The FourteenFish Appraisal Process: Explained

Here is the appraisal sign off process in a nutshell:

Appraisee invites their Appraiser/selects them from the dropdown list:

For the appraisal connection between an Appraisee & Appraiser to be made, the Appraisee will need to either invite their Appraiser using their email address or select the Appraiser from their Organisation's preset list (see our help article for information on this here).

Appraiser accepts the invitation/becomes linked:

If an email invite has been sent to the Appraiser, the Appraiser will need to accept the Appraisee's invitation by clicking on the link sent to them in the email before the link is established.

However, if the Appraisee's Organisation uses a dropdown list of Appraisers, once the Appraisee selects the Appraiser from the dropdown, the link will be established immediately.

Once the Appraiser link is established, the Appraiser will see the Appraisee in their Appraiser's Area under 'Appraisals awaiting appraisee sign off'.

Appraisee sends their Appraisal to the Appraiser

Once the Appraisee has completed all the mandatory fields within the appraisal Portfolio page they will be able to click on Send to Appraiser.

If the appraisal meeting date has not yet happened the Appraisee will see a message that says 'Awaiting appraisal' however if the appraisal meeting date has passed the message will show as 'Awaiting appraiser sign off'.

At this point the Appraisee can still make changes to the Appraisal - see our help article  here.

Appraiser Sign Off

Once the Appraiser completes their write-up of the appraisal meeting and clicks Sign off, an automatic email is sent to the Appraisee letting them know.

At this point the Appraiser can make changes to the Appraisal but they will need to ask the Appraisee to re-open the appraisal for them - see our help article here.

Appraisee Reviews the Appraisal then makes their Final Sign Off

The Appraisee will see a message in their Portfolio that reads 'Appraiser signed off' and they can check the final summary. The Appraisee will have the option to make changes, if required, which will change the appraisal status back to 'Appraiser signed off'. Once the Appraisee is happy with everything, they will need to make their final sign off.

After Appraisee Final Sign off

Once the Appraisee has made their final sign off, the appraisal will be marked as completed and becomes locked. The Appraiser will receive an email notification about this.

The Appraisee, Appraiser and Responsible Officer will continue to have access to the locked down summary and files on FourteenFish.

Depending on the Designated Body set for the appraisal, the appraisal summary will then either be transferred automatically to the appraisal service or the Appraiser may need to send them a pdf manually. The Appraiser will be informed as to which is the case at the time.

Please be aware at this point no changes can be made by either Appraisee or Appraiser. If anything needs to be edited, the Appraisee will need to seek permission from both their Appraiser and their Responsible Officer / Appraisal Service before contacting our Support Desk.