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How to Change Resource (Shop, Appraiser, Independent Appraiser) Information in WorkCenter Carrier Management

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TitleHow to Change Resource (Shop, Appraiser, Independent Appraiser) Information in WorkCenter Carrier Management
SummaryEmail, phone, and other information for resources such as shops, independent appraisers, and staff can be changed by WorkCenter users who have resource management permissions.
ObjectiveTo instruct users on how to update a resource record in WorkCenter Carrier Management
EnvironmentWorkCenter Carrier Management, WorkCenter Assignment
Procedure
User must have WorkCenter Carrier Management with edit privileges. If user cannot edit the record, best practice is to refer user to the carrier so that the appropriate personnel can make the changes.
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  1. In WorkCenter, point to Manage and click Resources.
  2. Select the correct Resource Type.
  3. Type the Last Name, Shop Name, or User ID.
  4. Click Search.
  5. Locate the correct resource, point on Name, and click Edit.
  6. Make desired changes and click Save and Close.
  7. Click OK.
Additional Notes
URL NameWC-Carrier-Managment-How-to-Change-a-Resources-Shop-Appraiser-Independent-Appraiser-information

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