Order PowerView > Set Status
     
 

Set Internal Status

 
     

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

OrderStatusPane

 


Viewing Status Details

To view the full details for any internal status update in your order’s status history:

  1. 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.
  2. Use the Previous and Next buttons to see the detailed information for each previous status change.
  3. 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:

  1. In the Order PowerView, click Set Status in the Status pane to the left.
  2. When the Add Internal Status window appears, choose the desired internal status from the drop-down list in the upper, right corner.  Depending on the status you select, more options may appear. For instance, if you choose Inspection Scheduled, additional fields appear where you can enter the date and time of the scheduled inspection.
  3. Type any comments you want to include with the status change in the Notes box.

    AddStatusMessage.png

         
     
    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.
     
         
  4. If this is an XSite order and you've integrated with your XSite, check the Send Client Notification box to send a notification of this status change to your client.  Then, use the drop-down menus to select a recipient and subject for your message or just type that information yourself.

  5. When you’re finished, click Save to update your internal status.

 



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