To create a new Profile:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click the Create Profiles tab.
3. Click the Add New button.
4. Enter the new Profile name by clicking in the Name field and typing. (This field is manda­tory.)
5. Based on your Profile Settings you chose on the Appraisal Setup tab, you can select the action required for the Factors and Goals sections.  To do this, click the down arrow in the appropriate box and make your choice. Choose Require if you want to make this a requirement of all multi-appraisers assigned to this Profile. Choose Optional if you want to give multi-appraisers assigned to this Profile the option of not evaluating a Factor or Goal. Choose Restrict if you do not want multi-appraisers assigned to this Profile to evaluate Factors or Goals.
6. The Content options will default to those choices made on the Appraisal Setup tab also. Click in the boxes beside those options you wish to assign to this Profile.
7. Click Save on the toolbar.
8. This Profile will now be available to assign to multi-appraisers.

Note:

If any option you desire is not displayed, you will have to return to the Appraisal Setup tab and activate it under Profile Settings.

To duplicate a Profile:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click the Create Profiles tab.
3. From the Available Profiles dropdown list, click the down arrow and select the Profile you wish to duplicate.
4. Click the Duplicate button.
5. The duplicated Profile will be named “Profile Name (Copy).” (For example, if you duplicate “Marketing,” the new Profile will be named “Marketing (Copy).”)
6. Click Save on the toolbar

To rename a Profile:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click the Create Profiles tab.
3. From the Available Profiles dropdown list, click the down arrow and select the Profile you wish to rename.
4. Edit the Profile name by clicking in the Name field and typing.
5. Click Save on the toolbar

To delete a Profile:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click the Create Profiles tab.
3. From the Available Profiles dropdown list, click the down arrow and select the Profile you wish to delete.
4. Click the Delete button.
5. A warning message appears. Click Yes to confirm the delete, or Cancel to return to the Profiles screen.

Note:

If you delete a Profile that is already assigned to multi-appraisers, those multi-appraisers will revert back to the Default profile. It will also unmerge the appraisal and unmark the appraisal as being Ready for Meeting. You may lose appraisal data if the appraisal is pending.

To assign a Profile:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click the Create Profiles tab.
3. Click Assign Profiles.
4. From the Available Profiles dropdown list, click the down arrow and select the Profile you wish to assign.
5. The Multi-Appraisers box on the left contains a list of all multi-appraisers who have not been assigned to this Profile. If you would like to view only those multi-appraisers who have NO Profile, click the Multi-Appraisers With No Profile radio button. The Currently Assigned To This Profile box on the right contains a list of multi-appraisers who have ALREADY been assigned to this Profile.
6. From the Multi-Appraisers list, select the multi-appraiser you wish to assign to the Profile by clicking on the name once.
7. Click the single right arrow button to move the multi-appraiser to the Currently Assigned To This Profile list.

   Note:

   If you click the double right arrow it will move the entire Multi-Appraisers list to the Currently Assigned To This Profile list.

8. Click Save on the toolbar.