| 3.2 |
Entry in all fields except heating (which defaults to "Y") is optional. |
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| 3.3 |
Where a LOV is available, only entries listed on the LOV will be allowed. (This can be either typed directly into the field or selected from the LOV.) |
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Where a LOV is not available, eg. because the value to be entered is numeric, a validation will enforce that inappropriate entries cannot be made, eg. alpha characters. |
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| 4. |
Individual Property Details |
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4.1
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It has therefore been decided to create a single generic screen that will be accessed from all Applications including Property Details. The layout will be similar to that already available within the Property Details Application. |
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4.2
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In the CRAC and Property Transactions Applications, the existing individual dwellinghouse code fields will be replaced by a single field on screen which will be titled "dwelling codes". |
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Access to this field will be by either <CR>, TAB or Enter, for domestic properties. On accessing this field, the user will be taken immediately to the new generic screen. |
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Entry to this screen will be optional. |
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The cursor will be in the first field "Group". The pertinent date of the case or transaction will have been automatically entered in the "Query Date" field by the system. The dwellinghouse codes in force at that date (if any) will be displayed together with the date those codes came into force - the "effective date". |
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It will be possible to update an existing record or create a new record as at present. It will also be possible to exit by pressing <F12> without inputting any data. |
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| 4.3 |
In the case of access from the Council Tax Application, the use of Esc followed by O will now access the generic screen instead of the pop-up window. |
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Entry into this screen will be optional. |
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The cursor will be in the field "Query Date". It will be possible to query records, update an existing record or create a new record as at present. |
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| 4.4 |
Within the Council Tax, CRAC and PT Applications: |
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Pressing <F12> to exit without making or saving changes will return the user to the calling screen (ie. in CT, CRAC or PT). |
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Where the user wishes to save changes that they have made, pressing <F10> will return the user to the calling screen but the changes will be merely recorded until a commit is made from the main Application screen. |
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A warning message will be displayed: |
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"Changes recorded - only on commit from the main screen will changes be stored". |
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If the user exits CT, CRAC or PT by pressing <F12> (exit without saving), the data input into Property Details will also be lost. |
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| 4.5 |
Within the Property Details Application: |
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There will be no change to the way in which the generic screen is accessed from the Individual Property Details Application. |
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Pressing <F10> will commit any changes as at present Pressing either <F10> or <F12>, however, will also take the user back to the previous screen. |
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If the user wishes to "re-query" a record, pressing <F2> will clear existing retrieved data and return the cursor to the query date ready for the next query. |
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| 4.6 |
The functionality whereby an existing record is updated or a new record is created is unchanged. |
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| 5. |
Bulk Dwelling House Codes |
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| 5.1 |
The domestic details screen will display the full seventeen dwelling house codes. |
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| 5.2 |
Lists of Values will be available where appropriate (see Appendix A). |
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| 5.3 |
The basic functionality will be unchanged but is repeated below for ease of reference. |
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5.3.1
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Only domestic addresses with a current live or pending current CT Band will be carried through from the selected address screen into the Bulk Input screen. All non-domestic properties, land properties, domestic properties without a CT band and domestic properties with only an historic or pending historic CT band will be dropped. |
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| 5.3.2 |
Users may find it quicker to mark all properties that are retrieved by the address search and let the system filter out those which are not relevant. |
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| 5.3.3 |
BATlinks will apply. |
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| 5.3.4 |
The filtered addresses will be displayed down the left hand side of the screen. |
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5.3.5
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It will be possible to access the address fields (shift + tab or <CR> through the whole line entry), to scroll along through the full length of the address if so required, or to use of Esc + E to allow the full address to be seen (in a pop-up box) without the need for scrolling. |
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| 5.3.6 |
Where more addresses are retrieved than can be displayed on screen (15), it will be possible to scroll through all addresses using the up and down arrow keys. |
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| 5.3.7 |
The Page Up (<F5>) and Page Down (<F4>) facility will also be available. |
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| 5.3.8 |
The line where the cursor is located will be highlighted (including address) to assist the user to input data against the correct address. |
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| 5.3.9 |
Navigation across a row will be via return (<CR>) or tab. Shift + tab will move the cursor back through the fields. |
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| 5.3.10 |
The latest set of dwelling house details for each property will be retrieved together with the effective date that those details came into force. |
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| 5.3.11 |
Pick lists will be available on all relevant fields. |
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| 5.3.12 |
It will be possible to enter or change data in every field including the effective date. |
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| 5.3.13 |
An entry in the Heating and Effective Date fields will be mandatory, ie. not null. Entry in all other fields will be optional. |
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| 5.3.14 |
It will not be possible to create a new "default" record, ie. one with only the Heating and Effective Date fields completed via the bulk entry option. |
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| 5.3.15 |
As well as being able to input/amend data on individual rows, there will also be a facility to copy/paste repeat data to cater for similar properties. |
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| 5.3.17 |
A "Copy Values" box will be displayed at the bottom of the screen. Access to this box will be via <F1> (next block). |
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| 5.3.16 |
Data can be entered in as few/many fields as required. |
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The same validations will apply to the entries in the "Copy Values" box. Pick lists will be available on all relevant fields. |
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| 5.3.18 |
Once the repeat data to be copied has been entered, the user can press <F2> (previous block) to take them back to the main screen. |
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| 5.3.19 |
When the cursor is against the first address where this data is to be entered, pressing <F3> will paste the data into that row. |
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5.3.20
|
Where data is entered in the "Copy Values" dwelling house code field, then that data will be copied into the corresponding field in the "paste record". If data already exists in that field, the "paste" facility will overwrite it. Where there is a null entry, the "paste" facility will insert the data. Where data is not entered in one or more of the fields in the "Copy Values" box, the "paste" facility will NOT overwrite any existing entry, ie. it will not replace any existing value with a null entry. |
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5.3.21
|
The cursor should then be moved to the next row where this data is to be entered and the user should press <F3> again. The process should be repeated until the data has been pasted into all relevant rows. Individual rows can then be edited if required to cater for minor variations, eg. different areas. |
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5.3.22
|
All required changes should be made to the retrieved records. Pressing <F10> will then commit ALL amended records. Pressing <F12> will then return the user to the Property Details Main Menu. |
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If <F12> to exit is used without first pressing <F10>, then ALL changes just made on that screen will be dropped. |
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| 5.4 |
A new facility will be available. Pressing <F6> from any column will insert an "R" in the "Reason for coding" field for that record. |
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This will be displayed on the key map (press Esc + K to access) as: F6 Mark as bulk captured. |
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| 6. |
SAS |
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| 6.1 |
Details of the full dwelling house code records attached to CT-banded properties and transaction data (Particulars Delivered) will be transmitted to SAS on a regular basis, where the data can be further interrogated. |
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A full list of all dwelling house codes is attached as Appendix A : |
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Dwellinghouse Codes - additions/changes to existing codes are shown in red. |
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March 2003 |