This area allows you to withdraw an Appraisal record.

1.       Select the Properties Function/Menu button.

2.       Click on the Appraisals Option Button.

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

4.       Locate the Appraisal to be removed. 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.       Once located double click on it.

7.       Once the property has been selected from the list, an Appraisal Active Window will appear.

8.       Select the Withdrawn tab.

9.       Enter the Date withdrawn using the Calendar drop down menu.

10.     Select the appropriate Reason Option Button.

11.     Click on Save and Close to save the information entered, a message will appear “Are you sure

you want to withdraw the appraisal?” Select Yes or No accordingly. 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.

12.     Answering Yes to withdraw the Appraisal changes the status of the Appraisal to Old.

1.       If you have created Old Appraisal Standard Activity Plans, when the Yes button is selected to

confirm saving a Withdrawn Appraisal, the Attach Appraisal Activity Plan Active Window will be displayed.

2.       The system will display all relevant Appraisal Activity Plans in the Standard Activity Plan

Drop Down List for a target status of Old.

3.       Select the appropriate Standard Activity Plan from the Drop Down List.

4.       The Start Date will default to the current logon date, if you want the Standard Activity Plan to

start on a different date enter the date using the Calendar Drop Down List.

5.       Click on the OK button to attach the plan or click on the Cancel button to discard the

attachment.

6.       The items will appear in the Tasks area as well as the Calendar > Task Pad View on the

relevant commencement date.