Overview
Configuring status mapping allows you to control the flow of automated notifications between Mercury Network® and your VMP XSites. By defining exactly which status updates synchronize across platforms, you ensure that clients and vendors receive only relevant, timely information.
Configure the Status Mapping Settings
Status Mapping allows you to carefully control the flow of status updates to ensure that the parties involved with your orders only receive automatic status notifications that you deem appropriate. Follow the steps below to configure Status Mapping in Mercury Network®:
Navigate to the top navigation bar and select Preferences.
Select VMP Client Order Setup in the drop-down menu.
If you have multiple VMP Clients connected to your Mercury Network® account, use the drop-down menu under VMP Client Portal to Mercury Network® Configuration to select the site for which you'd like to make changes.
On the left, click Configure Status Mapping.
The Status Mapping Configuration grid displays all available order status events. Use this grid to define the synchronization direction for each status.
To set a direction, click the desired cell to display a blue arrow next to the status event. These settings are configured independently for Appraisers/Agents and AMCs/Firms. Ensure you select the appropriate tab at the top left of the grid to manage the desired entity type.
Arrows pointing left indicate the Mercury Network® status is synced to the XSite.
Arrows pointing right indicate the XSite status is synced to Mercury Network®.
Some blocks are grayed out indicating the status cannot be synced in that direction.
Click any cog to access more detailed controls.
Note: The AMC/Firms tab contains specific logic differences from the Appraiser/Agent view:
Excluded Events: The Assignment Expired and Vendor Decline events are omitted because AMCs automatically accept orders.
Order Changed Sync: Select the cog icon next to Order Changed to specify which order form updates should automatically synchronize to the VMP XSite.
After configuring these settings, click Save in the upper-left corner to apply your changes.
Arrow Descriptions
Arrow | Description |
|---|---|
An arrow pointing left | Indicates that the status message flows to the client from the appraiser. For example, in the image above, the Inspection Scheduled status message is automatically delivered to the client when that status is set by the appraiser. Also note that, because the Inspection Scheduled message would only be set by the appraiser, it can only be delivered to the client. |
An arrow pointing right | Indicates that the status message flows to the appraiser from the client. For example, in the image above the Delayed status message is delivered to the appraiser when it's set by the client. However, if the appraiser sets the status as Delayed, a status update is not delivered to the client. This allows you to determine how to handle the delay, and control how your client is notified. |
A blank block | Indicates that no message is automatically delivered to either the appraiser or the client. This means that you manually control how the selected status is delivered, no matter who sets it. For example, in the image above, the Message status is not automatically delivered to either the client or the appraiser, letting you control how the message should be delivered to either party. |
A grayed out block | Indicate that you cannot sync a specific status in this direction because the scenario that would warrant a notification to be sent in that direction is not feasible. For example, the Inspection Scheduled status would only be set by the appraiser, and can only be sent to the client. Therefore, the block beside the vendor settings is grayed out, because the sync would never happen in this direction. |
Configure Client and Vendor Settings
In the status mapping configuration area, you also have the option to configure settings specific to your client and vendor that determine how comments are handled when certain statuses are applied.
Client Settings
Follow the steps below to configure the distribution of client comments:
Click Client Settings in the header of the VMP XSite (Client) column.
Choose one of three actions for each status event:
Apply these settings in any combination to the following statuses:
Vendor Accepted Assignment
Message
Inspection Scheduled
Resumed
Inspection Complete
Canceled
Delayed
Pending Quality Review
When Use custom comments is selected, it activates the custom comments icon Custom Comments Icon to the right of the drop-down menu beside each status event.
Click the icon to enter your custom comments and then click OK. Your custom comments are sent to your client any time that status is applied and synced.
When you are finished configuring your settings, click Save on the lower right of the Sync to VMP window.
Click Save again on the upper left of the Status Mapping Configuration area.
Vendor Settings
Follow the steps below to configure the distribution of vendor comments:
Click Vendor Settings on the upper right of the Mercury Network® (Vendor) column.
Choose one of three actions for each status event:
These settings can be applied in any combination to the following statuses:
Delayed
Comment - Action Required
On Hold
Resumed
Message
Revision Needed
Canceled
When Use custom comments is selected, it activates the custom comments icon Custom Comments Icon to the right of the drop-down menu beside each status event.
Click the icon to enter your custom comments and then click OK. Your custom comments are sent to your vendor any time that status is applied and synced.
When you are finished configuring your settings, click Save on the lower right of the Sync to Vendor window
Click Save again on the upper left of the Status Mapping Configuration area.
Configure Document Upload Options
From the status mapping configuration options, the Document Upload Options allow you to configure the document types that are to be synced automatically when uploaded. There are two sets of configuration options for this feature:
Client Document Settings is used to configure the document types to be synced automatically to the VMP XSite and are available to view when uploaded by the vendor.
Vendor Document Settings determine the document types to be synced automatically and that are available to view once uploaded via the VMP XSite.
Client Document Upload Options
Follow the instructions below to configure the document types to be automatically synced to the VMP XSite when uploaded by the vendor.
Click the gear icon to the right of the Document Uploaded status in the VMP XSite (Client) column.
Check the box next to each document type to be automatically synced when uploaded.
Click All to select all document types, or click None to uncheck all options.
When you've finished changing your settings, click OK to return to the Status Mapping Configuration page
Click Save on the upper left to save your changes.
Vendor Document Upload Options
Follow the instructions below to configure the document types to be automatically synced to Mercury Network® when uploaded by the client:
Click the gear icon to the right of the Document Uploaded status in the Mercury Network® (Vendor) column.
Check the box next to each document type to be automatically synced when uploaded.
Click All to select all document types, or click None to uncheck all options.
When you've finished changing your settings, click OK to return to the Status Mapping Configuration page.
Click Save on the upper left to save your changes.
Outcome
You have now established a synchronized communication bridge between your platforms. With status mapping configured, your order updates will flow automatically and accurately to the appropriate parties