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How do I archive a job?

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Darren
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Improve risk management by instantly generating case files online in one simple click for all of your valuations. 

Tip: A copy of the case file should always be saved to your own local server as soon as the job is completed.

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Generate a case file, simply click “Prepare archive”.  

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Valuations360 will pull together all data from each stage completed in valuations360. Every case file generated will have the same format, so evidence and audit trails are easy to navigate. Due to the size of the case file, this will take a few minutes to build and you will receive a notification when ready to download. 

Documents included in the casefile:

 

Case File Index

Content

Job details

-          “Uploaded Files” folder containing any               supporting documents
-          PDF of the Job Details

Terms of Engagement

-          Word copy of the letter
-          PDF copy of the letter
-          Uploaded signed document folder
-          TOE Reivews PDF including sent to                   client and received from client details
-          Appendices folder

Report

-          Word copy of the Report
-          PDF copy of the Report
-          Report Review
-          Appendices

Research

-          “Data” folder containing PDF of each                 comparable selected
-          “Screen Captures” folder with all                     images from the Screen Capture                       Chrome Extension

Site Inspection

-          “Media” folder for all photos, floor                     plans and documents uploaded
-          PDF of the details and notes

 

When the job is finished, click “Mark job as complete” and “Yes” to confirm the job as complete.

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This will update the dashboard to show the job is completed.

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