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How To Add, Edit and Delete an Order Status

If your company operates on the manual status update mode, then custom appraisal statuses can be added as per the requirements of your company. To add a new Order status, follow the steps below: 

  

1. Log on to your ValueLink Appraisal Management System account. 

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

ValueLink Home orders AVM Insights Accounts Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned 0 12AM 4AM Follow Ups 305 Reviewed Active Revisions 172 ED Create New Order • Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 Active Late o O Cancelled Activities Followup 33 Search BPO (0) Due Today Category Client Vendor Reviewer 0 Past Due Date 845 @ Order Comments Order 648 428 384 Completed SAM IOAM 12PM 18 BPM 1 oPM Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 143 27 22 19 19 18 18 14 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 6AM 2PM 4PM 6PM 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

3. Scroll down and click on Order Statuses on the left side menu to access the Manage Order Statuses screen. 

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4. Click on Actions to display the menu and then on Add New Order Status. 

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5. Enter the name of the customized appraisal status. You also can let the appraiser use this status for an appraisal order. 

Appraiser can use status? – Selecting this option will allow vendors to use the status. 

Reviewer can use status? – Selecting this option will allow reviewers to use the status. 

Mark Status as Important – Selecting this option will highlight this status in yellow on the dashboard under the Orders by Statuses section. 

Exclude From Client Past Due List – Selecting this option will exclude this status from all orders that are in the Client Past Due List. 

Exclude From Appraiser Past Due List – Selecting this option will exclude this status from all orders that are in the Appraiser’s Past Due List. 

Do not add to Follow-up queue when order is in this status – Selecting this option will make it so that any orders placed in this status will not be added to the follow-up queue. 

Restrict appraiser from performing actions when order is in this status – Selecting this option will make sure that when an order is placed under this status an appraiser will not be able to perform any action. 

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6. Click on Save Order Status. 

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The administrator can edit order statuses in the system. To edit the order status, follow the steps below: 

1. Click on the Edit icon next to the appraisal status. 

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2. Make your required changes and click on Save Order Status. 

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The administrator can delete the order status from the system. To delete an Order Status, follow the steps below:  

1. Click on the Edit icon next to the appraisal status. 

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2. Click on Actions to display the menu and then on Delete this Appraisal Status. 

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3. Click OK to confirm. 

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Note: Default order statuses and the status that is currently in use with any existing orders cannot be deleted from the system. 

 

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