Assignment Workflow Process
Assignment Workflow Process
See also:
- Details Tile
- Contact Tile
- Inspection Tile
- Photos Tile
- Appraisal Tile
- Reporting Tile
- Attachments Tile
Work on assignments happens in a standardized process that is guided and informed by Client procedures, Alacrity standards, or local procedures.
- A Client sends an assignment to an office.
- The Office receives an assignment and:
- Verifies details
- Assigns the work to an Appraiser
- An appraiser:
- Contacts the property owner.
- Inspects the property.
- Attaches photos to an assignment.
- Provides the appraisal (estimate).
- Completes one or more reports on an assignment.
- Attaches standardized components to an assignment.
- Reviews the assignment.
- The Office then manually reviews the assignment for compliance.
- If the Assignment Package does not meet Alacrity standards or complete the CPA, then the Office returns it to the Appraiser.
- If the Assignment Package meets Alacrity Standards and CPA requirements, then it is ready for invoicing.
- The Office invoices the assignment and returns it to the Client.
- Actions that can take place throughout the Assignment process:
- The Office and the Appraiser can make a variety of Diary entries.
- 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.
- 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
- 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