Job Manager

 Whether adding appraisals to your portfolio manually or importing assignment data from the Valuation - Jobs application, you can manage and keep track of historical Job information.

• Assign up to 4 appraisers to a Job
• Track the status of a Job
• Apply a Client, 2nd Client and Property contact to a Job
• Track Fees for a Job and create an invoice from the Excel/Word template
• Assign comparables to a Job
• Search for Jobs and view the Job locations via a map
• Save common search queries
• Export company-wide appraisal metadata to Excel for analysis

Jobs Manager Table

The Jobs Manager table makes it easy to view, sort, edit and export your Jobs.

A.	Click on any column header, except Commands, to sort the table by that column, in ascending order. Click on the column again to change the sort order to descending. Click a third time to remove that column sort setting entirely. The table can be sorted by multiple columns simultaneously. Click on additional columns to sort by those columns. Each subsequent column sort will be assigned a number, and that column’s sort priority will be lower than the previous column(s) (e.g., the column with a sort order of “3” will be of lower priority than the columns with sort orders of “2” and “1”) To change a column width, hover over one of the column borders in the column header and drag the cursor to increase or decrease the width. Column sort settings are maintained when you refresh the page or log out of the Report Writer web database.
	Columns can be reordered. Click on a column header and drag it to the desired location among the other column headers.
	All columns except Commands have filtering. Click the filtering icon in a column header to display the filter menu. Apply the desired filters, and then click Filter to apply it.	In the example above, the Property Major column is filtered to show results that are equal to Residential OR Land
	Click the Clear button to remove the filters on a column.
B.	Click Show Map to expose the map. Click Hide Map to hide the map. Map displays icons indicate Job locations. Hover over an icon to display information about the Job and corresponding property. To zoom in or zoom out on the map, hold the Ctrl key on your keyboard and use the mouse scroll wheel to adjust the zoom level.
C.	Click Save Grid to save the current column order and filter settings.
D.	Click Export to Excel to export a .xlsx file containing all Job records. Only the columns that are set to be displayed will be exported; columns deselected in the Column Chooser will not be included in the file. Click the arrow to the right of the Export to Excel button and then click Export all fields to export ALL columns, including those that are deselected in the Column Chooser.
E.	Click Column Chooser to open a menu listing all available columns. Click the checkbox next to a column to add it to the table view. Uncheck to remove a column. Type all or part of a column name in the Search bar at the top of the menu to filter the list of columns. Click Done to save the Column Chooser settings and apply them to the table.
F.	The following fields have blue, clickable link text. Property ID: Opens the General page of the Property record in a new browser tab. Appraiser/Appraiser 2/Appraiser 3/Appraiser 4: Opens a table listing all appraisers, their contact and license information, and more, in a new browser tab. Company Name, Contact Name, Contact Name 2, Property Contact: Opens the Company Details page, which lists information about the Company and associated contacts in a new browser tab.
G.	Click the arrows at the bottom of the page to navigate among the Jobs table records. The outermost arrows, which have a vertical line, skip to the first (left arrow) and last (right arrow) page of records. The inner arrows navigate forward/backward a single page. Click a number to navigate to that page of records. Click the Items per page dropdown menu to change the number of rows displayed on a single Jobs table page.
H.	Click Edit Job to open that Job record for editing. Click the arrow to the right of the Edit Job button to display three buttons:  Delete: Click to delete that Job record. A popup will request confirmation. Click OK to delete the record. Note: Only users with admin-level permissions can delete records.  Email: Click to open an email that is automatically populated with the appraisers' email addresses in the TO field and the Job data in the body of the email. Click Send to send the email. Research: Click to open the corresponding Research Project in the Research app. Note: If there is no corresponding Research app Project, the Research button will not appear.
I.	The following columns have a sum and average at the bottom of the table: Fee Fee 2 Expenses Retainer Fee Inspection Fee Contract Total

Manually Adding/Editing a Job

To add or edit a new Appraisal job, click the Jobs menu to go to the Jobs page, then click the Add New Job button to open the Job Details popup. 

If your subject property already exists in your N1 database as a property record, simply type or paste the Property ID into the “Search by N1 ID” field and click Get Data. If the subject is not already in the database, simply fill out the fields and a new property record will be created for you. 

Complete the Job Details fields manually. Fields with a red asterisk are required.

Contact Information

You can choose an existing Client or quickly create a new company and/or contact by clicking the Add Client button. 

You may add Client 2 and Property Contact Information. These fields have type-ahead functionality: begin typing the name of a Company or Contact in the drop-down menu to filter the menu to easily find the desired Company or Contact. 

Fees

Fee information can be entered manually. Contract Total is a calculated field. Hover over the field to see a tooltip describing how the field is calculated.

Job Dates

The required Job Dates are denoted with red asterisks.

Comps Used

The Comps Used section of the Job Details modal allows you to track the comparables used for a specific Job.

a. Enter one or more Property IDs, separated by commas, in the Tax Comps, Land Analysis, Improved Sales, Lease Analysis, Expense Analysis, and Custom fields.

b. To find comps using Report Writer’s map and search tools, click the map icon next to the type of comparable you wish to find.

After clicking Add Selected Comps to Job, a confirmation message will appear in the upper right corner of the screen and the property records will be added to the Job.

Milestones and Notes

Milestones and Notes allows you to manually track the Job’s progress. If work product was sent via the mail or another shipping service the Tracking Number can be recorded here.

Completing the 'Edit Job' Process

Click Save to save the information entered. 

Click Clear to clear all fields, including those containing data imported automatically from LightBox Valuation.

Click Cancel to cancel the Job-creation process without saving any information that was entered manually.

Searching for Jobs

To search for a specific Appraisal Job, select a search field from the drop-down in the menu of the Job Search page. 

Select Search Criteria from the drop-down menu and then click Search. 

Click on the Advanced Search command in the center of the search bar to execute a search with multiple search criteria. 

To use the Advanced search: 

1. Select search criteria from the drop-down menu. This will create a new search criteria field below. 
2. Enter or select a value for the search criteria. Some search criteria have drop-down menus, while others have text boxes. In this example, three search criteria have been added to the search: City, Originator, and Contact Name. The value for the Contact Name item has not been selected yet.
3. Once all search criteria and their related values have been defined, click Search. 

To remove a search item, click the red X in the upper right-hand corner of the item box. To delete all the filter items, click Clear Filters. 

Save Job Searches

After running a successful search, save the query for future use by clicking the Save Job Search button.

Saved Searches are stored as Basic or Advanced and can be deleted as necessary.

Maps

Click the Show Map button in the search bar to display a map. 

The map displayed will include pins for all the properties listed in the search results.

Export to Excel or PDF

To export jobs to Excel or PDF for analysis or other reporting, simply click the appropriate field from the main Job Search page.