify codes that quantify the perceived reliability of source of the sales information
    • Sales Deed Type Codes – Allows the user to add, delete, or modify codes that identify the type of deed involved in a transaction, such as Bargain & Sale or General Warranty; deed type codes may be associated with a county code and sale type ratio
    • Sales Exclude Calc Codes – Allows the user to add, delete, or modify codes that indicate why a property has been excluded from studies or reporting
    • Sales Feature Codes – Allows the user to add, delete, or modify codes that identify features that can be used to group properties by similarities; this right currently is not associated with any functionality
    • Sales Financing Codes – Allows the user to add, delete, or modify codes that identify financing arrangements that can be used to group properties
    • Sales Ratio Type Codes – Allows the user to add, delete, or modify the state’s 27 DOR codes that identify sales outside the expected sales ratio range, such as Forced Sale; ratio type codes may be enabled for Invalid Sales, and set to require users to enter a reason when using the ratio type code
    • Sales Type Codes – Allows the user to add, delete, or modify codes that identify information about sales so that specific sale types, such as forced sales or new construction sales, can be grouped by similarities or excluded from comparisons
  • Special Assessment – Allows the user to access the following codefile areas
    • Agency Type – Allows the user to add, delete, or modify codes that identify unique charge government units that can assess taxes to fund public projects, such as Water Utility District or Lighting Assessment
    • Assessment Use Category – Allows the user to add, delete, or modify codes that identify property uses considered in special assessments, such as State Highway or Single-Family Residential.
  • Supplement – Allows the user to access the following codefile area
    • Supplement Type – Allows the user to add, delete, or modify codes that identify supplements, such as Omitted Property or Remove Utility; supplement type codes may be associated with standardized attributes such as Manifest Error, Destroyed, or Current Use Removal
  • Tax Areas – Allows the user to access the following codefile area
    • Cross Reference Code – Allows the user to add, delete, or modify codes that identify; this right currently is not associated with any functionality
  • Tax Districts – Allows the user to access the following codefile area
    • Fund Maintenance – Allows the user to access and modify the Fund Maintenance grid displayed in the Levy Data panel of a levy detail in a tax district record
    • Levy Limit Type – Allows the user to add, delete, or modify codes that identify caps on levy collection amounts, such as Budget and Statutory Limit, through Tools > Codefile Maintenance > Tax District > Levy Limit Type
    • Levy Type Code – Allows the user to add, delete, or modify codes that identify levy types, such as State, Bond, or Transportation

Account

The following rights allow users to access and/or modify various records and account types:

  • Edit Account – These rights allow the user to access the following menus and dialog boxes:
    • Create New Agent – Allows user to create new agent record
    • Create New Attorney – Allows user to create new attorney record
    • Create New Entity – Allows user to create new entity record
    • Create New Mortgage Company – Allows user to create new mortgage company record
    • Create New Taxpayer – Allows user to create new taxpayer record
    • Edit Account Images – These rights allow user access to the following:
      • Edit Agent Images – Allows user to add, delete, or modify agent-based images
      • Edit Mortgage Images – Allows user to add, delete, or modify mortgage images
      • Edit Taxpayer Images – Allows user to add, delete, or modify taxpayer images
    • Edit Account Phone Number – Allows user to modify account phone numbers
    • Edit Agent – These rights allow user access and assign the following options to an agent, when assigning an agent to a property:
      • Protest Authority – Allows user to assign Protest authority to an agent
      • Confidential Authority – Allows user to assign Confidential status to an agent
      • Resolve Authority – Allows user to assign Resolve authority to an agent
      • Other Authority – Allows user to assign Other authority to an agent
      • ARB Document Mailing – Allows user to assign the BOE Document Mailing Type to an agent
      • Chief Appraiser Mailing – Allows user to assign the Chief appraiser document mailing type to an agent
      • Entity Tax Bills & Notices Mailing – Allow user to assign the Entity tax bills & notices mailing type to an agent
    • Edit Attorney – Allows user to edit Attorney records
    • Edit Auto-Pay Property Details – Allows user to edit Auto-Pay details of a property record
    • Edit Collector – Allows user to edit Collector records
    • Edit Expire Agent – Allows user to edit the expiration status of Agent records
    • Edit Mortgage Company – Allows user to edit Mortgage Company records
    • Edit Taxpayer – Allows user to edit Taxpayer records
    • Edit Taxserver – Allows user to edit Taxserver records
    • Set Confidential Name – Allow user to set confidential names on various accounts
  • View Account – These rights allow the user to access the following menus and dialog boxes:
    • View Agent – Allows user to view, but not edit, Agent accounts
      • View Agent Comments – Allow user to view agent comments
    • View Attorney – Allows user to view, but not edit, Attorney accounts
      • View Attorney Comments – Allow user to view attorney comments
    • View Auto-Pay Property Details – Allow user to view a Property’s Auto-Pay details
    • View Collector – Allows user to view, but not edit, Collector accounts
    • View Confidential Name – Allow user to view an account’s Confidential Name
    • View Entity – Allows user to view, but not edit, Entity accounts
    • View Mortgage Company – Allows user to view, but not edit, Taxpayer accounts
      • View Mortgage Comments – Allow user to view mortgage comments
    • View Phone Numbers – Allow user to view phone numbers
    • View Taxpayer – Allows user to view, but not edit, Taxpayer accounts
      • View Taxpayer Comments – Allow user to view taxpayer comments
    • View Taxserver – Allows user to view, but not edit, Taxserver accounts

Accounting Functions

The following rights allow users to access these menus, functions, and dialog boxes, many of which are located through Activities > Accounting:

  • Access Chart of Accounts – Allows user to add, delete, or modify information in the Chart of Accounts dialog box, in which cash, revenue, and other types of accounts are maintained
  • Access Close Out Revenue Accounts – Allows user to access Activities > Accounting > Close Out Revenue Accounts
  • Access General Journal Entry – Allows user to access Generate Journal Entry dialog box, in which transactions can be logged
  • Access Transfer Funds – Allows user to access the Transfer Funds dialog boxes in which funds are transferred to tax districts and/or special assessments
  • Export Distribution Run – Allows user to export a Distribution run to the FMS System through the Distributions dialog box
  • Import Vendors – Allows user to Import Vendors
  • Re-export a Distribution Run – Allows user to re-export a Distribution Run to the FMS System
  • Run General Distribution Process – Allows user to process distributions (payments, adjustments, or miscellaneous receipt distributions recorded during a specified time frame) in the Distributions dialog box opened through Activities > Accounting > Distributions
  • Undo Distribution Run – Allows user to undo a distribution run
  • Validate a Distribution Run – Allows user to validate a Distribution Run through the Distributions dialog box
  • View/Create/Export Disbursements – Allows user to view and create General Disbursements and Refund Disbursements
    • Delete Unexported Disbursements – Allows user to delete unexported General Disbursements and Refund Disbursements
  • Access Close Out Non-revenue Accounts – Allows user to access Activities > Accounting > Close Out Non-revenue Accounts
  • Edit Account Configuration – Allows user to edit the configuration of financial account numbers

Activities

The following rights allow users to access these menus, functions, and dialog boxes:

  • Appraisal Notice Forms Maintenance – Allows user to perform appraisal notice forms maintenance through the Activities menu
  • Appraisal Notice Process – Allows user to perform appraisal notice-related functions
  • ARB Capture Values – Allows user to capture BOE values through Activities > Appraisal Notices > Capture BOE Submission Values
  • Auto Add OV65 Process – To be removed
  • Auto-Pay Quick Entry – Allows user to perform Auto-Pay Quick Entry through Activities > Auto-Pay
  • Auto-Pay ACH File Report – Allows user to generate Auto-Pay ACH File Report
  • Auto-Pay ACH File Payment Run – Allows user to perform the Auto-Pay function ACH File Payment Run
  • Auto-Pay Enrollment Report – Allows user to print the Auto-Pay Enrollment Report
  • Auto-Pay ACH Processing Information – Allows user to perform the Auto-Pay function ACH Processing Information
  • Auto-Pay Ownership Change Processing – Allows user to perform Auto-Pay Ownership Change Processing
  • BOE Capture Values – Allows user to capture values during Notice Processing by choosing Activities >Appraisal Notices > Capture BOE Submission Values > Capture Values
  • Business Personal Property – Allows user access to functionality related to BPP
    • Change Master Lease Group Properties – Allows user to add or remove personal properties from a Master Lease grouping
    • Create Master Lease Group – Allows user to create a Master Lease grouping to which personal properties can be attached/associated
  • Calculate Personal Property Penalty – Allows user to assess penalties on personal property, such as a late filing penalty
  • Certification Process – Allows user to perform certification related functions
  • Comparable Property – Allows user to access Comparables menu options
  • Create Property – Allows user to create a property
  • Create New Property – Allows user to create new property through the File > New menu
  • Create New Supplement Group – Allows user to create a new supplement group
  • Edit Delinquent Notice Parameters – Allows user to edit the delinquent notice parameters through Activities > Delinquent Notice > Delinquent Notice Maintenance
  • End of Year Process – Allows user to perform end of year related functions; this right currently is not associated with any functionality
  • Export Personal Property Rendition Penalty – Allows user to export personal property rendition penalty; this right currently is not associated with any functionality
  • Freeze Ceiling Maintenance – To be removed in 9.0.31.x
  • Generate Supplement Roll – Allows user to generate the supplement roll in Supplement Group Maintenance
  • Integrity Check – To be removed in 9.0.31.x
  • Launch Penpad Utility – Allows user to start/open penpad
  • Letter Processing – Allows user to perform letter processing functions, primarily printing letters to various parties
  • Letter Processing Administration – Allows user to create, delete, or modify letters in Microsoft Word and PACS 9.0
  • Letter Deletion Administration – Allows user to delete letters
  • Template Processing – Allows user to use letter template processing functions
  • Template Administration – Allows user to administer letter templates in Microsoft Word and PACS.Admin
  • Template Deletion Administration – Allows user to delete letter templates
  • Flex Field Processing – Allows user to use flex fields contained in letters
  • Mass Create Property – Allows user to mass create property through the Activities menu
  • Merge Properties – Allows user to merge properties through the Activities menu
  • Ownership Transfer – Allows users to run ownership transfers through the Activities menu
  • Personal Property Grant May 15 Extension – Allows user to grant personal property May 15 extension
  • Personal Property Waive Penalty $20,000 – Allows user to waive personal property penalty $20,000
  • Print Appraisal Card – Allows user to print an appraisal card
  • Print Property Application – Allows user to print property applications
  • Print Property Letters – Allows user to print property letters
  • Print Rendition Applications – Allows user to print one or more personal property rendition applications through Activities > Rendition Processing
  • Process Electronic Deeds – Allows user to process electronic deeds
  • Profiling – Allows user to run profiling-related functions through Activities > Profiling, including Create Neighborhoods, Create Profile, Link Abstract/Subdivisions to Neighborhoods, and summon the Profile List
  • Recalculate All Property – Allows user to recalculate all property through the Activities > Mass Maintenance (Property)
  • Run U500 Process – Allows user to run under 500 exemption process through Activities
  • Sales Confirmation Letters – Allows user to access the Sales Confirmation Letters through Activities > Sales
  • Template Administration – Allows user to modify letter templates
  • Template Deletion Administration – Allows user to delete letter templates
  • Template Processing – Allows user to add, delete, or use latter templates
  • View Change Log – Allows user to view change log through Reports > Change Log

Annexation

The following rights allow users to access these menus, functions, and dialog boxes:

  • Annexation Reports – Allow user to print annexation report through the Reports menu option
  • Configuration Information – Allow user to access and edit the configuration information for annexation, including coterminous start and cutoff dates, through Activities > Annexations
  • Create Annexation – Allow user to create, edit, and configure annexations and ordinance information through Activities > Annexation > Annexation Maintenance
  • Delete Annexation – Allow user to delete annexations in Annexation Maintenance
  • Edit Annexation – Allow user to edit annexations in Annexation Maintenance
  • View Property Annexation – Allow user to view an annexation at the property level
  • View Tax Area Annexation – Allow user to view an annexation at the tax area level
  • View Tax District Annexation – Allow user to view an annexation at the tax district level

BOE

The following rights allow users to access these menus, functions, and dialog boxes:

  • Arbitration – The following rights allow users to access these menus, functions, and dialog boxes:
    • Copy Images – Allow user to copy images to arbitration through the Images panel of a BOE Protest record
    • Copy Letters – Allow user to copy letters a BOE record
    • Delete Arbitration – Allow user to delete a BOE record
    • Edit Arbitration – Allow user to edit a BOE record
    • View Arbitration – Allow user to view a BOE record; this right currently is not associated with any functionality
  • Inquiry – The following rights allow users to access these menus, functions, and dialog boxes:
    • Edit BOE Inquiry – Allow user to edit the following BOE Inquiry records
      • Clear Appraiser Meeting – Allows user to clear the appraiser meeting in the Appraiser Meeting panel of an inquiry record
      • Delete BOE Inquiry – Allows user to delete an BOE inquiry
      • Delete Printed Letter – Allow user to delete a printed letter for an inquiry in the Letters panel of an inquiry record
      • Edit Images – Allow user to edit Inquiry images on the Images panel of an Inquiry record
      • Edit Inquiry Links – Allow user to edit inquiry Links
      • Mass Update Status – Allow user to mass update the status of inquiries by selecting and right-clicking on inquiry records displayed in the Inquiry Search Results
      • Re-Assign Inquiry – Allow user to reassign appraisers, GIS staff, or other support staff to an inquiry by selecting and right-clicking on an inquiry record displayed in the Inquiry Search Results
      • Reopen Inquiry – Allow user to reopen an inquiry
      • Schedule Appraiser – Allows user to schedule an appraiser for an inquiry in the Appraiser Meeting panel of an inquiry record
      • Set Appraiser – Allows user to set the appraiser on an inquiry record
      • Set Appraiser Meeting Date – Allow user to set the appraiser meeting date for an inquiry
      • Create Inquiry Event – Allow user to add to the Events panel and grid within the Inquiry view
      • Edit Inquiry Event – Allow user to edit events recorded in the Events panel and grid within the Inquiry view
    • Individual Letter – Allows user to print individual letters for inquiries
    • NOP Multi Prop Letter Processing – Allows user to access the NOP Multi Prop Letter Processing process for inquiries
    • Quick Image – Allows user to access the BOE Quick Image module for inquiries through Activities > BOE > BOE Quick Image
    • User Default Year – Allow user to set the default year for an inquiry
    • View BOE Inquiry – Allow user to view a BOE Inquiry
  • Protest – The following rights allow users to access these menus, functions, and dialog boxes:
    • Edit BOE Case – The following rights allow users to access the following BOE-related menus, functions, and dialog boxes:
      • Clear Protest Apportionment – Allows user to set the percentage of responsibility on a protest record; this right currently is not associated with any functionality
      • Clear Appraiser Meeting – Allows user to clear the appraiser meeting on a protest in the Appraiser Meeting panel of a BOE protest record
      • Delete BOE Protest – Allow user to delete a BOE protest record
      • Delete Printed Letter – Allows user to delete a printed letter on a protest in the History grid of the Letters panel of a BOE protest record
      • Edit Images – Allow user to edit protest images in the Images panel of a protest record
      • Mass Update Status – Allows user to mass update protest statuses
      • Reopen Protest – Allow user to reopen a protest through the Commands option on a BOE protest record
      • Schedule Appraiser – Allows user to schedule an appraiser for a protest by clicking Schedule in the Appraiser Meeting panel of a BOE protest record
      • Schedule Protest – Allows user to schedule a protest
      • Set Appraiser – Allows user to set the appraiser on a protest
      • Set Appraiser Meeting Date – Allows user to set the appraiser meeting date for an inquiry or protest
      • Set Protest Hearing Date – Allows user to set the protest hearing date for a protest by clicking Schedule in the Hearing panel of a BOE protest record
      • Create Protest Event – Allow user to add to the Events panel and grid within the Protest view
      • Edit Protest Event – Allow user to edit records in the Events panel and grid within the Protest view
    • Individual Letter – Allows user to print individual letters for protests through Activities > BOE > Individual Letter
    • NOP Multi Prop Letter Processing – Allows user to access the NOP Multi Prop Letter Processing process for protests
    • Quick Image – Allows user to access the Quick Image module for protests
    • User Default Year – Allows user to set the default year for processes surrounding protests
    • View BOE Case – Allow user to view BOE case
  • BOE Mass Reopen – Allows user to mass reopen inquiries or protests my selecting BOE search results, right-clicking and selecting Mass Reopen
  • BOE Mass Update Comments – Allows user to mass update inquiry or protest comments
  • BOE Manage Meetings – Allows user to the BOE Meeting setup in PACS.ADMIN through Tools > BOE Maintenance > Appraiser Meetings > Manage Meetings
  • BOE Schedule Multiple – Allows user to mass schedule BOE hearings by selecting records in the BOE Protest search results, right-clicking and selecting Mass Schedule Protest Hearing
  • Clear Signin Date Time – Allows user to clear the sign-in date/time on an inquiry or protest in the Appraiser Meeting panel of a BOE protest record
  • Edit Monitors – Allow user to edit monitors through Tools > Monitors
  • Print Certified Mailers – Allows user to access the Print Certified Mailer process in PACS 9.0
  • Run Monitors – Allow user to view monitor results or process the results further by selecting a monitor, right-clicking and selecting a menu option such as Update Status or Assign Panel
  • Submit Lock – Allows a user to lock or unlock submission values for a property when the Lock Properties Submitted to the ARB check box is selected in PACS.ADMIN under Tools > ARB Maintenance > System Settings
  • View Property Comments – Allows user to see property comments from an inquiry or protest

Building Permit

The following rights allow users to access these menus, functions, and dialog boxes:

  • Building Permit Worksheet – Allows user to create worksheets from the Building Permits section of a property’s Mortgage & Permits panel
  • Edit Building Permits – Allow user to edit building permit information in the Mortgage & Permits panel of a property record
  • Inactivate Building Permit – Allow user to inactivate building permits from the Details panel of a Building Permit record
  • Set Primary Property – Allow user to set a property as the primary property named on the building permit

Daily Batch

The following rights allow users to access these menus, functions, and dialog boxes:

  • Daily Batch Admin – Allow user to administer daily batches, and create daily batches for mass maintenance processing through Activities > Mass Maintenance (Property) > Daily Batch
  • Daily Batch Assign – Allow user to assign daily batch through Activities > Mass Maintenance (Property) > Daily Batch
  • Daily Batch Delete – Allow user to delete daily batch through Activities > Mass Maintenance (Property) > Daily Batch

Effective Acre Group

The following rights allow users to access these menus, functions, and dialog boxes:

  • Edit Effective Acre Assoc – Allow user to edit effective acre assoc by adding or deleting properties from effective acres groups
  • Edit Effective Acre Group – Allow user to edit effective acre group by adding or deleting properties from effective acres groups
  • View Effective Acre Group – Allow user to view effective acre group records

Entity

The following rights will be removed in 9.0.31.x:

  • Edit Entity Images – Allow user to edit entity images through the Images panel of Tax Area records; this is not used
  • Edit Entity Tax Rate – Allow user to edit entity tax rate in tax areas; this is not used
  • Edit Timber 78 Values – Allow user to edit timber 78 values; this is not used

Event Mapping

The following rights allow users to access these menus, functions, and dialog boxes:

  • Overpayment Credit Event Mapping – Allow user to access Overpayment Credit Event Mapping through Activities > Accounting > Accounting Event Mapping
  • Setup Event Mapping – Allows user to create, delete and edit Event Mapping through Activities > Accounting > Accounting Event Mapping
  • View Event Mapping Change Log – Allows user to view the Event Mapping Change Log dialog box available by choosing Activities > Accounting > Accounting Event Mapping, then select a distribution and click Distribution Details, click Change Log in the distribution detail dialog box
  • Validate Event Mapping – Allows user to Validate Event Mapping through Activities > Accounting > Validate Event Mapping

Export

The following rights allow users to access these menus, functions, and dialog boxes, primarily through the Export menu option:

  • Auto-Pay ACH Pre-Note File Export – Allow user to perform ACH Pre-Note File Export through Activities > Auto-Pay
  • Accounting Collections – Allow user to export accounting collections
  • Application Data – Allow user to export Application Data
  • Export Billing – Allow user to access Export > Export Billing Information
  • Export Building Permits – Allow user to export building permits
  • Export CASS – To be removed in 9.0.31.x
  • External Payment Processing – Allow user to export Payment; this right currently is not associated with any functionality
  • Mortgage Billing – Allow user to export mortgage billing data
  • REET Export – Allow user to access REET Export
  • Web Portal – Allow user to export web portal data
  • Appraiser Export – Allow user to create Appraisal Export files
  • Levy Rate Export – Allow user to create the Levy Rate Export file

Future Year Layer

The following rights allow users to access these menus and functions through the Activities > Administration > Future Year menu options:

  • Create Future Year Layer – Allow user to create future year layer
  • Open Future Year Layer from Current Year – Allow user to open future year layer from current year
  • Work in Future Year Layer – Allow user to work in future year layer

GIS

The following rights allow users to access these menus, functions, and dialog boxes:

  • GIS Manager – Allow user to access GIS Manager through Tools > GIS Manager in PACS.Admin
  • GIS Update Property Real Coordinates – Allow user to update property coordinates from GIS data
  • Import Land Characteristic in Mass – Allow user to do a Mass Import of Land Characteristics through Activities > GIS

Imaging

The following rights allow users to access these menus, functions, and dialog boxes:

  • Document Imaging Maintenance – Allow user access to Document Imaging Maintenance menu options under Tools in PACS.Admin
  • View Confidential Images – Allow user to view all images marked confidential
    • View Property Confidential Images – Allow user to view confidential images associated with property records
  • View User Right Scanned Images – Allow user to view images scanned by users with a specified user right
    • View User Right Scanned Images – Allow user to access the following scanned image types
      • View Agent User Right Scanned Images – Allow user to view agent user right scanned images
      • View Entity User Right Scanned Images – Allow user to view entity user right scanned images
      • View Income User Right Scanned Images – Allow user to view income user right scanned images
      • View Lawsuit User Right Scanned Images – Allow user to view lawsuit user right scanned images
      • View Litigation User Right Scanned Images – Allow user to view litigation user right scanned images
      • View Mortgage User Right Scanned Images – Allow user to view mortgage user right scanned images
      • View Taxpayer User Right Scanned Images – Allow user to view taxpayer user right scanned images
    • View Image Photo User Right – Allows users to access the following image types
      • View Agent User Right Photo Images – Allow user to view agent user right photo images
      • View Entity User Right Photo Images – Allow user to view entity user right photo images
      • View Income User Right Photo Images – Allow user to view income user right photo images
      • View Lawsuit User Right Photo Images – Allow user to view lawsuit user right photo images
      • View Litigation User Right Photo Images – Allow user to view litigation user right photo images
      • View Mortgage User Right Photo Images – Allow user to view mortgage user right photo images
      • View Taxpayer User Right Photo Images – Allow user to view taxpayer user right photo images

Import

The following rights allow users to access these menus, functions, and dialog boxes, primarily through Import menu options:

  • Import – Allows users to access the following menu options:
    • Import CASS – Allow user to import CASS; this is in development
    • Import Electronic Deeds – Allow user to import electronic deeds through Activities > REET > Electronic REET Processing
    • Import Mineral Data – Allow user to import mineral data; this right currently is not associated with any functionality
    • Payment Import – Allow user to access Payment Import.
    • Property Mortgage Associations – Allow user to import property mortgage associations
    • REET Import – Allow user to access REET Import
    • Import Special Assessments – Allow user to import special assessments
    • Import Building Permits – Allow user to import Building Permit data
    • Import Auditor – Allow user to import Auditor data
    • Import NCOA – Allows user to import NCOA address files by choosing Imports > NCOA
      • Update NCOA – Allows user to update properties’ addresses using the Update button after the NCOA file has been imported through Imports > NCOA

Lawsuit

These rights allow users the following capabilities:

  • Delete Lawsuit – Allows user to delete a lawsuit record
  • Edit Lawsuit – Allows user to edit a lawsuit record
  • Edit Lawsuit Images – Allows user to edit, attach, and delete images associated with a lawsuit record
  • Lawsuit Codes – Allows user to create lawsuit code files
  • View Lawsuit – Allows user to view a lawsuit record

Levy Functions

The following rights allow users to access these menus, functions, and dialog boxes:

  • Levy Bill Functions – These rights allow users to access the following levy options:
    • Activate Levy Bills – Allows user to activate levy bills by selecting and right clicking a levy in the Levy Certification Runs dialog box, and selecting Activate Levy Bills
    • Create Levy Bills – Allows users to create levy bills in the Levy Certification Runs dialog box through Activities > Levy
    • Undo Create Levy Bills – Allows user to undo the creation of levy bills by selecting and right clicking a levy in the Levy Certification Runs dialog box, and selecting Undo Create Levy Bills
  • Levy Certification Functions – These rights allow users to access the following levy certification options:
    • Accept Levy Certification Run – Allows users to select and accept levy bills in the Levy Certification Runs dialog box
    • Capture Values for Levy Certification – Allows user to capture a set of values for a given year and supplement through Activities > Levy > Capture Values
    • Create Levy Certification Run – Allows users to create an initial set of values from which levies can be processed in the Levy Certification Runs dialog box
    • Delete Levy Certification Run – Allows users to delete a set of values from which levies can be processed
    • Edit Levy Certification Run – Allows users to modify a set of values from which levies can be processed
    • Set Up Levy Proration Order Data – Allows user to configure the order of priority given to different types of levies when the application performs constitutional limit calculation for a levy certification run
    • Undo Accept Levy Certification Run – Allows users to select and undo the acceptance of a Levy Certification Run
    • Update Levy Certification Run – Allows users to select and update the values in a Levy Certification Run
    • View Levy Certification Run – Allows users to view runs in the Levy Certification Runs dialog box
  • Move System to New Collection Year – Allows user to perform this function through File > Administration > Treasurer Rollover
  • View Generate refund Levy Runs and Refund Levy Configuration – Allows user to view but not configure refund levy runs and records
  • Edit Refund Levy Configuration – Allows user to configure or set up a refund levy (Activities > Levy > Configure Refund Levy)
  • Edit Refund Levy Runs – Allows user to create, modify, or delete refund levy runs (Activities > Levy > Generate Refund Levy Totals)
  • Reset Levy Certification – Allows user to run the Reset Levy Year (Activities > Levy > Reset Levy Year)

Litigation

These rights allow users to perform the following litigation-related functions:

  • Edit Litigation – Allows user to modify litigation records
  • Edit Litigation Images – Allows user to create, modify, attach, or delete images associated with a litigation record
  • View Litigation – Allows user to view litigation records

Mass Maintenance

These rights allow users to perform the following mass maintenance functions:

  • Mass Maintenance Activate Preliminary Property – Allows user to activate multiple preliminary properties through Activities > Mass Maintenance (Property) > Activate Preliminary Properties
  • Mass Maintenance Admin – Allows user to change the tax area on properties (if, for example, a tax area was incorrectly assigned to properties), or add special assessment agencies to properties to indicate that the properties will be part of an assessment, or are within the boundaries of an assessment
  • Mass Maintenance Create Preliminary Property – Allows user to create multiple preliminary properties through Activities > Mass Maintenance (Property) > Mass Create
  • Mass Maintenance Entity Update – To be removed in 9.0.31.x
  • Mass Maintenance Mass Update – Allows user to change the tax area on properties (if, for example, a tax area was incorrectly assigned to properties), or add special assessment agencies to properties to indicate that the properties will be part of an assessment, or are within the boundaries of an assessment
  • Mass Maintenance Mass Copy of Sale Land Improvements – Allows user to copy multiple sale, land, and improvement records
  • Mass Maintenance Mass Update Land Miscellaneous Codes – Allows user to apply codes to multiple properties that adjust the total land value after other calculations have been performed
  • Mass Maintenance PACS Data Entry – Allows user to access and use the PACS Data Entry Mass Maintenance
  • Mass Maintenance Quick Entry – Allows user to update values within fields for multiple property records in succession through Activities > Mass Maintenance (Property)
  • Mass Maintenance Special Assessment Quick Entry – Allows user to add special assessment fees or special assessment attributes to properties through Activities > Mass Maintenance (Property) > Special Assessment Quick Entry
  • Mass Maintenance Undo – Allows user to reverse a mass maintenance change or update by clicking update in the Mass Maintenance Update dialog box located through Activities > Mass Maintenance (Property) > Mass Maintenance > Mass Maintenance Update

PACS Query

This right allows users to work in PACS.Query.

Payout Agreement

These rights allow users to perform the following payout agreement functions:

  • Create/Edit Payout Agreement – Allows user to access Activities > Payout Agreement > New Payout Agreement to create, define, and configure payout agreements on properties for the payment of tax, penalties, and interest in periodic installments
  • Can View Payout Agreement – Allows user to view, but not edit, the Payout Agreement panel in property records

Penalty Interest

These rights allow users to access the following penalty interest calculation options:

  • Edit Special Assessment Create Penalty Interest – Allows user to set up options for calculating special assessment fees through the Penalty and Interest panel of Special Assessment Agency records
  • Edit Tax District Create Penalty Interest – Allows user to set up options for calculating special assessment fees through the Penalty and Interest panel of Tax District records

Property

These rights allow users to access the following options and menu items related to property records:

  • Comparable – These rights allow users to access the following comparable sales grid options
    • Comparables – Change Grid to Static/Dynamic – Allows the user to change a grid to static or dynamic state in PACS.Admin’s Mass Create Grids dialog box, reachable through Tools > Comparable Property > Mass Create New Grids
    • Comparables – Edit All Sales Ratio – Allows the user to edit sales ratio information in the Ownership History dialog box
    • Comparables – Use All Sales Ratio – Allows the user to use all sales ratio
    • Comparables – Set Market Valuation Grid to Dynamic – Allows user to change any single grid to/from static and dynamic
    • NAICS Comparative Analysis – Allows user to generate NAICS comparable data view the NAICS Comparison button the Segment Information grid in the Personal Property panel
  • Edit Property – These rights allow users to access the following property record-related options and menus
    • Agent – These rights allow users to access and modify agent information on the following property types
      • Edit Auto Property Agent – Allows user to edit agent information on auto property
      • Edit Mineral Property Agent – Allows user to edit agent information on mineral property
      • Edit Mobile Home Agent – Allows user to edit agent information on mobile home property
      • Edit Personal Property Agent – Allows user to edit agent information on personal property
      • Edit Real Property Agent – Allows user to edit agent information on real property
    • Appraiser Info – These rights allow users to access and modify appraiser information on the following property types
      • Edit Auto Property Appraiser Info – Allows user to edit appraiser information on real property
      • Edit Mineral Property Appraiser Info – Allows user to edit appraiser information on real property
      • Edit Mobile Home Appraiser Info – Allows user to edit appraiser information on real property
      • Edit Personal Property Appraiser Info – Allows user to edit appraiser information on real property
      • Edit Real property Appraiser Info – Allows user to edit appraiser information on real property
      • Edit Business Start, Close, and Sold Dates – Allows user to edit business information in the Appraiser Info panel of Property records
    • Building Permits – These rights allow users to access and modify building permit information on the following property types
      • Edit Auto Property Building Permits – Allow user to edit Auto property building permits
      • Edit Mineral Property Building Permits – Allow user to edit Mineral property building permits
      • Edit Mobile Home Property Building Permits – Allow user to edit Mobile Home property building permits
      • Edit Personal Property Building Permits – Allow user to edit Personal property building permits
      • Edit Real Property Building Permits – Allow user to edit real property building permits
    • Change Tax Area – These rights allow users to access and modify tax area information on the following property types
      • Edit Auto Property Change Tax Area – Allow user to change tax area on an auto property
      • Edit Mineral Property Change Tax Area – Allow user to change tax area on a mineral property
      • Edit Mobile Home Change Tax Area – Allow user to change tax area on a mobile home
      • Edit Personal Property Change Tax Area – Allows user to change tax area on a personal property
      • Edit Real Property Change Tax Area – Allows user to change tax area on a real property
    • Copy Property Improvements – These rights allow users to copy improvements on the following property types
      • Copy Mobile Home Property Improvements – Allows user to copy mobile home property improvements
      • Copy Real Property Improvements – Allows user to copy real property improvements
    • Copy Property Land – These rights allow users to copy land segments on the following property types
      • Copy Mobile Home Property Land – Allow user to copy mobile home property land
      • Copy Real Property Land – Allows user to copy real property land
    • Delete Property – These rights allow users to delete the following property types:
      • Edit Auto/Personal Property Delete – Allows user to delete auto and personal property
      • Edit Mineral Property Delete – Allow user to delete mineral property
      • Edit Mobile Home Delete – Allows user to delete mobile home property
      • Edit Real Property Delete – Allows user to delete real property
    • Edit Auto Property – These rights allow users to perform the following functions on auto property
      • Copy Auto Property to Year – Allows user to copy auto property to year
      • Edit Auto Property Segment – Allows user to modify auto property segment information
    • Edit HS Percent – Allow user to change homesite exemption percentage on a property record
    • Edit Mineral Property – Allows user to copy mineral property to year
      • Copy Mineral Property to Year – Allows user to copy mineral property to year
    • Edit Mobile Home Property – Allows user to modify mobile home property information
      • Copy Mobile Home Property to Year – Allow user to copy mobile home property to year
    • Edit Preliminary Property – Allows user to modify a preliminary property record
    • Edit Personal Property – Allows user to access or modify the following functions, areas, and panels within a personal property record
      • BPP – Allows user to edit personal property accounts
      • Copy Personal Property to Year – Allow user to copy personal property to another year through the Commands menu
      • Display Personal Property Info – Allow the user to view personal property records
      • Edit Personal Property Acquire Method – Allow user to edit personal property acquire method, which often specifies whether property was purchased new or used
      • Print Letter Personal Property Letter Intent Impose – Allow user to print personal property letter intent impose
      • Print Personal Property Letter May 30 Extension – Allow user to print personal property letter regarding May 30 extension request; this right currently is not associated with any functionality
      • Print Personal Property Letter Request Documents – Allow user to print personal property letter request documents
      • Print Personal Property Letter Waive Penalty – Allow user to print personal property letter waive penalty
      • Edit Personal Property Rendition Entry – Allow user to edit personal property rendition entry in the Rendition panel
      • Edit Personal Property Segment – Allow user to edit personal property subsegments in the Personal Property panel
      • Edit Personal Property Subsegments – Allow user to edit personal property subsegments
      • Edit Personal Property VIT – Allow user to edit personal property VIT
      • Edit Rendition Rendition Filing Status – Allows user to edit the Rendition Filing Status field located in the Rendition Detail accessed from the Personal Property view Rendition panel (highlight rendition record and click Details)
      • Review Information – Allows user to edit rendition review status and type info in the Property view Personal Property panel Review Information section
    • Edit Real Property – Allows user to use the following real property functionality
      • Copy Real Property to Year – Allow user to copy real property to another year through the Commands menu
      • Deferral Maintenance – Allows user to create and modify deferral information
      • Deferral Application Number – Allows user to modify deferral application numbers
    • Edit Recalc Error Validated – Allows user to check or uncheck the Recalc Error Validated field in the Improvement Details dialog box, and have their ID logged on the validation
    • Edit Shared Ag Changes – Allow user to change shared property ag values from the Values panel
    • Entities – Allows user to modify the following types of property entities
      • Edit Auto Property Entities – Allow user to edit auto property entities
      • Edit Mineral Property Entities – Allow user to edit mineral property entities
      • Edit Mobile Home Property Entities – Allow user to edit mobile home property entities
      • Edit Personal Property Entities – Allow user to edit personal property entities
      • Edit Real Property Entities – Allow user to edit real property entities
    • Events – Allows user to modify the following types of property events
      • Edit Auto/Personal Property Events – Allow user to edit auto/personal property events
      • Edit Mineral Property Events – Allow user to edit mineral property events
      • Edit Mobile Home Events – Allow user to edit mobile home property events
      • Edit Real Property Events – Allow user to edit real property events
      • Edit System Property Events – Allows user to edit system-generated property events
    • Exemptions – Allows user to modify the following types of property exemptions and exemption information
      • Edit Auto Property Exemptions – Allow user to modify auto property exemptions
      • Edit Income/Decision Paragraphs – Allow user to modify Income/Decision paragraph for SNR/DSBL exemption
      • Edit Mineral Property Exemptions – Allow user to modify mineral property exemptions
      • Edit Mobile Home Exemptions – Allow user to modify mobile home property exemptions
      • Edit Personal Property Exemptions – Allow user to modify personal property exemptions
      • Edit Real Property Exemptions – Allow user to modify real property exemptions
      • View Exemption Date of Birth – Allow user to view an exempted taxpayer or owner’s date of birth
      • View Exemption DL Number – Allow user to view an exempted taxpayer or owner’s driver’s license number
      • View Exemption Social Security Number – Allow user to see exemption social security number
    • Identification – Allows user to modify the following types of property exemptions and exemption information, of which much in located in the Identification panel
      • Access Abs/Subdv Query Buttons – Allow user to press the ABS/SUBDV and Parcel Count in the property Identification panel
      • Access Neighborhood Profile Button – Allow user to press the neighborhood Profile button of the property record
      • Access Region Profile Button – Allows user to press the region Profile button of the property record
      • Access Subset Profile Button – Allows user to press the subset Profile button of a Property record
      • Edit Auto Property Identification – Allows user to edit auto property identification
      • Edit Cycle – Allow user to edit the Cycle fields of Property Identification
      • Edit Map Information – Allow user to edit the Map field of Property Identification
      • Edit Mineral Property Identification – Allow user to edit mineral property identification
      • Edit Mobile Home Identification – Allow user to edit mobile home property identification
      • Edit Neighborhood Code – Allow user to edit the Neighborhood field of the property Identification panel
      • Edit Personal Property Identification – Allow user to edit personal property identification
      • Edit Real Property Identification – Allow user to edit real property identification
      • Edit Region Code – Allow user to edit the Region field of the property record
      • Edit Sub Type – Allow user to edit the Sub Type field of the property record
      • Edit Subset Code – Allow user to edit the Subset field of the property record
      • Edit Urban Growth – Allow user to edit the Urban Growth field of the property record
      • Override Identification Cycle – Allow user to override identification cycle by selecting Override next to the Cycle field
      • Edit UBI and Tax Numbers – Allows user to edit these fields in the Doing Business As section of the Identification panel
    • Images – Allows user to modify the following types of property images
      • Edit Auto/Personal Property Images – Allows user to edit auto/personal property images
      • Edit Mineral Property Images – Allows user to edit mineral property images
      • Edit Mobile Home Images – Allows user to edit mobile home property images
      • Edit Real Property Images – Allows user to edit real property images
    • Improvements – Allows user to modify the following types of property improvements
      • Edit Marshall/Swift Commercial Improvements – Allows user to modify Marshall/Swift commercial improvements
      • Edit Marshall/Swift Residential Improvements – Allows user to modify Marshall/Swift residential improvements
      • Edit Mobile Home Property Improvements – Allows user to modify mobile home property improvements
      • Edit Permanent Crop Improvements – Allows user to modify permanent crop improvements
      • Edit Real Property Improvements – Allows user to modify real property improvements
      • Edit Improvement Remodel Exemptions – Allows user to add or modify remodel exemption records through the Values panel Remodel button
      • Delete Improvement Remodel Exemptions – Allows user to delete remodel exemptions through the Values panel Remodel button
    • Land Details – Allows user to modify the following types of property land details
      • Edit Mobile Home Property Land Details – Allows user to modify mobile home property land details
      • Edit Real Property Land Details – Allows user to modify real property land details
      • Edit Property Land Miscellaneous Codes – Allows user to edit property land miscellaneous codes
    • Legal Description – Allows user to modify the following types of property legal description
      • Edit Auto Legal Description – Allows user to edit auto property legal descriptions
      • Edit Mineral Legal Description – Allows user to edit mineral property legal descriptions
      • Edit Mobile Home Legal Description – Allows user to edit mobile home property legal descriptions
      • Edit Personal Legal Description – Allows user to edit Personal property mortgages
      • Edit Real Property Legal Description – Allows user to edit real property legal descriptions
    • Mobile Home Movement – Allow user to add, delete, or modify Mobile Home Movement records (via the Property view Mobile Home Movement panel)
    • Mortgages – Allows user to modify the following types of property mortgages
      • Edit Auto Property Mortgages – Allow user to edit auto property mortgages
      • Edit Mineral Property Mortgages – Allow user to edit mineral property mortgages
      • Edit Mobile Home Property Mortgages – Allow user to edit mobile home property mortgages
      • Edit Personal Property Mortgages – Allow user to edit personal property mortgages
      • Edit Real Property Mortgages – Allow user to edit real property mortgages
    • Property Characteristics – Allows user to modify the following types of properties’ characteristics in the Property Codes panel
      • Edit Auto Property Characteristics – Allows user to edit auto property characteristics
      • Edit Mineral Property Characteristics – Allows user to edit mineral property characteristics
      • Edit Mobile Home Characteristics – Allows user to edit mobile home property characteristics
      • Edit Personal Property Characteristics – Allows user to edit personal property characteristics
      • Edit Real Property Characteristics – Allows user to edit real property characteristics
    • Property Group Codes – Allows user to modify the following property types’ group codes in the Property Codes panel
      • Edit Auto Property Group Codes – Allows user to edit auto property group codes
      • Edit Mineral Property Group Codes – Allows user to edit mineral property group codes
      • Edit Mobile Home Group Codes – Allows user to edit mobile home property group codes
      • Edit Personal Property Group Codes – Allows user to edit personal property group codes
      • Edit Real Property Group Codes – Allows user to edit real property group codes
      • Group Code Expiration Date – Allows user to set the group code expiration date
    • Property Links – Allows user to modify the following types of property links in the Splits, Merges & Property Links panel
      • Edit Auto Property Links – Allows user to edit auto property links
      • Edit Mineral Property Links – Allows user to edit mineral property links
      • Edit Mobile Home Links – Allows user to edit mobile home property links
      • Edit Personal Property Links – Allows user to edit personal property links
      • Edit Real Property Links – Allows user to edit real property links
    • Recalculate Property – Allow user to recalculate property values
      • Lock Property Values – Allows user to lock a property’s appraised values, thereby preserving the value of the current valuation method even after changes are made to property elements (Improvements, Land details, and Personal Property Segments) and the property is recalculated
      • Unlock Property Values – Allows user to undo the locking as stated above
    • Recalculate With Trace – Allow user to recalculate property with trace
    • Rollbacks (Current Use) – Allows user to modify the following types of property rollbacks
      • Edit Auto Property Rollbacks (Current Use) – Allow user to add or delete rollbacks on an auto property
      • Edit Mineral Property Rollbacks (Current Use) – Allow user to add or delete rollbacks on a mineral property
      • Edit Mobile Home Property Rollbacks (Current Use) – Allow user to add or delete rollbacks on a mobile home property
      • Edit Personal Property Rollbacks (Current Use) – Allow user to add or delete rollbacks on a personal property
      • Edit Real Property Rollbacks (Current Use) – Allow user to add or delete rollbacks on a real property
      • Void Rollbacks (Current Use) – Allow user to cancel or void previously completed rollbacks/current use removals through the Rollback Details dialog box accessible from a property’s Rollbacks & Shared Property panel
    • Shared Property – Allows user to modify the following types of shared properties
      • Edit Auto/Personal Property Shared Property – Allows user to add or delete personal and auto property shared properties
      • Edit Mineral Property Shared Property – Allows user to edit mineral property shared property
      • Edit Mobile Home Shared Property – Allows user to edit mobile home property shared property
      • Edit Real Property Shared Property – Allows user to edit real property shared property
    • Special Assessment – Allows user to modify the following types of property special assessments
      • Edit Auto Property Special Assessments – Allows user to add or delete special assessments on an auto property
      • Edit Mineral Property Special Assessments – Allows user to add or delete special assessments on a mineral property
      • Edit Mobile Home Property Special Assessments – Allows user to add or delete special assessments on a mobile home property
      • Edit Personal Property Special Assessments – Allows user to add or delete special assessments on a personal property
      • Edit Real Property Special Assessments – Allows user to add or delete special assessments on a real property
    • Split/Merge – Allows user to modify the following types of property split/merges
      • Edit Mineral Property Split/Merge – Allows user to edit mineral property split/merges
      • Edit Mobile Home Split/Merge – Allows user to edit mobile home property split/merges
      • Edit Personal Property Split/Merge – Allows user to edit personal property split/merges
      • Edit Real Property Split/Merge – Allows user to edit real property split/merges
    • Value Summary – Allows user to and access functionality modify information on the following types of property value summaries in the Values panel
      • Distribute Value – Allow user to distribute value on property by clicking the Distribute Values button
      • Edit Auto/Personal Property Value Summary – Allow user to edit auto/personal property value summary information
      • Edit Income Characteristic – Allow user to access income characteristics by clicking the Income Value button
      • Edit Mineral Property Value Summary – Allow user to edit mineral property value summary information
      • Edit Mobile Home Value Summary – Allow user to edit mobile home property value summary information
      • Edit Real Property Value Summary – Allow user to edit real property value summary information
      • Override HS Cap Values – Allows user to override homesite cap values
      • View Income Valuation – Allows user to view income valuation by clicking the Income Value button
    • Taxpayer – Allows user to modify the following types of property taxpayers
      • Edit Auto Property Taxpayer – Allows user to modify auto property taxpayer
      • Edit Mineral Property Taxpayer – Allows user to modify mineral property taxpayer
      • Edit Mobile Home Taxpayer – Allows user to modify mobile home property taxpayer
      • Edit Personal Property Taxpayer – Allows user to modify personal property taxpayer
      • Edit Real Property Taxpayer – Allows user to modify real property taxpayer
    • Supplement History – Allows user to modify the following types of property supplement histories in the Supplement History panel of the record
      • Edit Auto Property Supplement History – Allows user to modify auto property supplement history
      • Edit Mineral Property Supplement History – Allows user to modify mineral property supplement history
      • Edit Mobile Home Supplement History – Allows user to modify mobile home property supplement history
      • Edit Personal Property Supplement History – Allow user to modify personal property supplement history
      • Edit Real Property Supplement History – Allow user to edit modify property supplement history
    • Sketches – Allows the user to have one or both of the following sketch-related rights
      • Edit Property-level Sketches – Allows the user to edit sketches that are created at the Property-level (as opposed to sketches created at the Improvement level, for example)
      • Edit Improvement Detail Sketches – Allows the user to edit sketches created at the Improvement level
  • Income – Allows user to modify the following types of property income
    • Edit Income Wages – Allows user to modify income images
    • Edit Income Valuation – Allow user to modify income valuation
    • View Income Decision Paragraphs – Allow user to see Income/Decision paragraphs for SNR/DSBL exemption
    • View Property Income Valuation Schedule Information – Allow user to view, but not edit or recalculate, data in the General panel, Schedule – Property Level panel, and Schedule – Improvement Level panel in the Income Details dialog box; the user can not print worksheets
  • Property Ownership – Allows user to modify the following types of property ownership information in the Deeds & Sales panel
    • Edit Auto and Personal Property Ownership – Allows user to modify auto and personal property ownership
    • Edit Mineral Property Ownership – Allows user to modify mineral property ownership
    • Edit Mobile Property Ownership – Allows user to modify mobile home property ownership
    • Edit Real Property Ownership – Allows user to modify real property ownership
    • Record Sales – Allows user to modify sales information from the Deeds & Sales panel
    • Set Primary PID – Allows user to select the Primary Property option in the Ownership History dialog box
  • UDI – Allows user to perform the following functions on UDI properties
    • UDI – Create Parent Property – Allows user to create a UDI parent property
    • UDI – Remove Child From Parent – Allows user to remove a child from a UDI parent property
    • UDI – Suspend Child From Parent – Allows user to suspend a child from a UDI parent property
  • View Property – Allows user to view the following types of property information
    • View Appraisal Events – Allows user to view appraisal events
    • View Auto Property – Allows user to view auto property records
    • View Building Permits – Allows user to view building permits
    • View Collection Events – Allows user to view collection events
    • View Collection Image – Allows user to view collections images
    • View Improvement Sketches – Allows user to view improvement sketches
    • View Lien Details – Allows user to select a lien record and click Details and see more information
    • View Marshal/Swift Commercial Improvements – Allows user to view Marshall/Swift commercial improvements
    • View Marshal/Swift Residential Improvements – Allows user to view Marshall/Swift residential improvements
    • View Mineral Property – Allows user to view mineral property records
    • View Mobile Home Movement – Allows user to view mobile home movement records
    • View Mobile Home Property – Allows user to view mobile home property records
    • View Permanent Crop Improvements – Allow user to view permanent crop improvements
    • View Personal Property Segments – Allows user to see Personal Property segment values
    • View Personal Property – Allows user to view personal property records
    • View Property Comments – Allows user to view property comments
    • View Property Deed Info – Allows user to view property deed information
    • View Property Improvement Comments – Allows user to view property improvement comments
    • View Property Income – Allows user to view income information
    • View Property Land Comments – Allows user to view property land comments
    • View Property Personal Comments – Allows user to view property land comments
    • View Property Remarks – Allows user to view property remarks
    • View Property Sales Info – Allows user to see property sales information
    • View Real Property – Allows user to view real property records
    • View Rendered Values – Allows user to view rendered values
    • View Role Only Images – Allows Access to Images with user role
    • View System Events – Allows user to view system events
    • View User Rights Events – Allows user to view user right events

Query Builder Assign

This user right allows the User to be a Query Builder Assigner.

Query Builder System Administrator

This user right allows the User to be Query Builder System Administrator.

Receipting

The following rights allow users to access the following functionality, menus, and dialog boxes related to receipting:

  • Apply Overpayment Credit – Allows user to access apply overpayment credit by clicking Apply in the Overpayment Credit grid in the Escrow/Overpayment Credits panel of property records
  • Batch – Allows user to perform the following batch-related functions
    • Add Batch – Allow the user to add or create a new batch
    • Batch View All – Allow user to view all batches in the Activities > Daily Process menu
    • Reopen Closed Batch – Allow the user to reopen closed batches through Activities > Daily Process > Close/Reopen Day
    • Batch Reprint Tax Receipts – Allow the user to reprint Tax Receipts for closed batches
  • Cash Drawers – Allows user to perform the following cash drawer-related functions
    • Access Any Drawer – Allows user to modify any cash drawer, regardless of who created the drawer
    • Access Assigned Drawer – Allows user to modify only cash drawers the user created or is assigned to
    • Close Imbalanced Drawer – Allows user to close a cash drawer even when the drawer is not balanced
    • Override Requirement for Payment – Allows user to make payments without specifying a cash drawer
    • Reopen Drawer – Allows user to reopen closed cash drawers and make changes
    • View Assigned Drawer – Allows user to view, but not modify, cash drawers the user created or is assigned to
  • Change Posting Date – Allows user to access Change Posting Date in which the posting date for a payment can be changed after the transaction is complete; this alters the penalty and interest
  • Change Duplicate Copy – Allows user to maintain change Duplicate Copy for Payment Receipt Report; this right currently is not associated with any functionality
  • Create Internal Tenders – Allows user to directly create internal tenders when posting a payment and balancing cash drawers
  • Create Negative Cash Tenders – Allows the user to create negative cash tenders when posting a payment for a negative amount due
  • Create Negative Cash Drawer Balancing Tenders – Allows user to enter negative values for checks, electronic funds transfers, and internal tenders when balancing cash drawers
  • Driver’s License and State – Allows the user to view driver’s license and state information in the Tenders grid when posting payment
  • Escrow – Allows user to perform the following escrow functions from the Escrow/Overpayment Credits panel
    • Apply Escrow – Allows user to apply escrow to taxes, or refund it to the taxpayer
    • Collect Escrow – Allows user to process a payment of escrow from a taxpayer
    • Create Escrow – Allows user to create escrow
    • View Escrow – Allows user to view escrow information
    • Void Payment of Escrow – Allow user to void items in payments that include payment of escrow
    • Edit Segregation Status – Allow user to mark the property as a split or merged property while entering data in the Escrow Worksheet (click Add or Details from the Escrow(s) grid of the Escrow/Overpayment Credits panel)
    • Override Escrow Due Amount – Allow user to modify the Escrow Due amount as calculated by the system and the Escrow Worksheet opened by clicking Add or Details from the Escrow(s) grid of the Escrow/Overpayment Credits panel
  • Fiscal Year Processing – Allow user to access the fiscal year rollover process through Activities > Administration > Treasurer Rollover > Fiscal Year Rollover
  • Manually Create Bills – Allows user to manually create bills from a property record by choosing Bills/Fees > Manually Create Bills
  • Manually Modify Bills – Allows user to manually modify bills on property records by clicking Bills/Fees > Modify Bills
  • Manually Move Bills and Fees – Allows user to move bills and fees grouped in a statement from a property to another by clicking Activities > Mass Maintenance (Bills) > Move Bills and Fees
  • Post Overpayment Credit – Allows user to post overpayment credits when generating refunds or posting payments; also allows access and apply overpayment credits in the Overpayment Credits section of a property’s Escrow/Overpayment Credits panel
  • Post Payment – Allows user to post payments in various dialogs, thereby opening the Payment Cart
  • Post Negative Cash Tender for Misc Receipt – Allows user to specify a negative cash tender amount when posting a miscellaneous receipt payment through Activities > Posting > Misc. Receipt Post Payment
  • Recap – Day End Procedures – Allows the user to close and reopen days on the system when balancing through Activities > Daily Process > Close/Reopen Day
  • Recap – Month End Procedures – Allows the user to close and reopen months on the system for processing through Activities > Accounting > Close/Reopen Month
  • Refund – Allows user to perform the following refund functions, largely through a property record’s Tax Due panel
    • Change Refund Type – Allows the user to change the type of existing refund items
    • Generate Refund – Allows the user to generate Refunds
    • Move to Refund Cart – Allows the user to move individual bills
    • Override Refund Interest – Allows the user to specify the credit’s refund interest by selecting the Override option and manually entering the interest value in the Refund Cart accessed through the Tax Due panel
    • Post Partial Payment when Applying Credit – Always allow partial payment when applying credit
    • Void Refund – Allows the user to void refunds through a property record’s Payment History panel
    • Change Overpayment Credit Status – Allows the user to toggle “Ready for Refund” status on and off
  • Set Bill/Fee Code – Allows the user to edit the bill/fee code of any bill or fee item in a property record by selecting Bills/Fees > Set Bill/Fee Code
  • Void Payments – Allows the user to void payments through a property record’s Payment History panel, or through the Payment Distribution panel of a payment record

REET

The following rights allow users to access the following REET menus, dialog boxes, and functionality:

  • Create New REET – Allows user to create a new REET record through File > New > REET
  • Edit REET – Allows user to view and modify a REET record
  • Edit REET Excise Status – Allows user to change the excise status of a REET record
  • Generate Excise Number – Allows user to generate excise number by clicking Generate Excise Number in the menu bar above the fixed panel of a REET record (this procedure occurs after entering all required data for the REET record)
  • REET Rate – Allows user to access REET rate information and perform the following functions from the Real Estate Excise Tax Rates panel of a tax district record
    • Create REET Rate – Allows user to create or copy REET rate
    • Delete REET Rate – Allows user to delete REET rate
    • Edit REET Rate – Allows user to edit REET rate
    • View REET Rate – Allows user to view REET rate
  • Search REET – Allows user to search for REET records
  • View REET View Affidavit Panel – Allows user to view a REET record’s Affidavit Data panel
  • View REET View Events Panel – Allows user to view a REET record’s Events panel
  • View REET View Exemption Panel – Allows user to view a REET record’s Exemption Information Panel
  • View REET View General Panel – Allows user to view a REET record’s general panel
  • View REET View Grantor/Grantee Panel – Allows user to view a REET record’s Grantor/Grantee Information panel
  • View REET View Images Panel – Allows user to view a REET record’s Images panel
  • View REET View Land Use Panel – Allows user to view a REET record’s Land Use panel
  • View REET View Mobile Home Panel – Allows user to view a REET record’s Mobile Home Information panel
  • View REET View Property Panel – Allows user to view a REET record’s Property Information panel
  • View REET View Recording Information Panel – Allows user to view a REET record’s Recording Information panel
  • View REET View Sale Information & Excise Due Panel – Allow user to view a REET record’s Sale Information & Excise Due panel
  • Access Electronic REET Processing Wizard – Allow user to run the Electronic REET Processing Wizard through Activities > REET > Electronic REET Processing

Reports

The following rights allow users to generate or access the following reports through the Reports menu:

  • Assessment Roll – Allows user to print the Assessment Roll report
  • Certification of Value Letter – Allows user to print the Certification Of Value Letter Report
  • Print Abstract of Assessed Value Report – Allows user to print the Abstract of Assessed Value Report
  • Print Ag Rollback Totals Report – Allows user to print the Ag Rollback Totals report
  • Print Comp Equity Taxpayer Evidence – Allows user to print the Comp Equity Taxpayer Evidence
  • Print General Reports – Allows user to access the Reports menu options to print reports
  • Print Delinquent Notice – Allows user to access Print Delinquent Notice
  • Print DOR Stratification Report – Allows user to print DOR stratification reports
  • Print Property Value Verification Notice – Allows user to print Property Value Certification Notice
  • Print RCMI Report – Allows user to print RCMI Report
  • Print Tax Deferral Report – Allows user to print Tax Deferral Report
  • Print Top Taxpayers Report – Allows user to print Top Taxpayers Report
  • Property Group Code Listing – Allows user to Print Property Group Listing.
  • Run Limitation Absence Homestead Process – Allows user to run limitation absence homestead processes; this right currently is not associated with any functionality
  • Totals/Rolls – Allows user to print Totals/Rolls reports
    • Adjusted Certified Totals – Allows user to print Adjusted Certified Totals report
    • Certified Totals – Allows user to print Certified Totals report
    • Preliminary Totals – Allows user to print Preliminary Totals report
    • Set Assoc – Allows user to set tax associations in certified layers
  • Permanent Crop Worksheet – Allows user to print Permanent Crop Worksheet
  • Neighborhood Inventory Reports – Allows user to generate Neighborhood Inventory Report through Reports > Neighborhood > Neighborhood Inventory Report.

Special Assessment

The following rights allow users to access the following special assessment menus, functions, and dialog boxes:

  • Access Special Assessment Calculation Wizard – Allows user to run and certify special assessment calculations through Activities > Special Assessments > Calculation Wizard
  • Certify Special Assessment Years – Allows the user to certify a special assessment year through Activities > Special Assessments > Certify Special Assessment Year
  • Change Special Assessment Calculations – Allows user to create and edit custom calculations for special assessments through the Special Assessments panel of special assessment agency records
  • Create New Special Assessment Agency – Allows user to create new special assessment agency through File > New > Special Assessment
  • Edit Special Assessment Agency – Allows user to modify special assessment agency records
  • Special Assessment Bill Functions – Allows user to perform the following special assessment bill functions
    • Activate Special Assessment Bills – Allows user to activate special assessment bills through Activities > Special Assessments > Activate Bills
    • Create Special Assessment Bills – Allows user to create special assessment bills through Activities > Special Assessments > Create Bills
    • Undo Create Special Assessment Bills – Allows user to undo the creation of special assessment bills through Activities > Special Assessments > Undo Bills

Supplement

The following rights allow users to access the following supplement menus, functions, and dialog boxes:

  • Print Supplement Appraisal Notices – Allows user to print supplement appraisal notices; this right currently is not associated with any functionality
  • Supplement Administrator – Allows use of numerous options available within the Supplement Group Maintenance dialog box (Activities > Supplement > Supplement Group Maintenance), move a property record into a supplement, and set the supplement user rights for other users
  • Supplement Pending – Allow user to move a property into the system-defined pending supplement
  • Supplement Statement Maintenance – Allow user to access and perform functions in the Supplement Statement Runs dialog box (Activities > Supplement > Supplement Statement Maintenance) and access the Create Supplement Statement Wizard
  • Supplement Process – Allows user to put a property into supplement by opening the record in a certified year and selecting Commands > Supplement > Supplement Property
  • Supplement Verification – Allows user to modify the date and user fields in the Supplement Property Wizard and the Supplement History Panel of property records

System

The following rights allow users to access the following menus, functions, and dialog boxes in PACS.Admin:

  • Auto Build Legal Configuration – Allows user to determine how property legal information is displayed through the Auto Build Legal Configuration dialog box in PACS.Admin (Tools > Auto Build Legal Configuration)
  • Depreciation Schedules – Allows user to maintain depreciation schedules in PACS.Admin through Tools > Schedule Maintenance > Depreciation Schedule Maintenance
  • Data Validation – This right currently is not associated with any functionality
  • Edit Pictometry Settings – Allows user to edit pictometry settings in PACS.Admin through Tools > User Settings > Pictometry Settings and in System Configuration, Imagery tab
  • Neighborhood Analysis Change System Target Ratio – Allows user to edit the target ratio in the data analysis portion of neighborhood profiles at the system level by setting the default ratio for the county through Tools > System Configuration > NBHD Analysis Default Target Ratio
  • Neighborhood Analysis Override System Target Ratio – Allows user to override neighborhood analysis target ratio in the Analysis panel of a neighborhood profile, which is opened from a property record’s Identification panel
  • Ownership Transfer Wizard Options – Allows user to set the default flags for Inactive Agent and Reset Exemptions by Default in the Ownership Transfer Wizard through Tools > System Configuration > Ownership Transfer Options
  • Penpad Supervisor – Allows user to administer penpad and check in another user’s check out
  • Rounding Factors – Allows user to maintain rounding factors through Tools > System Rounding Factors in PACS.Admin
  • Sales Ratio Settings – Allows user to set the default confirmation source, County Ratio Code, Finance Type, Ratio Code, and Sale type for the sales information panel through Tools > System Configuration > Sale Defaults
  • Set BPP Show Percent – Allows user to designate for the system whether to display the Percent Good Field as a column in the Asset Manager for Personal Property accounts through Tools > System Configuration > Personal Property Defaults > Show Percent Good Field
  • Set Default Appraisal Card – Allows user to set default appraisal cardin System Configuration, Notice/Cards tab
  • Set Default Label Printer – Allows user to set default label printer in System Configuration, Letters/Mailers tab
  • Set Geo Formats – Allows user to access and edit the Account Number Configuration dialog box under Tools > Account Number Configuration in PACS.Admin
  • Set Plat Map Location – Allows user to set plat map location in System Configuration, Imagery tab
  • Set Street Default – Allows user to set street default in System Configuration
  • Set Tax Summary – Allows user to set tax summary in System Configuration
  • Setup Duplicate ID Warning – Allows user to setup duplicate id warning in System Configuration
  • Shared CAD Valuation – Allows user to setup shared CAD valuation; this right currently is not associated with any functionality
  • Sketch Pad Settings – Allows user to maintain sketch pad settings in System Configuration, Imagery tab
  • System Address – Allows user to maintain system address in System Configuration
  • System Display Options – Allows user to maintain system display options in System Configuration
  • System Oil Well Adjustments – Allows user to maintain system oil well adjustments in System Configuration
  • UDI Settings – Allows user to set UDI settings in System Configuration
  • Use Inbox – Allows user to use the Inbox
  • Use Tasks – Allow user to use the Tasks; this right currently is not associated with any functionality

Tax Area

The following rights allow users to access the following tax area functions:

  • Create New Tax Area – Allow user to create new tax area record through File > New > Tax Area
  • Edit Tax Area – Allow user to modify tax area records

Tax District

The following rights allow users to perform the following tax district functions:

  • Create New Fund – Allow user to create a new levy fund in a tax district record
  • Create New Levy – Allow user to create new a levy
  • Create New Tax District – Allow the user to create a new tax district through File > New > Tax District
  • Edit Tax District – Allow user to modify a tax district record

Tax Statement

These rights allow users to access the following tax statement menus and functions:

  • Corrected Tax Statement – Allow user to generate corrected tax statements through Activities > Generate Corrected Tax Statements
  • Create Tax Statement – Allow user to generate tax statement through Activities > Levy > Tax Statements > Create Tax Statements
  • Print Delinquent Statements – Allow the user to print Delinquent Statement; this right currently is not associated with any functionality
  • Print Individual Taxpayer Statement – Allow the user to print tax statements for individual properties through the Commands menu
  • Print Statement Run – Allow the user to choose Print Statements in the Levy Statements dialog box through Activities > Levy > Tax Statements > Create Tax Statements
  • Statement Configuration – Allow user to configure statement options in PACS.Admin through Tools > Statement Configuration
  • Tax Statement Group – Allow user to create and modify tax statement groups through Activities > Levy > Tax Statements > Tax Statement Group

Web

This right grants users access to web functions.

Property Access

These rights allow users to perform the following Property Access functions:

  • Website Configuration – Allow users to modify limited settings on Property Access
  • Website Administration – Allow users to modify all settings on Property Access

Last updated on June 11, 2021
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