Job Card Buttons

Overview

1. Close button

Click on this button to close the job card. ValuePRO will ask if you want to continue as any unsaved changes may be lost. Click the OK button to continue to close the job card or the Cancel button to remain on the job card to save any unsaved changes.

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2. Save button

Click on this button to save data entered into fields on a current job card.

If the job has been completed and marked as approved and released to the client, depending on the application settings, ValuePRO will perform some additional checks before allowing any changes to be saved.

If the Prevent Valuer Changes once Reports are Approved setting is turned on, any Valuer users that do not have Master User account status will NOT be able to save changes to a job. Only users with Master User account status will be able to modify and save changes to a completed and approved job.

If the Prevent Valuer Changes once Reports are Approved setting is turned off, Valuer users without Master User status will be able to edit and save changes to a completed and approved job.

If the Allow Admin Users to ammend Approved Jobs setting is turned on, any Admin users that do not have Master User account status will NOT be able to save changes to a job. Only users with Master User account status will be able to modify and save changes to a completed and approved job.

If the Allow Admin Users to ammend Approved Jobs setting is turned off, Admin users without Master User status will be able to edit and save changes to a completed and approved job.

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4. Spell button

Click the Spell button to check the spelling of data entered into spell check enabled text and memo fields on the job card.

ValuePRO will only perform a spell check on fields that have the Include in Spell Check field setting turned on in the field card. If this field setting is turned off, the application will NOT include the field in the spell check.

The Include in Spell Check field setting is only available for use with fields that are a Text or Memo field type.

NOTE: The field cards are only accessible by users with Master User account status enabled. To confirm if a field is enabled for spell check, a Master User within your application can confirm this.

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5. QA button

If the Enable ValuePRO Standard Job QA setting is turned on, the QA button will be visible on the job card.

Click on the QA button to open the QA Summary for the job in a new window. This window will display 3 tabs:

  1. Summary tab - the Summary tab displays graphs and amounts per square metre depending on the market value and site area values entered into the job by the Valuer. This allows the Valuer to review the summarised information that they have entered into the job to confirm it is appropriate before submitting the job for approval;
  2. Valuations tab - the Valuations tab displays a list of comparative valuations that have been completed in the same State and Suburb to allow the Valuer to compare the market value and site area values against other valuations in the same area;
  3. Checks tab - the Checks tab is used for job compliance checks. This tab is especially useful for Valex jobs as it performs the Valex compliance checks prior to sending the job to the Valex system and allows you to fix potential issues before sending. For non-Valex jobs, ValuePRO can add supplied internal custom compliance rules to run on this tab that are specific to your firm. For more information on how to do this, please contact ValuePRO support.

For more information on the QA checks, please see the QA Card section or click on the tab name above to view more specific information.

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6. Analysis button

Click on the Analysis button to open the Analysis feature for the job in a new window. For more information on the Analysis feature, please see the Analysis Tab section.

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7. Delete button

Click on the Delete button to delete the valuation job. Before proceeding with the deletion of the job, ValuePRO will prompt the user with a message requesting the Job Number of the job is entered into the field provided to confirm the deletion. This ensures that any accidental presses of the Delete button are not actioned immediately. The Job Number of the job can usually be found as the first field on the Instructions tab of the job card or in the top right-hand corner of the job card window in brackets, next to the Property Address.

If the Job Number entered into the field is incorrect, the deletion of the job will be cancelled.

If the Job Number entered into the field correct, the deletion of the job will be actioned and a note will be added to the application's Activity Log to confirm the deletion with the Job Number, Property Address and Name of the user that performed the deletion.

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8. Receipt button

The Receipt button is only visible to user accounts with Admin or Master User account status and if the job has a date in the Date Paid field. User accounts with Valuer account status will only see this button if the Allow Valuers To See Quote and Invoice setting is turned on.

Click on the Receipt button to generate a receipt for the job. ValuePRO will determine the receipt template to use to print the receipt from the Receipt Template field on the job card.

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9. Quote button

The Quote button is only visible to user accounts with Admin or Master User account status and if the job does not have a date in the Date Paid field. User accounts with Valuer account status will only see this button if the Allow Valuers To See Quote and Invoice setting is turned on.

Click on the Quote button to generate a quote for the job. ValuePRO will determine the quote template to use to print the quote from the Quotation Template field on the job card.

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10. Invoice button

The Invoice button is only visible to user accounts with Admin or Master User account status. User accounts with Valuer account status will only see this button if the Allow Valuers To See Quote and Invoice setting is turned on.

Click on the Invoice button to generate an invoice for the job. ValuePRO will determine the invoice template to use to print the invoice from the Invoice Template field on the job card.

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11. Reply button

The Reply button is only visible to user accounts with Admin or Master User account status. User accounts with Valuer account status will only see this button if the Allow Valuers To Send E-Mail Templates setting is turned on.

Click on the Reply button to open the Send Email window. The Send Email window will load with the General Client Notification email template by default from this button. Users can then modify the message and send the email from the application. A copy of the email that is sent will be recorded against the job on the Documents tab.

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12. Send button

The Send button is only visible to user accounts with Admin or Master User account status. User accounts with Valuer account status will only see this button if the Allow Valuers To Send E-Mail Templates setting is turned on.

Click on the Send button to open the Send Email window. Depending on the status of the job, the Send Email window will load with a particular email template.

If the job is a Valex quote request, the Send Email window will load with the Send Quote email template by default to allow the user to return the a quote for the job to Valex.

If the user is a Valuer and the Allow Valuers To Send E-Mail Templates setting is turned off, the Send Email window will load with the Inspection Appointment Made email template by default to allow the Valuer to send an email to the client to confirm their inspection appointment.

For all other job statuses, the Send Email window will load with the Send Report email template by default, which will load the valuation report and/or the invoice to send to the client from the system.

If the user does not want to send an email with the email template loaded by default, they can simply change the email template by selecting a new one from the Select Event drop down list.

The default message and/or recipients list for any of the email templates can be edited before sending and a copy of the email that is sent will be recorded against the job on the Documents tab.

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13. SMS button

The SMS button is only visible to user accounts with Admin or Master User account status. User accounts with Valuer account status will only see this button if the Allow Valuers To Send E-Mail Templates setting is turned on.

Click on the SMS button to open the Send Email window. The Send Email window will load with the Inspection Appointment Made email template by default with the SMS format automatically selected from this button. Users can then modify the message and send the SMS from the application. A copy of the SMS that is sent will be recorded against the job on the Documents tab.

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14. Export button

Click on the Export button to generate an XML file for the St George VPS system. This file can be downloaded to your computer and uploaded directly into the St George VPS system.

For more information on the St George XML Export, please see the St George XML Export Card section.

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15. Check Previous Matches button

If the job has not yet been approved for release, the Check Previous Matches button is visible to all users. Once the job has been approved for release, only user accounts with Master User account status will see this button.

If the Show Previous Job Match on Job Card Open setting is turned on, the job card will reload and begin the check to identify is a valuation has been previously completed from this property address when the Check Previous Matches button is clicked.

ValuePRO will perform up to 4 checks to locate any previous valuations for a property:

  1. Exact Address Match - This is the first check performed and will attempt to locate any other valuations that exactly match the address of the current property. It will specifically compare the Lot Number, Unit Number,  Estate, Street Number, Street Name, Suburb and State. If the Perform Geocode Matching for Previous Valuations setting is turned on, it will also attempt to find other jobs that match the Latitude and Longitude co-ordinates;
  2. Similar Address Match - If the first check returns no matches, the second check will be performed. It will attempt to locate any valuations that have a similar address to the current property. It will specifically attempt to match the text in the Street Number, Street Name, Suburb and State fields to the text in similar fields for other jobs;
  3. Street, Suburb and State Address Match - If the second check returns no matches, the third check will be performed. It will attempt to locate any valuations that have a similar address to the current property. It will specifically attempt to match the text in the Street Name, Suburb and State fields to the text in similar fields for other jobs;
  4. Street and State Address Match - If the third check returns no matches, the fourth check will be performed. It will attempt to locate any valuations that have a similar address to the current property. It will specifically attempt to match the text in the Street Name and State fields to the text in similar fields for other jobs. The last check deliberately does not check the Suburb field to catch any address matches where the property is potentially between two different suburbs and the previous valuation may have been completed with the suburb value being different but the street and suburb remaining the same;

If there are potential matches, ValuePRO will present a list of jobs to the user. The user can either:

  • Choose a previous valuation from the list to link the jobs and copy documents from the previous valuation to the current job, the press the Submit button. A note will be added to the job history with the number of documents imported from the previous job. Or;
  • Proceed without choosing a previous valuation by selecting the option None of the following - we haven't valued this property before, then pressing the Submit button.

If there are no potential matches, the job card will simply open as per normal.

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16. Copy button

The Copy button is only visible to user accounts with Admin or Master User account status and if the job has not yet been approved for release. User accounts with Valuer account status will only see this button if the Allow Valuers To Copy Jobs setting is turned on. Once the job has been approved for release, only user accounts with Master User account status will see this button.

Click on the Copy button to open the Copy Valuation Data window and default to the Copy From tab. This tab will allow the user to copy selected data, sales evidence, photos, documents, lease evidence, subject leases, additional occupancies and sub objects from a previous valuation job to the current valuation job.

For more detailed information on how to use this function, please see the Copy Valuation Data Window section.

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17. Map button

Click on the Map button to open a new window showing the location of the current job on a map.

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18. Audio button

The Audio button is only visible if an audio file has been uploaded or attached to the Documents tab of the job card.

If an audio file is present on the screen, a media player will be visible along the bottom of the job card window, just above the job card buttons. The position of the media play is fixed and pressing the play button (1) will allow the user to listen to the audio file and navigate the fields and tabs on the window to type in any relevant data.

If there is more than one audio file uploaded against the job, the media player will display a select list of all the audio files (2) to allow the user to change which audio file they are listening to.

Clicking on the Audio button will either show or hide the media player on the job card.

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19. Status button

The Status button is located in the bottom right-hand corner of the job card and displays the status that the job is currently in. As the Status button is visible on all field tabs, this provides the user with a quick reference to find out what stage a job is currently at.

Click on the Status button to open the Job Status window. From here, the user has access to the Job Status Card to change the status of the job, the Job History Card to review the history of the job and the Inspection Appointment Card to setup and maintain job inspection dates.

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20. Add to Sales Database button

All default ValuePRO Data Entry Templates are setup with the Add to Sales Database field on the Sales tab of a job card.

If the job is not linked to an existing sale record in the application, this field provides the user with a button called Add to Sales Database. If the job is linked to an existing sale record, the field provides the user with a button called Edit Entry in Sales Database.

If the Add to Sales Database button is visible, the user can click this button to use the job data to create a new sale record in the application.

If the Edit Entry in Sales Database button is visible, the user can click this button to open the sale record that is linked to the job.

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21. Add Occupancy/Building button

All default ValuePRO Data Entry Templates are setup with the Additional Occupancies & Buildings field on the Building tab of a job card. This field provides the user with access to the Add Occupancy/Building button.

This feature allows you to link a separate occupancy and/or building to the main valuation job. You can add as many occupancies as required.

Click on the Add Occupany/Building button on the job card (1) to open the New Occupany window (2). This page is very similar to the job card but the main difference is the reduced number of fields and tabs that appear in this window.

The main job data is entered directly into the job card along with the data for the main building. The New Occupancy window provides the user with a separate set of fields in a new window to allow data to be entered for the separate occupancy building specifically. This is especially useful for valuations where the job has a main building and self contained granny flat or other similar situations.

The fields that appear on the New Occupancy window are determined by the Use in Multiple Occupancies/Building Tab(s) field setting located on the Field Card (3).

If this field setting is enabled and the field is placed on the job card Data Entry Template, the field will automatically be included to appear on the New Occupancy window. You can identify if a field is enabled as the Field Card will show the text; This field can be used in multiple occupancies/buildings.

If the field setting is not enabled, although the field is on the job card Data Entry Template, it will not appear on the New Occupancy window. You can identify if a field is not enabled as the Field Card will show a button called Enable Field for use on Building Tab(s) button.

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