Appraisal

The Appraisal Accordion provides fields for recording appraisal and value information for each item including: Minimum Value, Maximum Value, Valuation Date, Acquisition Value, and General Appraisal Notes. Appraisal Reports are also accessed from this accordion.

Add Appraisal Report

1. Click "Edit" in the Edit Bar at the top of the catalog record
2. Click the Appraisal Accordion bar to expand it
3. Click the "New Report" button
   
   
   
4. Fill in the Minimum Value, Maximum Value, Valuation Date, Reason, and Appraiser fields
   • The Reason and Appraiser fields are controlled by authority files (See Using Authority Files)
5. Fill in additional fields if needed
6. Click "Save" on the pop-up window
7. The Confirmation Message will ask if you want to update the current information listed on the record. Click "Yes" or "No."
8. Click "Save" in the Edit Bar at the top of the screen

Print Appraisal Report

Use the "Print" button above the Appraisal History grid to preview a report of all of the Appraisal Reports associated with this item.

View/Edit Appraisal Report

1. Click "Edit" in the Edit Bar at the top of the screen
2. Click the hyperlink in the Date column within the Appraisal Accordion
3. View the record or make your changes
4. Click "Save" on the pop-up window
5. The Confirmation Message will ask if you want to update the current information listed on the record. Click "Yes" or "No."
6. Click "Save" in the Edit Bar at the top of the screen

Delete Appraisal Report

1. Click "Edit" in the Edit Bar at the top of the screen
2. Hover over the Appraisal Report that you want to remove
3. Click the Trash Can icon on the right end of the row
4. Click "Yes" to confirm
5. Click "Save" in the Edit Bar at the top of the screen