Adding and Editing Cases

Working with a Case

For information on creating a new case or opening an existing one, please see the Cases topic. This topic will be an overview of each of the screens associated with adding/editing a case, as well as some basic functionality.

The Case tab contains Client, Product, and R. E. Professional data, as well as displaying Status and a few important dates. A Client can be selected by clicking the drop-down arrow next to either Client Name or Client ID. A new client can also be added by clicking the "Quick Add Client" button (next to the Client Name drop-down arrow). Some information may be pre-populated after a client is selected.

After selecting a Client, click the Products button to display the Product Selection dialog. A Product can be selected from the Client list, Default list, or the entire list of Products. If the Client does not have the selected product in the Client Product list, it will be added automatically. If the Client has no fee for the selected Product, the Per-Product Fee dialog will be displayed. Once entered, this fee is then stored with the Client for future cases.

The Status portion of the Case tab indicates the Case Status, Delay/Hold Status, Billing Status, and Payment Status. These data elements are tracked automatically by the system, based upon data that is entered. For example, filling in the Completed and mailed date on the Dates tab will change the Case Status to "Completed and mailed".

Possible values for the Case Status include:

· Logged – when case is first created

· Assigned to Vendor – the Date Assigned to ReProf is filled

· Declined by Vendor – the Date Declined by ReProf is filled

· Accepted by Vendor – the Date Accepted by ReProf is filled

· Inspection scheduled – the Inspection Scheduled field is filled

· Inspection completed – the Inspected field is filled

· Electronically received – the Appraisal Received date field is filled

· Rejected for revision – the Rejected for revision filed is filled

· Revised product transmitted – the Revision Received field is filled

· Approved for release – the Approved for Release filed is filled

· Completed and mailed – the Completed and mailed field is filled

· Transmitted to Client – the Completed/Transmitted field is filled

· Cancelled – the Cancelled date field is filled

Possible values for the Delay/Hold Status include:

· None – neither the Delay Start nor On Hold date fields are filled

· Case is Delayed – the Delay Start field is filled and the Delay End is blank

· Case is On Hold – the On Hold field is filled and the Off Hold field is blank

Possible values for Billing Status includes:

· Not billed – the Date Invoiced field is blank

· Billed – the Date Invoiced field is filled

Possible values for the Payment Status include:

· No payment – No payment has been posted

· Partial payment – a payment has been posted, but the balance is not $0.00

· paid in full – a payment has been posted and the balance is $0.00

A R. E. Professional can be selected by clicking the drop-down arrow next to the R.E. Prof. Name field. Note: only Real Estate Professionals with a Status of Active will be displayed in the list. Please see the Real Estate Professionals Status topic for more information.

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The Case tab

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The Product Selection dialog

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The Per-Product Fee dialog

The Property tab contains fields related to the subject property. Filling in the zip code will automatically complete the city, state and county fields as well. In areas where a single zip code covers more than one city, there will be alternate values in the City drop-down list to choose from.

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The Property tab

The Instructions tab contains fields for internal and external instructions. The external ones will print on the Order Sheet.

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The Instructions tab

The Dates tab contains the majority of case-related date fields. The exceptions are date fields related to Billing and Accounting.

To put a case on hold, fill in the On Hold field. To take it off hold, fill in the Off Hold date. The number of On Hold Days is automatically calculated for you. The same functionality holds true for Delays.

To clear a date field, you cannot just delete the contents, due to database integrity. Click the "Clear Date Value" button next to the desired field to erase the field’s contents.

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The Dates tab

The Addresses tab is provided to capture any alternate address information.

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The Addresses tab

Print an Order Sheet

After completing the desired fields on the various case tabs, click the Print toolbar button in order to print the Appraisal Order Sheet.

View Billing Information

To view billing information for the open case, select View | Billing

View Accounting Information

To view accounting information for the open case, select View | Accounting.