Appraisal Module: Tasks

Articles for Appraisal Case Tasks

Task: Assign NMPTD Contact (Assign Reviewer)
1. To access the task, Select the actions button to the left of the record and select Edit. 2. Select the Name of the Reviewer, Set the Task Complete ...
Thu, 31 Dec, 2020 at 8:45 AM
Task Link Contact Person (Add Client)
This task manages the process of adding the Appraisal client for the Appraisal that was submitted for review. 1. To access the task, Select the actions ...
Mon, 4 Jan, 2021 at 12:01 PM
Task: Attachment (Subject Appraisal)
This task manages the process of attaching a scanned version of the Appraisal that was submitted for review. 1. To access the task, Select the actions b...
Thu, 31 Dec, 2020 at 8:46 AM
Task: Link Property (Link Subject Property)
This task manages the process of linking the subject property from the property information exchange (PIE) to the Appraisal that was submitted for review....
Thu, 31 Dec, 2020 at 8:46 AM
Task: Appraisal Information
The Appraisal Information tasks captures the basic information for the submitted appraisal. Note that fields vary based on appraisal type: Standard Appr...
Thu, 31 Dec, 2020 at 8:47 AM
Task: Multi-step Checklist
The Multi-step checklist task is the functions the same way across all Appraisal types but the content varies for each appraisals checklist. On the left sid...
Thu, 31 Dec, 2020 at 8:55 AM
Task: Appraisal Decision (Enter Decision)
The Appraisal Decision task is the location where the decision and PTD justification are entered. Appraisal Decision (Standard and Administrative) The ...
Mon, 4 Jan, 2021 at 11:51 AM
Task: Peer Review
Peer Review is what is referred to as an Confirmation task. The purpose of this task is for the user to capture that the item is complete and for the applic...
Mon, 4 Jan, 2021 at 11:45 AM
Task: Attachment (Attach Final Report)
Once the Appraisal Report is complete, the user must attach a copy for the digital file.  1. To access the task, Select the actions button to the left o...
Mon, 4 Jan, 2021 at 11:49 AM
Task: Appraisal Decision Workflow *Donation Only*
Task 8.00 Appraisal Decision (Preliminary Donation)The Appraisal Decision task is the location where the decision and PTD justification are entered. The us...
Mon, 4 Jan, 2021 at 12:00 PM