Create a property plan and survey

This part of the guide explains how to create a property plan and survey.

Step 1 - Go to the page List of Plans and Surveys

1. Go to the Property Tax module;
2. Choose the Plans and Surveys menu. This action opens the List of Plans and Surveys page (506:5100);
   

Step 2 - Create a property plan and survey

3. Click the Create button. This action opens the New Plan and Survey page (506:5000);
4. Go to the Plan and Survey section;
5. Fill out the required fields (identified by a red asterisk *). For example, Property Id, Effective Date;
6. Click the Save button. This action confirms the creation of the plan and survey, assigns a number to the new plan and survey, displays the sections for detailing the plan and survey and updates the List of Plans and Surveys page (506:5100).