To assign multi-appraisers to an employee to be evaluated:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click on the Assign Multi-Appraisers tab.
3. Select the employee that you want your multi-appraisers to appraise by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. The Primary appraiser will be listed first in the Appraiser field. If there is no Primary appraiser listed, go to the Employee Data screen and complete the Appraiser field there.
5. On the Assign Multi-Appraisers tab, click the Add New button to add a multi-appraiser.
6. Select a multi-appraiser from the list that appears by clicking on the name once.
7. Click OK to add the multi-appraiser or Cancel to return to the Assign Multi-Appraisers tab without saving.
8. The Default Profile is automatically assigned. If you desire a different Profile, insert your cursor in the Profile field you wish to change and select a Profile for this multi-appraiser from the list that appears. (The Profile options that appear will be Profiles the multi-appraiser has been assigned to.) Or you may choose the Custom Profile from the list.

   Note:

   The Custom Profile option allows you to create custom rights for a multi-appraiser on a particular appraisal.  If these rights will be used more than once it is recommended you create a Profile in the Create Profile section rather than repeatedly using the Custom option.

9. Click Save on the toolbar.
10. Repeat steps 5-9 until all multi-appraisers have been assigned.

To remove a multi-appraiser from an employee:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click on the Assign Multi-Appraisers tab.
3. Select the employee from which you want to remove multi-appraisers from by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. Click the Delete icon next to the multi-appraiser you wish to remove.
5. Click OK to proceed with the deletion or Cancel to return to the Assign Multi-Appraisers screen without saving.
6. Click Save on the toolbar.

Remember that appraisers’ names should not be removed if appraisals are already in progress as all associated data will be lost.

To weight multi-appraisers’ evaluations:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click on the Assign Multi-Appraisers tab.
3. Select the employee whose weights you wish to edit by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. Enter the desired weight for each multi-appraiser’s evaluation in the Weight field.
5. To weight all multi-appraisers equally, click the Divide Weights Evenly button.
6. Make sure the weights total 100.
7. Click Save on the toolbar.

To mark selected multi-appraisers as confidential:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click on the Assign Multi-Appraisers tab.
3. Select the employee you wish to edit by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. Click in the Confidential box beside those multi-appraisers whose scores you wish to keep confiden­tial.
5. Click Save on the toolbar.

Note:

The primary appraiser may not be marked confidential.

To re-order multi-appraisers:

1. From the main menu, click System Setup, then click Multi-Appraiser Setup.
2. Click on the Assign Multi-Appraisers tab.
3. Select the employee you wish to edit by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. In the Order field beside the multi-appraiser you wish to move, click on the arrow pointing up if you wish to move the multi-appraiser up, or on the arrow pointing down if you wish to move the multi-appraiser down in the order.
5. Click Save on the toolbar.

To assign and set up multi-appraisers (primary appraiser instructions):

1. In the Logged In As box, make sure your Role is set to Appraiser.
2. From the main menu, click Manage Employees, then click Assign Multi-Appraisers.
3. Select the employee you wish to assign multi-appraisers to by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. On the Assign Multi-Appraisers screen, click the Add New button to add a multi-appraiser. (The only multi-appraisers a primary appraiser may choose from will be those assigned to their same Group.)
5. Select a multi-appraiser from the list that appears by clicking on the name once.
6. Click OK to add the multi-appraiser or Cancel to return to the Assign Multi-Appraisers screen without saving.
7. The Default Profile is automatically assigned.  If you desire a different Profile, insert your cursor in the Profile field you wish to change and select a Profile for this multi-appraiser from the list that appears.  (The Profile options that appear will be Profiles the multi-appraiser has been assigned to.)  Or you may choose the Custom Profile from the list.
8. Enter the desired weight for the multi-appraiser's evaluation in the Weight field.
9. To weight all multi-appraisers equally, click the Divide Weights Evenly button.
10. Make sure the weights total 100.
11. Click in the Confidential box beside the multi-appraiser whose name you wish to keep confidential.
12. In the Order field beside the multi-appraiser you wish to move, click on the arrow pointing up if you wish to move the multi-appraiser up, or on the arrow pointing down if you wish to move the multi-appraiser down in the order.
13. Click Save on the toolbar.

To remove a multi-appraiser from an employee (primary appraiser instructions):

1. In the Logged In As box, make sure your Role is set to Appraiser.
2. From the main menu, click Manage Employees, then click Assign Multi-Appraisers.
3. Select the employee you wish to remove multi-appraisers from by using either the employee dropdown list on the toolbar or by entering a name in the Search field.
4. Click the Delete icon next to the multi-appraiser you wish to remove.
5. Click OK to proceed with the deletion or Cancel to return to the Assign Multi-Appraisers screen without saving.
6. Click Save on the toolbar.