You’ll now see a new Complete button in Order Details which makes it easier to deliver your orders, but there’s more to it than that, so read on for details.
New Complete button
When viewing an order, you’ll notice a new Complete button on the toolbar at the top. This has been moved so you no longer need to click Set order status in order to complete the order and deliver the report to your client. It’s a small change, but we’re always trying to reduce clicks wherever we can to increase efficiency.
In addition, when uploading documents, you’ll no longer see Appraisal Report as an option for document type. We removed this because there were instances where an appraisal had already been delivered, but a document was subsequently uploaded with Appraisal Report as the type, which resulted in a mistakenly updated appraisal. Now, the only way to upload the appraisal is the use the new Complete button.
Of course, this means your workflow changes a little bit, but we hope you’ll agree that reduced clicks and fewer errors makes the switch worth it. As always, let us know what you think!
Improvements to RealView Bridge
When running RealView Bridge, if you close out of the Appraisal Review Checklist, you may have noticed that when you return to upload your revised report, the previous report was still shown in our system and could be uploaded again. Going forward, previously uploaded reports won't be shown, which will reduce errors caused by attempting to re-upload the previous report again.