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 these data-entry checks before submitting a UAD 3.6 report in ACI Sky™ Workbench. Complete each applicable entry so the report contains the property and comparable information required for submission.
1. Add every level and its rooms
In Unit Interior – Levels and Rooms, each level (floor) must have an entry that describes the level’s location, finished area, and rooms.
Click Add Level and Rooms to add a level.
Complete the level type, grade type, area, and room-count fields for that level.
Repeat these steps for each level in the property.
2. Add details for every kitchen and bathroom
In Unit Interior – Kitchen and Bathrooms, create a corresponding Kitchen and Bathroom Details entry for every kitchen and bathroom listed in Level and Room Details.
Click Add Kitchen or Bathroom and create one entry for each kitchen and bathroom.
Enter the room, level, update status, time frame when updated if applicable, and condition status.
3. Add required exterior features
In Dwelling Exterior – Exterior Features, enter details for the foundation, exterior walls, and roof when the property owner is responsible for exterior maintenance. Window details are recommended.
Click Add Exterior Feature and create one entry for each exterior feature.
Complete the Feature Type, Material, and Condition Status fields for each entry.
4. Complete transfer history for each comparable
Complete the Prior Sale and Transfer History for each comparable.
Click Add Comparable Transfer History.
Enter the comparable number.
Indicate whether a prior sale or transfer occurred during the required one-year lookback period.
Select the data source.
If applicable, enter the prior sale or transfer amount.
Repeat these steps for every comparable in the report.
