Manage Flags

Navigate: ClosedInfo Center > Tax Detail

Description

On the Tax Information screen, click Common Actions > Manage Flags to view the flag history of the revenue object, set and remove flags, and edit flag information.

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.

Adding and Editing Flags

  1. On the Manage Flags screen, click Add in the column header row of the Flags panel to attach a new flag, or click Edit to modify an existing flag.

  2. In the Attach Flag panel, make a selection from the Flag type drop-down list. In Edit mode, this is grayed out and cannot be changed.

  3. Select the Flag value, if available based on the flag type.

  4. Make a selection from the Attached to drop-down list (required). You may have other selections as well, depending on what entity the flag is attaching to.

    • If attaching to a tax bill or tax sale bill, also select the bill from the drop-down list that appears.

    • If attaching to a legal party, select the owner.

    • If attaching to a revenue object, select the PIN.

    NOTE: If the flag type you select is Pending Unclaimed or Refund to Title Company and Surplus was added as an entity type, Surplus becomes an available selection in the Attached to drop-down list and the Surplus Number field becomes available.

  5. Add a comment (optional).

  6. In the Duration field, type an integer.

    NOTE: Aumentum can calculate an end date using the starting date and duration, whenever the duration is days, weeks, months, years, specific date, or no expiration; it cannot use tax year. If the flag has no expiration, it is automatically set with an expiration date of 12/31/9999.

  7. Select a start date and tickler date for the flag.

    NOTE: If the flag has a duration, then the expiration is automatically calculated from the start date.

  8. In the Privacy drop-down list, specify if this flag is for public or private use.

  9. Click Apply to attach this flag, or click Cancel to exit the Manage Flags screen without saving.

Activating, Inactivating and Deleting Flags

  1. On the Manage Flags screen, select the checkbox for one or more items in the Flags panel.

  2. Click Activate, Inactivate, or Delete.

Notes

  1. On the Manage Flags screen, click Notes in the Command Item bar to open the Notes View screen.

  2. Add or edit notes as needed, then click Save and Close to return to this screen.

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.