The SITE sheet pulls through all the parcel data from the Subject Property Record in Valcre Online. This guide will teach you how to use the Site sheet in the Valcre Valuation Workbook. 

 

Pre-Requisites 

1. Subscription Tier: Professional or Enterprise
2. Current Valcre Valuation Workbook downloaded and set up

Table of Contents

1. Video Walk-through
2. Written Guide
   • Site table
   • Site Details table
   • Streets & Traffic table
   • Site Description table
   • Street Access and Frontage table

 

Video

This video will guide you through the use of this sheet, below you will find the written steps if you prefer to learn that way. 

How-to Guide

Site table

This table allows you to view and edit all data being brought into the workbook from Valcre Online and contains a few areas for manual entry, detailed below.

Step 1: Review and make relevant updates to all data brought in from Valcre Online. These will be indicated by green text. 

• Note: If you have entered any surplus, excess, or unusable land in Valcre Online, these fields will pull through as Yes, creating additional fields to access the data pulling through.

Pro Tip: When your Subject Property has multiple Parcels: The APN Number is no longer accessible on the Site table The Site Information table is viewable further down the sheet. It breaks down the information for each parcel regarding square feet and acres, generating the totals for you at the bottom.

 

Step 2: Select the appropriate response in all blue-shaded drop-down fields

Step 3: Enter relevant data for yellow fields not brought in from Valcre Online.

Step 4: Review the Site Overview

This section auto-populates text based on the information previously entered in Valcre Online.

• If you wish to make edits, select F2  and then F9 to convert the field into output text, allowing you to type directly into the field. 

Site Details

This information will be pulled through to your report as a chart.

Step 1: Hide any rows you don't wish to include in your report by right-selecting the row and selecting Hide. 

• As with any table, do not delete columns or rows; it will cause workbook errors to form and prevent their usage in the Report.   

Street and Traffic

This table's information is pulled from Valcre Online; you can manually edit any information directly in the fields.

Site Description detail

Step 1: Use the drop-downs for each section to indicate if this applies to your report.  

• The pre-populated text is indicated by the selection, and if you indicated the Subject Property's country, it is Canada.
  • If you wish to make edits, select F2  and then F9 to convert the field into output text, allowing you to type directly into the field. 

• Note:  The Flood Zone generated by info entered at the top of the page

Street Access and Frontage

If you want to display info in that format, you may enter the information directly into these fields.

Continue Learning about Valcre with our next suggested guide: Valcre Workbook: Using the IMPV - Improvement Details + Component Description sheet.

 

For additional questions about Using the SITE sheet in Valcre Office, please contact Valcre Support using the live chat feature in Valcre Online or Valcre Mobile.