To start a new Custom Review Checklist, begin by clicking on an order from your QC Dashboard. This will take you directly to the Review Details page where you'll see the Review Checklist next to a PDF copy of the report being reviewed.
Each Review Checklist will show all of the items that need to be individually checked.
- Approve an item by clicking the check mark.
- Add a Warning by clicking the exclamation (!) point.
- To flag an item as Critical, you have to mark it as having a Warning first, then choose the "Mark As Critical" option.
There are filters available so you can easily see all the tasks that are Unreviewed, Approved, have Warnings or are in a Critical status.
You can add a new item to the checklist by clicking the green button just below "Add Item," and entering the relevant information.
When the Reviewer has no more checklist items marked with Warnings or as Critical and everything is in an Approved status, they can click the Approve Report button to update the status back to the appraisal details page.
For the full details on the Review Status and QC Dashboard features, click here!