Create

In the Navigation panel on the left-hand side of the screen, the fourth tab under the Assessments menu is Create.

The Create feature allows the user to enter a new assessment. For new users, the Is Test? checkbox can be used to create a test assessment.

On the left-hand side panel, the user has some options to enter details about this assessment. Job type, external identifier and contact info can be entered here.

Contact

In the Contact section, the user can specify a primary contact for this property. Additional users related to this property can also be added in this section. Please note - all users in this section will receive the report related notifications.

On the right-hand side, the user is able to utilize map features to find a property using inputs such as

• Street address (SITUS)
• Lat, Long
• Google Maps location
• APN

Once the info is filled out, click Create Assessment which creates a new assessment in the system and the system begins to generate landcraft data for the property.

Assessment Created

The user will be taken to the newly created assessment to the Parcel tab shown below. Once the data packages have been generated, the new assessment is updated to "Ready" status and can be assigned to an assessor.

Important

Until an assessment is moved forward to "Scheduled" status it will not be available in the Collect App for field staff.

For more info on the different tabs in this view, refer to this page.