Inspection Appointment Made

This workflow event is triggered when an inspection is first entered against the job, or when updated inspection details are set. To set an inspection, click on the job from the Work in Progress list to open the Job Card.

 

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For 1 and 3 day TA Products:

“If an appointment time being scheduled is greater than 24 hours from the time of acceptance of the request, an appointment note is required to be added.”

For 5 and 10 day TA Products and Variable TA:

“If an appointment time being scheduled is greater than 72 hours from the time of acceptance of the request, an appointment note is required to be added.”

Click on status button on the job card and go to Inspection tab, enter the date of the inspection, the duration of the inspection and any details regarding whom the valuer will be meeting with at the property.

If the appointment date entered is greater than 24 hours (or as per product requirements listed) from the acceptance time, then user must select one of the options from Inspection Appointment  (Valex New) Reason Code and Comments.

Once these details have been entered, click the Save Changes button to save the inspection details, this triggers an email that user can use to send to ValEx to update the ValEx system.

 

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You will now be prompted with the Inspection Appointment Made reply packet to ValEx. Simply click the Send button to queue this message to be sent to ValEx.

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NOTE: If the Inspection is booked within the time as stated above, user can ignore setting values in the fields Inspection Appointment Reason Code and Inspection Appointment Comment.

 

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