Sales

Navigate:Valuation > Workflow Review > Sales > Workflow Review Sales

OR

Sidebar > Workflow > My Work List > [Select Workflow Event] > Workflow Review Sales

Description

NOTE: This task may not apply to your jurisdiction.

The Workflow Review Sales screen displays a list of all workflow activity related to sales of real property at a summary level.

Each row in the Workflows grid represents a workflow event summarized at the group level for multiple parcel events; or, a row may represent a single parcel event.

Steps

1. Click on the hyperlink for any Workflow-Activity listed in the Workflows grid to view its details on the Event Detail Review Sales screen.

2. Click on the Notes hyperlink for any listed item to view, edit, or delete an existing note, or to add a new note to the workflow activity on the Maintain Notes screen.

3. Optionally click the Excel spreadsheet icon to export the list to a Microsoft Excel worksheet.

4. Click the display options drop-down list (located next to the Excel icon) to display the list in another format. Options include Grid (default), Text, CSV, and Tab.

5. Optionally click Column Options to edit the columns which are displayed in the grid. The Result Columns pop-up window is displayed for making your selections.

6. Checkmark to select one or more listed Workflows-Activities in the grid and click Advance to route the selected workflow event(s) to the next queue. Selecting Advance indicates the reviewer has reviewed the workflow information and is approving the advancement of the workflow to its next configured queue.

OR

Checkmark to select one or more listed Workflows-Activities in the grid and click Return to return the workflow event(s) to the previous queue. This action is routing each workflow to its own configured "return" queue for further review or correction.

NOTE: Clicking the checkbox in the grid's header panel selects all items in the list.

• Click Refresh to refresh the screen.

• Click Close to end the task.