Appraisal – Attach Advertising Plan


An Advertising Plan is also sometimes referred to as an Advertising Budget. This area allows you to attach an Advertising Plan to an Appraisal. When an Advertising Plan is attached to an Appraisal and the property is then Listed you have an option to convert it into an Advertising Campaign and in doing so, assign scheduled dates for when the Advertising Items are due. Before attaching an Advertising Plan ensure that you have created an Advertising Plan/s.

1.       Click on the Properties Function/Menu button.

2.      
Select the Appraisals Option Button from the Function/Menu area.

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

4.      
At the top of the List of records area enter your search criteria in the Look for field. 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.      
The system will display all results in the List of records area below. 

7.      
Double left click on the required Appraisal to display its details in the Active Window.

8.      
Click on the Advertising Plan tab.

9.      
Select the Standard Advertising Plan from the Drop Down List.

10.     All Advertising items will appear in the grid list.

Add more Advertising Items to the Appraisal Advertising Plan

11.     You may add any more Advertising Items by left clicking in the white area under the Item
column.

12.    
Select the relevant Advertising Item from the Drop Down List.

Edit the Appraisal Advertising Plan

13.     Edit any of the existing lines by selecting a different Item in the Drop Down list. The Budget
Amount column can also be edited.

Delete Advertising Items from an Appraisal Advertising Plan

14.     You may delete an Advertising Item by selecting the line and pressing the <Delete> key on
your keyboard.

Reset the Advertising Items defaults in an Appraisal Advertising Plan

15.     If you have edited the Advertising Items and would like to restore them to their original
settings, click on the Reset button.

 

16.     Once you are satisfied with the entries, click on Save and Close to save the information
entered, alternatively click on the X at the top right corner of the Active Window, a message will appear “Do you want to save changes?” Select Yes, No or Cancel accordingly.