How do I search for errors?

Search for errors in the database.

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How do I search for errors?
1. Step 1: Run Checkout
1. Step 2: Review the Checkout report
1. Step 3: Rerun the Checkout report
1. Options
  1. Check for multiple active property messages
  1. Check for unpaid fees on completed items
  1. Check for required information missing on permit
  1. Check for required information missing on project
  1. Verify one primary contractor on permit
  1. Verify one primary contact on project
  1. Verify properties have a primary owner
  1. Verify transactions have been updated to General Ledger through

Step 1: Run Checkout

1. Open Connect Community Development > Organization > Checkout.

2. Select the options on the routine.

3. Click GO (CTRL+G).

The routine runs. It may take a few minutes depending on how many options you have selected.

Step 2: Review the Checkout report

Use the instructions on the Checkout report to fix the errors in the database. Some of the errors can be fixed by running Recalculate. The rest of the errors will need to be fixed by hand.

How do I run Recalculate?

Use Organization > Recalculate. Use the form to select the options for running the routine. Then, click GO (CTRL+G).

Step 3: Rerun the Checkout report

When you're done fixing the errors listed on the Checkout report, rerun the Checkout report to make sure all of the errors have been resolved. When the Checkout report shows that the database is error free, then you're done.

Options

Check for multiple active property messages

Search for active properties with more than one active property message. When you set up a message, you can enter a start date and an end date. Each property should have only one active message attached to it. A property may have more than one active message when an end date has not been assigned.

How do I update messages on property records?

Open Connect Community Development > Properties > Modify Existing Properties. Use the Lookup bar to search for the property record. Click the Messages tab. The pane on the left side shows the messages that have been created for the property record. Click to select a message. The message details appear on the Message subtab on the right side. Enter an End Date to disable the property message.

Check for unpaid fees on completed items

By definition, a completed item should have all of the fees paid off. Use this option to search permits, projects, violations, and inspections for completed items with fees that have not been paid off.

How do I pay off a fee?

Use Connect Community Development > Properties > Enter Payments to look up the property record with the unpaid fee. Then, select the Type/Item and enter the payment amount.

Check for required information missing on permit

A required field must be filled in before the permit can be saved. There may be some instances when a permit is saved without filling in all of the required fields. You can use this option to search for values in the required fields on saved permits.

How do I add information to a permit?

Open Permits > Modify Existing Permits. Use the Lookup bar to enter the permit number. Locate the field name on the form and fill it in.

Check for required information missing on project

A required field must be filled in before the project can be saved. There may be some instances when a project is saved without filling in all of the required fields. You can use this option to search for values in the required fields on saved projects.

How do I add information to a project?

Open Planning & Zoning > Modify Existing Projects. Use the Lookup bar to enter the project number. Locate the field name on the form and fill it in.

Verify one primary contractor on permit

Each permit should be assigned to a primary contractor. This option will search permits for a primary contractor.

How do I assign a primary contractor?

Open Permits > Modify Existing Permits. Use the Lookup bar to enter the permit number. Click the Contractors tab. Select the primary contractor from the table. The contractor's name is highlighted. Now, click to select the Primary Contractor checkbox.

Verify one primary contact on project

Each project should have an individual or organization designated as a primary contact. Use this option to search projects for a primary contact.

How do I assign a primary contact?

Open Planning & Zoning > Modify Existing Projects. Look up the project number. Click the Contacts tab. Select the contact name and then select the Primary Contact checkbox.

Verify properties have a primary owner

Each property record should have a primary owner. Use this option to search for property records that do not have a primary owner assigned to it.

How do I assign a primary owner?

Open Properties > Modify Existing Properties to look up the property record. Click the Contacts tab. You can select an owner from the Contacts list, or you can click Add a New Contact. Select the Primary Owner checkbox to designate the contact as the primary owner.

Verify transactions have been updated to General Ledger through

Search the database for transactions with a transaction date that occurs on or before the date in the Verify Transactions Have Been Updated field.

How do I update transactions to the General Ledger?

Run Organization > Update General Ledger. Set up the selection criteria to select the transactions. The Checkout report will list the transaction dates and numbers. Click GO (CTRL+G).