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How To Schedule A Vacation For The Appraiser

You can schedule a vacation for an appraiser, to do so follow the below steps: 

 

1. Click on Admin at the top of the Dashboard. 

All €ValueLink' Appraisal Home Orders AVM Reports Accounts v BPO Admin Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today ORDER STATISTICS No orders were created during this time span No orders were created during this time span 54

 

2. Select Vendors from the left sidebar on the settings page. 

 

3. Use the Search filters to search for the appraiser whom you want to schedule a vacation for. 

MANAGE VENDORS Key," ord Matthew Fernandes State Vendor Company Name Cl NYS Board Approved? Cl Is Reviewer? Cl Auto Assignment Eligible? Cl Is W-9 Verified? Reset Form Hide Filter = Actions Vendor Name County Cl FHA Cl Green Cl Is Broadcast Allowed? Cl Profile Status Is Busy? Vendor Type Select One Certification Cl Is Problem Vendor? Cl Is Wants Work? Cl Is Trial Vendor? Status Cl Commercial Cl Is Preferred Vendor? Cl Auto Accept Order? Cl Is PDC Vendor? Show records per page 25

 

4. Click on the Appraiser’s Name to open up their profile. 

MANAGE VENDORS Key," ord Matthew Fernandes State Vendor Company Name Cl NYS Board Approved? Cl Is Reviewer? Cl Auto Assignment Eligible? Hide Filter = Actions Vendor Name County Cl FHA Cl Green Cl Is Broadcast Allowed? Cl Profile Status Is Busy? Ascending Contact Vendor Type Select One Certification Cl Is Problem Vendor? Cl Is Wants Work? Cl Is Trial Vendor? Status Cl Commercial Cl Is Preferred Vendor? Cl Auto Accept Order? Cl Is PDC Vendor? Show records per page Cl Is W-9 Verified? Apply Filter Sort Results Using: Cl Vendor Reset Form Vendor Name 25 Results : Other info Cl Matthew Fernandes .11 Approval(s) Reviewer FHA 1 item(s) found Ö Status Active Phone: (888) ggg-7776 , (888) ggg-7776 Cell Phone: 88876600gg Email: matthewvaluelink@gmail.com Address: One Fisher Island Drive Fisher Island, FL 331 og (Miami-Dade) Vendor Type: Appraiser

 

5. Click the Actions button followed by selecting Schedule Vacation. 

MANAGE VENDOR: MATTHEW FERNANDES Vendor Details Vendor Name Company Name Print on Check as Vendor Type EIN/SSN Phone Cell Phone Number Email Matthew Fernandes Matt&Co. N/A Appraiser N/A (888) ggg-7776 *188876600gg Status Appraiser Type Fax Alt. Phone Send Receive SMS Accounting Contact Email Active N/A N/A (888) ggg-7776 True N/A Accounting System ID N/A Active Since Order Statistics Active 3 21/2023 Late One Fisher Island Drive On Hold Declined = Actions Edit Vendor Details Delete Vendor Modify Coverage Area Manage Order Types/Products Manage Properly Types Manage State Fee Table Manage County Fee Table Manage Email Alerts Schedule Vacation Mark Profile as Busy Send Email View Email History View Vendor Event Log Add ACHWorks Account Physical Address Address (Map)

 

6. Enter the vendors Vacation Start Date and Vacation End Date  

SCHEDULE VACATION Please input the date at which you will stop accepting new orders prior to the vacation Vacation Start Date Please input the date at which you can resume accepting new orders Vacation End Date Schedule Vacation d Workflow Cancel

 

7. Click on Schedule Vacation. 

SCHEDULE VACATION Please input the date at which you will stop accepting new orders prior to the vacation Vacation Start Date Please input the date at which you can resume accepting new orders Vacation End Date Schedule Vacation Cancel

The appraiser's profile status would automatically move to 'Vacation' once the holiday period commences. The status would also revert back to the status that was previously set once the vacation period ends.  

 

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