dls gateway tutorials: original orientation followed by fy2010-2012 enhancements original...
TRANSCRIPT
![Page 1: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/1.jpg)
DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements
Original Orientation to DLS Gateway• Login Accounts• Passwords & My Profile• Forms – Differences from Excel• Permissions – Sign Only vs. Save vs. Submit• Electronic Signatures• Correcting Submitted Errors• “What If” Classified Rate Analysis• Viewing Reports before Submittal• Submission Summary screen• Misc Forms and Schedule A• What can go wrong?• What happens at DLS after Submit is clicked?
![Page 2: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/2.jpg)
Login Accounts – You have to be in LOD
![Page 3: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/3.jpg)
Resetting Passwords – do it in “My Profile”
![Page 4: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/4.jpg)
Differences from Excel
• <Enter> does not move you to the next cell and recalculate formulas. It does nothing or it clears out the data. (Try clicking Back button to restore data.) Stay away from Backspace – it exits the form.
• To calculate subtotals and totals, click the “Save & Calculate” button. Web applications require this extra step.
![Page 5: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/5.jpg)
Sign Only vs. Save vs. Submit•Sign Only = No permission to change any numbers. Local Administrators must use – DLS can’t know what’s right in hundreds of communities.
•Save = Can enter & change numbers and sign form but cannot submit to DOR
•Submit = Can enter & change numbers, sign, and submit to DOR
![Page 6: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/6.jpg)
Electronic Signatures – intentionally flexible
• Officials need a directory entry, login account, and permission to sign if they want to sign individually.
• Under certain circumstances, individuals can sign “on behalf of” others by commenting in memo box
![Page 7: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/7.jpg)
Correcting Submitted Errors
If you have already submitted a form: call someone at DLS, explain that your submission has errors, ask for the form to be unlocked, correct the errors, and re-submit.
![Page 8: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/8.jpg)
Checking Error Reports Before Submittal
• BOA Comparison Report LA4 Comparison
• LA13 Statistics
These reports will help you check for errors/omissions prior to submitting forms:
![Page 9: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/9.jpg)
Tax Rate Submission Summary
Shows the last person to enter or update the form in the community and at DLS.
![Page 10: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/10.jpg)
Schedule A – some forms are entered by function instead of a large spreadsheet
![Page 11: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/11.jpg)
Misc Forms
![Page 12: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/12.jpg)
Some forms are standard data entry with info saved in database
![Page 13: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/13.jpg)
Other forms are for uploading your document “as is”.
![Page 14: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/14.jpg)
What can go wrong?
• Strange error messages
• Necessary form approval sequence
• Web applications time out with no activity -Gateway times out after 35 minutes
![Page 15: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/15.jpg)
Firewall error – report error id number to DLS
![Page 16: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/16.jpg)
Program Bug Error – report what you were doing to DLS
![Page 17: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/17.jpg)
Form Errors Highlighted – on top
![Page 18: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/18.jpg)
Form Errors Highlighted – or on bottom
Current error list includes advisories on entries that are correct and working fine – this can be confusing in an “error list”. These will be slowly but surely eliminated from the list.
![Page 19: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/19.jpg)
Form Approval Sequence
• If a LA4 is “unapproved” because of an error and the LA5 was already approved, the LA5 gets “unapproved” and waits for the new LA4 data, after which the LA5 has to be re-approved.
• LA5 Approval or Re-approval has to be in place before Recap Submit.
![Page 20: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/20.jpg)
Inactivity Timeout – 35 minutes from last keystroke. Data not saved
![Page 21: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/21.jpg)
What Happens at DLS after you Submit – automatic workflow notifications
![Page 22: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/22.jpg)
Automatic Notifications – internal. Completion of any process step in a specific
community can trigger a notification
Current automatic notifications: tax rate & pro forma approval, preliminary & final certification, Schedule A approval, Free Cash certification
![Page 23: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/23.jpg)
Automatic Notifications - External
![Page 24: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/24.jpg)
External - Who needs to know?
Internally, DLS sets departments for auto notifications: all officials within those departments who have an email address in the Directory will get notified.
![Page 25: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/25.jpg)
Objective – this message
![Page 26: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/26.jpg)
DLS Gateway Fy2010 Enhancements for Assessors, Accountants, and Treasurers
• Current LA3 Sales for LA3 Mapping Program• Exemption Reimbursement Submissions On-line• Certification Recommendations Report• Printouts of Forms Show Data Status• Copy Last Year’s Data into New DE1• Automatic LA15 Calculated from LA3 Data• CIP Shift Options Table: LA4 Load & Export to Excel• Last Form Update and Signature Controls• Schedule A Fund Carryovers and Reduced Size Printout• Free Cash and E&D Automatic Notifications• Local Options centralized
![Page 27: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/27.jpg)
MassGIS uses this program to update
mapped LA3 sales monthly.
![Page 28: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/28.jpg)
Mapped verified market sales are useful for waterview/waterfront analysis.
![Page 29: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/29.jpg)
Property Tax Exemption Reimbursement
processing now available under Misc Forms
![Page 30: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/30.jpg)
DLS will data enter prior year individuals, who rollover to succeeding years for editing & submittal.
![Page 31: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/31.jpg)
![Page 32: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/32.jpg)
Q. Who will set permissions so assessors can Save & Submit on-line exemption data for reimbursement?
A. Your Local Account Administrator
![Page 33: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/33.jpg)
BLA Certification Directives can be viewed – look under Tax Rate Reports
![Page 34: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/34.jpg)
Current BLA Certification Directives are Available to Logged-in Users
![Page 35: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/35.jpg)
Printouts will show data status(Information becomes “Public” when “Submitted”. DLS reports it as public information when it is “Approved.”)
![Page 36: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/36.jpg)
Copy Button on DE1
![Page 37: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/37.jpg)
Last Year’s Data Copied into DE1
![Page 38: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/38.jpg)
Select process for LA3s: Interim Year Adjustment or Certification
![Page 39: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/39.jpg)
Automatic LA15 – calculated from LA3 data
Assessors fill in only the circled fields below
![Page 40: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/40.jpg)
Tax Rate Shift Options WorksheetClick button to load values from LA4
![Page 41: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/41.jpg)
Set Shift Range and Increment to be Displayed
![Page 42: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/42.jpg)
CIP incremented by 1 percentage point
Export to Excel
![Page 43: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/43.jpg)
Options Tables
Print, Save, or Email to Share with
Others
![Page 44: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/44.jpg)
Update and Signature Controls: Who last changed this form?
![Page 45: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/45.jpg)
![Page 46: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/46.jpg)
Tax Rate Submission Summary now shows last person to save data or perform a key step in a form, both in the community and at DLS
![Page 47: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/47.jpg)
Automatic Email to Previous Signers if Anything in Form
Changes
![Page 48: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/48.jpg)
Schedule A printouts exclude rows without amounts – reducing the number of pages.
![Page 49: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/49.jpg)
Automatic notifications sent when BOA certifies Free Cash or Regional School District Excess & Deficiency.
![Page 50: DLS Gateway Tutorials: Original Orientation followed by FY2010-2012 Enhancements Original Orientation to DLS Gateway Login Accounts Passwords & My Profile](https://reader036.vdocuments.site/reader036/viewer/2022062404/551b9f7b55034669548b457c/html5/thumbnails/50.jpg)
A centralized Local Options database customizes billing and tax rate formulas and data for each community, including new meals tax option.