Appraisals - Setting Up Appraisal Availability

This article will run through how to set up your appraisal availability through your calendar and Ideal Week within your account.

1. Navigate to IRE BDM > Appraisals > Calendar.

• A Calendar entry will set your availability for a specific date and time and that entry will not be recurring. Click on the 3 Action Dots, select New Entry.

2. Input an inspector from the selection drop down menu, choose a date, input a start and stop time from the designated fields and then click Save.

Note: Once redirected to the calendar tab your entry will be displayed as a line item as requested.

1. To establish a recurring availability, please proceed to IRE BDM > Appraisals, Ideal Week. This process will schedule your availability on a weekly basis until you decide to modify or deactivate it.

2. Select the team member from the drop down menu and specify the number of days ahead of today that times will be offered based on the Ideal Week. You can also choose to copy form another Team Members Ideal Week by selecting their name and then selecting the copy button.

3. Scroll to the Ideal Week section, click the 3 Action Dots and select New Entry then input the details for your recurring available time.

Note: Click the 3 Action Dots adjacent to the data you’ve inputted and select Delete if you no longer wish to display your reoccurring available time.

4. By selecting Regions, this allows you to apply filters to properties in a particular area. Click on the three action dots to add new Region.

5. Clicking the three action dots to the right of the region name rule will allow you to delete a region entry.

6. Selecting Property Options allows for Name and Property Categories to be selected to display against it. Selecting the three action dots will display the ability to create a New Option. 

7. Clicking the three action dots to the right of the option rule will allow you to delete the option if no longer required.