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Updating Valuation Calculations

Learn where to find valuations and how to update them with the newest valuation calculations.

Written by Lexi Ruesch

Building valuations allow your organization to automate fee calculations based on industry standards (like ICC tables) or custom formulas. By automating this process, you reduce manual entry and minimize human error.

Locating and Creating New Valuations:

Valuations are managed on a permit-by-permit basis rather than across the entire organization.

  1. Select the Permit Type: From the left-hand navigation menu, select the specific permit you want to manage (e.g., Building Permit).

  2. Access Valuation Settings: Click the Valuation button located in the top right-hand corner of the permit settings page.
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  3. Add a New Calculation: Click the blue Add Calculation button.

  4. Configure the Formula:

    • Name: Enter a descriptive name (e.g., "A1 Assembly - Theaters with Stage").

    • Fee Formula: Enter your metric (e.g., 237.02) multiplied by the relevant field (e.g., [square_footage]).

    • Conditions: Set the rule for when this calculation should run (e.g., "When Occupancy Group matches A1").

Updating Existing Valuations:

When your organization adopts a new ICC valuation table, you can quickly update your metrics without rebuilding the formulas.

  1. Open Dual Views: For efficiency, open your new valuation data table in one window and Civic Review in another.

  2. Edit the Calculation: Click into an existing valuation from your list.

  3. Replace the Metric: Update the numerical value in the formula with the new data from your table.
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  4. Save: Click Save. You do not need to change the conditions or the square footage fields unless the permit form itself has changed.

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