Valuation Module

The valuation module is designed to manage and track all tasks related to the valuation process for each target property. It includes a tab system for navigating different features. It ensures that all necessary steps are completed in a structured and efficient manner.

1 - Tasks

The Tasks tab is a crucial part of managing and tracking all tasks related to the valuation process for each target property. It includes a detailed tasks table organized by categories, and actionable icons for task management. This tab ensures a structured and efficient workflow, guiding users through each step of the valuation process in a logical order.

1. Tab System: This allows you to navigate between different features within the valuation tasks section, such as tasks, external references, outputs, and signed reports. Each tab provides access to specific functionalities and details.

2. Tasks Table: This table lists all the tasks that need to be completed for the valuation. It provides an overview of the tasks, their categories, expected completion dates, assigned users, and actions.

3. Task Categories: Tasks are organized into categories such as Investigation, Valuation, Reporting, Upload, and Client Hand-Off. This categorization helps in managing the tasks systematically and ensures that each step of the valuation process is covered.

4. Logical Task Order: Tasks are listed in a logical sequence, and they should generally be completed in the given order. This sequence ensures that each step builds upon the previous one, facilitating a smooth workflow.

5. Actions: The icons in this column allow you to:

   • Display Information: View details about the task.

   • Assign Task: Allocate the task to a specific user.

   • Access Task Page: Navigate to the detailed page for the task, where you can manage and track its progress.

This section is crucial for ensuring that the valuation process is thorough, organized, and transparent, with clear responsibilities and timelines for each task.

More about this Tasks tab:

• Investigation Tasks

• Valuation Tasks

• Adding Scenarios

• Reporting Tasks

• Completing a Project

2 - External References

This tab allows you to upload all documents related to the target property as requested in the Terms of Engagement (ToE).

1. Add Additional Document: If necessary, you can upload additional documents related to the target property.

2. Document List: The table lists all the documents requested.

3. Actions: The edit button allows you to either upload the document or explain why the document was not provided by the client.

3 - Outputs

This section is where you generate various reports such as Inspection Reports, Valuation Reports, and Draft Statements, either as final or draft reports.

1. Generate Report: Click to generate a report. A dropdown list allows you to choose which report needs to be generated.

2. Draft Option: Click here if you want the report to be marked with a draft mention on all pages.

3. Generated Documents Table: The table lists all documents already generated.

4. Actions: Info tooltip, edit description, download document, and delete document.

4 - Signed reports

This section is for storing your final report signed by the lead valuer.

1. Signed Reports List: Lists all signed reports uploaded.

2. Actions: Icons to delete a signed report or upload a new signed report.