01
Adding a new record
Create a numbered CRM case and capture the initial instruction.
Approx. 1 minute · Fictional data
Rating Case ManagerProfessional rating softwareUser login Rating Case Manager training centre
Practical walkthroughs for every core workflow.
27 concise videos covering CRM, VOA Link, reporting and CCA. Every example uses fictional demonstration data and each video is approximately one minute.
Use these videos for onboarding, refresher training or a guided product demonstration. Pause at any point to discuss the fictional workflow shown on screen.
Arrange team training →01
Product training
CRM
Create, organise and progress rating case records.
02
Importing records
Prepare, map and validate a structured case import.
Approx. 1 minute · Fictional data03
Editing records
Update the correct case while preserving its working context.
Approx. 1 minute · Fictional data04
Columns and views
Tailor the board to each user and working task.
Approx. 1 minute · Fictional data05
Labels
Create and apply clear visual labels across cases.
Approx. 1 minute · Fictional data06
Documents
Use templates and create case-linked documents.
Approx. 1 minute · Fictional data07
Adding a new board
Create a focused board without losing shared case structure.
Approx. 1 minute · Fictional data08
Email functions
Keep Outlook correspondence connected to the case history.
Approx. 1 minute · Fictional data02
Product training
Report App
Move from verified evidence to professional reports and case packages.
01
Open Report App from CRM
Carry the selected CRM case into the guided report workspace.
Approx. 1 minute · Fictional data02
Step 1: Subject Evidence
Verify the linked VOA subject and valuation details.
Approx. 1 minute · Fictional data03
Step 2: Occupation Evidence
Record Maps, planning, listed-status and lease sources.
Approx. 1 minute · Fictional data04
Step 3: Comparable Evidence
Build evidence groups and retain relevant comparables.
Approx. 1 minute · Fictional data05
Step 4: Review Subject Report
Check every output and complete the professional assessment.
Approx. 1 minute · Fictional data06
Step 5: Export Case Package
Package reviewed reports and supporting evidence.
Approx. 1 minute · Fictional data03
Product training
VOA Link
Search rating lists, connect subjects, model scenarios and monitor change alerts.
01
Connect a record to VOA Link
Open the property workflow from the correct CRM case.
Approx. 1 minute · Fictional data02
VOA subject search
Find assessments using the strongest available identifier.
Approx. 1 minute · Fictional data03
Review and link an assessment
Verify the subject before connecting it to the case.
Approx. 1 minute · Fictional data04
Refresh CRM from VOA
Fill blank rating fields from the active VOA lists.
Approx. 1 minute · Fictional data05
Saved searches and alerts
Reuse searches and monitor important properties as a team.
Approx. 1 minute · Fictional data06
Results columns and export
Shape the result table and export selected evidence.
Approx. 1 minute · Fictional data07
Rates scenario modeller
Compare current and proposed liability assumptions.
Approx. 1 minute · Fictional data08
Change intelligence
Turn VOA updates into focused movement reports.
Approx. 1 minute · Fictional data09
Rating reference codes
Find the codes used across VOA and CRM workflows.
Approx. 1 minute · Fictional data10
Tribunal appeal decisions
Search non-domestic rating decisions for England and Wales.
Approx. 1 minute · Fictional data11
Rating case law index
Find higher-court judgments by issue, party or citation.
Approx. 1 minute · Fictional data12
Guidance library
Open current legislation, policy and valuation guidance.
Approx. 1 minute · Fictional data04
Product training
CCA
Understand the secure HMRC Business Rates connection.
01
CCA Client Service overview
Understand property claims, valuations, Check and Challenge functions.
Approx. 1 minute · Fictional dataGuided support
Train your team around the real workflow.
Use the video library independently or book a practical walkthrough tailored to your organisation.