ADMINISTRATOR: Reopening a complete Appraisal
Administrators and Responsible Officers can reopen (and recomplete) complete Appraisals, if required. Below are step-by-step instruction on how to do it.
Go into the Appraisal in question and select the Reopen button at the bottom of the list of sections as per the screenshot on the left:
Please note that reopening an Appraisal removes the current completion date. The date will be updated, along with the PDFs, when the Appraisal is newly completed and will include any changes made. This action cannot be undone.
When Reopen is selected, you will need to add a reason for this as per the above screenshot on the right. This information, along with your name and date, is included in a notification sent to the appraisal owner, appraiser and administrators:
Please mind that, in order for notifications to be sent, the following email preferences are required (by role; the default is that these are on):
User – My appraisal is reopened (from completed back to submitted)
Appraiser – I am an appraiser and my appraisee’s appraisal is reopened (from completed back to submitted)
Responsible Officer – An appraisal is rejected (from completed back to submitted)
Administrator – An appraisal is reopened (from completed back to submitted)
Once a reason has been added and reopen has been confirmed, the Appraisal will be reverted to a submitted state, where amendments can be made by the Appraisal owner and user:
To complete a reopened Appraisal, administrators (and Responsible Officers) will see the Recomplete Appraisal button below the sections on the left-hand side of the page. Appraisers will see the Submit to RO button as usual:
Both buttons will then open a pop-up with the reason the Appraisal was reopened and who by:
This must be acknowledged before the Appraisal can be completed (i.e., submitted to the RO).
Acknowledging it will trigger the same email notifications of a completed Appraisal, and is now complete:
The completion will be the new completion date, and the PDFs for this form will also be updated to reflect this.
Go into the Appraisal in question and select the Reopen button at the bottom of the list of sections as per the screenshot on the left:
Please note that reopening an Appraisal removes the current completion date. The date will be updated, along with the PDFs, when the Appraisal is newly completed and will include any changes made. This action cannot be undone.
When Reopen is selected, you will need to add a reason for this as per the above screenshot on the right. This information, along with your name and date, is included in a notification sent to the appraisal owner, appraiser and administrators:
Please mind that, in order for notifications to be sent, the following email preferences are required (by role; the default is that these are on):
User – My appraisal is reopened (from completed back to submitted)
Appraiser – I am an appraiser and my appraisee’s appraisal is reopened (from completed back to submitted)
Responsible Officer – An appraisal is rejected (from completed back to submitted)
Administrator – An appraisal is reopened (from completed back to submitted)
Once a reason has been added and reopen has been confirmed, the Appraisal will be reverted to a submitted state, where amendments can be made by the Appraisal owner and user:
To complete a reopened Appraisal, administrators (and Responsible Officers) will see the Recomplete Appraisal button below the sections on the left-hand side of the page. Appraisers will see the Submit to RO button as usual:
Both buttons will then open a pop-up with the reason the Appraisal was reopened and who by:
This must be acknowledged before the Appraisal can be completed (i.e., submitted to the RO).
Acknowledging it will trigger the same email notifications of a completed Appraisal, and is now complete:
The completion will be the new completion date, and the PDFs for this form will also be updated to reflect this.
Updated on: 21/02/2025
Thank you!