Editing a Worksheet
Most of the information in a worksheet can be easily changed before it has been submitted for processing. After the worksheet has been submitted, a revision must be created and the request resubmitted.
How to
Edit a worksheet
-
From the Work Queue, set the View to "Unsubmitted Valuations."
The breadcrumb trail indicates the steps to be completed.
- To change the Admin Information
or Vehicle ID sections of the worksheet, do the following:
- Click Edit Admin & Vehicle Info.
- Make the necessary changes to the information. Then, click Save & Continue.
- To edit the information in any other section of the worksheet, simply make the necessary changes and click Save.
- When prompted, do one of
the following:
- Click Close Request to return to the Work Queue.
- Click Continue Working to keep the worksheet open.
- If you are ready to send the completed request for processing, click Submit for Review or Submit Request as required by your process.
Command Buttons
|
Edit Admin & Vehicle Info |
Click to make changes to the Admin Information or Vehicle ID sections of the worksheet. |
|
Save & Continue |
Click to save any changes made to the Admin Information and Vehicle ID sections of the worksheet. |
|
Cancel |
Click to cancel any changes entered and close the worksheet without saving the changes. |
|
Save |
Click to save any changes made to the worksheet. |
|
Submit Request |
Click to save any changes made to the worksheet and send the completed request to the host for processing. |
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