Flag Maintenance

Navigate: ClosedCase Management > Agency Maintenance > search for/select agency

Description

View the flag history of the agency/agent from the Flag Maintenance screen. You can create, modify and delete flags here.

Identifying codes and other information are displayed in the header, with several links to more detailed information. If you do not have permission to use a link in the header, the link is not displayed.

NOTES:

  • Users who do not have security rights to manage flags cannot open the Manage Flags screen.

  • You can see a listing of active and inactive flags in the Manage Flags screen.

  • Inactive flags do not show in Public Inquiry.  Furthermore, if you click Common Actions > Flag Information, nothing is displayed in the Flag Information panel.

  • The flags are specific to the tax year you select. Flags and flag colors are assigned by effective date in Configuration > Systypes > Priority.
  • The Manage Flags screen recognizes the setting you define for Non-workday moves to on the Maintain a Flag screen via Configuration > Flag Setup.
  • The flags you set may have consequences for other Aumentum tasks. You need to know the results of setting a flag.

Red Flag = Critical

Gold Flag = High

Blue Flag = Medium

Green Flag = Low

EBilling

An E-billing PIN flag set on PINs at the Legal Party Role level notifies the system that the PIN is an e-billing customer. A Records EBilling Registration Options effective date systype application setting is used to define ebilling options for PINs with the flag. Options are:

  • Allow only Owners
  • Allow Owners and Legal Parties
  • Allow Owners, Legal Parties, and Anonymous Emails

If set to Allow only Owners the Legal Party Role drop-down list on any screen that has that field shows only the names of legal parties in the role type of Owner. If set to anything else or if the Flag Type is not E-Billing PIN but a flag is attached to the Legal Party Role, all legal party role names are included in the Legal Party Role drop-down list.

Steps

  1. On the Maintain Agency screen, click Common Actions in the sidebar and select Manage Flags.

  2. On the Flag Maintenance screen, click Add New in the Flags panel.

    3. OR

    Select one or more flags and click Edit to edit the selected flags.

  3. In the Status column, make a selection from the drop-down list.

  4. Make a selection from the Attach To, Flag Type, Flag Value, and Status drop-down lists.
  5. Optionally, enter a comment.
  6. Specify the duration, start date, tickle date, and privacy.
    • Duration
    • Start Date – Enter or select the date on which this flag will take effect.
    • Tickler Date – Enter or select the date on which this or additional flags require attention.
    • Privacy – For public-facing screens, only those flags set to Public are displayed.

  7. Click Apply in the panel's title bar.

    • Click Cancel Editing to cancel without saving the flag.

  8. Click Save.

    • Click Refresh to clear all selections and refresh the page.

    • Click Cancel to discard changes since the last Save and retain the current view.

    • Click Close to end the task.

Tips

Flags can be added to or removed from members of a delinquent group of tax bills as part of a Delinquent batch process. Modifications to those flags must be done from the Manage Flags screen.

When editing a flag, you can see who last set or modified the flag in the User field at the bottom of the Attach Flag panel. CONV means that the flag was part of converted data.

Flags may show a status of A (active), I (inactive), or E (expired).

A flag that was applied through the Delinquent batch process shows the start date (activation date) here, not the date of application. The application date can be viewed on Delinquent Information in the Group History panel.

Group History shows only flags that were attached to tax bills.

Actual tax bills are designated with A, and estimated bills with an E.

An icon displays when a note is attached to a revenue object. Click on the yellow note icon to read the note.