View Applied ITV Evaluation

1. Begin by locating a client from Desktop Navigation in Applied Rating Services

To locate an existing client, complete one of the following workflows:

1. 2. Access a client by clicking the Locate button on the options bar, then
      1. Click the dropdown menu to select other search criteria or click the Advanced button to add multiple search criteria.
      2. Enter your search criteria in the Search field
      3. Select the client in the Results list
         
   3. Access a client by using the Locate in the Client menu on the menubar.
      1. Click Client > Locate on the menubar.
      2. Click the dropdown arrow to select other search criteria; click the plus sign to add additional search criteria if needed.
      3. Enter your search criteria in the Search field.
      4. Click the Locate button.
      5. In the Results list, select the client and click OK.

2. Select a property or an Applied ITV quote in the Quote Summary list.
3. Then, do one of the following to view Applied ITV Evaluations:

1. • Click ITV on the options bar and select View Applied ITV Evaluations from the menu.
   • Click Quote > New Evaluation > View Applied ITV Evaluations on the menubar.
   • Right click and select Details > Edit Applied ITV Evaluation from the dropdown menu that displays

Note: If no evaluations exist for the selected quote, the message “There are no evaluations for this quote” will display on a pop-up screen.

4. The Applied ITV Evaluations screen displays. The evaluation that is associated to this quote displays in the list.

You can perform the following actions from this screen:

1. • Add a New Dwelling Evaluation: Click the New Dwelling Evaluation button  to add a new Applied ITV quote.
     
     To learn more, take a look at the Perform an Applied ITV Evaluation article.
   • Re-Quote Selected Evaluation: Click the Re-Quote Selected Evaluation button  to Re-Quote the selected Applied ITV evaluation by making changes to the address and/or dwelling information on the Applied ITV Evaluation Details screen.
   • Delete the Selected Evaluation: Click the Delete the selected evaluation button  to delete the evaluation selected in the list.  On the Confirm popup screen click Yes to delete the selected evaluation.
   • Print the Selected Evaluation: Click the Print the selected evaluation button  to access the Document Centre. From here the Applied ITV Dwelling document can be printed or Saved to PDF.
     
     To learn more about printing documents, see the Document Centre and Printing From Document Centre articles.

5. Click the Close button to close this screen when you are done.