6Managing Property Information

Working with Parcel Attachments

Attachments provide supporting documentation needed by agency staff to manage parcels. You view a list of files and upload or download documents on the Attachments page.

Viewing Parcel Attachments

1. Select Parcel, Property Address, or Property Owner on the Agency Springboard.

   Note: You can also access these pages through the Property Information menu in the Navigator.

2. Click the Details button to access the details for a parcel, parcel address, or parcel owner.

3. Click Attachments in the navigation bar.

4. On the Attachments page, view the list of parcel attachments, including this information:

   Page Element	Description
   Filename and Description	View the filename and description entered by the user upon upload.
   File Size	View the size of the attachment.
   Category and Subcategory	View the document category and subcategory for the attachment.
   Actions	Click to select an action: View Details: Select to view detailed information about the attachment. Download: Select to download the attachment. Delete: Select to delete the attachment. You will be prompted to confirm the permanent deletion.

Adding Parcel Attachments

1. Select Parcel, Property Address, or Property Owner on the Agency Springboard.

   Note: You can also access these pages through the Property Information menu in the Navigator.

2. Click the Details button to access the details for a parcel, parcel address, or parcel owner.

3. Click Attachments in the navigation bar.

4. Click Add.

5. Select the file to upload in the browser dialog box and click Open.

   The filename appears on the Add Attachments page.

6. On the Add Attachments page, enter a description of the file, a document category, and a document subcategory.

   Note: The description, document category, and document subcategory fields are optional and can be left blank.

   For more information on document categories and subcategories, see Setting Up Document Categories and Subcategories.

7. Click the Upload button.

Deleting Parcel Attachments

1. Select Parcel, Property Address, or Property Owner on the Agency Springboard.

   Note: You can also access these pages through the Property Information menu in the Navigator.

2. Click the Details button to access the details for a parcel, parcel address, or parcel owner.

3. Click Attachments in the navigation bar.

4. Click Edit.

5. Select the check boxes next to all the attachments that you want to delete.

6. Click Delete. You will be prompted to confirm the permanent deletion.

Note: You can delete a single attachment on the Attachments page by selecting Delete in the Actions menu.

Applying Conditions to Parcels

Agency staff can apply conditions to parcels so that users interacting with that parcel are notified of any issues with the parcel.

Agency staff apply, modify, and resolve parcel conditions on the Conditions page. The Conditions page lists all of the conditions applied to the selected parcel, with applied conditions at the top followed by resolved conditions. The condition indicator at the top displays the most severe condition having a high priority. Click the All Conditions link at the top of the page to open a modal window that displays all the active conditions applied along with their severity, applied date, and display message.

Applying a Condition to a Permit

1. Click Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Conditions in the navigation bar.

2. Click Apply Condition.

3. On the Condition Details page, enter values for the following fields:

   Page Element	Description
   Condition Name	Select the condition that you want to apply. For more information on conditions, see Setting Up Conditions.
   Severity	Displays the level of severity defined for the selected condition. Lock: This severity suspends all operations and selects all business rules for the condition. Hold: This severity enables agency staff to select the business rules that apply to the condition. Notice: This severity functions as an alert and has no effect on operations.
   Business Rules	Select the Prevent New business rule. Note: The business rule is available for selection based on the severity of the condition you select. For example, for a condition with a Hold severity you must select the business rule, and for a condition with a Lock severity, the business rule is automatically applied.
   Additional Information	Enter additional information for the condition.
   Display Message	Displays the message associated with the selected condition.
   Priority	Select a priority for the condition. Values are High, Medium, and Low.
   Description	Displays the description associated with the selected condition. You can edit this text.

4. Click Save.

Resolving a Condition

You can resolve a condition that you applied to a permit.

1. Click Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Conditions in the navigation bar.

2. Click Resolve for the condition you want to resolve.

3. On the Resolve Condition page, enter a description of how the condition was resolved in the Resolution Action field.

4. Click Save.

Modifying a Condition

1. Click Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Conditions in the navigation bar.

2. Click the View More Details button for the condition you want to modify.

3. On the Condition Details page you can update the priority, description, and additional information for the condition.

   Note: You can’t edit any fields for a resolved condition.

4. Click Save.