Overview

The Organization section of the Evaluation is to capture Assessor's office personnel information including their associated activities, trainings, certifications and property associations.


Please provide contact information for:

  • Assessor
  • Listers
  • Town Clerk
  • Tax Collector
  • Treasurer
  • Delinquent Tax Collector

** You must enter at least two people in your organization to submit**


By default the Organization panel will not contain any information (As shown below). To

Adding Personnel

1. Select the blue Add button

2. Enter the users First Name, Last Name, Title, Email, Phone and Extension. Select a Department, Position and Type for the user (note if they are an elected official enter their Term Expiration date). Select the green Save button.


Editing Personnel

1. Select the Actions menu to the left of the record and select "Edit"

2. Edit the user information as needed and select the green Save button.


Deleting Personnel

1. Select the Actions menu to the left of the record and select "Delete"

2. Edit the user information as needed and select the green Save button.

3. Select the red Yes on the confirmation modal window


Managing Personnel

Managing Personnel includes the ability to add Activities, Training, Certifications and Associated Properties.


Managing Personnel-Activities

1. Select the blue Add button and select Activities

2. Select an Activity type from the picklist

3. Enter the percent full time equivalent (FTE) that is spent on that activity in the %FTE field

4. Enter a description of the activity in the Description field

5. Select the green Save button


Managing Personnel-Certification

1. Select the blue Add button and select Certification

2. Select an Certification type from the picklist

3. Select an Certification Sponsor from the picklist

4. Enter the date the certification was issued in the Date field

5. Enter a description of the certification in the Description field

6. Select the green Save button



Managing Personnel-Properties

1. Select the blue Add button and select Property

2. Enter the appropriate criteria to search the PIE database and select the blue Search button


3. Results will be displayed in the results table below the search panel. Select one or many records in the results by selecting the checkbox to the left of the record.


4. Select the Property Link Type below the table to establish the relationship between the selected properties and the person you are associating them with.

5. Select the green Add button