A company user can review client revision requests and forward them to the appraiser. To understand how to do so please follow the steps below:
1. In the Orders By Statuses section on the Dashboard, select Revision Requested By Clients.
2. Click the order number to open the order management screen.
3. In order to review the revision request detail scroll down to the comments section.
4. Once reviewed, the AMC can forward the request to the appraiser by updating the status of the order to 'Revision Requested by Client' or 'Revision Requested' and copying the appraiser on it.
I) First we will click on Actions followed by Update Status.
II) On the Set Status for Appraisal interface we will select Revision Request by Client while making sure the checkbox Copy Appraiser or in this case Copy Stacy Lynn.
III) Select the Client Revision Type and add a Message to the appraiser, once done click on Update Status.
5. Once the status is successfully updated you should receive the following notification. The appraiser copied on the revision request can now start working on the revision request.
Note: The order status will get updated to 'File in Review - Revised' once the appraiser submits the revised report(s).
6. If in any case the AMC deems the revision requested by the client unnecessary they can decline the revision request and complete the order manually. To do so they will need to click on Actions followed by Update Status.
- On the Setup status of the appraisal interface the AMC will need to select the Order status as Completed and select the Client and Appraiser to be copied on the status update so they get notified about the order completion and click Update Status.
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