Appraisal Reports

When a Professional submits an Appraisal through the online portal it gets actioned

1. Reports - Perofrmance Reports - Appraisals

When you click on this it comes to this screen

Breakdown of Page

1. You can either view Open Appraisal or 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 Response

  • 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 the 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
    

     
     

  • Your Professional Will receive the following the following email

  • And you will not get an email - the Action/Result will update

    

• Close - Just close without saving

How to Close an Appraisal

1. Select the Appraisal and then click - View Appraisal

   

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

    

3. Update and Email

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

     

   • You Professional Will receive an email

4. Once that Closes you will go back and the Appraisal will now be under “Closed Appraisals”