Revising a Request

When a request worksheet or dealer quote is submitted, a read-only version of the request is generated and sent for processing. To revise the request, the worksheet or quote request must be updated and then resubmitted. Revisions are numbered sequentially in the navigation pane of the open valuation under Documents/Total Loss Valuations.

Note: A revision request can be submitted only for valuation requests with a status of Pending Settlement.

There are two types of revisions:

  • Revise and order a New Comparable Vehicle Report
  • Revise and use existing Comparable Vehicle Report

If the revision changes the vehicle value by a certain percentage of the original value (for example 20%), a new billing transaction will occur. The exact percentage used is determined by your company preference.

How to

  1. From the Work Queue, open the valuation request you want to revise.

  2. At the top right of the Workspace, click Revise.

  3. Select Revise using existing valuation report.

    The status of the current version of the valuation changes to "Closed w/o Payment" and the valuation request worksheet opens in edit mode.

    Note: You can click Save at any time. To continue editing the Request Worksheet, select Continue Working. To close the Request Worksheet and return to your Work Queue, select Close Request.

  4. When your edits are complete, click Submit Request.

    A confirmation message informs you that the worksheet has been saved and the request submitted. Click OK to return to the Work Queue.

  1. From the Work Queue, open the valuation request you want to revise.

  2. At the top right of the Workspace, click Revise.

  3. Select Revise and order a new valuation report.

    The status of the current version of the valuation changes to "Closed w/o Payment" and the valuation request worksheet opens in edit mode.

    You can edit every section of the worksheet except the Claim Information. To edit the Admin Information and Vehicle ID, click Edit Admin & Vehicle Info.

    Note: You can click Save at any time. To continue editing the Request Worksheet, select Continue Working. To close the Request Worksheet and return to your Work Queue, select Close Request.

  4. When your edits are complete, click Submit Request.

    A confirmation message informs you that the worksheet has been saved and the request submitted. Click OK to return to your Work Queue.

 

Reference

Edit Admin & Vehicle Info

Shows the Admin Information and Vehicle Info sections in edit mode.

Save & Continue

Saves your changes to the worksheet.

Delete

Cancels the revision request and restores the previous version of the valuation request.

Save

Saves your changes to the worksheet. You can continue editing the worksheet or return to the Work Queue.

Submit Request

Saves the revised worksheet, submits the request, and returns you to the Work Queue.
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