2009-086 IT - Tax - Property Information Management System Software Vendors, Project Managers, and Transitional Contract Assistance

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54. Run the Exemption File transfer. A. First verify that there are exemption codes to see if the Jurisdiction uses exemptions. • Click on the filter button. • Select Exemptions / Exemption Amount from the directory tree on the left side of the screen. • Select "is not null' from the operator field and click on "add to criteria ". • Select Exemptions / Exemption Amount Code from the directory tree. • Click on the OR radio button. • Click on the Add to Criteria button. • Select Exemptions /Amount off Total Assessment from the directory tree. • Click on the Add to Criteria button. • Click on OK. Click OK on the results message. If you get no results then the Jurisdiction does not use exemptions and you do not have to run an Exemption file transfer. Skip to the next step. --------- - - - - -- • Click on the Report Engine button. • Select Extracts/Real Estate /Common Extracts/Exemption File Transfer. • Click on Extract button. • Click on OK to use text as your output format. • Change the name of your extract to exempt Jurisdiction name. txt and click on save. • Click on Yes to retrieve current data. • Enter the previous year as the exemption year. The extract should run. The status bar will show the progress. • when the extract is done. Open the txt file in C:AssessPro/ exemptJurisdiction name.txt. You should see results that look lined up and like reasonable data. if the extract is not lined up turn word wrap off in your options. • Close out of the extract and delete it from your machine. 51. Go into the counter terminal program and make sure it is working properly. • From the Start Menu, select Programs/AssessPro /Counter Terminal • Updating Tables box should appear and be working before the application opens. • when the Counter Terminal opens, make sure that an Address, Parcel ID and Owner Name are appearing on main record screen (Legal Information Tab). • Click on the Legal Description button, and make sure that a screen pops up. Use the arrow button on this new screen to exit back to the main screen. • Click on the Exterior Information tab. Make sure that there is information on this screen (or at least labeled fields for the information). Make sure that navigation buttons appear at the bottom of the screen. • Click on each of the buttons (one at a time), a screen should pop up for each button, displaying relative information. Use the arrow buttons to exit each screen. • Click the Interior Information tab. Make sure that there is information on this screen • Check that you can use each of the search methods, and the keyboard, (or at least labeled fields for the information). Make sure that navigation buttons appear at the bottom of the screen. • Click on each of the buttons (one at a time), a screen should pop up for each button, displaying relative information. Use the arrow buttons to exit each screen. • Click on the Comparable Sales tab, there may or may not be any sales to compare to. • If there are comparable sales, click on the print comparable sales button, and make sure that you can print. • Go back to the Legal Information tab, and make sure that each of the Search By buttons bring up the keyboard screen. To search using the keyboard, click on the keys with the mouse to enter the parcel information to search for and click the enter key. • If you enter vague parcel information, a look up screen will come up. Highlight the parcel you want and click GoTo. This should bring you back to the Legal information screen, with the parcel you selected displayed on the screen. • Conduct a search using Parcel ID, Street Name, and Owner Name. • Print a property record card, using the print button. A message will appear stating the price of the card, and asking if you still want to print. Say "Yes" • Another prompt will appear asking how you want to print. Select "Yes" for a horizontal page turn. • To exit the counter terminal press Ctrl +Alt +Del, and then when the task manager box comes make sure that Counter Terminal is highlighted, and click Ok. 52. Go into Parcel Review and make sure you can go through all the fields. Page 11 of 15 C:\Documents and SettingsWristenoNORTEXWy Documents\My Files \Orange County, NOContract\ExbibitJ - Test Acceptance Scripts -DOC