Set Status

Order PowerView > Set Status


	Set Status

In addition to the status tools provided in WinTOTAL’s Appraisal Desktop, you can also view and update your status history through WinTOTAL’s Order PowerView.

OrderStatusPane

Viewing Status Details

To view the full details for any status item in your order’s status history…

In the Order PowerView, click the status name’s link in the Status pane on the left. WinTOTAL replaces the order history with a detailed explanation behind the change in order status. You can view the time and date that the status change occurred in addition to any notes you may have included at the time you changed the order status.
Use the Previous and Next buttons to see the detailed information for each previous status change.
Click Back at the top of the Status pane to return to the order history overview.


		Hint: To quickly review an entire status history or update the status of numerous reports in a hurry, you can use the detailed file view provided in WinTOTAL’s Appraisal Desktop.

Updating Order Status

To update the status of your current report…

In the Order PowerView, click Set Status in the Status pane to the left.
When the Add Status window appears, choose the desired status from the drop-down list in the upper, right corner. If none of the provided items seems appropriate, just choose the Message status.

Type any comments you want to include with the status change in the Notes box. If you chose either the “Inspection Scheduled” or “Inspection Complete” items, you can also fill in a specific date.


		Note: If you’re using WinTOTAL’s status tools in conjunction with your XSite so that you can benefit from proactive status messages, the Notes field becomes the body of the status notice e-mail.

If you’ve integrated with your XSite and you wish to send a notification of this status change to your client, check the Update Client box.
Then, use the drop-down menus to select a recipient and subject for your message or just type that information yourself.
When you’re finished, click Send Now to submit your status change immediately or click Send Later to add it the net.X Connect queue of items you’re going to send later.