Assign an appraisal just like you normally would. This can be done from either the New Appraisal form, Quick Add form, or the details page.

When an order has been assigned but not been officially accepted by the appraiser, it will say "Awaiting" on the main dashboard view.

Orders that are awaiting acceptance will appear in two areas for the person that has been assigned. We will go through the process for each.

1. In the Pending Orders tab:

From here the assigned appraiser can either Accept or Decline the order. If Accepted, they can begin working on the order from their appraisal dashboard.

If the order is Declined, they must provide a reason.

Admins will receive an email notification that the order has been accepted or rejected. If the order was declined, the reason submitted by the assignee will also be included in the email.

The order dashboard will also update to show the current acceptance status of the order. In this case, Declined.


2. In the Order Acceptance icon (Conditional Acceptance):

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Select an order from the list of current pending appraisals to reveal options to Accept, Accept with conditions, or Reject the assignment. If the order is Rejected, a reason must be provided.

Please note that Admins will get an email notification letting them know if the order was accepted, rejected, or conditions were provided.

Conditional Acceptance allows an appraiser to accept an order based on a counter proposal that they submit. Appraisers can counter on the fee and/or on the due date, and a reason must be provided.

Conditionally accepted orders will be listed in the "Conditional Orders" icon, available only to admin style users. Admins can review the conditions and accept or reject the proposal based on that information.

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Once the appraisal has been accepted or declined, it will show the relevant acceptance status (accepted, conditional, or declined) on the main dashboard.

Anow Pro Tip

Hover over where it says "Accepted" on the order dashboard to see the date and time when it was accepted by the appraiser.

Learn more about the process of assigning users to an appraisal here, or visit our Knowledge Base to search any topic you want!

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