---
title: "How to Configure Modern Jobtypes on Appraisal Scope® per UAD 3.6 Updates"
slug: "how-to-create-modern-jobtypes-in-appraisal-scope-1"
tags: ["Appraisal Scope"]
updated: 2026-09-21T19:43:47Z
published: 2026-09-21T19:43:47Z
canonical: "docs.cotality.com/how-to-create-modern-jobtypes-in-appraisal-scope-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Configure Modern Jobtypes on Appraisal Scope® per UAD 3.6 Updates

## Overview

By learning how to configure **Modern** **Jobtypes** tab **on Appraisal Scope®**, you will be able to set up specialized workflows for modern appraisals, such as URAR and Restricted Appraisal Updates. This process ensures your team can utilize the most up-to-date modern workflows while maintaining compliance with GSE requirements. Following these steps will help you streamline your order product management and ensure accurate file type selection for your appraisal documents.

---

## Overview of Valuation Modernization on Appraisal Scope®

Valuation Modernization is a GSE-led initiative that transitions the appraisal process from form-centric to data-centric. It introduces MISMO 3.6 XML, standardized ZIP file packaging, and centralized validation and review services. Click below for more in-depth information on what is changing in Appraisal Scope® for Valuation Modernization.

[Valuation Modernization Changes on Appraisal Scope®](https://view-su2.highspot.com/viewer/b504a91d518ccba21910eef6994cb64d)

---

## Configuring and Testing Modern Jobtypes tab on Appraisal Scope®

### Step 1 - Creating Modern Jobtypes per UAD 3.6

[Embedded content](https://cotality.storylane.io/demo/knisxpszqiv0?embed=inline)

You must configure the following **Modern Jobtype** in the **Jobtype** tab: **Appraisal URAR** (Parent Order), **Restricted Appraisal Update** (Child Order), and **Completion Report** (Child Order). For these Jobtypes, you will have to **Select** **Modern** and ensure that the ZIP file type is enforced.

1. **Navigate** to the **Jobtype**
2. **Create** unique **Jobtypes** (e.g. Desktop, Restricted, etc.) for each supported Modern workflow.
  - **Modern Jobtypes** include:
    - **Appraisal URAR** (Parent)
    - **Restricted Appraisal Update** (Child), and
    - **Completion Report** (Child)
3. Click the **Create JobType button** to open the **New JobType modal**.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-J601O563.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)
4. Type a unique name in the **“JobType Name”** field to begin creating a new modern JobType, then select the **UAD 3.6 radio button.**
5. Select a **Product Type** (URAR, Restricted Appraisal Update, or Completion Report) from the dropdown, then check the Rent Schedule Indicator checkbox only if this JobType will require a rent schedule.

> [!NOTE]
> **Note**: The Rent Schedule Indicator checkbox is not selectable for child products because a child product (e.g., Completion or Restricted) inherit the Rent Schedule Indicator from the parent product.
6. Ensure your new **JobType** and requirements are accurate, then click the **Save** button to save your work. Or, click the **Save and add another** to continue creating new Modern JobTypes on the fly.
7. The **"JobType Generation" (UAD 3.6)** column for each Appraisal Form displays whether a JobType is Legacy or modern UAD 3.6. Newly configured Modern JobType(s) will automatically check the appropriate checkboxes in the Appraised Value and the File Types column (ZIP file type).

> [!NOTE]
> **Important Note:** Once a JobType is created, its core legacy or modern designation is locked and cannot be edited, swapped, or retroactively converted. This separation protects active database records and prevents conflicting validation logic from breaking active orders.

> [!NOTE]
> **Best Practice:** When using client-specific Jobtype Lists, clone the existing list before adding Modern Jobtypes to prevent clients not yet ready for UAD 3.6 from accidentally placing modern orders. Then, the list(s) containing UAD 3.6 modern Jobtype should only be assigned upon confirmed client readiness.

> [!NOTE]
> **Tip:** The FHA and Commercial checkboxes are intentionally unavailable for Modern JobTypes due to GSE requirements.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-YONTRJO9.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)

1. The configuration for **Modern Jobtypes** includes a dedicated control for the **Rent Schedule Indicator**. This allows AMCs to set different fees based on whether a rent schedule is required for the specified JobType.

> [!NOTE]
> **Tip**: For Completion Reports and Restricted Appraisal Updates, the rent schedule checkbox is not selectable as these Jobtypes inherit the indicator from their parent URAR.
> 
> ![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-KVGVDBV6.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)

### Step 2 - Configuring Global Order Form Fields per UAD 3.6

[Embedded content](https://cotality.storylane.io/demo/kra3u84cftlv?embed=inline)

Follow these steps to update your configuration screens for both Modern and Legacy sections. By organizing these fields, your order form will accurately display the selected core data points within the Modern interface. This ensures you have the necessary fields available for efficient data entry and processing.

1. Navigate to **Settings > Options > Order Form Configuration.**
2. Click **Configure** for each section to access the **Modern form field**. Each selection opens in a pop-up screen.
  - **Customize Loan Type Field**
  - **Customize Intended Use Field**
  - **Customize Property Type Field**
  - **Customize Occupancy Field**
3. Click **Close** for each configuration

> [!NOTE]
> **Note**: These configurations include both legacy and modern jobtype settings. Modern values are viewable by default but cannot be deleted, edited, or added to by the user.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-8HWRWYDZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-0QRQ9CLM.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)

### Step 3 - Create an Order and Verify Required Fields Display per UAD 3.6

[Embedded content](https://cotality.storylane.io/demo/rlgzkkqiiwwj?embed=inline)

> [!NOTE]
> **TESTING**: To begin testing, follow these steps to initiate and configure an appraisal order in the system. You will create a test order using the Modern job type through the configured user interface.

These steps will let you correctly create new appraisal orders Appraisal Scope using modern Appraisal URAR types, adhering to current GSE mandates. This process helps verify that all necessary valuation fields are present and that orders are correctly assigned for completion.

1. **Perform** a **Modern jobtype** test order via the configured UI.
2. **Create** an **Appraisal** order in **Appraisal Scope.**
  - Use a modern **Appraisal URAR** **jobtype**
  - **Note**: You can create up to three **URARs** with the same loan number per GSE mandate.
3. **Go to** **Order Details** and **enter** the **Client** configured with the appropriate **jobtype** list.
4. **Confirm** that the required fields and labels are present:
  - **Product Type** label (e.g., **Appraisal URAR**)
  - **Property Valuation Method**
  - **Rent Schedule Indicator** (read-only based in Jobtypes)
  - **Living Unit Excluding ADU Count**
  - **Accessory Dwelling Unit Total Count**
  - **PUD Indicator**

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-XNMX5G95.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)

1. Submit the order, and **assign** the order to an appraiser configured with the modern **jobtype.** **Complete** the order as an appraiser.
  - **Note**: Refer to this article [How to Assign Appraisers and Manage Related Orders in Appraisal Scope® per UAD 3.6 Updates](/ext/docs/how-to-assign-appraisers-and-manage-related-orders-appraisal-scope-per-uad-36-updates-1) for the **Appraiser Workflow** section for specific instructions.
2. **Restricted Appraisal** and **Completion Report Product Types** cannot be cloned. Use the **Add Appraisal Form** button used for legacy orders. The **“Add Child Order”** button, intended for UAD 3.6 modern orders, becomes available for use within an Appraisal URAR once the order has been delivered and is in a **Completed** status.

> [!NOTE]
> **Tip**: **Locked Fields and Inheritance Rules:** • For Appraisal URARs: Once the order is submitted, the **Loan Number, Property Valuation Method**, and **Rent Schedule Indicator** are **locked** and cannot be changed.
> 
> • To ensure compliance with UCDP requirements, the Loan Number field for modern orders is restricted to alphanumeric characters only, with a maximum of 15 characters. Special characters or symbols are not allowed.
> 
> • The Loan Number logic automatically overrides the global Order Form platform setting "Limit the Loan # field to numbers and letters" for all modern jobtype orders, ensuring the restriction is enforced even if the global setting is disabled.
> 
> • For Child Orders (Restricted Appraisal & Completion Report): **The Loan Number, Property Valuation Method, Rent Schedule Indicator**, and **PUD Indicator** are non-editable as these fields are automatically inherited from the parent URAR to the child order form to maintain consistency across the loan.
> 
> • When editing an order originally created with a Modern Jobtype, the Appraisal Form dropdown is restricted and will only display other Modern Jobtypes (same logic applies for Legacy orders). • UCDP Sequence Numbers: The UCDP Sequence Number displayed in Order Details is read-only and cannot be manually edited.

### Step 4 - Verify Parent/Child Related Orders Behavior per UAD 3.6 Updates on Appraisal Scope®

These steps will let you manage the correct system relationship between a parent **Appraisal URAR** and its subsequent child orders, such as **Restricted Appraisal Updates** and **Completion Reports**. Understanding this logic is essential for maintaining GSE compliance and ensuring seamless navigation between linked order records. This is also let you validate the conditional logic of the **Add Appraisal Form** feature. You will be able to confirm that the system correctly restricts jobtype options to prevent duplicate related products and maintains navigable links between parent and child records, ensuring both data integrity and GSE compliance.

[Embedded content](https://cotality.storylane.io/demo/qpk51ymvnnio?embed=inline)

1. **Go to** the configured UI and **perform** a **Modern** jobtype test order.
2. **Locate** or create a new Appraisal order in Appraisal Scope using a modern Appraisal URAR jobtype (up to 3 URARs with same loan number can be created per GSE mandate).
3. **Confirm** that the **Add Appraisal Form** button is present and behaves according to the following :
  - If no child orders exist: **Confirm** that both **Restricted Appraisal Update** and **Completion Report** Jobtypes appear.
  - If a **Restricted Appraisal Update** exists: **Confirm** that only **Completion Report** Jobtypes appear.
  - If a **Completion Report** exists: **Confirm** that only **Restricted Appraisal Update** Jobtypes appear.
4. **Submit** the new order and confirm that related order(s) are displayed in the **Related Orders** section of the parent and child order details, with clickable links to navigate between all of them.

![](https://cdn.document360.io/d7730790-9b0e-4a1e-800e-a32628b13559/Images/Documentation/image-R6MV4QVD.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A31%3A41Z&se=2026-11-01T14%3A31%3A41Z&sr=c&sp=r&sig=UFXeWE6RGhumffkJlJYe4H%2FcD4EJJWhFOrBmgeq51hI%3D)
5. Per GSE requirements, subsequent orders related to the parent Appraisal URAR should be assigned to the original appraiser who completed the Appraisal URAR, if possible. Tip: If the parent URAR has both types of Related Products, the Add Child Order button is disabled, with this tooltip - "You cannot add a new JobType to this order because it already contains an Appraisal URAR, a Restricted Appraisal Update, and a Completion Report."

> [!NOTE]
> **Tip** : If the parent **URAR** already contains both a **Restricted Appraisal Update** and a **Completion Report**, the **Add Appraisal Form** button is disabled. You can **hover over** the button to view the following tooltip:
> 
> *You cannot add a new* ***JobType*** *to this order because it already contains an* ***Appraisal URAR****, a* ***Restricted Appraisal Update****, and a* ***Completion Report.***

---

## Outcome

After you complete these configuration steps, you will have successfully established **Modern** **Jobtypes** within your system. You will be able to process modern appraisal workflows, ensuring that the correct file types and product parameters are applied to your orders automatically.

---

##