The Client Interview NG

Editing the Client Interview

Reports are editable for up to 30 days and will display as a Draft.  After 30 days the report will automatically lock and the draft watermark will disappear.  Use the Finalize function if you need to finalize and lock a report before the 30 day edit period is up.  The process for editing reports will vary slightly depending on the approach used.
NOTE: Locking a report is final and cannot be undone.

The Cost Approach:

  • Select the client you wish to edit a report for from the Clients tab. After the client’s profile opens locate the report you would like to edit, click on the Action drop down to the right of the report and select View Interview.
  • IMPORTANT: Make sure you proceed through each subsequent step after a change in order. Making a change in one step may require a change in a following step. Proceed, in order, all the way through Review to check for errors and save changes.

The Market Approach:

  • Select the client you wish to edit a report for from the Clients tab and open the report you would like to edit.
  • Scroll down and revise the fields you would like to change in the Report Parameters section.
  • To save your changes click Save Changes located to the right of the compensation figure.

The Income Approach:

  • Select the client you wish to edit a report for from the Clients tab.
  • Edit and revise the fields you would like to change in the Inputs section.
  • To save your changes click Save Changes located to the right of the compensation figure.

 

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The Client Interview NG

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