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Session 12. CANCELLED APPRAISAL

This document outlines the 10 step process for cancelling an appraisal in the system. The countersigner can cancel an appraisal if they find inconsistencies in the ratings or that the appraiser was not on duty. They navigate to the appraisal, review the summary, and select a cancellation reason and remarks. Upon submitting the cancellation, the appraisal status changes to cancelled for the appraisee and appraiser to view the cancellation details. The process allows for appraisals to be invalidated if issues are found during the countersigning review.

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2K views13 pages

Session 12. CANCELLED APPRAISAL

This document outlines the 10 step process for cancelling an appraisal in the system. The countersigner can cancel an appraisal if they find inconsistencies in the ratings or that the appraiser was not on duty. They navigate to the appraisal, review the summary, and select a cancellation reason and remarks. Upon submitting the cancellation, the appraisal status changes to cancelled for the appraisee and appraiser to view the cancellation details. The process allows for appraisals to be invalidated if issues are found during the countersigning review.

Uploaded by

tukocyber siongiroi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Cancelled Appraisal

01/02/2024 1
What is a cancelled appraisal?
• Normally, once an appraisal has been countersigned, it is deemed as
completed and the status will indicate 100%.
• However there are circumstances where the countersigner, after
going through the appraisal summary and the applicable evidence,
he can conclude that the appraisal though complete, isn’t valid due
to either of the following reasons
I. Inconsistency in the marks allocated
II.The appraiser was not on duty.

The following slides show the step by step process of cancelling an


appraisal
01/02/2024 2
Step 1: the countersigner will navigate his/her dashboard and open the appraisal
tab, and further down click on the ‘countersign/cancel appraisal'. Upon doing
this, the following interface will be displayed and he can to click the ‘countersign’
button to proceed to the next step.

01/02/2024 3
Step 2:
• Upon Clicking on the ‘countersign’ tab, the countersigner will get a
new interface that shows the ‘TPAD appraisal summary.
• From this the countersigner can look at the summary view of the
appraisal, or the detailed view.
• This interface allows the countersigner to check the ratings per
standard as captured by both the appraisee and the appraiser.
• The countersigner can also see the comments against each standard
and the gaps indicated if any.
• The interface will also show an audit trail of the appraisal process from
when it was created by the appraisee all the way to the appraisal
meeting as shown in the next slide.
01/02/2024 4
• khf

01/02/2024 5
Step 3:
• Once the countersigner has gone
through the appraisal and made the
decision to cancel the appraisal, he/she
will click the ‘cancel appraisal’ button
at the bottom of the appraisal
summary interface. (previous slide)
• On clicking the ‘cancel appraisal’ tab,
he/she will receive a pop up window.
• Here he/she will click on the ‘Reasons
for cancellation’ drop down box as
shown.

01/02/2024 6
Step 4:
• After choosing the reason for
cancellation, the countersigner has an
obligation to give details of his reason for
cancellation in the ‘remarks’ box.
• It is in this box where the countersigner
will explain in details why he cancelled
the appraisal and also give his conclusion
and the way forward.
• Once this is done, he/she will click the
check box shown and by doing so he/she
commits and binds him/herself and
completes the appraisal
Step 5:
• The countersigner will then click on the
‘Submit’ button to save the update.
01/02/2024 7
• Upon clicking the submit button in the
previous slide, the following window will
pop up, indicating ‘Appraisal Cancelled
successfully’.
Step 6:
• The next step is to click ‘OK’ this simple
action will complete the appraisal
cancellation process.

NB: This whole process can only be done


after both the appraiser and appraisee
have submitted the appraisal for
countersigning.

01/02/2024 8
• Once the countersigner has completed the cancellation process, this will impact
of the status of the appraisal.
• Step 7:The appraisee will have an opportunity to go back to his/her self
appraisal page as shown in the earlier module on self appraisal.
• On this page/interface the appraisee will see that the appraisal status has
changed from awaiting countersigning, to cancelled as shown in the slide below.

Step 8:

01/02/2024 9
• Step 8: the appraisee will click on the view action button as shown in the previous
slide and this will reveal the appraisal summary.
• Here the appraisee can see all the details of his/her appraisal as previously
illustrated including the remarks from the appraiser and the countersigner.
• The reasons for cancellation of his/her appraisal will also be displayed at the bottom
of the summary page just before the audit trail as shown in the image below.

01/02/2024 10
• Step 9: On the part of the appraiser, he/she will check for cancelled appraisals
on the dashboard by clicking on the tab cancelled appraisals.
• Step 10: Next he/she will click on ‘view cancellation comments’ to see the details
of why the appraisal was cancelled as shown.

01/02/2024 11
• On clicking the ‘view cancellation comments, the appraiser will be able to see the
appraisal summary and view the details of why the appraisal was cancelled, at
the bottom of the page after the audit trail as shown below

Your appraisal was cancelled due to inconsistency in rating by the appraiser

01/02/2024 12
• This concludes the process of a cancelled appraisal.

END

01/02/2024 13

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