ADMINISTRATOR: How to run Group Appraiser Feedback Report?

This article would only be applicable to users with an Administrator system role on their account, as this feature would not be accessible for non-administrator users.

Administrators can run ad-hoc reports on the feedback for a group of appraisers as and when required. Unlike with an individual Appraiser Feedback (covered here) which focuses on a particular appraiser's role, a group Appraiser Feedback report is mainly used as an overall view of the organisation.

In order to generate a group Appraiser Feedback report, please do the following:

Go to ADMIN view, then click on the Medical Revalidation tab.
In the Appraiser Feedback section, click on Group Appraiser Feedback Reports.
Click on the + New Reports button.
Set Appraiser Feedback Report Options parameters (i.e., Appraisal completion dates, Questionnaire completion dates), then tick the Check/Uncheck all box or boxes next to individual appraisers' names.
Click Save in the bottom-right corner.
Click Generate, also in the bottom-right corner.

Since this process is managed by Trust Administrators and not SARD, you must manually run the Group Appraiser Feedback Report as explained above, then share it with relevant parties in line with the local policy.

Updated on: 01/04/2025