Import Setup

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Asmt Admin > Reports & Extracts > Data Interfaces > Import Setup

Description

Use this task to manage the setup of CVI imports.

Steps

  1. On the Manage Import Setups screen, click New in the Command Item bar or click Details for an item in the Import Setups panel.

  2. On the Create/Edit Import Setup screen, enter or edit the import setup name.

  3. Make a selection from the Import type drop-down list.
  4. Select each checkbox as it applies to your import setup.
  5. Click Save.
    • Click List to return to the Manage Import Setups screen.
    • Click Close to end the task.

Steps for Workflow Imports

Certain files/records are imported various ways into the application, such as from Documentum via Web Services and Application Programming Interfaces. These imports kick off a workflow item that is available for selection via your worklist, provided you have the applicable user rights to the particular workflow item. The following are examples of imports that kick off a workflow for LAFCO reports:

  • Inside Boundary Report

  • Three Mile Radius Fund Report

  • Three Mile Radius Validation Report

To process these imports:

  1. Click the Worklist icon from any screen to open the View My Worklist screen.

  2. Select the workflow from the screen to navigate to the Manage CAMA Import Files screen on which you can manage and process the import.

  3. Select the Tax Year and define a Name for the import. Then click Process to advance to the Process CAMA Import screen.

  4. Click Process on the Process CAMA Import screen to process the import.

  1. On the Maintain Application Settings screen, select Effective Date from the Setting type drop-down list, and select Assessment Administration from the Filter by module drop-down list.
  2. Enter the PIN prefix value in the Setting Value column and click Apply.
  3. Click Save in the  Command Item bar.