Create & Manage Parcels | V4

Prev Next

In most cases, parcel records are created by importing a recurring parcel import from the assessor's office. They can also come from GIS data. Only create a parcel manually if you are sure it is required.

Important Note

Any data that does not match the assessor or GIS data during a bulk update will create extra records. This can quickly clutter the record database. If it is not watched closely, the customer may create a large number of records tied to parcels that do not exist. When this happens, searching for records using the correct parcel ID will not return results. The same problem can happen with addresses. If they are not entered exactly as the assessor has them, searches may not work. To help prevent this issue, use the sub-lots feature.

Manually Add a Parcel

  1. Sign in to your site

  2. Go to Asset Management, expand Property Management, and select Add Record:The asset management menu is expanded. Under the menu, the property management section is expanded, and the add record option is highlighted.

  3. Fill out the Owner Data:The owner data section is shown. Fields are available to enter the parcel ID, owner information, address, and contact details.

    • Tax Parcel ID: Enter the tax parcel number

    • Location: Add the physical address for the parcel

    • Map #: Enter the map number for the parcel

    • Association (Owner): Fill out the owner's first and last name

    • Mailing Address: The mailing address field must be formatted as follows: Street Address, City, State Zip

      Note:

      You must insert a comma and a space after the street address, the city, and a space after the state. If you use a different format or put the mailing address on more than one line, the forms, letters, and reports may not print correctly.

  4. Enter the Occupancy Data:The owner data section is shown. Fields are available to enter details such as occupancy class, construction class, floor type, fuel type, wall finish, and room capacity.

  5. Fill out Property Data for the parcel: The property data section is shown. Fields are available to enter parcel details, property type, zoning, flags, location, structure, utility services, and miscellaneous data.

  6. Add any applicable Fire/Safety Data:The fire and safety data section is shown. Fields are available to enter notes, classifications, and status.

  7. Enter details about how the parcel space is used in the Space Utilization field:The space utilization section is shown. Fields are available to enter basement square footage, floor names, floor sizes, and load limits. The accessory structure section is shown below, with fields to enter structure types and their square footage.

  8. Fill in Additional Fields, as needed: The additional fields section is shown. Fields are available to enter lot, block, building number, and front and rear setback information.

  9. Upload any supporting Documents for the parcel. These documents can be used for reference on Permits, Projects, and related records:The document section is shown. A clickable link is provided to upload files for the parcel, with a list of allowed file types.

  10. Click the Save Parcel button:The save parcel button is shown and highlighted to show what to click next to complete adding the parcel.

Bulk Parcel Updates

Community Development support staff manage these updates. They use files provided by the customer. The goal is to update parcel records to show changes in ownership and property details. This update does not change any records that were created before the update is finished.

Update an Individual Parcel Record

  1. Sign in to your site

  2. Go to Asset Management, expand Property Management, and select ListThe asset management menu is expanded. Under the menu, the property management section is expanded, and the list option is highlighted.

  3. Search for and select a record The parcel search parameters section is shown. A tax parcel record is listed below with the parcel number highlighted. The record includes parcel location, owner, and additional property details.

  4. Update data fields as needed The owner data section is shown. Fields display the tax parcel ID, location address, state, city, and zip code. Additional input fields for owner details, contact, and email are available and can be updated.

    • Mailing Address: The mailing address field must be formatted as follows: Street Address, City, State Zip

      Note:

      You must insert a comma and a space after the street address, the city, and a space after the state. If you use a different format or put the mailing address on more than one line, the forms, letters, and reports may not print correctly

  5. Select the Click here to display records at this location. This will show permits, certificates, projects, and other records for the parcel The Click here to display records at this location option.

  6. View the existing Buildings and Lots for the parcel. Add additional buildings and lots, if needed Fields are shown to enter how many additional lots or buildings to add. Links beside each field allow users to create new entries. The sections for

  7. Scroll down and click the Save Parcel button:The save parcel button is shown and highlighted to show what to click next to complete updating the parcel record.

Supporting Articles