Improve risk management by instantly generating case files online in one simple click for all of your valuations.
A copy of the case file should always be saved to your own local server as soon as the job is completed.
Generate a case file, simply click “Prepare archive”.
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:
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Case File Index |
Content |
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Job details |
- “Uploaded Files” folder containing any supporting documents - PDF of the Job Details |
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Report |
- Word copy of the Report - PDF copy of the Report - PDF copy of the Report + Notes |
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Research |
- “Data” folder containing PDF of each comparable selected - “Screen Captures” folder with all images from the Screen Capture Chrome Extension |
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Site Inspection |
- “Media” folder for all photos, floor plans and documents etc. uploaded - PDF of the details and notes |
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PDF Reviews |
- One PDF giving dates and names for the Peer and Client Review stages. |
When the job is finished, click “Mark job as complete” and “Yes” to confirm the job as complete.
This will update the dashboard to show the job is completed.
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