Differences

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--- assessor:rebates:add_a_rebate [2021/07/26 14:04 UTC] – created samuel
+++ assessor:rebates:add_a_rebate [2021/07/26 14:38 UTC] – [A Look at the "Add Rebate" Form] samuel
@@ Line 1: / Line 1: @@
-To add a rebate, you must first open the "Add Rebate" form.
+======Adding a Rebate======
-.  Navigate to the bottom-left corner of the "Rebate Search Results" lookup form.
+=====Opening "Add Rebate" Form=====
+To add a rebate, you must first open the "Add Rebate" form.\\
-. Click on the grey "Add Rebate" button.
+  - Navigate to the bottom-left corner of the "Rebate Search Results" lookup form.
+  - Click on the grey "Add Rebate" button.
+  - The "Add Rebate" form will appear
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/6c86bcdc-7287-4ef2-b0fa-6e3e98bce6f1-02.png?width=1024}}
+=====A Look at the "Add Rebate" Form=====
+Let's take a look at the "Add Rebate" form and all of its fields.
+**The Red Section:**
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/4d20ad97-8ff0-4e41-b07f-2d96e7fb25d0-01.png?width=250}}
 \\
+The "red section" or top section of the form contains the following:
+  * A field to input the property owner's control number
+  * The start date (effective date) of the rebate
+  * An uneditable end date that is calculated based on the next assessment, next tax period, or if the parcel has been eliminated/merged.\\
 \\
+**The Blue Section:**
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/5db84713-7d58-47ab-9275-0deae33854ff-02.png?width=250}}
 \\
+The "blue section" or lower section of the form contains the following:
+  * A matrix that stores the Original, Corrected, and Reduction amounts of the assessment that a rebate is being created on.
+  * Within the matrix, two corrected value fields: one for corrected land value and one for corrected improvement value.
+  * A field to input the reason for the rebate.
+  * An "Add Rebate" button (cannot add the rebate until all fields on the form are filled).
+  * A "Cancel" button (closes the form).
+\\
+=====Entering Owner Information=====
+Let's add a new rebate.
+. Enter a Control Number into the "Control #" field.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/3c5732c1-367d-4d4a-b9e3-58a718544ac5-01.png?width=500}}
 \\
+. Enter a Start Date into the "Start Date" field. For this demonstration, let's imagine a rebate needed to take effect starting at the beginning of the 2015 municipal tax billing year.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/ae1e8ee9-dbd8-4dba-9eee-81f0bdc09ae1-02.png?width=500}}
 \\
-. The following form should appear:
+. Press Enter and the current assessment information will load into the form:
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/51b02fb8-41b6-4e7a-aeb0-95ed64f1ca56-03.png?width=500}}
+\\
+=====Original Assessment Information=====
+Let's analyze the information the "Add Rebate" form displayed.\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/14377b1c-726e-454f-94f8-c42e1566223b-01.png?width=500}}
+\\
+**In the Cyan Box: **The property owner(s)' full name.
+**In the Yellow Box: **The date and reason of the current assessment the rebate is taking effect on (in this case, the property owner's house whose assessment took effect on 7/1/2008).
+**In the Purple Box: **The current assessment's end date and the reason for the particular end date (In this case, the end date for the current assessment is 6/30/2016 because the software found a new assessment effective as of 7/1/2016 for the addition of a wood deck).
+**In the Red Box: **The original land and improvement assessment values and their total sum.
+\\
+=====Entering Corrected Values=====
+For this demonstration, let's imagine a large, dead tree fell during a heavy snowstorm and landed on the property owner's house. The house suffered severe damages and needs to be re-roofed. Upon reevaluation of the property, its improvement value has been reassessed to $125,000.
+**In the Blue Matrix:**
+The land assessment has not changed, so we can enter the same value as the original value into the "Corrected Land" field.
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7bf4c007-ceb0-4382-a54f-eac9fc8e74b9-01.png?width=500}}
+\\
+The improvement assessment //has //changed, so we can enter the new, corrected value of $125,000 into the "Corrected Improvement" field\\
+\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/7323ed1f-2719-44f8-89d7-282f6341641a-02.png?width=500}}
+\\
+Notice how the running "Reduction" total is displayed in bold as this is the amount the rebate will be calculated on.\\
+\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/d2a501eb-7ca8-455e-b008-ffc2cfe82462-03.png?width=500}}
+\\
+=====Entering Reason for Rebate and Adding the Rebate=====
+At the bottom-left corner of the blue matrix, we can add our reason for the rebate in the field. Let's put, "tree collapsed roof, storm damage."
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/a0b587a2-413a-47a4-b722-de9f8414c2a9-01.png?width=500}}
+\\
+Before clicking "Add Rebate," let's ensure we filled in all the information we need:
+  * The Control Number
+  * The Rebate Start Date
+  * The Corrected Land Value
+  * The Corrected Improvement Value
+  * The Reason for Rebate\\
+\\
+{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/06a5f78b-aa48-4584-a7e4-ab0be33681a1-02.png?width=500}}
+\\
+If you have filled all the required fields you can click the grey "Add Rebate" button.
+\\
+**Note:** This will cause the "Edit Rebate" form to open.
+\\
+=====Data You Cannot Enter=====
+**You cannot enter the following data into the "Add Rebate" form:**\\
+  - A rebate start date that exists more than seven years ago
+  - A rebate start date that exists before a recorded assessment
+  - A rebate start date that exists after a parcel has been eliminated or merged
+  - An unfinalized rebate that shares the same start date
+  - A future date
+  - Blank fields
-{{https://ruzukuprod.b-cdn.net/grandjean/v1-u-15/0c525db0-4a31-4fb0-b023-1ec535665320-01.png?width=1024}}