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Assessor Workflow Electronic Filing Check 21

Assessor Workflow Electronic Filing Check 21. Assessor Workflow. Utilize halFILE tables and external table lookup to drive workflow Reduce paper between Recorder’s office (Official Records) and the Assessor’s office

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Assessor Workflow Electronic Filing Check 21

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  1. Assessor WorkflowElectronic FilingCheck 21

  2. Assessor Workflow • Utilize halFILE tables and external table lookup to drive workflow • Reduce paper between Recorder’s office (Official Records) and the Assessor’s office • Automatically post the following fields from CountyCashier based on the document number: • Grantor • Grantee • APN • Filed Date • Book • Page • Instrument Type

  3. Assessor Workflow • Use the following halFILE fields to track the workflow: • Status (table driven) examples: Completed, Mapping, Reappraisal, Tracking • Forward To (table driven) track the employee that the document has been assigned to • Appraiser Assignment Date - date the document was forwarded to an appraiser • Appraisal Reason (table driven) – why the document prompted reappraisal of the parcel • Appraisal Completion Date – date the appraisal process was completed • Appraiser ID (table driven) – the appraiser working on the appraisal • Form Type (table driven) – different types of correspondence mailed out from the Assessor’s office • Reference (lookup to Official Records) – would contain the instrument number of the document that correspondence was based on. A search for a specific instrument number would include all correspondence sent out from the Assessor’s office • First Date – the date the correspondence was mailed • Second Date – the date a second notice was mailed • Due Date – the date any money or response is due based on the original date • Received Date – the date any money or response was received on • Penalty Date – the date any penalty is due based on the correspondence mailed

  4. Assessor Workflow • Possible Crystal Reports: • Sales Report • Workload Report • Tracking Report

  5. Electronic Filing • Level 1 • Easiest • Scan paper and electronically transmit via a secure method • Planned in a future release of CountyCashier • Level 2 • Generate a digitized image and a separate data file • Electronically transmit both files via a secure method • Level 3 • 100% digital document with integrated data – ‘smart document’, XHTML

  6. Check 21 • Check Clearing for the 21st Century Act (Check 21) – October 28, 2004 • Impact on Banking Industry • Less need to ship paper checks • Faster clearance of checks • Impact on Retailer • ‘Electronic Check Conversion’ equals electronic fund transfer • Impact on Check Writer • Faster clearance on checks

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