Editing existing valuations
What you can change depends on the valuation's status.
Draft and Pending Review: edit directly
Open the valuation and select Edit. The wizard reopens with the saved values. Saving changes to a valuation that's pending review keeps it in review.
Rejected: move back to Draft first
A rejected valuation can't be edited as it stands. A manager, admin or owner can select it in the Valuations list and use Update Status to move it back to Draft, then edit it.
Approved and Archived: create an amendment
Approved and archived valuations are final. The Edit button is disabled, and a finalised valuation can't be moved back to review.
To correct one, a manager, admin or owner selects Create an amendment on the valuation page. This makes a linked draft copy that you edit, submit and approve like any valuation. The original stays exactly as issued. See Amendments and superseded certificates.
How statuses can change
- Draft → Pending Review
- Pending Review → Approved, Rejected or back to Draft (approving and rejecting need a manager, admin or owner)
- Rejected → Draft
- Approved → Archived
- Archived stays archived
Reference numbers
A valuation's reference number is assigned when it's created and never changes. An amendment gets its own reference number.
Audit trail
Changes are recorded in the Activity log.