Parcel Access - Parcel Module

To add a parcel access record:

1. Click Add Item.

   This displays in the Actions menu on the right side of the page.

2. Complete these fields:

   • Group: Select the parcel access group from this field.

     Common examples include deed, easement, and right-of-way.

     Create a new group or category.

     Groups are the first level of organization in Lucernex. Groups are the parents of types, and grandparents of categories. Groups, types, and categories are used to simplify reporting.

   • Type: Select the parcel access type from this field.

     Common examples include utilities, roadways, and railroads.

     If you want to create a new type, follow the Add a Type procedures.

     Types are the second level of organization in Lucernex. Types are the children of groups, and parents of Categories. Groups, types, and categories are used to simplify reporting.

   • Category: Select the parcel access category from this field.

     Create a new group or category.

     Categories are the third level of organization in Lucernex. Categories are the children of types, and grandchildren of groups. Groups, types, and categories are used to simplify reporting.

   • Effective Date: Enter the effective date of the parcel access record.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   • Expire Date: Enter the expiration date of the parcel access record.

     Often times easements will only be valid for a certain period of time. Enter the expiration date in this field.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   • Tickler Date: A Tickler Date is used in reporting to give notice that the expiration date is approaching. If your company uses tickler dates, enter the date in this field.

     There is no associated functionality with this field.

     You can also click Calendar to open the Date Picker and select the appropriate date.

   • Does it Exist?: Some clients will pre-load a standard set of easements into Lucernex for all of their parcels. If your company has done this, select this check box if this easement exists for this parcel.

   • Comments, Additional Information: Enter any additional information in this field.

3. To attach a document to a parcel access record, click Attach Document .

   A window opens.

4. Do one of the following:

   • Select an existing document:

     1. Click the folder where you uploaded your document.

        The document appears in the Documents pane.

     2. Select the document.

     3. Click Select Document.

        The window closes. The document title appears in the field next to the Attach Document .

   • Upload a Document.

5. Enter the page you want to reference in the Page field.

6. Enter the paragraph you want to reference in the Paragraph field.

7. Enter the line you want to reference in the Line field.

8. Click Save Changes.

   The page refreshes. Your changes are saved.

To edit a parcel access record:

1. Select the record you want to edit from the Parcel Access List at the top of the page.

2. Make your changes.

3. Click Save Changes.

   The page refreshes. Your changes are saved.

To delete a parcel access record:

1. Select the record you want to delete from the Parcel Access List at the top of the page.

2. Click Delete Item.

   This displays in the Actions menu on the right side of the page.

   A dialog opens, asking you to confirm your choice.

3. Click Yes.

   The page refreshes. The record is deleted.

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

To import data:

1. Click Import Data.

   This displays in the Actions menu on the right side of the page.

   The Upload Spreadsheet window opens.

2. Click Download Spreadsheet if you need to download a spreadsheet for import.

   The spreadsheet downloads.

3. Complete the spreadsheet.

4. Save the spreadsheet with a unique title, so that you can identify it for tracking purposes.

5. Click Browse in the Upload Spreadsheet window.

   An upload dialog box opens.

6. Select the spreadsheet you saved in step 4.

7. Do one of the following:

   • If you are doing a test import of your data in TRAIN, select the Continue till the end option.

     This will import the entire spreadsheet, with the exception of the lines that have errors. The system will give you a summary of the lines that had errors once the import is complete.

   • If you are importing your data in PRODUCTION, select the On first error option.

     This will stop the import if the system encounters an error, and the system will inform you which line had the error. You can then fix your import, remove the lines that have already been imported, and then re-import the spreadsheet.

8. Click Import.

   The import starts.

   The import completes. A window with a summary of the results of your import displays.

9. Click Close.

   The window closes. A dialog box opens, asking if you want to reload the page.

10. Click Yes.

    The page refreshes. Your new data appears on the page.

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

To view the audit log:

1. Select the record whose audit log you want to view from the list at the top of the page.

2. Click Audit Log.

   This displays in the Actions menu on the right side of the page.

   The Audit Log window opens, displaying a list of changes.

   There are three click-able areas in the Audit Log:

   • If you click a link in the Entity column a window will open with all activity for the associated entity.

   • If you click a link in the Item ID column a window will open with all activity for a specific item, such as a straight line summary record for a contract. The Item ID is a unique identifier that persists indefinitely for that particular record.

   • Occasionally items in the Old Value or New Value columns will be hyperlinked because those fields are hyperlinked in the system. These hyperlinks have no associated functionality.

You can create a printable view of the data on the page.

1. If the page has a list layout, select the record you want to print from the list at the top of the page.

2. Click Printable View.

   This displays in the Actions menu on the right side of the page.

   A window opens, with the page data in a printer-friendly format.

3. Print the contents of the window.

You can save a page to your documents.

1. Click Save to Documents.

   This displays in the Actions menu on the right side of the page.

   A window opens.

2. Select the folder where you want to save the document from the Folder for Generated Document field.

3. Enter a File Name.

4. Select Send email notifications? to send an email notification to anyone who is a member of the folder.

5. Click Save.

   The window closes. The document is saved.

6. To view your document:

   1. Navigate to the Documents page.

      Use the links in the Navigation Pane on the leftmost side of the page.

      The Documents page is a third-level tab under the Details sub-tab.

   2. Navigate to the folder where you saved the document.

      The document will appear in the folder.

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

The Link provides direct links and XML data for exports into TRAIN.

• To access the Links to this page window, click Link.

  This displays in the Actions menu on the right side of the page.

  The Links to this page window opens.

Entity Links

• Page URL for current [Entity]: Provides the link for the current page in the UI.

• Page URL for [Entity] '[Name Here]': Provides a direct link to the page in the UI for the specific entity that you are currently viewing.

  This URL is useful when you want to share a direct link to a page via email.

• Top Menu Item URL for current [Entity]: Provides a direct link to this page for use in your top menu.

Export as XML Options

To export XML data for this page:

1. Enter any XML elements you want to include in the XML element includes field.

2. Enter any XML elements you want to exclude in the XML element excludes field.

3. Select or clear the following check boxes as necessary:

   • Want firm defined fields: Include your user-defined fields.

   • Want referenced records: Include referenced records, such as location data for a contract.

   • Include all records of this type: Include all records of a particular entity type, such as a contract, location, or portfolio.

   • Importing into a different firm / env: Select if you will be importing this data into a different firm or environment.

4. Click Export.

   The export processes. An Export Status window opens.

5. Click Save XML File.

   A Save dialog box opens.

6. Save the file somewhere you will be able to find it on your computer.