Workflow Process

Navigate: ClosedTax > Tax Sale > Property Sale > Workflow Process

Description

Use this task to schedule and run a workflow process for the batch addition and removal of tax sale/property sale case management flags. Criteria for determining flags to add or remove is defined in the Change Reasons panel on the Maintain Property Sale Settings screen when selecting the Change Type of Flag and defining whether to add or remove the flag.

This batch process then generates a Case Record Summary workflow. An entry is created in this workflow for each revenue object that meets the Change Reason criteria and is part of a Case Management case record.

A Property Sale Modification workflow is created that navigates to the Maintain Property Sales screen for the purpose of verifying and processing the modification.

Steps

  1. On the Run or Schedule Workflow Process screen, click Run to generate the process now.

  2. Click Schedule to open the Schedule Batch Job screen and define a recurring schedule for running the batch flag add/remove process.

    • Click Close to end the task.

Dependencies, Prerequisites, and Setup

  • The criteria for determining whether to add or remove flags must be defined on the Maintain Property Sale Settings screen in the Change Reason panel.