Field Work Processing - Appraising

Field Appraising Preparation

Field Appraisers are responsible for printing PRCs for all parcels that need to be worked within a certain control map. These parcels will have Maintenance Flags attached to them. Once the PRCs are printed, Field Appraisers will go into the field and mark any changes to those parcels.

Field Appraising in Capture

Creating Maintenance Flags

Done by Supervisor before Appraisers print PRCs

 

  1. Click the Custom List tab

  2. Click Add

  3. Fill out necessary information and click Add.

  4. Click the Custom List Name hyperlink, click Add

  5. Enter the Ctl Map to be searched and click Search

  6. Place a check next to the top box and click Select

  7. Click the Create Flag button, click OK when the pop-up appears

  8. Select Maintenance from the Type dropdown, enter necessary remarks

  9. Assign yourself using the Assigned To dropdown and click Add.

 

Field Work Process

 

  1. Click the Flags tab on the home screen

  2. Search for Maintenance flags assigned to you and click Go

  3. Place a check in the boxes next to the parcels you wish to work and click Print

Note: You may print ALL Maintenance flags at one time, or you may print as many as you expect to work for the day

 

     4.  Change the Type to All and search for any other flags assigned to you within the same Map you are working for Maintenance parcels

     5.  Print flags assigned with the same Map as the Maintenance parcels you are working

     6.  Go into the field and work the parcels, write up any information and changes directly on the printed PRC.

 

 Maintenance Parcels

    1. Check the Maintenance box at the bottom of the PRC when the Maintenance is complete

    2. Write No Change at the bottom for properties that have no changes

    3.  Do not check the Maintenance box if there is a need to return to the property

 

Other Parcels

    1. Check the box next to the flag type at the bottom of the printed Appraisal Card when the work is complete

    2.  Write MAPPING at the bottom of the page for any parcel that needs to return to Mapping and a note about why Mapping is needed. Upon return from the field remember to ask the mapping department about the mapping issue.

    3.  Do not check the Maintenance box if there is a need to return to the property

 

Note: Be sure to check daily for any new flagged parcels in the Map you are working

 

Putting Flags on Hold (Including Call Backs)

 

  1. Open the Property Information Dashboard and click the Flags tab and click Go if no flags appear

  2. Place a check next to the flag to be put on hold and click Update

  3. Change status to on hold and enter reason for the hold in the Flag Remarks section

  4. Click Update

 

Note: If the call back cannot be completed before May 20th, complete the flag, making a note to call back in the next record year, then create a manual flag for the next year

 

Deliver Printed Appraisal Cards (PRCs)

 

 

See Quick Help for more information