Creating a New Appraisal

To create an appraisal, you can either load an empty form or load an existing form that is similar to the one you plan to enter and rename it using File | Save As…

Create a New Appraisal:

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To use an onscreen Nova QuickStart icon, just click on it with your left mouse button. You will be prompted for the report number and any other information required.

1. Select File | New Form or click the Create New Appraisal icon in the QuickStart bar. The Create New Report dialog box appears, as shown in Figure 3-1.

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Figure 3-1 The Create New Report Dialog

2. Enter a file number consisting of a combination of letters and/or numbers in the File No. field. WARNING: file numbers must be 8 characters or less, and cannot contain spaces.

The Next Available button fills in the next available file number for you. (For more information about Next Available file number, see Initial File Numbers)

3. Select the type of appraisal form from the Form type drop-down list.

NOTE: All the remaining fields are optional.

4. Fill in a Client code or select the Name of the client for whom you are doing the appraisal.

5. Fill in the address of the house for which you will be filling out a form.

6. Enter the other information as requested.

7. You can use the User Reference fields however your company would like to use them. Later you can edit them by choosing Utilities | Edit User Reference. These fields can be particularly useful when you are searching for appraisals using the Property Report Index.

8. Click Proceed when you have entered all the data requested.

The empty appraisal form you selected appears. Now you can enter data into the new form.

NOTE: If the client is not on the list, you may want to add the client to the client database so that the client appears on the list next time.

Using Save As… from an Existing appraisal

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To use an onscreen Nova QuickStart icon, just click on it with your left mouse button. You will be prompted for the report number and any other information required.

1. Select File | Open or click the Open Existing Appraisal icon in the QuickStart bar.

2. Select a form type from the List box.

3. Select a file number from the list below or type in your Report Number in the box.

4. The form you selected appears in the current window.

5. Select File | Save As…

6. Type in the desired file number for the new appraisal (or click the "Next Available" button)

7. Select the appropriate form from the "Form Type" drop-down list

8. Click the "OK" button and the new file is created as an exact copy of the original.

TIP: If you don’t remember the number of the form you want to open:

1. If it was a form you were working on very recently, it may be listed at the bottom of the File menu. Just choose its listing to open it.

2. If you can remember some of the information on the form, you can search for it using the Property Report Index described in Section 4.5, Find an Appraisal. You can even use the Property Report Index to list all the reports in your database.