NCPTS Foundation

1. NCPTS Foundation

2. Getting Started – Logging In • Open Browser • NCPTS is compatible with Internet Explorer • Turn off pop up blocker to ensure dialog boxes and confirmation screens display correctly

3. Getting Started – Logging In • Logging into NCPTS • Each user will have a unique username and password • A system admin will configure each username and associate it with specific rights in roles related to your job duties and supervisory roles

4. Getting Started – System Navigation • Navigate to a Specific Module by… • Clicking the Module title on the Main Menu Page • Selecting the Module title from the NCPTS Main Menu (available on all screen in NCPTS) County Logo Displays Here OR

5. Getting Started – System Navigation • Breadcrumbs • Use these navigation links to go back to a previous screen • Do NOT use your browser’s back button • Hyperlinks • Use these navigation links to see a more detailed view of a particular item • Hyperlinks will display in underlined blue text

6. NCPTSAbstract • An abstract has three main components: • Ownership • Situs • Property • An abstract can only have one owner/group of owners for all properties listed. • Most abstracts are generated automatically from batch processes, but they can also be created manually.

7. Abstract Types NCPTS DEFAULTS

8. Getting Started - Search For Abstracts Abstracts can be searched by multiple criteria from the Advanced Abstract Search screen by selecting Abstract Search from the Abstract Menu. • Search not working? Try clearing all search fields with New Search.

9. Getting Started - Quick Search For Abstracts If the Abstract Number and Tax Year are known, abstracts can be located using the Quick Search bar. Enter Abstract Number Here

10. Getting Started – Search Tabs Once inside the Assessments module you can conduct other types of searches. For example by selecting the owner search tab you can identify owners in the system based on search criteria.

11. Getting Started - Workflow Queue Views • The workflow queues for the Assessment module are divided into three views: • Basket View: Abstracts assigned to the user • Group View: Abstracts of all users • Managers View: Supervisors keep track of the assigned abstracts and their processing

12. Getting Started - Workflow Queue Navigation • Workflow queues can be accessed from the Workflow menu bar • If a Workflow queue contains different views, select your desired view to see records within that queue Here we are selecting the Basket View for the IPP Queue

13. Getting Started – Save or Submit to Save Changes In order to save work you have started, you will need to click the save button or submit button (depending on the screen you are on) to prevent you from losing your changes.

14. NCPTS Abstracts

15. Anatomy of an NCPTS Abstract Abstract Menu Abstract Header Section Tab Body

16. NCPTS Abstract: Header Abstract # Action Buttons Owner Tabs • In the Abstract Header, you will find: • Owner Name • Abstract Number • Section Tabs for each specific area of an abstract • Buttons and links that allow for actions

17. NCPTS Abstract: Section Tabs Tabs separate information into specific sections. • Each Section Tab presents a specific type of information • Abstract Info: General details of the abstract • Property: All attached properties and their details • Adjustment: List of adjustments and their details • Change History: A detailed list of all changes to the abstract • Notes: Notes and documents associated with the abstract

18. Abstract Info Tab Description is automatically generated based on properties attached. Can be set manually too. The Abstract Info Tab contains overall information on the abstract including owner name(s), Situs address, tax district(s), and the total assessed value used in tax calculations.

19. Abstract Info Tab Sub-sections The Abstract Info Tab is further divided into more specific sub-sections with information as well as editable fields. • Owners • Situs Address • Abstract • Business Info • Leased Property • Listing Counties • Contact • Agents • Tax Relief • Assessment Fees • Owners • Situs Address • Abstract • Contact • Agents • Tax Relief • Assessment Fees For IND/REI/PUB Abstracts For BUS Abstracts

20. Ownership in NCPTS • A required attribute of an abstract • Found on the Abstract Info Tab • Includes owner(s), their ID’s, and their mailing address. Owner ID Hyperlink to Owner/Taxpayer Module Owner Name Click hyperlink to Add or Select New Name. Mailing Address Click hyperlink to Add or Select New Address. Owner Order Information Required

21. Ownership: Information Fields • The following information is displayed in the Owner’s tab: • Owner ID: A system assigned unique identifier • ID Number: A user assigned ID with type indicated by a prefix (e.g. ‘S’ = ‘SSN’) • Owner Name • Mailing Address Owner ID hyperlink opens Owner/Taxpayer module for advanced owner editing and creation.

22. Ownership: Information Fields (cont.) • The following information is displayed in the Owner’s tab: • Ownership Type • Owner Order (Primary, Secondary) • Ownership % ( out of 100) • Group Number (if more than one owner) • Send Mail Indicator (Yes/No) • Relief Eligibility (Yes/No)

23. Owner Maintenance • Ownership information can be maintained directly on the abstract. • Pre-existing owners added or New owners created • Basic editable fields for attached owners Editable fields

24. Adding Owner(s) By Search New owners may be created directly and attached to an abstract. Once an owner is created, certain details can only be edited through the Owner/Taxpayer module. Pre-existing owners may be searched and attached to an abstract. By Creating an Owner

25. Removing Owner(s) There must be one Primary owner for every abstract. Removed owners will remain in the system, but will no longer be attached to the abstract. Click the X to remove the owner from the abstract.

26. Changing Owner Name and Address Owner name and mailing address may be edited with basic details by clicking on their hyperlinks. Remember to submit the Abstract to save changes.

27. Owner/Taxpayer Module • Edit details for pre-existing owners • Create owners without abstracts • Displays Associated Abstracts for the owner • Be sure to Submit and save any changes on your abstract before clicking on the Owner ID hyperlink.

28. Assigning Employer to Owner New Owner Assigning an employer to a pre-existing owner must be done through the Owner/Taxpayer module by clicking on the Owner ID hyperlink. Assigning an Employer to a new owner can be done from the Maintain Ownership screen during owner creation. Pre-existing Owner

29. Assigning Bank to Owner New Owner Assigning a bank to a pre-existing owner must be done through the Owner/Taxpayer module by clicking on the Owner ID hyperlink. Assigning a bank to a new owner can be done from the Maintain Ownership screen during owner creation. Pre-existing Owner

30. Situs Address in NCPTS • Second defining attribute & a required component of an abstract • Defines the physical location of the property listed • Determines taxing jurisdiction and therefore tax rates for the abstract record

31. NCPTS Situs Address - Key Terms • Situs Address = Physical location at which property is located • Situs Repository = The list in NCPTS of all of the valid physical (situs) addresses for your jurisdiction • Master Address Table (MAT) = Where situs addresses are created and maintained for your county (Ex: AddressOne) • PIN # = Used as a geo-reference to represent the physical point in the center of a situs address in LR CAMA • Used in NCPTS to easily match and associate a situs address • with the appropriate taxing district(s)

32. Three Main Situs Address Components City, State, Zip & County Street Information (#, prefix, name, type, suffix) Taxing Jurisdiction

33. Detailed vs. Generic Situs Address • NCPTS requires for situs data to be entered on an abstract as either a Detailed Address • or Generic Address: • Detailed Address: Validated and matched against the Situs Repository • Generic Address: A non-validated, user provided address Detailed Address vs. Generic Address

34. Detailed vs. Generic Situs Address (cont.) • When Generic Addresses are used in an abstract, the address is stored solely on the abstract record, not in the Situs Repository • Always attempt to use a validated Detailed Address before using a Generic Address

35. ValidateAddress Button • Used to validate a Detailed Address used on an abstract record, mainly when creating a new abstract • Works by searching the Situs Repository to locate and match the address entered • Populates the tax district(s) automatically for validated Detailed Addresses • If the address cannot be validated, the system gives an error message Validate Address Button

36. Validate Address Error Message

37. Validate Situs Address When creating a new abstract, if you enter only the Street Name and click the Validate Address button, the system will display a pop-up window with a full list of valid situs addresses from the Situs Repository to choose from that match the street name entered

38. Validate Situs Address Create Abstract Validate Address

39. Now It’s Your Turn • Exercise 1 • Add & Validate Situs Address to an Abstract - Using Street Name and Street Type

40. CopyAddress Button • Used to quickly move all details of a Generic Address to the Detailed Address fields • When clicked, this feature both copies and validates the address at the same time • If the copied address cannot be validated, the system gives an error message Copy Address Button

41. Map it Button • The Map it button is connected to MapMetrics and is installed with LRC (optional) • When clicked, a new window will open automatically to a map view of the parcel in MapMetrics • The Map it button can also be found on the Situs Address Summary screen and the Assessment Search Results screen Map It Button

42. Situs Address: Additional Info • Tax districts populate automatically for a validated Detailed Address by matching the PIN # of • the address with its physical location in LRC • Does not populate automatically with • a Generic Address • Entered manually for Generic Addresses Tax District Field

43. Multiple Tax Districts • Multiple tax districts for a given situs address occur for the following reasons: • Special Districts • Parcels located at a situs address that contains special districts for police, fire, schools, or other special purposes, are assessed a tax rate on the property in addition to the base tax rate for their tax district and will contain multiple tax districts • Spanning Multiple Districts • Occurring only for real property, if a parcel spans multiple tax districts, NCPTS supports assigning a percentage attribute for each tax district if the property is less than 100% in a given tax district

44. Situs Address: Additional Info (cont.) Percent Field • The system assumes the percentage to be 100% for each tax district, but can assign different percentages • if necessary

45. Situs Address: Additional Info (cont.) • Address ID: Migrated from the County MAT and used as a unique identifier of the address record • Address Start Date: Effective start date of the situs address • Address End Date: Effective end date of the situs address • Ordinance Number: Only displayed for annexed situs addresses • Transaction Date: Date the situs address was uploaded into NCPTS

46. Adding Contact(s) An additional contact for a property can be maintained on an abstract. Enter contact information from the Abstract Info Tab.

47. Adding Agent(s) Agents (Attorney, CPA, etc.) that represent an owner may be assigned to an abstract. Search for an Agent or Create a new Agent

48. Property Info Tab Property List Property Details The Property Info Tab includes the majority of fields that you might update when working with abstract records.

49. Property List Basics Click to move properties to different abstract. Click to add new properties. Click on the Magnifying glass icon to show Property details Highlighted Row indicates which Property details are being displayed. Property Details will differ depending on the property type.

50. Property Details Examples Unregister Vehicle Property Details will differ depending on the property type. Manufactured Home