Welcome to ACI Sky™ Workbench

This walkthrough guides you through creating an order and completing a URAR in ACI Sky™ Workbench. It follows the same flow you will see in Workbench, from order creation through Certification and Scope of Work.

Use this guide alongside the training demo or as a reference while learning the URAR workflow. Because every appraisal assignment is different, your required fields, images, commentary, comparable details, and report entries may vary based on the subject property, assignment conditions, comparable characteristics, and your analysis.

What You’ll Learn

In this walkthrough, you’ll learn how to:

• Create a URAR order
• Navigate the progress tracker
• Complete required report sections
• Upload and select images
• Respond to dynamic questions
• Enter Sales Comparison Approach data
• Complete reconciliation, supplemental information, certification, and signature

Who This Is For

This walkthrough is intended for appraisers completing a URAR in ACI Sky Workbench. It may also be helpful for appraisal office staff assisting with report setup, photos, or supporting information.

What This Walkthrough Covers

This guide covers the order creation and URAR completion workflow shown in the training demo. It includes entering report information, completing required fields, responding to dynamic questions, uploading exhibits, entering Sales Comparison Approach details, completing reconciliation, adding supplemental information, and finishing certification.

The final conditional relevance workflow that appears after the Certification and Scope of Work page is covered separately.

Before You Begin

Before creating the order, have the following information and materials available:

• Appraiser reference ID
• Report type and due date
• Subject property address
• Assignment details, including assignment type and intended use
• Borrower, client, and lender information, if applicable
• Subject property photos
• Sketch or floor plan image
• Market data and data sources
• Prior sale and transfer history research
• Comparable property details and photos
• Sales comparison map or supporting exhibits, if applicable

The fields and examples shown in this walkthrough are based on a demo property. Your report may require different answers, additional fields, different exhibits, or different commentary based on the facts of the assignment and your appraisal analysis.

KEY CONCEPT

The demo property is an example. Complete each URAR based on the assignment facts, subject property, comparable characteristics, and your analysis.

Key Terms

Term	Meaning
ACI Sky Workbench	Cloud-based valuation platform used to create and complete appraisal reports.
URAR	Uniform Residential Appraisal Report
GSE	Government-Sponsored Enterprise. Workbench field options and required items align to GSE requirements where applicable.
SCA	Sales Comparison Approach.
DDD	Defects, damages, and deficiencies.
Image picker	The upload control used to attach report photos, sketches, maps, graphs, and exhibits.
Required field	A field marked with a red asterisk.
Dynamic logic	Questions or fields that appear based on earlier answers.

 

Quick References

Use this section as a quick reminder of the main steps for creating a URAR order, moving through the report, and uploading images in Workbench.

Create a New Order

1. Click Create Order.
2. Enter the required order information:
   1. Appraiser reference ID
   2. Report type
   3. Due date
   4. Property address
3. Select the appropriate 6 report type. For this workflow, select URAR.
4. Begin typing the property address.
5. Select the suggested Google address.
6. Confirm the address details populate.
7. Start the order.

KEY CONCEPT

Order creation starts the URAR workflow. Confirm the report type, due date, subject address, and required assignment information before moving forward.

Navigation Basics

• Use the progress tracker on the left side of the screen to move between report sections.
• Use Next to move through the report in the default sequence.
• Required fields are marked with a red asterisk.
• Some questions use drop-down lists.
• Some questions use radio buttons for yes/no selections.
• Some drop-down lists allow more than one selection when GSE requirements allow multiple values.
• If Next does not move forward, review the page for missed required fields or invalid answers.
• If prompted that the page has invalid answers, choose whether to correct the answers or continue.

Image Upload Basics

1. Click Select Image.
2. Drag and drop the image or click the upload area to browse.
3. Select the image.
4. Confirm the image is highlighted in orange.
5. Choose a caption when required.
6. Add an optional caption if needed.
7. Select image size when applicable.

 

Important: If an image is not highlighted in orange, it is not selected for the report.

Detailed Walkthrough

Create the Order

Use this section to create a new URAR order in Workbench by entering the required assignment information, selecting the report type, and confirming the subject property address.

Required information

• Before creating the order, gather:
• Appraiser reference ID
• Report type
• Due date
• Property address

Procedure

1. Click Create Order.
2. Enter the appraiser reference ID.
3. Select the report type.
4. Enter the due date.
5. Begin entering the property address.
6. Select the correct address from Google suggestions.
7. Confirm the remaining address fields populate.
8. Create the order.

Expected Result

Workbench creates the order and opens the Assignment Information page. Google images, street view, and map content may load on the assignment page.

Assignment Information

Use this section to define the purpose, participants, assignment type, and contact information.

Demo Property Context

URAR input will vary based on the subject property, comparable characteristics, assignment details, and the appraiser’s analysis. The selections, fields, images, and commentary shown in this walkthrough are based on the demo property below. Appraisers should complete each section according to the facts and analysis for their own assignment.

For purposes of this guide, the sample report is for:

• Single family detached ranch-style home
• 1,260 square feet
• One level
• Driveway
• Deck
• Refinance transaction
• Traditional appraisal
• Site-built construction
• No defects, damages, or deficiencies

Procedure

1. Open Assignment Information from the progress tracker.
2. Select the assignment reason. For the demo, select Refinance.
3. Select the property valuation method. For the demo, select Traditional Appraisal.
4. Answer the required yes/no questions:
   1. Property data report used: No
   2. Sales comparison approach developed: Yes
   3. Cost approach developed: No
   4. Income approach developed: No
   5. Rent schedule developed: No
   6. Site value developed by the appraiser: No
5. Enter site value as required. For demo purposes, enter 0.
6. Enter AMC fee if applicable. Leave blank when not applicable.
7. Indicate whether this is a government agency appraisal.
   1. If Yes, select the government agency.
   2. Additional dynamic questions may appear based on the selected agency.
8. Add borrower information:
   1. Select Individual or Legal Entity.
   2. Enter the borrower name.
   3. For the demo, enter Jane Doe.
9. Indicate whether the borrower is the owner of public record.
10. Complete appraiser contact information.
11. Complete inspection information:
    1. Inspection type
    2. Inspection date
12. Add additional contact roles when applicable:
    1. AMC
    2. Client
    3. Lender
    4. Supervisory appraiser
    5. Significant real property appraisal assistance
    6. Other applicable roles
13. Add the client reference ID if provided.
14. Add assignment commentary if needed.
15. Add exhibits if needed.
16. Click Next.

Notes

• The first contact in the form is always the appraiser.
• Appraisers can tab through fields using the keyboard.
• Fields without a red asterisk are optional.
• Field-level validation provides guidance when data format or content is expected.
• Dynamic questions can change when earlier answers change.

Subject Property

Use this section to confirm property identification, ownership, legal description, and required subject exhibits.

Procedure

1. Confirm the property address carried over from order creation.
2. Add an alternate address if applicable.
3. If an alternate address is added in error, click the trash icon to remove it.
4. Enter subject property details, including:
   1. County
   2. Neighborhood name
   3. PUD status
   4. Condominium status
   5. Cooperative status
   6. Manufactured or condo status if applicable
   7. Native American lands status
   8. Common ownership status
5. Indicate whether the homeowner is responsible for exterior maintenance.
6. Confirm construction status.
   1. For the demo, this is not new construction.
7. Select attachment type.
   1. For the demo, select Detached.
8. Enter unit count.
   1. Units excluding ADUs: 1
   2. ADUs: None
9. Indicate whether there are outbuildings.
10. Indicate whether there are special tax assessments.
11. Complete ownership rights:
    1. Property rights appraised
    2. Whether all rights are included
12. Add the legal description.
13. Upload a legal description image if needed.
14. Add subject property commentary if needed.
15. Upload required subject property exhibits.
    1. Dwelling front photo is required.
16. Click Next.

Image Guidance

• Some images are optional.
• Required images have a red asterisk.
• Captions and rendering size may be optional depending on the image picker.
• Rendering size controls PDF output, not the display size in Workbench.

KEY CONCEPT

Subject property details are completed across multiple sections of the URAR workflow, including Site, Dwelling Exterior, Unit Interior, Amenities, and Overall Quality and Condition.

Site

Use this section to document site characteristics, access, view, utilities, and site-related impact to value and marketability.

Procedure

1. Open the Site
2. Complete required site fields.
3. Use drop-down fields by typing to search or clicking the arrow to view options.
4. Add commentary where needed.
5. Upload the required property access photo.
6. Review the system-generated caption.
7. Add an optional manual caption if needed.
8. Select image size if needed.
9. Add site influence information if applicable.
10. Add site influence photos if applicable.
11. Complete primary view questions.
    1. One primary view is required.
12. Upload the view image if applicable.
13. Select view type.
    1. For the demo, select Residential.
14. Complete required view details:
15. View range
16. Impact
17. Complete property restriction, easement, encroachment, and site characteristic questions.
18. Complete utility questions:
    1. Broadband
    2. Utility ownership for each utility
19. Enter utility ownership details.
    1. For the demo, utilities are public.
20. Answer site DDD questions.
21. Add site exhibits if needed.
22. Click Next.

Validation Tip

If the page does not move forward after clicking Next, scroll back through the page and look for missed required fields. In the demo, missing view range and impact fields prevented progression.

KEY CONCEPT

Required fields and validation prompts help identify information that needs attention before continuing.

Disaster Mitigation

Use this section to report disaster mitigation features.

Procedure

1. Open Disaster Mitigation.
2. Select applicable disaster mitigation features.
3. If there are none, select None.
4. Complete any dynamic follow-up questions if prompted.
5. Add commentary or exhibits if applicable.
6. Click Next.

Energy Efficient and Green Features

Use this section to report energy-efficient or green features.

Procedure

1. Open Energy Efficient and Green Features.
2. Answer the required energy and green feature questions.
3. If the answer is No, no additional required fields may appear.
4. Add commentary if needed.
5. Add exhibits if needed.
6. Click Next.

Sketch

Use this section to provide a sketch or floor plan.

Procedure

1. Open Sketch.
2. Indicate whether a sketch or floor plan is provided.
3. Select the measurement standard.
4. Upload the completed sketch or floor plan image.
5. Add sketch commentary if needed.
6. Click Next.

Notes

• Sketch images render large in the PDF by default.
• Appraisers do not need to adjust sketch image size for PDF display.

Dwelling Exterior

Use this section to define dwelling-level exterior details, exterior features, mechanical systems, and related exhibits.

Procedure

1. Open Dwelling Exterior.
2. Confirm the dwelling identifier.
   1. For a single dwelling, the default label may be used.
   2. Rename dwellings when multiple dwellings exist.
3. Confirm the unit identifier if applicable.
4. Enter dwelling exterior data:
   1. Property style
   2. Front door elevation
   3. Year built
   4. Whether year built is estimated
   5. Construction method
   6. Converted area if applicable
   7. Exterior quality rating
   8. Exterior condition rating
5. Add exterior features as needed.
6. For each exterior feature, complete:
   1. Feature type
   2. Quality comment if needed
   3. Condition comment if needed
   4. Material or detail fields
   5. Status
   6. Photos if needed
7. Add foundation details.
8. Add roof details.
9. Add window details.
10. Complete mechanical system details:
    1. Heating system
    2. Fuel type
    3. Permanent cooling if applicable
    4. Water heater if applicable
11. Answer DDD questions for dwelling exterior.
12. Add commentary if needed.
13. Add exterior photos if needed.
14. Add additional dwellings if applicable.
15. Add additional units if applicable.
16. Click Next.

Notes

• The dwelling front photo may already be available from the Subject Property section.
• Workbench applies the photo where needed, so the appraiser does not need to upload the same required dwelling front photo again.
• If the report is not for a manufactured home, Workbench skips manufactured-home-specific sections.

Unit Interior

Use this section to document interior details, room counts, photos, kitchen and bathroom details, flooring, walls, ceilings, and interior quality and condition.

Procedure

1. Open Unit Interior.
2. Confirm the unit identifier.
   1. Rename units when there are multiple units.
   2. For a single family property with one unit, the default label may remain unchanged.
3. Complete required interior fields.
4. Complete bedroom and bathroom counts.
5. Add level and room details:
   1. Click Add.
   2. Add the level. For the demo, use Level 1 Above Grade.
   3. Enter finished area.
   4. Enter room counts by room type.
6. Upload interior room photos.
7. Select the appropriate caption for each photo.
8. Confirm each selected photo is highlighted in orange.
9. Add optional additional captions where useful.
10. Complete interior quality rating.
11. Complete interior condition rating.
12. Add kitchen details:
    1. Update status
    2. Quality comments if needed
    3. Condition comments if needed
    4. Photos if needed
13. Add bathroom details:
    1. Overall bathroom status
    2. Quality comments if needed
    3. Condition comments if needed
    4. Photos if needed
14. Add other interior features such as flooring.
15. Add each flooring type separately.
    1. Flooring is not multi-select because follow-up questions may differ by flooring type.
16. Add wall and ceiling details.
17. Add ceiling height details.
18. Add commentary or additional images if needed.
19. Add additional units if applicable.
20. Click Next.

Room Photo Guidance

For each room photo:

1. Select the image.
2. Choose the required caption.
3. Add optional caption text if helpful.
4. Confirm the image is orange before saving.

Example captions from the demo include:

5. 5. 5. Level 1 bath
      6. Primary bath
      7. Primary bedroom
      8. Second bedroom
      9. Third bedroom
   5. Kitchen
   6. Dining room
   7. Living room
   8. Second full bath

KEY CONCEPT

Uploading an image is not always enough. Confirm the image is selected in the image picker so it appears in the report.

Functional Obsolescence

Use this section to report functional obsolescence.

Procedure

1. Open Functional Obsolescence.
2. Answer the required question.
3. Complete any dynamic follow-up questions if applicable.
4. Add commentary or exhibits if needed.
5. Click Next.

Outbuilding

Workbench displays the outbuilding section in the progress tracker. If the subject property has no outbuildings, the workflow may skip this section during normal progression.

Procedure

1. Confirm whether the property has outbuildings.
2. If no outbuildings exist, continue to the next applicable section.
3. If outbuildings exist, return to this section and complete all required outbuilding details.

Vehicle Storage

Use this section to document driveway, garage, carport, or other vehicle storage.

Procedure

1. Open Vehicle Storage.
2. Indicate whether vehicle storage exists.
3. Click Add to enter a vehicle storage type.
4. Select the storage type.
   1. For the demo, select Driveway.
5. Complete required fields:
   1. Number of parking spaces
   2. Material
   3. Whether there are 10 or more parking spots
   4. DDD status
6. Add additional vehicle storage types if applicable.
7. Add commentary or exhibits if needed.
8. Click Next.

Subject Property Amenities

Use this section to report amenities such as decks, patios, pools, outdoor living features, and similar property features.

Procedure

1. Open Subject Property Amenities.
2. Indicate whether the subject has amenities.
3. Select the applicable amenity category.
   1. For the demo, select Outdoor Living.
4. Complete the amenity-specific table.
   1. For the demo, enter Deck.
5. Enter amenity details:
   1. Material
   2. Size
   3. DDD status
6. Upload amenity photo if applicable.
7. Confirm or change the caption.
8. Add optional caption text if needed.
9. Click Next.

KEY CONCEPT

Captions may be required, system-generated, selected, or manually added depending on the image type. Review captions before moving forward.

Overall Quality and Condition

Use this section to report overall quality and condition for the property.

Procedure

1. Open Overall Quality and Condition.
2. Select the overall exterior quality rating.
3. Select the overall exterior condition rating.
4. Select the overall interior quality rating.
5. Select the overall interior condition rating.
6. Add quality and condition commentary as needed.
7. Click Next.

Highest and Best Use

Use this section to answer highest and best use questions.

Procedure

1. Open Highest and Best Use.
2. Answer the required questions:
   1. Legally permissible
   2. Physically possible
   3. Financially feasible
   4. Maximally productive
   5. Highest and best use as improved is the present use
3. Add commentary if needed.
4. Add exhibits if needed.
5. Click Next.

Market

Use this section to document market boundaries, search criteria, search results, trends, and supporting graphs.

Procedure

1. Open Market.
2. Enter the market boundary description.
3. Enter the search criteria description.
4. Enter search results metrics, such as:
   1. Search period
   2. Number of sales
5. Select graphs to include.
   1. For the demo, select Price Trend Graph.
6. Enter the data source.
   1. For the demo, use MLS.
7. Add the MLS name.
8. Add commentary specific to the price trend analysis if needed.
9. Complete housing trends:
   1. Demand
   2. Supply
   3. Marketing time
10. Add market section commentary if needed.
11. Upload the selected graph image.
12. Click Next.

Subject Listing Information

Use this section to document whether the subject property has current or relevant listings.

Procedure

1. Open Subject Listing Information.
2. Confirm whether there are current or relevant listings of the subject property.
3. Complete the required lookback.
   1. The demo references a minimum one-year lookback.
4. Enter the data source used to determine listing status.
   1. For the demo, use MLS.
5. Click Next.

Prior Sale and Transfer History

Use this section to report prior sales or transfers for the subject property and comparables.

Subject Property Procedure

1. Open Prior Sale and Transfer History.
2. Indicate whether there are prior sales or transfers of the subject property.
3. Complete the required lookback.
   1. The demo references a minimum three-year lookback.
4. If a prior sale or transfer exists, enter:
   1. Data source
   2. Transfer type
   3. Sale or transfer details
   4. Date
   5. Price if applicable
5. Add additional records if needed.

Comparable Transfer History Procedure

1. Add transfer history for each comparable.
2. Indicate whether prior sales or transfers exist.
3. Enter data source.
4. Enter transaction type.
5. Enter motivation if required.
6. Enter date and other transfer details.
7. Click Next.

Sales Comparison Approach: General Information

Use this section to enter subject and comparable general data.

Important behavior

• Subject property information carries over where available.
• Comparable information is manual entry at this stage.
• The SCA defaults to three comparables.
• Appraisers can add, remove, or reorder comparables as needed.

Procedure

1. Open Sales Comparison Approach.
2. Review the subject property column.
3. Confirm carried-over subject data:
   1. Address
   2. Property image
   3. Maintenance responsibility
   4. Attachment type
   5. Property rights
   6. Other carried-over fields
4. Add missing subject property information.
5. Remove non-applicable default values when appropriate.
   1. Example: Days on market may be removed for a refinance that is not currently listed.
6. Complete required subject property rows.
7. Add additional rows if needed.
8. Enter comparable 1 information.
9. Enter comparable 2 information.
10. Enter comparable 3 information.
11. Upload each comparable photo.
12. Confirm each comparable image is highlighted in orange.
13. Add, remove, or reorder comparables if needed.
14. Click Next.

Notes

• Each comparable image must be selected in the image picker.
• If a comparable image is not highlighted in orange, it will not be included.
• Required fields may prevent progression if incomplete.

KEY CONCEPT

The SCA is organized by subsection. Review subject data, enter comparable data, and complete each applicable SCA area before summary and reconciliation.

Sales Comparison Approach: Site

Use this section to enter site-related comparison data for the subject and comparables.

Procedure

1. Review carried-over subject property site data.
2. Add missing subject property data if needed.
3. Complete comparable site information for each comp.
4. Add site-related adjustments if known.
5. Continue to enter SCA data section by section.
6. Click Next.

Adjustment Note

Adjustments can be entered on each SCA section. At this stage, Workbench does not automatically calculate all totals. Appraisers must track adjustment entries and manually enter calculated totals on the SCA summary page.

KEY CONCEPT

Some subject property data may carry forward into later sections. Review carried-forward information for accuracy and completeness.

Sales Comparison Approach: Dwelling

Use this section to complete dwelling-related comparison details.

Procedure

1. Review subject property dwelling data.
2. Confirm overall dwelling details.
3. Complete overall quality and condition for the subject and comparables.
4. Enter comparable dwelling information.
5. Add adjustments as applicable.
6. Click Next.

Sales Comparison Approach: Unit

Use this section to complete unit-level comparison details.

Procedure

1. Review subject property unit data.
2. Remove structure or unit identifiers if they are not needed for a single family, single-unit report.
3. Confirm carried-over subject information:
   1. Unit count
   2. Bedroom and bath count
   3. Finished area above grade
4. Add finished area below grade if applicable.
5. Add unfinished area below grade if applicable.
6. Complete comparable unit information.
7. Complete interior quality and condition ratings for the subject and each comparable.
8. Add feature rows if needed.
9. Add adjustments as applicable.
10. Click Next.

Sales Comparison Approach: Property Amenities

Use this section to compare amenities between the subject and comparables.

Procedure

1. Review the subject property amenity data.
2. Enter comparable amenities.
   1. Example: comp 2 has a deck.
   2. Example: comp 3 has a deck and portico.
3. Add adjustment amounts where applicable.
4. Add, remove, or reorder comparable data if needed.
5. Click Next.

Sales Comparison Approach: Vehicle Storage

Use this section to compare vehicle storage between the subject and comparables.

Procedure

1. Review the subject vehicle storage data.
2. Confirm or correct carried-over fields.
   1. In the demo, the driveway carried over, while spaces and material needed correction.
3. Enter vehicle storage for each comparable.
4. Add multiple storage types if needed.
   1. Example: driveway plus garage.
5. Leave unknown fields blank where allowed.
6. Add adjustments as applicable.
7. Click Next.

Sales Comparison Approach: Summary

Use this section to enter final SCA adjustment totals and indicated value.

Important Calculation Note

SCA adjustment totals are manual fields in the current workflow. Appraisers must calculate and enter totals manually. Adjustment totals do not automatically calculate from prior section entries at this time.

Procedure

1. Review comparable list price and sale price.
2. Enter net adjustment total for each comparable.
3. Enter adjusted price per unit if applicable.
4. Enter adjusted price per bedroom if applicable.
5. Enter adjusted price per gross building finished area if applicable.
6. Enter other relevant adjusted price metrics as applicable.
7. Assign comp weight if applicable.
8. Enter the indicated value by Sales Comparison Approach for the subject property.
9. Add reconciliation comments if needed.
10. Click Next.

Additional Properties Analyzed and Not Used

Use this section to document properties considered during analysis that were not used as comparables.

Procedure

1. Open Additional Properties Analyzed and Not Used.
2. If no properties were analyzed and not used, click the trash icon to remove blank entries.
3. If a property was analyzed and not used, enter the property details.
4. Add more properties if needed.
5. Remove blank entries before moving forward.
6. Click Next.

Validation Note

If a blank property row remains, Workbench may treat it as required and stop progression. Remove unused rows before clicking Next.

KEY CONCEPT

Blank rows, unselected images, missing required fields, and invalid entries can prevent progression or affect report output. Review and clean up entries before moving forward.

Sales Comparison Map

Use this section to add the comparable sales map.

Procedure

1. Open Sales Comparison Map.
2. Upload the map image.
3. Confirm the image is selected.
4. Click Next.

Sales Comparison Exhibits

Use this section to review or update comparable photos.

Procedure

1. Open Sales Comparison Exhibits.
2. Review comparable photos carried over from the SCA general information section.
3. If a photo needs to be changed, click Select Image.
4. Choose the correct image.
5. Confirm the image is highlighted in orange.
6. Click Next.

Reconciliation

Use this section to reconcile approaches to value and complete final valuation-related commentary.

Procedure

1. Open Reconciliation.
2. Confirm the Sales Comparison Approach indicated value.
3. Enter reasons for excluding approaches that were not developed.
   1. Example: Income approach was not necessary for credible results.
   2. Example: Cost approach was not necessary for credible results.
4. Complete required reconciliation fields.
5. Add market value commentary.
6. Review the DDD summary.
7. Enter the final as-is overall condition rating.
8. Click Next.

Note

The DDD table summarizes responses from earlier sections. The final condition rating question appears below that summary in the UI.

KEY CONCEPT

Workbench supports report completion, while the appraiser remains responsible for analysis, reconciliation, compliance obligations, and final value conclusions.

Revision History

Use this section to document report revisions.

Procedure

1. Open Revision History.
2. For the first created report, confirm this is version 1.
3. Do not add a revision unless a revision is needed.
4. Click Next.

Supplemental Information

Use this section to add additional information or images that do not belong in earlier sections.

Procedure

1. Open Supplemental Information.
2. Add supplemental images if needed.
3. Add additional commentary if needed.
4. Click Next.

Certification and Scope of Work

Use this section to complete scope of work, intended use, intended users, market value definition, assumptions and limiting conditions, and appraiser certification.

Scope of Work Procedure

1. Open Certification and Scope of Work.
2. Review the standard scope of work.
3. Indicate whether there is additional scope of work from the client.
4. For the demo, select No.

Intended Use and Users Procedure

1. Review intended use.
2. Indicate whether there is additional intended use.
3. For the demo, select No.
4. Confirm the intended user.
   1. For the demo, the intended user is the lender client.
5. Indicate whether there are additional intended users.
   1. For the demo, select No.

Market Value, Assumptions, and Limiting Conditions

1. Review the printed definition of market value.
2. Review assumptions and limiting conditions.
3. These fields are preprinted and not editable.
4. Submit feedback if something appears inconsistent with GSE guides or expected report output.

Appraiser Certification Procedure

1. Review the preprinted appraiser certifications.
2. Complete required answer fields.
3. For inspection certification, select the appropriate inspection type.
   1. In the demo, select Interior and Exterior.
4. Confirm the dynamic certification statement updates correctly.
5. Indicate whether significant real property appraisal assistance was provided.
6. If yes, add the name of the person who provided assistance.
7. Indicate whether prior services were performed within the last three years.
8. If yes, provide the required description.
9. Indicate whether additional appraiser certifications are needed.
10. If yes, add the additional certifications.
11. Add required signature information.
12. Create the appraiser signature.
13. Review the report before clicking Next.

End of Covered Workflow

After Certification and Scope of Work, clicking Next transitions to the next workflow phase for conditional relevance. That phase is outside the scope of this SOP.

KEY CONCEPT

Near the end of the URAR workflow, appraisers complete Reconciliation, Revision History if applicable, Supplemental Information, Certification and Scope of Work, and signature.

Common Issues and How to Resolve Them

Quick Fixes for Common Workflow Interruptions

Use this section if you are unable to move forward, an image is not appearing as expected, or a required entry needs attention. These tips address common workflow items shown in the demo.

Next button does not move forward

Likely cause: required fields are missing or invalid.

Resolution:

1. Scroll Review the page for red asterisks and validation messages.
2. Complete missing fields or correct invalid answers.
3. Click Next

Image does not appear in the report

Likely cause: the image was uploaded, yet not selected.

Resolution:

1. Open the image picker.
2. Confirm the image is highlighted in orange.
3. If it is not orange, click the image to select it.
4. Save or confirm the image picker.

A photo has the wrong caption

Likely cause: the caption selection was not changed after upload or an optional caption may need to be updated.

Resolution:

1. Open the image picker.
2. Review the selected image.
3. Select the correct caption from the available options.
4. Add or revise optional caption text if needed.
5. Confirm the image remains selected before moving forward.

A section appears that you did not expect

Likely cause: Workbench uses dynamic logic, so earlier answers may trigger additional sections, fields, or required questions.

Resolution:

1. Review the section or field that appeared.
2. Confirm the earlier answer that triggered it.
3. If the earlier answer is correct, complete the new required fields.
4. If the earlier answer was selected in error, return to that question and update it.
5. Continue through the workflow once the applicable fields are complete.

An expected section is skipped

Likely cause: Workbench may skip sections that do not apply based on earlier answers or subject property characteristics.

Resolution:

1. Review the earlier answers related to the skipped section.
2. Confirm the subject property details are correct.
3. Use the progress tracker to return to the section if you need to review or update it.
4. If the section should apply, update the earlier answer that controls the workflow.
5. Continue once the applicable section appears or the property details are confirmed.

Blank property amenity row blocks progression

Likely cause: A blank property amenity row was added to the Sales Comparison Approach grid. Workbench treats the row as an item to be reported.

Resolution:

1. Delete the property amenity rows in the Sales Comparison Approach section.
2. Delete any blank rows that are not needed.
3. Confirm only the intended property amenity entries remain.
4. Click Next

Workbench page or fields do not load as expected

Likely cause: like many cloud-based programs, Workbench may occasionally be affected by browser cache, stored site data, or a browser session issue.

Resolution:

1. Save your work, if possible.
2. Refresh the page.
3. If the issue continues, clear your browser cache and cookies for the Workbench site.
4. Close and reopen your browser.
5. Return to Workbench and confirm the page or field now displays correctly.
6. If the issue continues, contact ACI Support.

Completed field does not appear on the final PDF

Likely cause: the new URAR is data-driven. Some required fields support the structured appraisal data, validation, or submission package and may not appear on the final PDF.

Resolution:

1. Review the field was completed accurately in Workbench.
2. Confirm the field saved successfully.
3. Do not remove required data simply because it does not appear on the PDF.
4. If you believe the information should appear on the PDF, contact ACI Support. to the section where the change was made.

Helpful Reminders

As you work through the URAR, keep the following in mind:

• Workbench uses dynamic logic, so some questions may appear or change based on earlier answers.
• Required fields are marked with a red asterisk.
• Uploaded images must be selected in the image picker before they are included in the report.
• Some captions are system-generated, while others can be selected or edited.
• The progress tracker lets you move between report sections.
• The Next button follows the standard report sequence.
• Sales Comparison Approach information is organized by subsection.
• Comparable data is entered manually.
• SCA adjustment totals must be calculated and entered manually.
• Review carried-over subject data before completing each SCA section.
• Review your entries before moving into the next workflow phase.