Use this area to view Standard Activity Plans as well as Tasks that are attached to an Appraisal. Note: This area will be empty when first adding a new Appraisal since there are no Standard Activity Plans attached yet. Note: This is a viewing screen only and no changes may be made on this page.

1.       Select the Properties Function/Menu button.

2.       Click on the Appraisals Option Button.

3.       Ensure the correct Department is displayed/selected in the Department Drop Down List.

4.       Locate the Appraisal to be removed. You may search for an Appraisal using any of the

Address fields, for example 12 Middlegate Street, Sydney. You may enter, 12 or Middlegate or Street or Sydney. Note: You are also permitted to enter abbreviations such as “Mid” or part of the word contents such as “gate”. See search for an appraisal.

5.       Click on the Find Now button.

6.       Once located double click on it.

7.       Once the property has been selected from the list, an Appraisal Active Window will appear.

8.       Select the Activity Plan tab. 

9.       The Activity Plans area displays any Standard Activity Plan that has been attached and

lists both the start and end dates. If there is no end date displayed, this denotes that the Standard Activity Plan is still open.

10.     The Activities area will display any Tasks assigned the Appraisal, i.e. whether they are

deleted, in progress, not started or completed. It displays the due date as well as any notes regarding the Task.