Run Activity Validations

Validate the data on record changes within a selected timeframe.

Prerequisites

Activity Validation permission is required to run this process.

Run an activity validation

1. From the left-side navigation, select Processes.

2. Under the Parcels section, select Activity Validation.

3. Populate the fields.

• Enter Dates From and To: Enter the date range of the activities to query.

• Change Type: Select the change type(s), either Parcel, Transfer, or both.

  View the change categories for each type here.

  • Activity Type: Parcel

    • Category: Assessment

      • Appraisal Manual Details

      • Appraisal Mobile Home

      • Appraisals

      • Calculations

      • Details

      • Districts

      • Owners

      • Tax Year

      • Mobile Homes

    • Category: Profile

  • Activity Type: Transfers

    • Categories: Transfer Details, Transfer Owners, Transfer State Codes

4. Select Search Activity.

5. On the Activity Validation Log panel, select Refresh.

The completed process displays in the Activity Validation Log panel.

To delete an Activity Validation process, select the Delete icon next to the process in the Activity Validation Log panel.

View activity validation details

View details in the Activity Validation Details section.

1. From the left-sign navigation, select Processes.

2. Under the Parcels section, select Activity Validation.

3. Run an Activity Validation.

4. Locate the activity validation process in the Activity Validation Log panel.

5. Select View.

   The process's data displays in the Activity Validation Details section.

   The data is sorted by the last activity date (ascending).

6. Once the data in the Activity Validation Details section has been reviewed, select the checkbox in the Reviewed column.

   Selecting the checkbox changes it from No to Yes and vice versa.

7. Optional: Select View Report to open a PDF of the details in a new window.