Exclusion Maintenance

Navigation: Closed Asmt Admin > Exclusion Maintenance

Description

Use this task to search for exclusions in California only, such as for a parent/child and Base Value Exemptions, using a variety of parameters. Select from the results to maintain the exclusion or to enter Out of County Exclusions.

Steps

  1. On the Exclusion Search screen, enter your search criteria and click Search.
  2. In the Exclusion Results panel, select one or more items in the grid and click Next in the Command Item bar.
  3. On the Exclusion Summary screen, click a hyperlink in the Legal Party column.

  4. On the Maintain Legal Party screen, update the information as needed and click Save in the Command Item bar.
    • Click Return to go back to the Exclusion Summary screen.
  5. In the Summary panel, click Edit.
    • On the Ownership Exclusions screen, review and update the information as needed and click Save.

    • The Last Updated Date is displayed in the Application panel.

    • Notes made on the transfer document related to Ownership Exclusion are displayed on this screen.

    • (CA Only) If you select No Reappraisal from the Reappraisability Status drop-down list, the Non-Reassassable Reason drop-down list becomes active. Both trigger a Valuation workflow.

    • If the Application Type is Ownership Exclusion, you can change the Application Status from this screen without having to return to the previous screen.

    • Click Previous to return to the Exclusion Summary screen.
  6. Click Delete to remove an exclusion from the Summary panel.
  7. Click the Notes icon to open the Notes View screen.
    • In the Notes panel title bar, click Add Note.
    • Make selections from the drop-down lists, enter note text, and click Save.
  8. Optionally, you can specify criteria in the View Notes panel to filter the Notes panel.
    • Click Close to return to the Exclusion Summary screen.

Creating an Exclusion

  1. On the Exclusion Search screen, click New in the Command item bar.
  2. On the Search for Applicant Legal Party screen, make a selection from the Application Type drop-down list and enter a PIN, AIN or Applicant name. Click Search.
  3. In the Search Results panel, select the checkbox for one or more items in the grid and click Add Selected in the title bar.
  4. In the Applicants panel, select the checkbox for one or more items and click Next in the Command Item bar.
  5. On the Review Applicants screen, click Next.
  6. On the Maintain Application Details screen, update the information as needed. Click Save, then click Next.
  7. On the Ownership Exclusions screen, make selections from the drop-down lists and click Save.

Creating an Exclusion Summary

  1. On the Exclusion Summary screen, click New in the Summary panel title bar.
  2. In the pop-up, modify the information as needed and click Accept.

  3. Click Return to go back to the Exclusion Summary screen.