Add Note Request

This workflow is used to update notes in VMS. The below codes can be sent from ValuePRO.

  • Documents
  • Appointment made
  • General Progress Update
  • Attempted Contact
  • Action: Assistance Required with Contact
  • Inspected Completed
  • Action: Additional Details Required
  • Valuation Completion Note
  • Amendment
  • Policy/Instruction Clarification (incl. Out of Scope/Conflict)
  • Cancel

User should select the required code from “Subject Notes” and specify comments in “Subject Notes Comments” field. Once done click on save button to save the changes. Now click on Send button and change the Select Event drop down to Add Note Request in the send window. Once the XML packet is loaded, click on send button to submit the notes to VMS.

 

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