Reconciling Provisional Parcels
Agency staff can now easily reconcile provisional parcels by replacing the temporary parcel identification numbers with a new one. Once reconciled, a cross-reference is established to retain history.
New parcels with the provisional status can be created on the Parcel page or as a result of genealogy transactions. The agency uses the provisional parcel numbers to associate transactions to those parcels while waiting for the assessor’s parcel numbers (APNs) from the county. Once APNs are imported, agency staff can search for matched or unmatched parcels in the provisional status and reconcile them with their matching APNs. After the provisional parcels are reconciled, a cross-reference is established to retain history.
To reconcile matched provisional parcels:
Select the Parcel Reconciliation tile on the Agency Springboard.
On the Provisional Parcel Reconciliation page, select the Matched Parcels tab, to view the following fields:
Page Element
Description
Parcel
Lists the provisional parcels with any potential matching APNs. Matching APNs are parcels with the same street number and street name.
Status
The status of the parcel. The value can be Active, Retired or Provisional.
Address
The primary address of the parcel.
City
The city of the primary parcel address.
Owner
The name of the primary parcel owner.
Map Book
The recorded map book for the parcel.
Page
The recorded map book page for the parcel.
Reconcile Parcels button
Select the provisional parcel and the matching APN, and then click the Reconcile button to match the provisional parcel with the matching APN and retire the provisional parcel.
Click the Find Matching Parcel button on a parcel row to open the Find Matching Parcel modal which lists a matching APN.
In the Find Matching Parcel modal, view the following fields:
Page Element
Description
Search
By default, the search field shows the street number and street name of the primary address of the matched provisional parcel. The search results below appear filtered to list only those matching the search criteria.
Parcel
The APNs of the parcels that resulted from the search.
Status
The status of the parcel. The value can be Active, Retired or Provisional.
Address
The primary address of the parcel.
Owner
The name of the primary owner of the parcel.
Map Book
The recorded map book for the parcel.
Page
The recorded map book page for the parcel.
Lot
The lot number of the parcel in the Detail Land Information, which is part of the APN.
Select the check box for the matching APN and click the Reconcile button.
After reconciliation, the provisional and matched APNs move to the Reconciliation History tab, from where you can see the history of the reconciled parcels.
To reconcile unmatched provisional parcels:
Select the Parcel Reconciliation tile on the Agency Springboard.
On the Provisional Parcel Reconciliation page, click the Unmatched Parcels tab, to view the following fields:
Page Element
Description
Search
You can search for a provisional parcel using its primary address.
Provisional Number
The temporary parcel number assigned to newly created provisional parcels. Click the link to view the details of the parcel in a new window.
Creation Date
The date on which the provisional parcel was created.
Status
The status of the parcel. The value can be Active, Retired or Provisional.
Address
The primary address of the parcel.
Owner
The name of the primary parcel owner.
Map Book
The recorded map book for the parcel.
Page
The recorded map book page for the parcel.
Lot
The lot number of the parcel in the Detail Land Information, which is part of the APN.
Click the Find Matching Parcel button on an unmatched parcel row to search for a matching APN.
In the Find Matching Parcel modal, view the following fields:
Page Element
Description
Search
By default, the search field shows the street number and street name of the primary address of the unmatched provisional parcel. The search results below appear filtered to list only those matching the search criteria.
Parcel
The APNs of the parcels that resulted from the search.
Status
The status of the parcel. The value can be Active, Retired or Provisional.
Address
The primary address of the parcel.
Owner
The name of the primary owner of the parcel.
Map Book
The recorded map book for the parcel.
Page
The recorded map book page for the parcel.
Lot
The lot number of the parcel in the Detail Land Information, which is part of the APN.
Select the check box for the matching APN and click the Reconcile button.
Viewing Reconciliation History
In the Reconciliation History page, you can view the details of the provisional parcels reconciled with their APNs. You can also use this page to undo a reconciliation.
To view reconciliation history:
Select the Parcel Reconciliation tile on the Agency Springboard.
Click the Reconciliation History tab to view the following fields:
Page Element
Description
Search
By default, the search field shows the street number and street name of the primary address of the unmatched provisional parcel. The search results below appears filtered to list only those matching the search criteria.
Provisional Number
View the provisional number of the parcel. Click the link to view the details of the parcel in a new window.
APN
View the APN of the parcel. Click the link to view the details of the parcel in a new window.
Address
The primary address of the parcel.
Owner
The name of the primary owner of the parcel.
Map Book
The recorded map book for the parcel.
Page
The recorded map book page for the parcel.
Lot
The lot number of the parcel in the Detail Land Information, which is part of the APN.
Reconciled By
The user id of the person who reconciled the parcels.
Date Reconciled
The date on which the provisional parcel was reconciled with its APN.
Undo Reconciliation button
To disassociate parcels which were incorrectly reconciled.
Undoing a Reconciliation
To undo a reconciliation:
Select Parcel Reconciliation on the Agency Springboard.
Click the Reconciliation History tab.
Click the Undo Reconciliation button and confirm to revert the reconciliation.