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Site
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The Site page allows for robust data entry for Site characteristics of the property.
Action Bar
Several tools are available at the top of the page, nested beneath the Save button. Click the arrow next to Save to expose the following commands:
- Save: Saves the changes made on the current tab.
- Save and Add Another: Saves changes made to the current record and creates a new record associated with the same property ID.
- Copy to New Record: Copies all values and data from the current record and creates a new record with those same values and data.
- View Jobs: Open the Report Writer Jobs Manager and displays any Jobs associated with the property ID.
- Share: Click to open the Share modal. See Share for more information.
- Delete: Click to delete the current record. A popup will request confirmation.
The Select Print Sheet dropdown menu makes it easy to create a print-ready page in the desired format.
Click a command in the dropdown menu and a new browser tab will open with the property information in that format.
Land Size
This initial table is where you will enter in Land size information pertaining to your site description.
Frontage and Dimensions
Site Characteristics
To add a one-off item that is not available in the dropdown menus, enter the value you wish to have available in the text box at the top of the menu. Click Update Other to replace the Other menu item with the entered text.
Agricultural
User Assigned Fields
In addition to the default Site fields, you may create your own fields to accommodate your specific needs. These are called User Assigned Fields.
Sub Parcel Inventory
The table featured below can be used to accommodate a variety of additional sub parcels, such as pad sites.
A Totals row will appear when you have one or more sub parcel entries, and it will automatically calculate the square footage (SF) and acreage.
Click Add New to create rows for new entries.
To delete, check which rows you would like deleted under the Delete category, and then click Delete Selected.
Note: While there is not a limit on the amount of parcels you can add, only 20 parcels will import into the 46.02.1 version of the Site - Excel template. If your version of the Excel template does not appropriately import the subject parcels, add the following names to the appropriate parcel, increasing the number for 2, 3, etc.
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