To prepare an appraisal, proceed in one of the following ways:
Note
If you access the preparation transactions via the profile view, you can call up the subprofile of the appraisee (
Appraisals Where Appraisee
) or the subprofile of the appraiser (
Appraisals Where Appraiser
). Only one appraisee may be defined in the first of these subprofiles, and only one appraiser in the second. The profile of the corresponding person should be called.
To access from the profile view: |
To access from the menu: |
|
Choose |
The
Search Function for Appraisal Model
dialog box appears.
Select the appraisal model you want by double-clicking it.
The
Prepare Appraisal - <appraisal model>
screen appears.
If you have selected the
Appraisals Where Appraiser
tab page and an appraisal model to which an evaluation path has been assigned (via the form of appraisal), the
Generate "To Do" List
dialog box appears. For more information on "to do" lists, refer to
Generating a "To Do" List
.
If necessary, change the name of the appraisal, and the period to be appraised.
Specify appraisers and appraisees
.
With regard to the appraisal type of the appraisal model selected, please remember the following:
If the appraisal is an
anonymous multisource appraisal
, you may not specify any names for the appraisers, but merely the total number of appraisers.
In the case of individual appraisals and multisource appraisals, if you do not want appraisees to see any information on the appraiser(s) when the appraisal is displayed, select the
Anonymous appraiser
flag.
In the case of individual appraisals, choose
More appraisers
or
More appraisees
if you want to:
Change the object type
Specify more appraisers or appraisees
Select the
Anonymous appraiser
flag.
Save the appraisal.
The appraisal has been prepared. You can change the appraisal until
An appraisal result is saved (applies to individual appraisals)
A subappraisal is accessed (applies to multisource appraisals)
Note
Alternatively, you can complete preparation of the appraisal by choosing
.
If you want to use a hard copy of the appraisal sheet for holding the actual appraisal, complete preparation of the appraisal, and choose Using an Appraisal Sheet to Hold an Appraisal .
. For further information, please refer toSee also: