Assessor WorkflowAssessor WorkflowElectronic FilingElectronic Filing

Check 21Check 21

Assessor WorkflowAssessor Workflow Utilize halFILE tables and external table lookup to Utilize halFILE tables and external table lookup to

drive workflowdrive workflow Reduce paper between Recorder’s office (Official Reduce paper between Recorder’s office (Official

Records) and the Assessor’s officeRecords) and the Assessor’s office Automatically post the following fields from Automatically post the following fields from

CountyCashier based on the document number:CountyCashier based on the document number:• GrantorGrantor• GranteeGrantee• APNAPN• Filed DateFiled Date• BookBook• PagePage• Instrument TypeInstrument Type

Assessor WorkflowAssessor Workflow Use the following halFILE fields to track the workflow:Use the following halFILE fields to track the workflow:

• Status (table driven) examples: Completed, Mapping, Reappraisal, TrackingStatus (table driven) examples: Completed, Mapping, Reappraisal, Tracking• Forward To (table driven) track the employee that the document has been Forward To (table driven) track the employee that the document has been

assigned toassigned to• Appraiser Assignment Date - date the document was forwarded to an appraiserAppraiser Assignment Date - date the document was forwarded to an appraiser• Appraisal Reason (table driven) – why the document prompted reappraisal of the Appraisal Reason (table driven) – why the document prompted reappraisal of the

parcelparcel• Appraisal Completion Date – date the appraisal process was completedAppraisal Completion Date – date the appraisal process was completed• Appraiser ID (table driven) – the appraiser working on the appraisal Appraiser ID (table driven) – the appraiser working on the appraisal • Form Type (table driven) – different types of correspondence mailed out from the Form Type (table driven) – different types of correspondence mailed out from the

Assessor’s officeAssessor’s office• Reference (lookup to Official Records) – would contain the instrument number of Reference (lookup to Official Records) – would contain the instrument number of

the document that correspondence was based on. A search for a specific the document that correspondence was based on. A search for a specific instrument number would include all correspondence sent out from the instrument number would include all correspondence sent out from the Assessor’s officeAssessor’s office

• First Date – the date the correspondence was mailedFirst Date – the date the correspondence was mailed• Second Date – the date a second notice was mailedSecond Date – the date a second notice was mailed• Due Date – the date any money or response is due based on the original dateDue Date – the date any money or response is due based on the original date• Received Date – the date any money or response was received onReceived Date – the date any money or response was received on• Penalty Date – the date any penalty is due based on the correspondence mailedPenalty Date – the date any penalty is due based on the correspondence mailed

Assessor WorkflowAssessor Workflow

Possible Crystal Reports:Possible Crystal Reports:• Sales ReportSales Report• Workload ReportWorkload Report• Tracking ReportTracking Report

Electronic FilingElectronic Filing Level 1Level 1

• EasiestEasiest• Scan paper and electronically transmit via a secure Scan paper and electronically transmit via a secure

methodmethod• Planned in a future release of CountyCashierPlanned in a future release of CountyCashier

Level 2Level 2• Generate a digitized image and a separate data fileGenerate a digitized image and a separate data file• Electronically transmit both files via a secure methodElectronically transmit both files via a secure method

Level 3Level 3• 100% digital document with integrated data – ‘smart 100% digital document with integrated data – ‘smart

document’, XHTMLdocument’, XHTML

Check 21Check 21

Check Clearing for the 21Check Clearing for the 21stst Century Act Century Act (Check 21) – October 28, 2004(Check 21) – October 28, 2004

Impact on Banking IndustryImpact on Banking Industry• Less need to ship paper checksLess need to ship paper checks• Faster clearance of checksFaster clearance of checks

Impact on RetailerImpact on Retailer• ‘‘Electronic Check Conversion’ equals electronic Electronic Check Conversion’ equals electronic

fund transferfund transfer Impact on Check WriterImpact on Check Writer

• Faster clearance on checksFaster clearance on checks