Finding valuations
VOW has the ability to store jobs going back decades, but for the most part, you'll only want to see active jobs in your day-to-day activities.
For this reason, we hide completed and cancelled jobs by default, but we still provide ways to find these jobs when you need them.
Archived jobs are jobs in a completed or cancelled status - we use this term to refer to any job that your firm is done with.
These jobs are hidden by default.
Active jobs are jobs that aren't archived.
Choosing whose jobs you see
In the column view, two dropdowns at the top of the page narrow the board:
- View jobs chooses one valuer. You see the jobs that person is the valuer, an additional valuer or the assignee on. Choose All jobs to see everyone's. VOW remembers your choice.
- The branch dropdown narrows the jobs to one branch.
In the table view, use the Valuer, Assignee and Branch column filters instead.
Column view
The column view is designed specifically to be an "at a glance" representation of your jobs. For this reason, archived jobs aren't accessible here, but you can find any of your active jobs.
To find a specific job in the column view, type part of its address, job number, job name, client name or a valuer's name into the Search jobs box.
If you're looking for an archived job, see the table view.
Table view
The table view is a more comprehensive presentation of the jobs in your database using a data grid. The jobs load once, and every filter, sort and grouping then happens instantly in the table.
Activate table view by clicking the table view button at the top left of the page, highlighted below.
Text search
The Search jobs box at the top right of the table keeps only the rows where any field contains the text you type.
Column filters
Each column header has a filter. Click the filter icon in the header (or type into the filter row under the headers) to choose the values you want to see, for example a few statuses, one property type or a range of due dates. Filters on different columns work together, so only jobs matching every filter are shown.
The filter icon at the top of the table opens the Filters panel, which lists every column's filter in one place. See Filtering in the data grid guide.
Grouping
Drag a column header such as Valuer, Status or Client onto the Row Groups bar above the table to group the jobs by that field. Each group shows how many jobs it holds, and you can expand a group to see them. See Grouping rows in the data grid guide.
Finding archived jobs
Turn on the Show archived switch at the top of the page to add the archived jobs that were open during a period. The period field beside it names the period; click it to choose another (last 3 to 24 months, this or last month, quarter, financial year or year) or pick a start and an end day in the two calendars, and use the arrows to step to the previous or next period. Active jobs are always included, whatever their dates.
If more jobs match than the table can hold, VOW tells you how many matched instead of loading them.
Shorten the period, then try again.
Classic jobs page
If you prefer the previous jobs page, tick Use the classic jobs page in the
menu beside the view selector, or turn it on underJobs page in My settings. The same menu and setting bring you back, and the classic page offers Try the new jobs page at the top.
On the classic page the column view is narrowed with the filters near the top of the page, and the table view finds jobs with a text search and a filter panel:
- The basic text search at the top right of the table filters active valuations.
- The filter panel opens from the Filter
button at the top left of the page, next to the view selector. Its fields work together, so only jobs matching every field are shown. To include archived jobs, toggle Show archived; set another filter first, as searching the whole archive can be slow. Click Reset at the top of the panel to clear the filters and go back to active jobs only.
Previous jobs at a property
If you're doing a job for an address that your company has valued in the past, you can check out the Other jobs tab in the valuation. This tab shows all other valuations in the system that match the current job's address.