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Real Estate Portfolio Management / US Federal Property Registry

Adding New Data Transactions for Existing Properties

You can add new data transactions to request changes to data for an existing property.

Note: You cannot add a new transaction until the initial transaction for a property has been approved. Approved transactions have a status of 'Posted.' After the initial transaction has been approved, a property can have multiple transactions pending approval.

To add a new transaction:

1. Use the Find and Manage tab of the Manage Real Property Inventory screen to search for the property. See Searching for Properties.

   The Properties Portfolio section shows the portfolio transactions matching the criteria you enter.

2. Click Manage in the row for the property that you want to add a new transaction for.
3. Click Add New Transaction in the Transactions Pending Approval section.

   The Add a New Transaction for( Real Property Unique ID) pop-up window appears.

4. In the Transaction General Information section, enter the following required field:

   Description of Change: Enter a summary of the entries you are making. This enables those reviewing the transaction to quickly locate the changes.

5. Optionally, you can enter additional comments in the Comment field.

6. In the Transaction Details section, in the Updated Value column, enter the new value. The Existing Value column lists any value already entered.

   Note: If a data element has a value entered and approved for it, you can change the entry to any value, but you cannot delete the entry or select a blank entry from the selection list. If you select a blank entry from the selection list or delete the existing entry, this deletion will not be saved when the transaction is approved.
   For example, if the Street Address for a property has been entered and approved as '1368 Cambridge St', when updating the data, if you delete the entry so that there is no street address entered, the value stored for the Street Address will still remain as '1368 Cambridge St.' However, if you enter a different address, such as, '1386 Cambridge St.', that entry will be saved.

7. Click Save.

   The data for the transaction is not posted until the transaction is approved.

See Also 

Searching for Properties

Viewing Property Details

Viewing Details for Transaction Pending Approval

Adding New Property to Your Inventory

How Transaction Approval Works

How to Approve or Reject Transactions