Appraisal Reports

When a Professional submits a Appraisal through the online portal it will come through here

1. Reports - Perofrmance Reports - Appraisals

Open

When you click on this it comes to this screen

Open

Breakdown of Page

1. You can either view Open Appraisalor Previous Appraisal

2. It shows it in Date Order which is shown within the row

To View an Appraisal

1. Select Appraisal and the click “View Appraisal”

2. Pop-up appears which is the following

3. Review the Appraisal and then it is your job to complete the Agency Action

• Agency Repsonse

  • This is where you can type in a response back to the professional, timesheets and update any files if you need

• Status - choose the status of thie feedback

4. Once you have updated your Agency Actions you can select from the following

• Update - Update and save your notes

• Update and Email - Update and send your notes to the professional.

  • Once you click this you will recieve the following warning - Please click Ok
    
    

  • You Professional Will receive the following the following email
    
    

  • And you will not the Action/Result will update
    
    

• Close - Just close without saving

How to Close an Appraisals

1. Select the Appraisal and then click - View Apprasisal
   
   

2. Add final Notes, Update Status and then click Appraisal Close tick box
   
   

3. Update and Email

   • Once you click this you will recieve the following warning - Please click Ok

   • You Professional Will receive an email

4. Once that Closes you will go back and the Appraisal will not be under “Closed Appraisals”