This article explains how to add buildings, lots, and suites for a parcel. It also shows how to add them by searching for and editing an existing parcel. In addition, this article explains all the steps available to edit these items once they have been created.
Add and Edit a Lot in a Parcel
Important Note:
If a lot has already been created, and information needs to be added or edited, users can skip to Step 8.
Sign in to your site
Go to Asset Management, expand Property Management, and select Search
In the Search field, type the details of the property you want to edit, and search.
Search Bar: This field allows you to search by Street Address, City or Town, Building or Suite ID, Owner Name, Occupant Name, or Parcel ID.
In the search results, find the property you are looking for. Then click the Edit Record icon under Action
Navigate to the Additional Information section. Then find the Lots and Buildings section.
Enter the number of lots you want to add in the Number of additional lots to be created field. Then click Add lot
Click on Lots to expand the section. You will see your newly created lots or any existing ones.
When lots are created, the system automatically assigns a Lot Name/Number. You can change it in the next step if you want to.
Click on a Lot Name/Number to open its details. From here, you can edit the Lot Name/Number or add information to the lot.
Lot Name/Number: A unique name or number assigned to the lot for identification in records. When lots are created, the system automatically assigns a Lot Name/Number. You can change it in this step if you want to.
Location: The general location or address description of the property
Number of Stories: Enter how many levels or floors the building has.
City: Enter the name of the city where the property is located.
State: Enter the state where the property is located.
Zip: Enter the zip code for the property's location.
Occupancy Class: Select how the building is used, such as residential, commercial, or industrial.
Construction Class: Choose the construction type of the building, like wood, concrete, or steel.
Notes: Add any additional information or special notes about the property that may be helpful.
Add Occupant Contact: Use this option to enter details about the person or business currently occupying the property.
Click Update Record to save your lots.
Add and Edit a Building in a Parcel
Important Note:
If a building has already been created, and information needs to be added or edited, users can skip to Step 8.
Sign in to your site
Go to Asset Management, expand Property Management, and select Search
In the Search field, type the details of the property you want to edit, and search
In the search results, find the property you are looking for. Then click the Edit Record icon under Action
Navigate to the Additional Information section. Then find the Lots and Buildings section
Enter the number of buildings you want to add in the Number of additional buildings to be created field. Then click Add building
Click on Buildings to expand the section. You will see your newly created buildings or any existing ones.
Note:
When buildings are created, the system automatically assigns a Building Name/Number. You can change it in the next step if you want to.
Click on a Building Name/Number to open its details. From here, you can edit the Building Name/Number or add information to the building
Building Number: This is a unique code or number for the building. It's automatically created when you add a new building, but you can change it to whatever you prefer.
Building Name: This is the common name of the building, such as "Building #1." This name is automatically given when you add a new building, but you can change it to whatever you prefer.
Building Physical Address: This is where you'd put the street address of the building.
City: Enter the city where the building is located.
State: Choose the state where the building is located from the dropdown list.
Zip: This is the zip code for the building's address.
Directions to Building: In this box, you can add any special instructions on how to find or get to the building.
Building Description: This is a space where you can write a general description of the building. You might include things like its purpose or what it looks like.
Building Notes/Comments: Use this section for any extra notes about the building. You can also add comments here that don't fit anywhere else.
Fire/Safety Notes: This is important information about fire or safety features of the building.
"Do not show this building in the address picker. The building is retired, combined with other buildings, or converted to property" Checkbox: Check this box if you no longer want this building to appear in lists or options. You would do this if the building is no longer in use, has been joined with other buildings, or has been changed into a different type of property
Add Occupant Contact: This is a button you can click to add information about a person or group that occupies the building.
Occupant Additional Information: Use this box to add any other details about the occupant.
Occupancy Classification: This describes the main use of the building, such as residential, office, or retail.
Construction Classification: This tells you what type of materials were used to build it, such as wood, concrete, or steel.
Other Classification: This is for any other way to classify the building that isn't covered by the other options.
Risk Level: This shows how much risk is linked to the building, perhaps for safety or insurance.
Inspection Cycle: This refers to a specific code used for inspections of the building.
Use Classification: This describes how the building is used.
Building Status: This shows the current state of the building, such as active or under construction.
Capacity Empty Room/Main: This is the maximum number of people the main empty room can hold.
Capacity with Chairs: This is the maximum number of people the room can hold when chairs are set up.
Capacity with Tables/Chairs: This is the maximum number of people the room can hold when both tables and chairs are set up.
Number of Stories: Enter how many floors or levels the building has.
Structure Height: Enter the total height of the building.
Structure Length: Enter the length of the building.
Structure Width: Enter the width of the building.
Manufactured Truss: Choose "Yes" or "No" to indicate if the building uses factory-made roof supports.
Exterior Wall Finish: Choose one of the selections from the drop-down menu to pick how the exterior wall finish is built.
Roof Type: Choose one of the selections from the drop-down menu to pick how the roof is built.
Wall Construction: Enter how the walls are built, such as a wood frame or concrete block.
Material Type: Choose one of the selections from the drop-down menu to pick the building material type.
Foundation Type: Choose one of the selections from the drop-down menu to pick the foundation type.
Footing Depth: Enter how deep the foundation goes into the ground.
Sprinkler: Choose "Select" to indicate if the building has a sprinkler system.
Number of Chimneys: Enter how many chimneys the building has.
Number of Fireplaces: Enter how many fireplaces the building has.
Building Area: Enter the total square footage or area of the building.
Commercial: Choose one of the selections from the drop-down menu to pick how the building is being used.
Year Built: Choose one of the selections from the drop-down menu to pick the year that the building was built.
Basement Finished Sq. Ft.: Enter the total square footage of the basement that is finished and livable.
Basement Unfinished Sq. Ft.: Enter the total square footage of the basement that is not finished.
Total Basement Area: This field will likely automatically show the total area of the basement by adding the finished and unfinished square footage. This number will show the total size of the basement. It combines both the finished and unfinished parts.
Number of Bedrooms: Enter the total number of bedrooms in the building.
Number of Bathrooms: Enter the total number of bathrooms in the building.
Floor Name: This is where you can give a name to a specific floor, such as "First Floor" or "Basement".
Floor Square Footage: Enter the size of that specific floor in square feet.
Floor Load Limit: This is where you would enter the maximum weight or load that a specific floor can safely hold.
Add an Additional Floor (button): Click this button if you need to add details for another floor in the building.
Total Living/Usable Square Ft.: This field will show the total amount of living or usable space in the building. It is done by adding up the square footage of all the floors.
Accessory Structure Type: In this field, describe the type of accessory building or structure. For example, "Detached Garage," "Shed," or "Carport".
Square Footage: Enter the size of that accessory structure in square feet.
Add an Additional Structure (button): Click this button if you need to add details for another accessory structure on the property.
Total Accessory Structures Square Ft.: This number will show the total size of all the accessory structures on the property.
Water
Public/Private Radio Buttons: Choose "Public" if the water comes from a city or county water supply. Choose "Private" if the water comes from a private source, like a well.
Water System Details: In this box, you can add more information about the water system.
Sewer
Public/Private Radio Buttons: Choose "Public" if the sewer system connects to a city or county sewer line. Choose "Private" if it's a private system, like a septic tank.
Sewer System Details: In this box, you can add more information about the sewer system.
Electric
Public/Private Radio Buttons: Choose "Public" if the electricity comes from a public power company. Choose "Private" if it's from a private source (less common for buildings).
Electric Details: In this box, you can add more information about the electric service.
Gas
Public/Private Radio Buttons: Choose "Public" if the gas comes from a public gas company. Choose "Private" if it's from a private source, like a propane tank.
Gas Details: In this box, you can add more information about the gas service.
Building Misc Data Section image
Driveway Width: Enter the width of the building's driveway.
Number of street parking spaces: Enter how many parking spots are available on the street near the building.
Off-street parking: Enter how many parking spots are available on the property itself, not on the street. Building Setback Data Section image
Front: Enter the distance, in feet, from the front of the building to the front property line.
Rear: Enter the distance, in feet, from the back of the building to the rear property line.
Right Side: Enter the distance, in feet, from the right side of the building to the right property line.
Left Side: Enter the distance, in feet, from the left side of the building to the left property line.
Click Update Record to save your Building
Add and Edit a Suite in a Building
Important Note:
Suites are managed in buildings. If a suite has already been created, and information needs to be added or edited, users can skip to Step 9.
Sign in to your site
Go to Asset Management, expand Property Management, and select Search
In the Search field, type the details of the property you want to edit, and search.
In the search results, find the property you are looking for. Then click the Edit Record icon under Action
Scroll down to the bottom of the parcel record and expand the Buildings section. Then click on a Building to expand it
Scroll down to the bottom of the building until you reach the Building Setback Data section. Add the number of suites to the Number of additional suites to be created field. Then click on Add Suite
Note:
Adding suites is not a one-time opportunity. You may add more later if you choose.
Click Update Record
You now have a section labeled Suites. You can now expand each suite by clicking on it to add information and edit as needed.
Click on a Suite Number to expand
Add or edit information as neededSuite Number: This is a unique code or number for the suite, such as "4439-0003." This number is automatically created, but you can change it if you prefer.
Name of Suite: This is the name for the suite, like "Suite #3." This name is automatically given, but you can also change it to a name you like better.
Suite Physical Address: This is where you would enter the specific street address for the suite.
City: Enter the city where the suite is located.
State: Choose the state where the suite is located from the dropdown list.
Zip: This is the zip code for the suite's address.
Directions to Suite: In this box, you can add any special instructions on how to find or get to this specific suite within the building.
Suite Description: This is a place to write a general description of the suite, like its purpose or features.
Notes/Comments: Use this section for any extra notes about the suite. You can also add comments here that don't fit anywhere else.
Fire/Safety Notes: This is important information about fire or safety features specific to this suite.
"Do not show this suite in the address picker. The suite is retired, combined with other suites, or converted to property." Checkbox: Check this box if you no longer want this suite to appear in lists or options. You would do this if the suite is no longer in use, has been joined with other suites, or changed into a different type of property.
Click Update Record to save your Suite