Before you begin
Create or open a UAD 3.6 URAR order. If you need to create an order, see Create a New Order in Workbench.
1. Start at Assignment Information
In the Progress Tracker on the left side of the report, select Assignment Information.
Complete the report sections in sequence. Use Next at the bottom of each screen to save your entries and move forward.
2. Work from top to bottom
Start at the top of each screen and complete the fields in order. For example, begin with Assignment Reason, then complete Property Valuation Method and continue down the screen.
Complete all required fields before selecting Next.
3. Identify required fields
Required fields are marked with a red asterisk. Fields without a red asterisk are not marked as required.
4. Use Next to save and advance
Workbench screens do not save automatically. Select Next at the bottom of the screen to save the current screen and move to the next report section.
The Save button in the upper-right corner does not verify that required fields are complete. Use Next to save and advance through the report.
5. Resolve missing required information
If the next section does not begin loading after you select Next, scroll up and look for red validation messages.
- Scroll up to find the validation message.
- Complete the field marked in red.
- Select Next again.
6. Continue to UAD Compliance Review
Continue through each report section until you reach Conditional Relevance:
- Complete Assignment Information.
- Complete each report section in sequence.
- Complete Conditional Relevance by selecting the applicable blue buttons.
- Review the UAD Compliance Results.
For more guidance, see Using Conditional Relevance in Workbench.
Before continuing, confirm that you:
- Worked from top to bottom on each screen.
- Completed every field marked with a red asterisk.
- Used Next to save and move forward.
- Resolved any red validation messages.