Assignment Workflow Process


See also:



Work on assignments happens in a standardized process that is guided and informed by Client procedures, Alacrity standards, or local procedures.

  1. A Client sends an assignment to an office.
  2. The Office receives an assignment and:
    1. Verifies details
    2. Assigns the work to an Appraiser
  1. An appraiser:
    1. Contacts the property owner.
    2. Inspects the property.
    3. Attaches photos to an assignment.
    4. Provides the appraisal (estimate).
    5. Completes one or more reports on an assignment.
    6. Attaches standardized components to an assignment.
    7. Reviews the assignment.
  2. The Office then manually reviews the assignment for compliance.
    1. If the Assignment Package does not meet Alacrity standards or complete the CPA, then the Office returns it to the Appraiser.
    2. If the Assignment Package meets Alacrity Standards and CPA requirements, then it is ready for invoicing.
  3. The Office invoices the assignment and returns it to the Client.
  4. Actions that can take place throughout the Assignment process:
    1. The Office and the Appraiser can make a variety of Diary entries.
    2. An Appraiser can access the Procedures during each step of the process for information specific to the specific part of the process for a given screen.
    3. WebFMS facilitates the process approach by using numbered tiles. For instance, the assignment details can be found on the first tile — the Details tile. Each tile after that corresponds to a specific segment of the procedures, but can be accessed at any point in the process.

     Assignment Package with Tiles

   

    1. The Contact, Inspection, Photos, Appraisal, Reporting, and Attachments tiles support the Appraiser as he / she works an assignment.



Understanding Assignment Stages


An Assignment goes through several different stages throughout its work-flow process:

Unassigned — When an Assignment is first created, it is in the Unassigned stage. The Assignment remains Unassigned until an Appraiser is Assigned to it.

Assigned — Once an Appraiser is assigned to an Assignment, the stage changes to Assigned. It remains Assigned while the Appraiser works on it.

Pending Review — This stage occurs after an Appraiser has reviewed his work and sent an Assignment Package to the Office for review.

Reviewed — This stage occurs after an Office approves the Appraiser's work on an Assignment Package.

Invoiced — An Assignment stays in the Invoiced stage after invoicing and prior to completion.

In Process — This stage occurs very quickly in the time it takes to return an Assignment Package to the Client. If this stage is visible for more than a few seconds, there may be technical issues.

Completed — This stage occurs when an Office returns an Assignment Package to the Client. Assignments in the Completed stage cannot be sent back to the Appraiser for any additional updates.

Archived — Six months after the Completion date, an Assignment Package is removed from local storage and stored in a less-frequently accessed location.

Diary Approval — Offices that require approval for Appraiser Diary entries see Assignments in the Diary Approval stage labeled in green front.

Request Reassign — If an Appraiser cannot work an Assignment for a specific, legitimate reason, then the Appraiser can request that the Office assign a different Appraiser. The stage remains in Request Reassign while the request is being considered.

Cancelled — An Assignment is in this stage when an Office cancels it.

Transferred — This stage happens when CSC transfers an Assignment from one Office to another.

Locked — When an Assignment is transferred from one office to another, the original file is locked. Not changes can be made to that file. A duplicate file is created in the receiving office with a new number that matches their office's Assignments.




Assignment Process


This flowchart Shows the Assignment Work-flow Process and the Different Groups of People who Interact with Assignments.


Assignment Process Swim-lane Flowchart