After attaching the Appraisal information, the Appraiser completes reports. The CPA, Local Procedures, or PDA Standards indicate which reports are required and which are optional.


Reporting Tile on an Assignment Package



1 — Use the Assignment's tiles to access different Assignment data.


Note: Appraisers do not have access to the Invoicing tile.


2 — If reporting notes were included when the Assignment was created, they appear in a pop up window each time a user accesses the tile.


3 — Use the Icon Menu bar to perform different tasks, such as create a Diary entry or view the CPA instructions.

There are four icons available from the Contact tile — Notes, Diary, CPA, and Help.

    • Notes — If there are notes within the Details tile about Contact information, click the Notes icon to access them.
    • Diary — Click the Diary icon to access journal information about a given assignment.
    • CPA — Click to access CPA instructions for the Assignment.
    • Help — Clicking this icon opens web based help about a specific screen for the application.


4 — The Total Loss Indicator helps guide the CPA's procedures. There are three options: Repairable, Total Loss, and Borderline Total Loss.


5 — Reporting procedures from the CPA (if applicable) appear in the expander panel. Click the circled arrow to expand and contract the panel.


Reporting Panel Expanded to Show Procedures




6 — If a CPA for a specific Assignment requires certain forms, those form names appear in the Required Forms section.


7 — Forms appear in the Attached Forms section if selected from the Available Alacrity Forms and Required Forms sections.


8 — The Available Alacrity Forms section lists all Alacrity forms. Double click an item to add it to the assignment.

Note: Only PDF files can be opened from the Reporting tile. If a form is of a different type such as .xlsx for the MetLife Cover Sheet, after adding it to the Attached Forms box, you must go to the Attachments Tile and click to download the form.


Note: The Reporting Tile Required Forms lists all forms required for that client based on the CPA when a CPA exists for the client. When a CPA does not exist for the client then at least the Condition Report will still be shown for Auto assignments.


Working with Forms


Follow these Steps to open, edit, and save Forms:


Note: Forms within the Required or Optional areas are already saved to the FMS WorkFolder for the selected Assignment.


1.        Double-click the desired form in any of the three sections listed (Required, Optional, or Available) to open that form in PDF format. The Form opens in a web-version of Adobe Reader.


       Three Forms Sections on the Reporting Tile



2.        Update the form by adding text, selecting check boxes, or selecting other available options, as needed.


3.        When finished updating the form, click the Save icon near the upper left of the form.


4.        Close the browser tab the form currently appears on.