Template Maintenance

Navigate: Valuation > Configuration > Template Maintenance

Description

Create or edit an existing appraisal site template from the Template Maintenance screen.

Adding a Site Template

1. On the Site Template Maintenance screen, click New in the Command Item bar.

2. On the Template Maintenance screen (Step 1 of the wizard), enter the template code, template description, and template definition.



3. Click Next.

4. In Step 2 of the wizard, enter a legal party name to associate with the template and click Search.

   • Select one or more legal parties from the Search Results grid and click Next in the Command Item bar.



OR

Click Next without associating a legal party.



5. In Step 3 of the wizard, enter a subdivision name to associate with the template and click Search.

   • Select one or more subdivisions from the Search Results grid and click Next in the Command Item bar.

OR

Click Next without associating a subdivsion.



6. In Step 4 of the wizard, enter a PIN and click Next.

7. The Search a PIN field becomes read-only and the characteristics associated with the PIN populate to the right.

8. Select one or more characteristics to add to the template.

   • Click Next. The PIN field becomes active again for you to add characteristics from other PINs.

   • Enter another number in the Enter another PIN field.

   • Select one or more characteristics to add to the template.

OR

Click Finish.

• Click Previous to return to the previous step.

• Click Close to end the task

Maintaining a Site Template

1. On the Site Template Maintenance screen, click Advanced Search in the Command Item bar.

2. On the Advanced Search screen, enter the template code, template description, or template definition and click Search.

3. Select an item in the Search Results tab and click Next.

4. On the Site Template Maintenance screen, click Edit.

5. On subsequent screens throughout the wizard, add or edit information as desired, following the steps in the Adding a Site Template section.