In most cases, parcel records are created by importing a recurring parcel import from the assessor's office or GIS data. Only manually create parcels if you are absolutely sure it is required.

Important Note

• Any data that does not match the assessor or GIS data when a bulk update is complete will create extra records that could easily and quickly junk up the record database. If this is not carefully monitored, over time, the customer can create massive amounts of records assigned to parcels that do not exist. Searches of records using the correct parcel id, will not produce any records. The same holds true for addresses that are not entered correctly as the assessor knows them or will address them. This issue can be avoided by using the sub-lots feature.

Manually Add a Parcel

1. Navigate to Asset Management > Property Management > Add Record
   
   
2. Fill out the Owner Data
   
   
   • Tax Parcel ID: Enter the tax parcel number
   • Location: Add the physical address for the parcel
   • Map #: Enter the map number for the parcel
   • Association (Owner): Fill out the owner's first and last name
   • Mailing Address: The mailing address field must be formatted as follows: Street Address, City, State Zip
     
     Note: You must insert a comma and a space after the street address and the city and a space after the state. Using any other format or placing the mailing address on multiple lines will result in errors when printing your forms/letters and reports.
3. Enter the Occupancy Data
   
   
4. Fill out Property Data for the parcel
   
5. Add any applicable Fire/Safety Data
   
   
6. Enter information about the parcel's Space Utilization
   
   
7. Populate Additional Fields, as needed
   
8. Upload any supporting Documents for the parcel. These documents can be used for reference on Permits, Projects, etc. 
   
   
9. Click Save Parcel
   
   

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Bulk Parcel Updates

These updates are managed by CivicGov support staff using files provided by the customer. The process of updating the parcel records is to reflect changes in ownership and property detail data. The update does not affect any existing records created before the update process is completed.

Update an Individual Parcel Record

1. Navigate to Asset Management > Property Management > List
   
   
2. Search for and select a record
   
3. Update data fields as needed
   
   • Mailing Address: The mailing address field must be formatted as follows: Street Address, City, State Zip
     
     Note: You must insert a comma and a space after the street address and the city and a space after the state. Using any other format or placing the mailing address on multiple lines will result in errors when printing your forms/letters and reports.
4. Select the Click here to display records at this location tab to view the permits, certificates, projects, etc for the parcel
   
5. View the existing Buildings and Lots for the parcel and add additional, if needed
   
6. Scroll down and click Save Parcel
   
   

Supporting Articles

• Create Lots in a Parcel
• Create Buildings in a Parcel

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