Documentation Index

Fetch the complete documentation index at: https://www.civicplus.help/llms.txt

Use this file to discover all available pages before exploring further.

Search and Edit a Parcel

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The Property Management feature helps you see and manage your property. You can find your parcels, lots, buildings, and suites all in one place.

Filter and Search for a Parcel

  1. Sign in to your site

  2. Go to Asset Management, expand Property Management, and select Search: Dashboard interface showing Asset Management and Property Management options to Search.

  3. Enter your Search criteria and click the Generate Search Results button:

    A form for entering Owner Information and generating Search Results for property parcels.

    • Tax Parcel ID (S-B-L): Enter the section, block, and lot identifier to search for a parcel

    • Owner or Occupant: Enter the name of the property owner or occupant

    • Building Name: Enter the building name associated with the parcel

    • Suite Name: Enter the suite name associated with the parcel

    • Old or Replaced Parcel Number: Enter a previous parcel number to locate the current parcel record

    • Phone: Enter the phone number associated with the owner or occupant

    • Email: Enter the email address associated with the owner or occupant

    • Location: Enter the property location or address

    • Tax Parcel Group Code: Select the parcel group code associated with the property

    • Building or Suite Search: Select how building or suite records are displayed in the search results

    • Building or Suite ID: Enter the building or suite identifier

    • Contact: Enter the primary contact name associated with the parcel

    • Mailing: Enter the mailing address associated with the parcel

      Note:

      Expand the section you want to search by. These sections are Owner Information, Occupancy Information, Additional Fields, Property Information, and Fire and Safety Information:

      Parcel search parameters with highlighted sections for owner and property information.

  4. View returned results:

    Table displaying Tax Parcel information, including locations and owners for various properties.

    Note:

    You can sort a column in ascending or descending order by clicking the column header:

    Table displaying tax parcels with columns for parcel details and ownership information. The column headers are highlighted.


View and Edit a Parcel

  1. Sign in to your site

  2. Go to Asset Management, expand Property Management, and select Search: Dashboard interface showing Asset Management and Property Management options to Search.

  3. Enter your Search criteria and click the Generate Search Results button:A form for entering Owner Information and generating search results for property parcels.

    • Tax Parcel ID (S-B-L): Enter the section, block, and lot identifier to search for a parcel

    • Owner or Occupant: Enter the name of the property owner or occupant

    • Building Name: Enter the building name associated with the parcel

    • Suite Name: Enter the suite name associated with the parcel

    • Old or Replaced Parcel Number: Enter a previous parcel number to locate the current parcel record

    • Phone: Enter the phone number associated with the owner or occupant

    • Email: Enter the email address associated with the owner or occupant

    • Location: Enter the property location or address

    • Tax Parcel Group Code: Select the parcel group code associated with the property

    • Building or Suite Search: Select how building or suite records are displayed in the search results

    • Building or Suite ID: Enter the building or suite identifier

    • Contact: Enter the primary contact name associated with the parcel

    • Mailing: Enter the mailing address associated with the parcel

      Note:

      Expand the section you want to search by. These sections are Owner Information, Occupancy Information, Additional Fields, Property Information, and Fire and Safety Information.

  4. In the search results, find the property you are looking for. Then click the Parcel Number:A table displaying Tax Parcel information with highlighted parcel details and status indicators.

  5. Within the Owner Data section, view or edit the details as needed:

    The Owner Data form displays Tax Parcel ID, Location, and contact information.

    • Tax Parcel ID: Enter the section, block, and lot identifier for the parcel

    • Map Number: Enter the map number associated with the parcel

    • Location State: Select the state where the property is located

    • Association (Owner): Enter the name of the property owner

    • Additional Owner 1: Enter the name of an additional property owner, if applicable

    • Additional Owner 2: Enter the name of a second additional property owner, if applicable

    • Contact: Enter the primary contact name for the property

    • Email: Enter the email address associated with the property owner or contact

    • Location: Enter the property address

    • Location City: Enter the city where the property is located

    • Location ZIP: Enter the ZIP code for the property location

    • Mailing Address: Enter the owner's mailing address

    • Phone: Enter the phone number associated with the property owner or contact

  6. Click to open the Occupancy Data section. View or edit the details as needed: An Occupancy Data form with fields for capacity, finishes, and construction details.

    • Occupancy Class: Choose the type of use for the building or space

    • Construction Class: Select the type of construction used

    • Basement Types: Select if the building has a basement, and what kind it is

    • Floor Types: Choose the type of floor structure

    • Floor Finish: Select the type of material that covers the floor

    • Fuel Type: Select the kind of fuel the building uses

    • Wall Finish: Select the material or style of the interior walls

    • Census BCC (Building Classification Code): Select the BCC. This code is used for census or reporting purposes

    • Capacity Empty Room or Main: Enter how many people the room can safely hold when it's empty

    • Capacity with Chairs: Enter how many people the room can safely hold when only chairs are used

    • Capacity with Tables and Chairs: Enter how many people the room can safely hold when tables and chairs are set up

  7. Click to open the Property Data section. View or edit the details as needed:

    A Property Data form displaying various fields for tax and zoning information.

    • Tax Parcel Group Code: Enter the parcel group code associated with the property

    • Property Type Code: Select the property type code associated with the parcel

    • Number of Stories: Enter the total number of stories on the property

    • Sprinkler: Select whether a sprinkler system is installed

    • Neighborhood Name: Enter the neighborhood name associated with the property

    • Year Built: Enter the year the structure was built

    • Waterfront: Select whether the property is located on a waterfront

    • Commercial: Select whether the property is commercial

    • Flood Plain: Select whether the property is located in a flood plain

    • Land Value: Enter the assessed land value

    • Improvement Value: Enter the assessed value of property improvements

    • Total Value: Displays the total assessed property value

    • Neighborhood Code: Enter the neighborhood code associated with the property

    • Assessed Value: Enter the assessed value of the property

    • Parcel Area Sq Footage: Enter the total parcel area in square feet

    • Acreage: Enter the parcel size in acres

    • Zoning District: Select the zoning district associated with the property

    • Fire Alarm: Select whether a fire alarm system is installed

    • Load Per Floor: Enter the load capacity per floor

    • Property Type Description: Enter additional details describing the property type

    • Notes (Historical): Displays historical notes associated with the property

    • Parcel Flags: Select flags that apply to the property:

      A list of Parcel Flags including Complaints, Violations, and Tax Delinquent options.

      • Complaints: Turn this on if there are public or internal complaints related to the property. This could include noise, an overgrown lawn, or illegal activity

      • Violations: Use this to flag the parcel if it has any code violations, like zoning or building code issues

      • Notes: Enable this when there are extra notes or comments about the parcel that need to be reviewed

      • Historical: Turn this on if the property is part of a recognized historic site or district. This may mean special rules apply for changes or repairs

      • Waterways: Use this if the property is near a river, stream, or other natural water body

      • Wetlands: Enable this if the property contains wetlands. These would be areas with water-saturated land that may be protected or restricted by law

      • Condemned: Turn this on if the building is unsafe to live in or use, and has been officially condemned by authorities

      • Failed Inspections: Use this flag if the property has failed a safety, building, or code inspection

      • Tax Delinquent: Mark this if the property owner has missed one or more property tax payments

      • Lead Paint: Flag this if you know or suspect lead-based paint is on the property. This often happens in older buildings. Or, flag it if harmful substances, such as chemicals or pollution, are known to be in the soil or land

      • Land Contaminants: Flag this if there are harmful substances known to be in the soil or land, such as chemicals or pollution

      • Conservation Commission: Use this if a local conservation group or agency oversees the property. These groups protect natural resources

      • Retire Parcel: Use this when a parcel is no longer active. This could be because it merged with another parcel. Or, it might be permanently removed from use

      • Stop All Record Processing: Mark this if any automated actions or updates for the parcel need to be stopped. This usually happens if there needs to be a review, correction, or investigation

    • East Grid Coordinates: Enter the east grid coordinate value

    • North Grid Coordinates: Enter the north grid coordinate value

    • County and Tax Data Link: Enter a link to county or tax data records

    • Lat and LONG: Enter the latitude and longitude coordinates for the property

    • GIS or Map Link: Enter a link to the property's GIS map

    • GIS ID: Enter the GIS identifier associated with the property

    • Structure Height: Enter the height of the structure

    • Structure Length: Enter the length of the structure

    • Structure Width: Enter the width of the structure

    • Manufactured Truss: Select whether manufactured trusses are used

    • Wall Construction: Enter the type of wall construction

    • Footing Depth: Enter the depth of the footing

    • Material: Select the foundation material

    • Types: Select the foundation type

    • Number of Chimneys: Enter the total number of chimneys

    • Number of Fireplaces: Enter the total number of fireplaces

    • Property Details: Utility Data is used to record how basic services are provided to the property:

      A Utility Data form displaying sections for Water, Sewer, Electric, and Gas details.

      • Water System: Choose whether the property uses a public water supply or a private source

      • Water System Details: Add any extra details about the water system, such as the name of the water provider or notes about the system type

        Sewer System: Select if the property connects to a public sewer system or has a private system like a septic tank

      • Sewer System Details: Enter details about the sewer service, such as the provider name or system type

      • Electric: Choose the source of the property's electricity. It can come from a public utility company. Or, it can be made privately, such as with solar panels or a generator

      • Electric Details: Add more information about the electric system, including provider or special setup notes

      • Gas System: Choose if the gas comes from a public utility or a private source, like a propane tank

      • Gas System Details: Record more information about the gas supply. You can include the gas provider or how it gets to the property

    • Property Details: Miscellaneous Data is used for extra details about the property:

      Form fields for Miscellaneous Data, including driveway width and parking spaces.

      • Driveway Width: Enter the width of the driveway in feet

      • Number of Street Parking Spaces: Enter the number of parking spaces available on the street in front of or near the property

      • Number of Off-Street Loading Spaces: Enter the number of loading spaces available on the property but not on the street. These are typically used for deliveries or service vehicles

  8. Click to open the Fire and Safety Information section. View or edit the details as needed:

    Form fields for Fire Safety Data, including notes and classifications.

    • Fire and Safety Notes: Add more details about fire or safety. You can include recent inspections, any known risks, or information about equipment

    • Other Classification: Select any special or safety category the property falls under

    • Use Classification: Choose how the building is used in terms of fire code. Examples include commercial, residential, or industrial

    • Status: Select the current safety status of the property

  9. Click to open the Space Utilization section. View or edit the details as needed:

    A form layout for Space Utilization and Accessory Structures with input fields.

    • Basement Unfinished and Finished

      • Basement Unfinished Square Feet: Enter the amount of basement space that is unfinished, such as storage or utility areas

      • Basement Finished Square Feet: Enter the size of the finished basement space. This means rooms with flooring, walls, and areas where people can live

      • Basement Total Square Feet: This is the total of both finished and unfinished basement space

    • Space Utilization

      • Floor Name: Enter a name for the floor, like "first floor" or "attic"

      • Floor Square Footage: Enter the size of the floor in square feet

      • Floor Load Limit: Enter the maximum load limit for the floor

      • Add an Additional Floor Button: Click this button to enter information about another floor in the building

      • Total Living and Usable Square Feet: Enter the total amount of living or usable space in the building, including all floors

    • Accessory Structures

      • Accessory Structure Type: Enter the type of structure, such as detached garage, shed, or greenhouse.

      • Square Footage: Enter the size of the structure in square feet.

      • Add an Additional Structure Button: Click this button to enter information about additional accessory structures.

      • Accessory Structure Square Footage Total: Enter the total square feet of all accessory structures on the property.

  10. Click to open the Additional Fields section. View or edit the details as needed:

    Form fields for Property Details, including bedrooms, bathrooms, and inspection district selection.

    • Lot: Enter the lot name or number as listed in property records

    • Block: Enter the block name or number the lot is part of, if applicable

    • Section: Enter the section name or number, often used in subdivisions or plats

    • Building Number: List the number of the main building on the property, if assigned separately from the address.

    • Front Setback: This is the distance from the front of the property to the building. Zoning rules usually require this

    • Rear Setback: Distance from the back of the property to the building

    • Left Setback: Distance from the left side of the property to the building

    • Right Setback: Distance from the right side of the property to the building

    • Inspection District: Select the district or zone that handles property inspections in the area

    • Subdivision: Enter the name of the subdivision the property is part of, if any

    • Bedrooms: Enter the number of bedrooms in the home

    • Bathrooms: Enter the number of bathrooms

    • House Structure: Describe the basic structure of the home. Examples include single-family, duplex, or manufactured

    • Closed: Indicates if the property is closed, under review, or inactive in the system

    • Sheet: Enter the reference sheet from a map or zoning sheet, if applicable

    • House Style: Describe the design or style of the house. Examples include ranch, colonial, or modern

    • Land Use Code: This is a code for how land can be used by law. Examples are residential, commercial, or industrial

    • Exemptions: List any tax or use exemptions, such as non-profits or disabled veterans

    • Elderly Exemptions: List any exemptions the property qualifies for based on elderly ownership or residency

    • Number of Buildings: Enter how many buildings are located on the property, including accessory structures

    • Directions to Site: Use this space to write clear driving or walking directions to the property. It is helpful for staff, inspectors, or anyone visiting the site

    • Total Square Feet: Enter the full size of the property's structures in square feet

    • Total Rooms: Enter the total number of rooms in the building, including all types, not just bedrooms

    • Outstanding Issue: List any known issues with the property that need attention or resolution

    • Heritage Number: A tracking number used for historical or heritage records, if applicable

    • River Frontage: Enter the length of the property that touches a river, measured in feet

    • Spec Info Entered By: Enter the name of the person who entered information on the record

    • Special Info: Include any extra notes or information that may not fit in other fields

    • NAS_SWO By (Stop Work Order): Enter the name of the official or department that issued the SWO

    • NAS_SWO Date: Select a date a SWO (Stop Work Order) was issued for the property

    • NAS_SWO Reason: Enter the reason why the SWO was issued

    • NAS_SWO By: Enter the name of the official or department that issued the SWO

    • NAS_EHSep Issued: Select a date when an EHSep (Environmental Health Septic Permit) was issued

    • NAS_EHSep Expire: Select the date the EHSep expires

    • House Number: Enter the house number assigned to the property

    • Building Date: Enter the date the current building was constructed or officially recorded

    • Sewer Permit Application Date: Select the date the sewer connection permit was applied for

    • Plan Number: Enter the project or development plan number associated with this parcel

    • Qualify: State if the property qualifies for a specific program or exemption

    • Connect: Describe the utility connection status or setup, such as water, sewer, or gas

    • Psewer: Usually refers to the provider or type of private sewer setup

    • Account Number: The utility or permit account number tied to this property

    • Tax Map Number: A unique number used to locate the property on the county or municipal tax map

    • Book Page: This is the page where property information is recorded. You can find it in official land records or deed books

  11. Click to expand the Documents section. View or edit the details as needed:

    A user interface for document upload with options to invoke the camera and take snapshots.

    • Check this box to try the back camera: Select to use the device's back camera when capturing images

    • Invoke Camera Button: Open the camera to capture an image

    • Take Snapshot Button: Capture an image using the active camera

    • Save Snapshot Button: Save the captured image to the record

    • Upload a File Button: Upload a document or image from your device

  12. Select to expand Click Here to display records at this location to add permits or view records for the Parcel:

    Navigation menu displaying various records related to location and owner history.

    • On the Permits tab, you can view permits associated with the parcel:

      A table displaying various permits with details like type, applicant, and status.

    • To add a permit, click the Add Permit button:

      User interface displaying permit records with a highlighted button to add a new permit.

    • On the Projects tab, you can view projects associated with the parcel:

      Overview of project records, including types, statuses, and application details.

    • To add a project, click the Add Project button:

      An interface displaying project records with a highlighted button to add a new project.

  13. The Buildings and Lots section displays the number of buildings and lots currently associated with the parcel. It also includes fields for creating additional building and lot records:

    Form fields for adding additional lots and buildings to a parcel.

  14. Click to expand the Buildings section. View the list of buildings associated with the parcel:

    A list of Buildings with highlighted names and details for property management.

    • Click the caret to view a building’s details. You can view and edit the building, as needed:

      Form displaying building details, including ID, name, address, and directions. The expansion Carat is highlighted.

    • Navigate to the Records Assigned to Building ID section. You can view all permits, projects, documents, and other records associated with a building by clicking the caret:

      A form displaying building records assigned to the building ID. The expansion Carat is highlighted.

      Note:

      You can add suites to a building by entering the number of suites in the Additional Suites field and clicking Create Suites. You can also convert a building to a parcel by entering a new parcel number and clicking Create New Parcel:

      Form fields for creating additional suites and new parcels.

  15. Click to expand the Lots section. Click the caret to view or edit the lot details:

    Details of the lot, including location, occupancy, and construction class. The expansion caret is highlighted.

    • Lot Name or Number: Enter the lot name or lot number

    • Location: Enter the address associated with the lot

    • Number of Stories: Enter the total number of stories associated with the lot

    • Occupant Name: Enter the name of the occupant associated with the lot

    • Email: Enter the email address associated with the occupant

    • Phone Number: Enter the phone number associated with the occupant

    • Mailing Address: Enter the mailing address associated with the occupant

    • City: Enter the city where the lot is located

    • State: Enter the state where the lot is located

    • Zip: Enter the ZIP code where the lot is located

    • Occupancy Class: Select the occupancy classification associated with the lot

    • Construction Class: Select the construction classification associated with the lot

    • Notes: Enter or view notes associated with the lot

    • Create New Parcel: Create a new parcel record

    • Click here to create a new parcel from this lot: Create a new parcel using the lot information

    • Click Here to display records at this location: View records associated with the lot location

    • Delete Lot: Remove the lot record

  16. Click the Save Parcel button to save your changes: A highlighted button to save parcel information with navigation controls below it.