--- title: Using the Out of Scope workflow description: Out of Scope workflow --- [Skip to content](https://kb.valocityglobal.com/valocity-nz/using-the-out-of-scope-workflow#main-content) English - New Zealand Show submenu for translations ![](https://kb.valocityglobal.com/hs-fs/hubfs/Valocity_Blue-Grey-Jun-18-2026-03-20-56-0594-AM.png?width=150&height=70&name=Valocity_Blue-Grey-Jun-18-2026-03-20-56-0594-AM.png) Open main navigation Close main navigation - English - New Zealand Show submenu for translations - [Contact us](https://www.valocityglobal.com/en/contact-us/) [Contact us](https://www.valocityglobal.com/en/contact-us/) How can we help you? - There are no suggestions because the search field is empty. 1. [Valocity New Zealand](https://kb.valocityglobal.com/valocity-nz?hsLang=en-nz) 2. [General](https://kb.valocityglobal.com/valocity-nz/general?hsLang=en-nz) # Using the Out of Scope workflow ## Assessing and processing valuation orders that are flagged as potentially out of scope. ### Managing potentially out of scope orders Some full market valuation orders need a closer look before they go ahead. When an order is flagged as potentially out of scope, the out of scope workflow lets you review it, decide what happens next, and keep a full audit trail of every action taken. #### Who can action these orders If you have the right Valocity roles to manage this workflow, you'll get an email whenever an order needs your review. #### The notification email The email gives you the key details you need to start your review: - The order number. - The property address. - The reason or reasons the order was flagged, for example the property category or the number of dwellings. - Any comments from Valocity Support. ![](https://kb.valocityglobal.com/hs-fs/hubfs/undefined-Nov-03-2026-10-28-51-9928-PM.jpeg?width=630&height=591&name=undefined-Nov-03-2026-10-28-51-9928-PM.jpeg) #### Finding orders on your dashboard All potentially out of scope orders sit under the **Under Review** status on your dashboard. Use the **Out of Scope** filter to see which orders need your attention. A coloured icon next to each order shows where it's up to. | **Filter option** | **What it shows** | **Icon** | | --- | --- | --- | | All Out of Scope | Every flagged order, whatever its current state. | All colours | | Valocity Review | Orders waiting on an action from Valocity. | Blue | | Pending Bank Action | Orders waiting on an action from you. | Yellow | | Actioned | Orders that have been reviewed and are moving through the process. | Green | ![](https://kb.valocityglobal.com/hs-fs/hubfs/image-png-Nov-03-2026-10-30-09-2401-PM.png?width=670&height=121&name=image-png-Nov-03-2026-10-30-09-2401-PM.png) #### Reviewing an order Open the order to see its details and the **Comments and Actions** history, which records each step taken so far. When you're ready to decide which action to perform, select **Out Of Scope Actions**. ![](https://kb.valocityglobal.com/hs-fs/hubfs/image-png-Nov-03-2026-10-30-36-1247-PM.png?width=670&height=182&name=image-png-Nov-03-2026-10-30-36-1247-PM.png) #### Approving an order Select **Approve**, then complete the fields below. - **Valuation reporting requirements (required).** Tell the valuer what else you need covered in the report, given the nature of this order. Both the valuer and Valocity Support can see this. - **Valocity Support notes (optional).** Add anything Valocity Support should know. Only Valocity Support can see these notes. **Important notes on Approving:** If you Approve without support notes**:** the order moves straight to **Quoting**. If you approve with support notes, the order stays in **Under Review** while Valocity Support checks that your requests can be met. Select **Confirm Approval** to finish. ![](https://kb.valocityglobal.com/hs-fs/hubfs/undefined-Nov-03-2026-10-31-08-6452-PM.jpeg?width=570&height=702&name=undefined-Nov-03-2026-10-31-08-6452-PM.jpeg) #### Declining an order If you don't want the order to go ahead, select **Decline**. - **Decline reason (required).** Explain why you're declining the order. The orderer and Valocity Support can both see this. - **Valocity Support notes (optional).** Only Valocity Support can see these notes. Select **Confirm Decline** to finish. The order will then be cancelled, and this can't be undone through the workflow. ![](https://kb.valocityglobal.com/hs-fs/hubfs/undefined-Nov-03-2026-10-31-26-2470-PM.jpeg?width=570&height=741&name=undefined-Nov-03-2026-10-31-26-2470-PM.jpeg) - [General](https://kb.valocityglobal.com/valocity-nz/general?hsLang=en-nz) - [Agri](https://kb.valocityglobal.com/valocity-nz/agri?hsLang=en-nz) [![](https://kb.valocityglobal.com/hs-fs/hubfs/Valocity_Blue-Grey-Jun-18-2026-03-26-00-2559-AM.png?width=150&height=70&name=Valocity_Blue-Grey-Jun-18-2026-03-26-00-2559-AM.png)](http://valocityglobal.com) © Valocity 2026