Overview
This article explains how AMC staff create and manage Reviewer Rule Profiles in Appraisal Scope to automatically route appraisal reviews to the right reviewers. You’ll learn where to find Reviewer Rule Profiles and how profile parameters (such as client, location, process status, job type, and paid status) control which orders are eligible and how review work is assigned.
Approving a new client user
Required Permissions
An AMC staff user will need access to the Pending Users page, accessible from the Main Page by clicking the Users tab, in order to approve a new client company.
When a new client user signs up with a platform-version using the Client Sign Up tab, staff users designated to accept new clients will receive an auto-generated notification email. A staff user should take special note of the Client Company line in the email they receive, because they will locate the profile to be approved by this company name. The client user will be in a Pending status until approved by a staff user using the following procedures.
Procedures
To access the Users tab submenu, click the Users tab from the main menu.
Next, click the Pending Users tab from the Users tab submenu to access a list of clients on the right side of the page, under the Pending Clients header. At this point, find the entry that matches the client company name by looking through the Pending Clients list, or by typing the name into the Company Name text box in the Search fields on the left side of the page.
When the entry associated with this client company name has been located, click Approve from under the Action column at the right of the Pending Clients list. This will open the Client Validation dialog box.
Information for the pending client user will be in the User Information section at the bottom of the dialog box. If you’re ready to add this user to your platform-version, enter a password of minimum eight characters and containing at least one upper case letter, one lower case letter, and one number or symbol into the Password text box, and then select the Set as temporary check box if you’d like to give the client user the option to change their password.
Next, go to the Company Details list on the left side of the Client Validation dialog box and click Select. When the Branch Details list appears, choose the entry for the branch that this client user should be affiliated with and click Select.
When you’re sure that all information for this client user is correct, click Register to add the client user to your platform-version. Appraisal Scope will generate an email supplying the password and notifying the user they’ve been added to the platform-version.
Outcome
After reading, staff will be able to create, update, and remove Reviewer Rule Profiles and select the right parameter combinations to filter eligible orders. Staff will also understand how profiles drive automated reviewer assignment (including round-robin) and how criteria like process status affect which orders appear for review.