Appeals Officer Schedule Set Up ~ Video

BEFORE user can use the schedule part of the appeal module they must set up the following…
1. Set up Hearing Officers
2. Set up EACH Officer’s Schedule
3. Schedule/Create Appeal

This process works the same for real and personal property accounts.

An appeals officer’s schedule must be set up for EACH officer and EACH day the appeals officer can work.

Example: If officer Ringo Dingo is available for hearings June 19, 20, 21 three schedules (one for each day) must be set up for Ringo.

To create an Officer Schedule for one officer, one day, GO TO:

Main Menu — Assessment — BOE Tracking

The BOE Tracking module will open.

GO to View — Support Tables — Schedule Parameters

The BOE Schedule module will open.

From here user can edit or add a new officer schedule.

FILL IN the new information
Day ID is autogenerated
CHOOSE Date Officer is available
Start Time
End Time
USE drop down to find officer’s name.
If officer isn’t on the list, add them through the officer set up module.
Location of the appeals meeting.
Choose default hearing length.
Exit to SAVE

To add a break to the officer’s schedule:

RIGHT-CLICK in the hearing schedule box
CHOOSE Add Break

FILL-IN Break times
CLICK Schedule to save

To remove break:
RIGHT-CLICK on break
CHOOSE Unschedule

An appeals officer’s schedule must be set up for EACH officer and EACH day the appeals officer can work.

Example: If officer Ringo Dingo is available for hearings June 19, 20, 21 three schedules (one for each day) must be set up for Ringo.