Sunday, April 25, 2010 | Monday, April 26, 2010 | Tuesday, April 27, 2010
LEGEND
Auditor/Assessor = A | Treasurer/Tax Accounting = T |
Information Technology = IT
All Groups Listed Here = All
Tuesday, April 27, 2010
(Workshops and Sessions Begin at 8:30am) 2010 Appraisal & Tax User Conference Worksheet
Combined Business Meeting, 8:30am – 9:30am (All IAS, Orion, OASIS)
In this annual meeting of the Tyler User Group, the group reviews proposed bylaw changes and elects new officers.
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Introduction to iasWorld Personal Property Workshop, 9:45am – 10:45am
(IAS, A)
This workshop provides an overview of the Personal Property transaction and templates in iasWorld. Topics of discussion include: search and advanced search capability to retrieve PP accounts, transaction tab configuration, value posting and spreadsheet configuration for detailed assets, calculating various types of penalties, maintaining leased accounts/equipment and role security by transaction, tab and year.
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iasWorld Appeals Processing Workshop, 9:45am – 10:45am (IAS, A)
During this workshop attendees learn about appeals processing and how it is implemented in iasWorld to improve business processes.
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Orion Comparable Sales 1, 9:45am – 10:45am (All Orion)
This Orion workshop provides specific instruction on key market modeling and comparable sales activities. Selected topics include: extract edits and custom market settings on the market setup parameters, incremental selection rules, key reports such as the market variable property report and the model statistical summary and including concatenated variables on the comparable sales report.
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OASIS Selectabililty, 9:45am – 10:45am (All OASIS)
During this session we review new features of Selectability, recent fixes and corrections and our approach to implementation.
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iasWorld Utility/Miscellaneous Setups Workshop, Pt. 1 & 2, 9:45am – 12:00pm (IAS, IT)
This workshop focuses on a variety of topics, including adding new users, creating/assigning roles, transaction security and assigning setup forms.
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Integrating iasWorld with ESRI’s ArcGIS Server, 9:45am – 10:45am (IAS, A)
During this session we discuss all aspects of integrating iasWorld with ESRI's ArcGIS Server, including system architecture, layer configuration (cached vs. dynamic), cartographic display recommendations and options on how to dynamically render CAMA data on thematic map layers.
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Public Information in Challenging Times, 9:45am – 10:45am (All)
During the roundtable discussion at last year’s conference in Williamsburg, we learned that many jurisdictions face common public information challenges with the current real estate market: increasing numbers of appeals, confusion over how declining property values affect assessments and myths created by an uninformed public. This session includes a brief overview of how to create a public information plan and focuses on applying good communication principles to today’s challenges.
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iasWorld Splits, Combos and Parcel Copy Workshop, 11:00am – 12:00pm
(IAS, A)
Every year, your jurisdiction’s real estate landscape is changed by sales, property developers and land owners, all of which mean more work for your office. Discover how to work within a transaction to combine split and use the multiple copy methods provided by iMaintain to help make the process go smoother. This workshop provides attendees with the opportunity to learn how these tasks are facilitated in a Web–based environment.
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iField Mobile, 11:00am – 12:00pm (IAS, A)
This session focuses on the newest release of iField. Learn about the new user interface, integrated sketch functionality, photo and map features and much more.
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Orion Comparable Sales 2, 11:00am – 12:00pm (All Orion)
What are the assumptions underlying MRA and what are the consequences of violating them? When is a market model good enough? Are too many constraints a bad thing? Can comparable sales be applied to commercial properties? These and other questions will be covered during this second Orion Comparables Sales session.
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Tyler Content Manager, 11:00am – 12:00pm (All)
Say goodbye to content that has been handled multiple times, stored in multiple places, misfiled or misplaced. We recognize the need to become a paperless society and the value of saving time, energy and dollars. Come experience Tyler Content Manager first hand and learn about the application’s ability to manage content in your office related, and unrelated, to your Appraisal and Tax documents.
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New Features & Improvements in iMaintain, 11:00am – 12:00pm (All IAS)
New Features & Improvements in iMaintain provides an overview of the new and improved features that have been added to the iMaintain product during the past year. This session should be especially beneficial to users currently on an earlier release of iasWorld, but may also provide some insight to users on the IAS4 product.
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Loading Data from Electronic Returns in iasWorld, 11:00am – 12:00pm (All IAS)
Using the Internet is fast becoming the preferred way to communicate with taxpayers, other government entities, businesses and organizations, and has expanded beyond just e–mail to receiving data electronically. iasWorld is a browser–based application, making it easy to provide screens for our external users to directly enter data into forms. This session provides a descriptive overview of how this can be implemented so that filing forms electronically can be integrated with iMaintain transactions to audit and update information from the filings. We will also discuss other methods for transferring data using an Internet interface.
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iasWorld Discoverer 1 – Introduction Workshop, 1:15pm – 2:15pm (IAS, A)
Learn how to navigate Discoverer, an intuitive ad–hoc query, reporting and analysis tool designed for end users of all levels. Discoverer enables users to access data immediately for ad–hoc reporting and queries without using pre–written canned reports. Learn how to save your reports to the database, format the data, add column headings and export the data to other data formats during this informative workshop.
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iSketch Workshop, 1:15pm – 2:15pm (IAS, A)
During this hands–on workshop attendees become sketching wizards in iSketch, the newest version of the mouse sketch feature in iasWorld.
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Orion Workflow, 1:15pm – 2:15pm (All Orion)
Workflow allows users to configure the iasWorld system to mimic existing business processes governing data entry. Using Workflow, users can add a document or image to a workflow queue, assign it to an individual to be worked on, associate it with a property and review the steps taken along the way. This session demonstrates the incorporation of information into Orion, the assignment of responsibilities to individuals, data entry and processing and checks and balances.
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OASIS Mass Updates, 1:15pm – 2:15pm (All OASIS)
During this session we discuss the OASIS database update utility programs MASSCHG and DBUTIL. Various run options will be demonstrated along with examples of jobs and job parameters.
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iasWorld Template Configuration Workshop, Pt. 1 & 2, 1:15pm – 3:30pm
(IAS, A)
This two hour workshop covers how to create custom templates for iasWorld and how to assign them to transactions/roles.
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Upgrades & Hot Patches, 1:15pm – 2:15pm, (IAS, IT)
This session presents an overview of the upgrade process for IAS4. Attendees gain valuable knowledge of the preparation and completion of the IAS4 software upgrade. The session also includes a brief discussion of backups and why they are important.
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Penalty & Interest "On–the–Fly", 1:15pm – 2:15p, (IAS, T)
This session demonstrates the benefits of using "on–the–fly" penalty and interest, such as easier tax adjustments and effective date processing, and reviews the setups necessary for implementation.
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iasWorld Discoverer 2 – Customizing Workshop, 2:30pm – 3:30pm (IAS, A)
Move to an advanced skill level with Oracle’s Discoverer ad–hoc query, reporting and analysis tool by learning how to set up or modify the administrative settings behind Discoverer during this informative workshop. Attendees should already be familiar with how to use Discoverer to create basic reports and queries.
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iasWorld Market Grid Workshop, 2:30pm – 3:30pm (IAS, A)
We developed an alternative comparable sales method within iasWorld for situations where standard market analysis is limited due to having only a small number of relevant sales with a large variability. This method begins the search for comparables from a default model. It then allows the reviewer to override the sales selection criteria for a subject, select other sales within the available sales pool and/or customize the adjustments for individual sales by varying both the variables being adjusted and the adjustment rates for each sale. This workshop provides an overview of how this method extends comparable sales valuation to areas where the sales sample is not sufficient to support standard modeling and comparability methods. Further discussion will focus on determining the variables and model structure needed to account for the differences in the way the market determines sales prices for commercial, rather than residential properties.
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Orion Tips, Tricks and Reports, 2:30pm – 3:30pm (All Orion)
Did you know you can jump to a specific tab in Orion with two keystrokes? Or that you can search for a specific right within a role? This session covers many basic tips and tricks for getting the most out of using Orion, as well as an overview of useful, but underused, reports in Orion.
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Introduction to Spatialest, 2:30pm – 3:30pm (IAS,A)
(Repeat session from Monday morning)
This session provides a demonstration of the spatialest product and explanation of how it fits into the iasWorld product strategy. spatialest offers a powerful user–friendly modeling interface that combines the visualization and spatial analytical function of GIS with more traditional techniques and functions of CAMA modeling, such as regression analysis. Attendees will gain an understanding of the internal spatialest data model, data transformations and exploratory data analysis by graphical and tabular means, model building and comparable sales valuation.
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Client Server to iasWorld Implementation, 2:30pm – 3:30pm (All IAS)
"What to expect and where to go from here." This class presents some of the issues to be aware of as your organization moves from a client server to the Web–based iasWorld.
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Release Notes Review, 2:30pm – 3:30pm (All IAS)
This session highlights many of the new features included with release 31 and release 32.
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Workflow Event/Business Processes Management, 3:45pm – 4:45pm (All IAS)
During this session we discuss how the new iasWorld workflow–enabled framework can be leveraged to develop solutions that respond to real world events and offer sophisticated business process management features. The session also includes a workflow demonstration, which will highlight the new iasWorld Activity Center where users get and manage assigned tasks.
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Tour iasWorld Help Workshop, 3:45pm – 4:45pm (All IAS)
This workshop is designed to help users feel comfortable with the iasWorld Help interface. We will demonstrate some of the general customizations that are available for a site–to–site basis and examine how to use the tool efficiently and effectively to help empower users to troubleshoot potential issues on their own.
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Orion Roundtable, 3:45pm – 4:45pm (All Orion)
Your colleagues are your most valuable source of professional information. This roundtable discussion will help attendees draw upon each other’s knowledge and experience to identify timely issues and practical solutions. The Orion team will be available for input and discussion. Please come prepared to participate.
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Marshall & Swift Commercial Evaluation in iasWorld, 3:45pm – 4:45pm (IAS, A)
Discussion of M&S commercial valuation options in IAS including the annually updated cost schedules from M&S and the recently developed integration of M&S MVP commercial pricing engine with iasWorld 6.0. During this session we review the current available options, demonstrate the new MVP integration and hold an open discussion of the issues involved with continuing to use the annual updated cost schedules and migrating to the MVP integration.
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Introduction to iQuery Workshop, 3:45pm – 4:45pm (All IAS)
This workshop provides an introduction to the new iQuery module, an application that enables users to query the IAS database for data matching user–defined criteria.
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Onyx Customer Portal, 3:45pm – 4:45pm (All)
During this session attendees see our new ticket system for logging issues once you are in Support. Attendees learn how to log in, create, update, view the status of and close tickets. The life of a ticket and what happens after that initial call to Support is also reviewed.
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Roundtable – Improve/Streamline Batch Payment Posting, 3:45pm – 4:45pm
(IAS, T)
During this roundtable we will discuss ideas to simplify batch payment processing, focusing on lockbox processing and mortgage company processing. Please come prepared to participate.
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