Settings and Preferences

Settings and Preferences

Settings and Preferences are critical to the proper operation of the system. It controls different areas including assessment, computation, signatories and workflow processes. The appropriate behavior of the system is dependent on the correct setup of the settings and configuration of the preferences.

Signatory Template

The signatory template identifies the different personnel who have signed the FAAS appraisal sheet. This is used in the capturing of manual FAAS record into the system. The template includes only the four (4) key positions, namely: Appraiser, Taxmapper, Recommender and Approver.

Adding New Signatories

1. To add a new signatory, open the Main Menu.

2. Open the Signatory Templates list page by double-clicking the Settings -> Signatory Templates item.

3. Select the Doc Type item in which to add a new signatory and then click Open to display the signatory page.

4. The screen above allows you to manage the signatories.

5. Click Add to open the new signatory page.

1. Enter the following information:

   1. First Name – the first name of the signatory. This is required.

   2. Middle Name - the middle name of the signatory.

   3. Last Name - the last name of the signatory. This is required.

   4. Title - the job title of the signatory. This is required.

   5. Department - the department of the signatory. This is required.

2. Or you can click on Search Personnel and select existing personnel from the lookup list.

6. Click Save .

7. Click Close .

Assessor Settings and Preferences

The assessor settings and preferences are options that control the processing and behavior of transactions, reports and workflows. The complete settings are:

Setting	Description
allow_consolidation_with_balance	Must be checked if consolidation with balance is allowed.
allow_faas_transaction_with_balance	Must be checked if FAAS transaction with balance is allowed.
allow_subdivision_with_balance	Must be checked if subdivision with balance is allowed.
current_ry	The current revision year
faas_datacapture_allow_edit_av	Allow editing of assessed value to match the manual computation when capturing FAAS.
gr_ordinance_date	The general revision ordinance date. Needed when printing the tax declaration.
gr_ordinance_no	The general revision ordinance no. Needed when printing the tax declaration.
gr_renumber_pin	Must be checked if PINs are renumbered when batch processing general revision
gr_td_autonumber	Must be checked if FAAS are automatically assigned with TD No when batch processing general revision
lgu_name	The name of the LGU
lgu_objid	The PIN of the LGU
lgu_type	The type of the LGU. Valid values are city, province or municipality.
pin_parcel_length	The length of the parcel. This is 3 for old numbering system and 2 for the new numbering system.
pin_section_length	The length of the section. This is 2 for old numbering system and 3 for the new numbering system.
pin_type	The current PIN numbering system in the LGU. Valid values are old and new.
rpt_round_to_ten_item_assessed_value	Check if the assessed value of items is rounded off to Tens (10).
sangguinan_name	The name of the sanggunian.
subdivision_allow_equal_area_only	Check if subdivision with mismatched area is allowed.
td_autonumber	Check if TD No. is automatically generated when approving a transaction
td_autonumber_sequence_count	The number of sequence count when automatically generating TD No. Default count is 5.
td_format	The format of the TD No. when automatically generated. The format is based on the following characters: Y - revision year P - province index C - city index M - municipality index D - district index B - barangay index The standard format is Y-B.
td_report_display_appraisedby	Must be checked if the appraiser information is to be displayed on the tax declaration printout.
td_report_display_recommendedby	Must be checked if the recommender information is to be displayed on the tax declaration printout.
td_report_item_format	The column format for the tax declaration printout. Valid values are BLGF and CUSTOM. The default is BLGF.
td_show_landinfo_on_improvements	Must be checked if land information is to be displayed on the improvement tax declaration printout.
url_logo_assessor	The URL for the assessor logo.

Editing Settings and Preferences

1. To edit the settings and preferences, open the Main Menu explorer.

2. Navigate and double-click the Settings -> Assessors -> Assessor Settings and Preferences item

3. Setup the correct settings and then click Update .

4. Click on the

   to move from page to page.