7Setting Up Property Information

Importing Property Information Using Functional Setup Manager

You can import property information as CSV file packages using Oracle Functional Setup Manager.

When you enter or update a large volume of property data, using the setup task UI to manage them individually may not be the most efficient method. To create or update property data in bulk, use Oracle Functional Setup Manager to import the data in the form of CSV file packages.

Oracle Public Sector Compliance and Regulation enables you to import data for the following property-related tasks.

Task	Key Attributes	Manual Setup Instructions
Manage Parcels	ParcelIdEntered	Setting Up Parcels
Manage Parcel Owners	OwnerName Address1 PostalCode OwnerCode (represents the ParcelIdEntered which is typically the Assessor’s Parcel Number)	Setting Up Property Owners
Manage Parcel Addresses	Address1 Address2 AddressCode (represents the ParcelIdEntered, which is typically the Assessor’s Parcel Number) PostalCode	Setting Up Property Addresses
Manage Parcel Values	ParcelIdEntered EffectiveStartDate EffectiveEndDate	Setting Up Parcel Values
Manage Districts	ParcelIdEntered DistrictId	Setting Up Districts
Manage Parcel Districts	DistrictId	Assigning Districts to Parcels Assigning Districts to Addresses

The import process uses key attributes to determine whether a row of data is new or updated. For example, when importing parcel address data, the process checks the combination of the Address1, Address2, PostalCode and AddressCode attributes for each row. If the combination of these attribute values in a row already exists in the PSC_COM_PARCEL_ADDRESS table, the system updates the values for that row in the table. If the combination of these attribute values does not exist in the table, the import process inserts a new row in the table.

To import an address with a parcel through FSM, there must be a ParcelNumber value in the AddressCode attribute of the address import file. To import a parcel owner through FSM, there must be a ParcelNumber value in the OwnerCode attribute of the address import file.

To import an address with no parcel through FSM, you must enter a value of 0in the ParcelId and ParcelNumber attributes of the address import file.

Note: If you want to make any manual modifications to a downloaded CSV file before importing it, it is recommended that you use a CSV editor. Opening the CSV file using spreadsheet software such as Microsoft Excel can change the formatting of the fields, which could lead to errors during the import process.

Using Functional Setup Manager: Managing Setup Using CSV File Packages

Setting Up District Types

You add, modify, and delete district types on the District Type page.

Adding a District Type

1. Select Common Setup > District Type.

2. On the District Type page, click Add.

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

   Page Element	Description
   District Type	Enter a unique identifier for the district type.
   Description	Enter a description of the district type.
   District Type Category	Select a category for the district type from the system-defined values: Code Enforcement Inspection Economic Development Council Zoning General

4. If the district type category is Code Enforcement, configure these settings:

   Page Element	Description
   GIS Layer Enabled	Indicate whether to use GIS to identify the district of an incident or case based on the issue location. The issue subtype for an incident or case is associated with a specific district type. If you enable the GIS layer for the district type, the system can look up the issue location on the map to determine the district that the incident or case falls in.
   District Layer Service URL	Enter the URL of the GIS map service that contains district information for the specified district type. This field becomes visible when the GIS Layer Enabled switch is active.
   District in GIS	Select the map service attribute that provides a district identifier. This field becomes visible when the GIS Layer Enabled switch is active.

5. Turn the Enabled switch on to make the row available as a lookup value on other pages.

6. Click Save.

Modifying a District Type

1. Select Common Setup > District Type.

2. Click a row on the District Type page.

3. On the District Type Details page you can:

   • Update the district type field values.

     Note: You cannot edit the District Type field.

   • Enable or disable the district type using the Enabled switch. Only enabled district types are available to select as values on other pages.

   • Delete the district type. You will be prompted to confirm the permanent deletion.

     Note: You cannot delete a district type that is already associated with a district or an inspection type.

4. Click Save.

Deleting District Types

1. Select Common Setup > District Type.

2. Click Edit.

3. Select the check boxes next to the district types you want to delete.

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

Note: You cannot delete a district type that is already associated with a district or an inspection type.

Setting Up Districts

You add, modify, and delete districts on the District page.

Adding a District

1. Select Common Setup > District.

2. On the District page, click Add.

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

   Page Element	Description
   District	Enter a unique identifier for the district.
   Description	Enter a description of the district.
   District Type	Select a district type from the agency-defined values. See Setting Up District Types.
   District from GIS	Enter the district’s identifier from the GIS map layer for the district type. This field is visible only if a GIS map layer is specified in the district type definition. Only district types that are classified as code enforcement district types have this option. The system uses this information to populate the District field on code enforcement issues. Using an issue’s district type and location, the GIS map service identifies the specific district for the issue. The district identifier from GIS is then used to find the Oracle district identifier for the issue.

4. Click Save.

Modifying a District

1. Select Common Setup > District.

2. Click a row on the District page.

3. On the District Details page you can:

   • Update the district field values.

     Note: You cannot edit the District field.

   • Delete the district. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Districts

1. Select Common Setup > District.

2. Click Edit.

3. Select the check boxes next to the districts you want to delete.

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

Setting Up Parcels

A parcel of real estate is a tract or plot of land.

A parcel that is held by an owner is a property. A parcel location can be found on a map and is associated with a physical address. An owner or a contracted business can apply for a permit to develop or modify a structure on a parcel, or create a planning application for planning and zoning requests.

You add, modify, and delete parcels on the Parcel page.

Adding a Parcel

1. Select Parcel on the Agency Springboard.

2. On the Parcel page, click Add.

3. In the Basic Information section of the Parcel Details modal page, enter information in the following fields:

   Page Element	Description
   Parcel Number	Enter the assessor’s parcel number (APN) for the parcel. The APN is a number assigned to parcels of real property by the tax assessor of a particular jurisdiction for identification and record-keeping purposes. The APN is unique within the jurisdiction, and may conform to certain formatting standards that convey basic identifying information such as the property type or the location on a map.
   Parcel Type	Enter a parcel type such as Condo or Single Family Home.
   Status	Select the current status of the parcel. Values are: Active Retired Provisional
   Enabled	Turn the Enabled switch on to make the parcel available as a lookup value on other pages.
   Property Description	Enter a description of the parcel.

4. In the Land Use section of the Parcel Details modal page, enter details about the land associated with the parcel using the following fields:

   • Zoning Code

   • Zoning Code 2

   • Zoning Description

   • General Plan

   • General Plan 2

   • Tax Rate Area

   • Parcel Size 1

   • Parcel Size 2

   • Boundary Description

   • Jurisdiction

   • Census Tract

   • Census Block

   • Subdivision

   • Climate Zone

   • Flood Zone

   • Flood Insurance Rate Map

   • Liquefaction Risk

   • Fire Risk

   • Landslide Risk

   • Soil Type

5. In the Building section of the Parcel Details modal page, enter details about the building associated with the parcel using the following fields:

   • Year Built

   • Structure Size 1

   • Structure Size 2

   • Number of Dwelling Units

   • Bedrooms

   • Bathrooms

   • Pool

   • Patio

   • Additional Structure

6. In the Location and Map Information section of the Parcel Details modal page, enter mapping and location details for the parcel using the following fields:

   • Map Name

   • Book Number

   • Map Book Page

   • Block Number

   • Lot Number

   • Section Number

   • Latitude

   • Longitude

   • X Coordinate

   • Y Coordinate

7. Click Save.

Modifying a Parcel

1. Select Parcel on the Agency Springboard.

2. Select a parcel on the Parcel page.

   Note: The search interface for this page uses the typical filter by functionality, or the enhanced search if Search Cloud Service is enabled. For more information on Search Cloud Service, see Setting Up Oracle Search Cloud Service.

3. On the Parcel Details page you can:

   • Update the parcel field values.

   • Change the status of the parcel.

   • Enable or disable the parcel using the Enabled switch. Only enabled parcels are available as lookup values on other pages.

4. Click Save.

Deleting Parcels

1. Select Parcel on the Agency Springboard.

2. On the Parcel page, click Select Multiple.

3. Select the check boxes next to the parcels that you want to delete.

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

Note: Agency staff and applicants cannot delete parcels. Only system administrators can delete parcels. Additionally, only parcels that have not yet been associated with a permit can be deleted.

Configuring the Parcel Details Page

1. Select Parcel on the Agency Springboard.

2. Select a parcel on the Parcel page.

3. Click the Configure Page button in the global header to relabel or hide fields on the page. For more information, see Modify Existing Pages.

Setting Up Property Addresses

An address is the physical address associated with a property.

Oracle Public Sector Compliance and Regulation enables you to define property addresses by:

1. Adding addresses to existing parcels. You can add multiple addresses to one parcel.

2. Defining addresses that are independent of an existing parcel. After defining these addresses, you can associate them with one or more parcels.

Adding an Address to an Existing Parcel

You add addresses to parcels on the Parcel Address page.

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel Address in the navigation bar.

2. On the Parcel Address page, click Add.

3. In the Basic Information section of the Parcel Address Details page, you can:

   • Turn the Enabled switch on to make the row available as a lookup value on other pages.

   • Turn the Primary switch on to indicate that this is the primary address associated with the parcel. A parcel may have only one primary address.

4. In the Address Information section of the Parcel Address Details page, enter the following information:

   Page Element	Description
   Address Fields	The property address. The Country field displays US. As you enter a Postal Code, the type-ahead list shows values that include appropriate city and state combinations. After you select a value, the city and state appear as read-only fields, and two address fields appear so that you can enter the rest of the address. If you don’t know the postal code, click the Don’t know link to display a full set of address fields.
   Address Line 1 and Address Line 2	Enter the street number or post office box number, along with any additional address information such as apartment or suite number.
   City and State	Enter the city and state for the address.
   Postal Code	Enter the postal code for the address. The available values for this field are filtered based on the city and state that you select.

5. In the Building and Location Information section of the Parcel Address Details page, enter the building and location details for the parcel address using the following fields:

   • Building Type

   • Floor

   • Unit Number

   • Street Number

   • Street Name

   • Street Direction

   • Street Type

   • Longitude

   • Latitude

   • X Coordinate

   • Y Coordinate

   • Street Suffix

   • Crossroad 1

   • Crossroad 2

   • Landmark

6. In the Contact Information section of the Parcel Address Details page, enter the contact information details for the parcel address using the following fields:

   • Name 1 and Name 2

   • Email Address

   • Home Phone Number

   • Work Phone Number

   • Cell Phone Number

   • Fax Number

7. Click Save.

Adding an Address

You define addresses that are independent of existing parcels on the Address page.

1. Select Property Address on the Agency Springboard.

2. On the Address page, click Add.

3. In the Basic Information section of the Address Details page, turn the Enabled switch on to make the row available as a lookup value on other pages.

4. In the Address Information section of the Parcel Address Details page, enter the following information:

   Page Element

   Description

   Address Fields

   The property address. The Country field displays US. As you enter a Postal Code, the type-ahead list shows values that include appropriate city and state combinations. After you select a value, the city and state appear as read-only fields, and two address fields appear so that you can enter the rest of the address. If you don’t know the postal code, click the Don’t know link to display a full set of address fields.

5. In the Building and Location Information section of the Address Details page, enter the building and location details for the parcel address using the following fields:

   • Building Type

   • Floor

   • Unit Number

   • Street Number

   • Street Name

   • Street Direction

   • Street Type

   • Longitude

   • Latitude

   • X Coordinate

   • Y Coordinate

   • Street Suffix

   • Crossroad 1

   • Crossroad 2

   • Landmark

6. In the Contact Information section of the Address Details page, enter the contact information details for the parcel address using the following fields:

   • Name 1 and Name 2

   • Email Address

   • Home Phone Number

   • Work Phone Number

   • Cell Phone Number

   • Fax Number

7. Click Save.

Modifying a Property Address

1. You modify parcel addresses on the Address Details page. You can access this page two ways.

   • Select Property Address on the Agency Springboard.

     Select the address you want to modify.

   • Select Parcel on the Agency Springboard.

     Select a parcel on the Parcel page.

     Click Parcel Address in the navigation bar.

     Select an address associated with the parcel.

2. On the Address Details page you can:

   • Update the address field values.

   • Enable or disable the address using the Enabled switch. Only enabled parcel addresses are available as lookup values on other pages.

   • Indicate whether this is the primary address associated with a parcel using the Primary switch.

3. Click Save.

Associating Parcels with an Address

1. You associate parcels with addresses on the Parcel page. You can access this page two ways.

   • Select Property Address on the Agency Springboard.

     On the Address page, select the address for which you want to associate parcels.

     Select Parcel in the navigation bar.

   • Select Parcel on the Agency Springboard.

     Select a parcel on the Parcel page.

     Click Parcel Address in the navigation bar.

     Select an address associated with the parcel.

     Select Parcel in the navigation bar.

2. On the Parcel page, click Add.

3. On the Parcel Address Details page, select the parcel that you want to associate with the address in the Parcel ID field.

4. (Optional) If you want this address to be the primary address for the parcel, turn on the Primary switch.

5. Click Save.

Deleting Property Addresses

1. You can delete property addresses from the Addresses and Parcel Addresses pages.

   • Access the Addresses page by selecting Property Address on the Agency Springboard.

   • Access the Parcel Addresses page by selecting Parcel on the Agency Springboard.

     Select a parcel on the Parcel page.

     Click Parcel Address in the navigation bar.

2. Click Select Multiple.

3. Select the check boxes next to the parcel addresses that you want to delete.

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

Setting Up Property Owners

You add, modify, and delete property owners on the Owner page.

Adding a Property Owner

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel Owner in the navigation bar.

2. On the Parcel Owner page, click Add.

3. In the Basic Information section of the Parcel Owner Details page, enter information in the following fields:

   Page Element	Description
   Enabled	Turn the Enabled switch on to make the row available as a lookup value on other pages.
   Primary	Turn the Primary switch on to indicate that this is the primary owner associated with the parcel. A parcel may have only one primary owner.
   Owner and Secondary Owner	Enter the names of the owner and secondary owner of the parcel.
   Owner Type	Enter the type of owner for the parcel such as Personal or Town.

4. In the Location Information section of the Parcel Owner Details page, enter details about the location associated with the parcel owner using the following fields:

   Page Element	Description
   Address Fields	The property owner address. The Country field displays US. As you enter a Postal Code, the type-ahead list shows values that include appropriate city and state combinations. After you select a value, the city and state appear as read-only fields, and two address fields appear so that you can enter the rest of the address. If you don’t know the postal code, click the Don’t know link to display a full set of address fields.
   Street Number, Street Direction, Street Name, and Street Type	Enter the street information for the parcel owner.
   Building Type	Enter the type of building associated with the parcel owner.
   Floor	Enter the floor of the building for the parcel owner.
   Unit Number	Enter the unit number for the parcel owner.

5. In the Contact Information section of the Parcel Owner Details page, enter the contact information details for the parcel owner using the following fields:

   • Email Address

   • Home Phone Country Code

   • Home Phone Number

   • Work Phone Country Code

   • Work Phone Number

   • Cell Phone Country Code

   • Cell Phone Number

   • Fax Country Code

   • Fax Number

6. In the Transfer Information section of the Parcel Owner Details page, enter transfer details for the parcel owner using the following fields:

   • Last Transfer Type

   • Document Number

7. Click Save.

Modifying a Property Owner

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel Owner in the navigation bar.

   Select an owner associated with the parcel.

   Note: Select Property Owneron the Agency Springboard to select a parcel owner to modify from a list of all parcel owners.

2. On the Parcel Owner Details page you can:

   • Update the parcel owner field values.

   • Enable or disable the parcel owner using the Enabled switch. Only enabled parcel owners are available as lookup values on other pages.

   • Indicate whether this is the primary owner associated with the parcel using the Primary switch.

3. Click Save.

Deleting Property Owners

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel Owner in the navigation bar.

2. On the Parcel Owner page, click Select Multiple.

3. Select the check boxes next to the parcel owners that you want to delete.

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

Assigning Districts to Parcels

You add, modify, and delete parcel district assignments on the Parcel District page.

Assigning districts to parcels is required setup for inspection scheduling. For more information, see Setting Up Inspection Scheduling.

Assigning a District to a Parcel

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel District in the navigation bar.

2. On the Parcel District page, click Add.

3. On the Parcel District Details page, enter the district you want to associate with the parcel in the District field.

4. Click Save.

Modifying a Parcel District Assignment

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel District in the navigation bar.

2. Select a district on the Parcel District page.

3. On the Parcel District Details page you can:

   • Select a different district to assign to the parcel.

   • Delete the assigned district. You will be prompted to confirm the permanent deletion.

4. Click Save.

Deleting Parcel District Assignments

1. Select Parcel on the Agency Springboard.

   Select a parcel on the Parcel page.

   Click Parcel District in the navigation bar.

2. Click Select Multiple.

3. Select the check boxes next to the parcel district relationships you want to delete.

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

Assigning Districts to Addresses

You assign districts to addresses on the Address District page.

Inspections are scheduled and assigned based on the district associated with a property. For properties associated with a parcel, you assign districts to the parcel on the Parcel District page. See Assigning Districts to Parcels. For properties with an address, but no parcel, use the Address District page to assign districts to a property.

For more information on inspection scheduling and assignment, see Setting Up Inspection Scheduling.

Assigning a District to an Address

1. Select Property Address on the Agency Springboard.

   Select an address on the Address page.

   Click Address District in the navigation bar.

   Note: The Address District page is available only for addresses with no parcel.

2. On the Address District page, click Add.

3. On the Address District Details page, enter the district you want to associate with the address in the District field.

4. Click Save.

Deleting an Address District Assignment

1. Select Property Address on the Agency Springboard.

   Select an address on the Address page.

   Click Address District in the navigation bar.

   Note: The Address District page is available only for addresses with no parcel.

2. Select a district on the Address District page.

3. On the Address District Details page, click Delete. You will be prompted to confirm the permanent deletion.

Note: If you associate an address that has a district assigned to it to a parcel, the system automatically removes the district assignment. This is because the district assignment is now defined through the parcel associated with the address rather than through the address itself.

Setting Up Parcel Values

You add, modify, and delete parcel values on the Parcel Value page.

Adding a Parcel Value

1. Select Common Setup > Parcel Value.

2. On the Parcel Value page, click Add.

3. On the Parcel Value Details page, enter information in the following fields:

   Page Element	Description
   Parcel ID	Enter the ID of the parcel for which you are defining an address. For more information on parcels, see Setting Up Parcels.
   Effective Start Date and Effective End Date	Enter the date range for which the parcel value is valid. Note: You can leave the Effective End Date field blank to give the parcel an open end date.
   Parcel Size 1 and Parcel Size 1 UOM (parcel size 1 unit of measure)	Enter a numeric value and a unit of measure to define the size of the parcel.
   Parcel Size 2 and Parcel Size 2 UOM (parcel size 2 unit of measure)	Enter a numeric value and a unit of measure to define an additional size for the parcel.
   Land Value	Enter the monetary value of the land associated with the parcel.
   Improvement Value	Enter the monetary value of any improvements made to the parcel.
   Personal Property Value	Enter the monetary value of any personal property associated with the parcel.
   Fixtures	Enter the monetary value of any fixtures associated with the parcel.
   Owner Exemption, Fixture Exemption, and Other Exemption	Enter the monetary value of any exemptions associated with the parcel.
   Net Assessed Value	Enter the assessed monetary value of the parcel.
   Currency Code	Enter the currency that applies to the parcel value.
   Property Use Code	Enter the property use code associated with the parcel.
   Parcel Number	Displays the parcel number associated with the Parcel ID that you selected.

4. Click Save.

Modifying a Parcel Value

1. Select Common Setup > Parcel Value.

2. Click a row on the Parcel Value page.

3. On the Parcel Value Details page you can:

   • Update the parcel value field values.

     Note: You cannot edit the Parcel ID and Effective End Date fields.

   • Delete the parcel value. You will be prompted to confirm the permanent deletion.

4. Click Save.

Setting Up Ownership Types

Ownership type indicates how a business was established; for example, a corporation or a nonprofit. You set up ownership types for your agency on the Ownership Type page.

Adding an Ownership Type

1. Select Common Setup > Ownership Type.

2. On the Ownership Type page, click Add New to add an ownership type.

3. On the Ownership Type Details page, enter a name for the ownership type.

4. Enter a description.

5. Verify that the Enabled switch is turned on. The switch is turned on by default for a new ownership type.

6. Click Save.

Modifying an Ownership Type

1. Select Common Setup > Ownership Typee.

2. On the Ownership Type page, click the row for the ownership type that you want to modify.

3. On the Ownership Type Details page you can:

   • Modify the ownership type description. You cannot change the name.

   • Click the Enabled switch to enable or disable the ownership type.

4. If you made any changes, click Save.

Deleting an Ownership Type

1. Select Common Setup > Ownership Typee.

2. On the Ownership Type page, click the row for the ownership type that you want to delete.

3. On the Ownership Type Details page, click Delete.

4. If you want to delete multiple ownership types, you can delete them from the Ownership Type page:

   1. Click Edit.

   2. Select the check boxes for the ownership type rows to delete.

   3. Click the Delete icon.

Setting Up Property Types

Property type categorize properties according to criteria such as how the property is used or the type of dwelling.

You add, modify, and delete property types on the Property Type page.

Adding a Property Type

1. Select Common Setup > Property Type.

2. On the Property Type page, click Add.

3. On the Property Type Detail page, enter values for the following fields:

   Page Element	Description
   Property Type	Enter the type of property, such as Residential or Commercial.
   Description	Enter a property type description.

4. Verify that the Enabled switch is turned on.

   The switch is on by default for a new property type.

5. Click Save.

Modifying a Property Type

1. Select Common Setup > Property Type.

2. Click a row on the Property Type page.

3. On the Property Type Detail page you can:

   • Update the property type description.

   • Turn off the Enabled switch to deactivate the property type.

4. Click Save.

Deleting Property Types

1. Select Common Setup > Property Type.

2. To view a definition before deleting it, click the row to be deleted, then click the Delete button on the Property Type Details page.

3. To delete one or more definitions without viewing details:

   1. Click Edit.

   2. Select the check boxes next to the definitions that you want to delete.

   3. Click Delete.

      You will be prompted to confirm the permanent deletion.

Setting Up Property Conditions

A property condition identifies the general condition of the property. This value is used to indicate the general age of a property, a property’s physical condition, or other condition.

You add, modify, and delete property conditions on the Property Condition page.

Adding a Property Condition

1. Select Common Setup > Property Condition.

2. On the Property Condition page, click Add.

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

   Page Element	Description
   Property Condition	Enter the property condition, such as Poor or Good.
   Description	Enter a description of the property condition.

4. Verify that the Enabled switch is turned on.

   The switch is on by default for a new property condition.

5. Click Save.

Modifying a Property Condition

1. Select Common Setup > Property Condition.

2. Click a row on the Property Condition page.

3. On the Property Condition Detail page you can:

   • Update the property condition description.

   • Turn off the Enabled switch to deactivate the property type.

4. Click Save.

Deleting Property Conditions

1. Select Common Setup > Property Condition.

2. To view a definition before deleting it, click the row to be deleted, then click the Delete button on the Property Condition Details page.

3. To delete one or more definitions without viewing details:

   1. Click Edit.

   2. Select the check boxes next to the definitions that you want to delete.

   3. Click Delete.

      You will be prompted to confirm the permanent deletion.