Local Governments

Overview

The Local Governments section allows a user to manage all aspects of Local Governments.  A user can add/edit a Counties and Municipalities and import Payment Method information.

Inputs

  • CVT (Search field)
    • User can input a searchable CVT Code
  • Local Government (Search field)
    • User can input a searchable Local Government name
  • Local Government Type (Search field)
    • User can select a searchable Local Government Type
    • Possible values are All, City, Village, Town, County, or Municipality
  • County (Search field)
    • User can select a searchable County name from a drop-down list
    • Possible values are all Counties in Wisconsin and “All”
  • Region (Search field)
    • User can select a searchable Region
    • Possible values are All, North Central, Northeast, Northwest, Southeast, and Southwest
  • Multi-County Base (Search field)
    • User can select whether to show Multi-County Base with Non Multi-County Base only (Yes), Base with Multi-County Base Records (No), or All records (All)
    • Possible values are Yes, No, or All
  • Show Inactive (Search field)
    • User can search for all inactive Municipalities and Counties

Actions

  • Search Button
    • Initiates a search using the information in the searchable fields and populates the data grid
  • Export Button
    • Exports the information in the data grid along with all fields used to describe a Municipality and County record
    • Information is exported to a CSV file
  • Create County Button
    • Opens the Create New County modal
  • Create Municipality Button
    • Opens the Create New Municipality modal
  • Import Payment Method Information Button
    • User is redirected to the Payment Method Information – Import page
  • CVT Code link (data grid)
    • Opens the Local Governments Details Page – General Tab

Create County

This modal allows the user to create a new County.  County additions will not be reflected in any open calculation scenario.

A county can not be deleted through the interface once created.

Inputs

  • Local Government
    • User can enter a Local Government name i.e. Smith
  • Formal Name
    • User can enter a Formal name i.e. County of Smith
  • Region
    • User can select a Region from a drop down list
    • Possible values are North Central Region, Northeast Region, Northwest Region, Southeast Region, and Southwest Region
  • County Code
    • User can enter a County Code
  • DOA Code
    • User can enter a DOA Code
  • DOR Code
    • User can enter a DOR Code

Actions

  • Save Button
    • Information is saved and the user is returned to the Local Governments main page
  • Cancel
    • Information is discarded and the user is returned to the Local Governments main page
  • X
    • Information is discarded and the user is returned to the Local Governments main page

Create Municipality

This modal allows the user to create a Municipality.

Inputs

  • Local Government
    • User can input the Municipality name i.e. Smith
  • Formal Name
    • User can input the Formal name for the Municipality i.e. Town of Smith
  • Local Government Type
    • User can select Local Government Type from drop-down list
    • Possible values are City, Town, or Village
  • County
    • User can select a County from a drop-down list
    • Possible values are all counties in Wisconsin
  • County Code
    • Field is not editable and populates with the County code
  • Muni Code
    • User can input the Muni Code
  • DOA Code
    • User can input the DOA Code
  • DOR Code
    • User can input the DOR Code
  • Multi County
    • User can select if the Municipality is a Multi-County
    • Possible values are Yes or No
  • Base CVT
    • Only visible if Multi County is “Yes”
    • User can select if Municipality is a Base CVT
    • Possible values are Yes, or No
  • Base CVT Code
    • Only visible if Base CVT is “No”
    • User can select the CVT Code considered the Base Municipality for this record
    • Possible values are the list of Municipality CVT Codes

Actions

  • Save Button
    • Information is saved and user is redirected to Local Governments main page
  • Cancel Button
    • Information is discarded and the user is redirected to the Local Governments Main page
  • X
    • Information is discarded and user is redirected to the Local Governments Main page

Import Payment Method Information

See Import Documentation HERE

Import Results

See Import Results Documentation HERE