# Ordering Engine Button Glossary

> Every key button in the RAZE Ordering Engine, screen by screen, with what happens when you click it.

Product: RAZE Ordering Engine
Runs on: Desktop and tablet. The RAZE Ordering Engine is a web app for desktop and tablet browsers, not a phone app.
Product guides: https://getaraze.com/tools/ordering-engine
Source: https://getaraze.com/tools/ordering-engine-button-glossary
All guides: https://getaraze.com/tools

## Quick Reference

- Each screen below is numbered. The number on the picture is the number in the list.
- The search bar, + Add Project and Ask AI sit in the top bar on every page.
- Accept and Reject appear in the Action column once the inspector submits.
- Nothing is created until you click Create or confirm.

## Before You Start

- You can log in to the Ordering Engine at order.getaraze.com.
- For the full steps, open the guide the button belongs to. Each item names it.

## Step 1: The Login, the Top Bar and the Sidebar

**1. Forgot?.** Next to Password on the login screen. Click it and a reset link goes to your email. See Getting Started with the Ordering Engine.

![The login screen: Forgot? (1) and Continue (2).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/01-login.webp)

**2. Continue.** Logs you in with the email your administrator set up and your password. Every action is tracked to you, so never share your password.

**3. Search bar.** At the top of every page. Type part of a project name and the project list filters as you type.

![The top bar and the sidebar: search (3), + Add Project (4), Ask AI (5), Project (6), People (7) and Analytics (8).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/02-top-bar.webp)

**4. + Add Project.** Starts a new project in four steps, from Basics to Review & Confirm. See Creating a Project.

**5. Ask AI.** At the top of every screen. Type a request, such as ordering a draw inspection, and review the preview before you confirm. See Using Ask AI.

**6. Project.** Opens Projects, the first of the three sidebar modules with People and Analytics. See Getting Started with the Ordering Engine.

**7. People.** Opens People: your borrowers, general contractors and inspectors. See Managing People and Contacts.

**8. Analytics.** Opens the preset reports and the ask box. See Running Reports in Analytics.

**9. Display.** Chooses the project list's columns, such as lender, loan amount, address, borrower and general contractor.

![The project list: Display (9) and a project name (10).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/03-project-list.webp)

**10. Project name.** Click a project's name to open its workspace on the Jobs tab.

## Step 2: The Add Project Wizard

**1. Institution.** Sets the templates, the workflow and how inspectors are matched to the project. See Creating a Project.

![Step 1, Basics: Institution (1), Project Type (2), Borrower (3) and Contractor (4).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/04-basic-info.webp)

**2. Project Type.** Controls how inspections are routed.

**3. Borrower.** Pick the borrower from People. They are notified automatically as the project moves forward.

**4. Contractor.** Pick the contractor from People the same way. Add a missing borrower or contractor in People first.

**5. Download Template.** Downloads the budget template. Fill in one row per line item: Name, Percent, Amount and Comment. See Setting Up the Budget.

![Step 3, Budget Setting: Download Template (5), Load Budget (6), Add an Item (7), Previous (8) and Next Step (9).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/05-budget-setting.webp)

**6. Load Budget.** Imports every line from the filled-in template at once.

**7. Add an Item.** Adds one line at a time: name, percent of the total and an optional amount.

**8. Previous.** Goes back a step so you can fix it. Nothing is created until you confirm on Review & Confirm.

**9. Next Step.** Moves on to Review & Confirm, which shows the full summary before the project is created.

## Step 3: The Project Tabs

**1. Jobs.** Order and track every inspection. A project opens on this tab. See Using the Project Tabs.

![The project's six tabs: Jobs (1), Overview (2), Budget (3), Documents (4), System (5) and Workflow (6).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/06-project-tabs.webp)

**2. Overview.** The parties, the address and the property details. Click Edit on Parties & Contacts to change a borrower or contractor.

**3. Budget.** The lines inspectors draw against. See Setting Up the Budget.

**4. Documents.** Contracts, plans, appraisals and insurance.

**5. System.** The Project GUID and the created and changed dates. Paste the GUID into any support request.

**6. Workflow.** Recurring orders and status alerts. See Automating Recurring Draws and Alerts.

**7. Upload.** Uploads a file into a folder: Insurance, Budget, Contract, Plans or Appraisal. You can also drag the file onto a folder. Files can be PDF, DOC, DOCX, XLS or XLSX, up to 10 MB each.

![The Documents tab: Upload (7) and + Add Folder (8).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/07-documents.webp)

**8. + Add Folder.** Builds your own folders and subfolders.

## Step 4: The Budget Tab and People

**1. Budget history.** Shows every change made to the budget. See Setting Up the Budget.

![The Budget tab: Budget history (1), + Add Budget (2), Edit (3) and the Funded / Actual and Remaining columns (4). Dollar figures are blurred in this example.](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/08-budget-tab.webp)

**2. + Add Budget.** Adds a separate budget, such as Contingency.

**3. Edit.** Changes a line's name, percent or amount. The lines must still total exactly 100%.

**4. Funded / Actual and Remaining.** Funded / Actual shows what has been drawn on each line, and Remaining shows what is left. They're columns, not buttons.

**5. Account Type.** Filters People by Borrower, General Contractor or Inspector. See Managing People and Contacts.

![People: Account Type (5) and a person's row (6).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/09-people-list.webp)

**6. A person's row.** Click the row to open the record.

**7. Edit on Profile.** Opens the Profile section so you can change the email or phone, then click Save. Each section of the record saves on its own, and future notices use the new details.

![A person's record: Edit (7) on the Profile section.](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/10-edit-profile.webp)

## Step 5: Ordering an Inspection

**1. Add Inspection.** On the Jobs tab. Choose Quick - repeat last to copy everything from the last job, or Custom for a new requirement. See Ordering a Draw Inspection.

![The Jobs tab: Add Inspection (1).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/11-jobs-tab.webp)

**2. Marketplace and Direct Request.** Marketplace: RAZE assigns the best available inspector by location and availability. Direct Request: you pick a specific inspector. The toggle is on Quick, Custom and Workflow orders.

![The Custom order form: Marketplace or Direct Request (2), Request Type (3), Utilize "Final" Template (4) and Create (5).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/12-custom-order.webp)

**3. Request Type.** Draw Inspection or Assessment.

**4. Utilize "Final" Template.** Set it to Yes on the final draw. The inspector can't submit until 25 photos are attached. See Naming Inspections and Using the Final Template.

**5. Create.** Places the order. The new job starts as Lender Open.

**6. Sliders icon.** In the Inspection Name field. Opens Configure Variables.

![The Inspection Name field: the sliders icon (6) and Configure Variables (7).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/13-naming.webp)

**7. Configure Variables.** Tick Stage # (ST), Inspection start date (ISD) or Project name (PN), then check the sample preview. Names are limited to 50 characters.

## Step 6: The Workflow Tab

**1. Order Inspection.** Automates recurring orders: set Schedule & Timing, Fulfillment Settings and Notifications. See Automating Recurring Draws and Alerts.

![The Workflow tab: Order Inspection (1) and Setup Notifications and Alerts (2).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/14-workflow.webp)

**2. Setup Notifications and Alerts.** Emails the people you choose each time a status changes. Each card shows Not configured or Active.

## Step 7: Reviewing a Submitted Job

**1. Tag Photo.** On the Draw Sheet. Attaches a photo to a line. See Reviewing the Inspection.

![The Draw Sheet: Tag Photo (1) and the four percentage columns (2).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/15-draw-sheet.webp)

**2. Max %, Previous %, Available % and Current %.** Max % is the line's full share, and Previous % was approved on earlier inspections. Available % is what's left. Current % is this visit's entry and can't exceed Available %. See Reading the Draw Sheet.

**3. Upload.** On the Photos tab. Adds photos to the job.

![The Photos tab: Upload (3) and a photo (4).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/16-photos.webp)

**4. A photo.** Click a photo to add a Comment, a Photo Guide ID or GPS, then click Save. The date and size are stamped automatically.

## Step 8: The Action Icons and the About Panel

**1. Eye.** In the Action column of the Jobs tab. Opens the full job. See Approving or Rejecting a Job.

![The Action column: the eye (1), Report (2), the check mark (3) and the circle (4).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/17-action-icons.webp)

**2. Report.** Opens the report PDF.

**3. Check mark.** Accepts the inspection. The status becomes Lender Approved and notices go to everyone involved.

**4. Circle.** Rejects the inspection. The status becomes Lender Rejected, everyone involved is notified, and the inspector may redo the visit.

**5. Status.** In the About panel of an open job. Pick the new status from the dropdown, and notices go to everyone involved. See Understanding Job Statuses.

![The About panel: Status (5) and the upload icon under Report (6).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/18-about-panel.webp)

**6. Upload icon under Report.** Attaches a PDF report that came from outside RAZE.

## Step 9: Analytics and Ask AI

**1. Monthly operations report.** A full report you can export as a PDF. Every block has an In report toggle: keep the blocks you need, then export. See Running Reports in Analytics.

![Analytics: the two full reports (1, 2) and the other preset reports (3).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/19-preset-reports.webp)

**2. Open work & aging report.** The other full report, built and exported the same way.

**3. Preset reports.** One click each: Awaiting lender review, Past due, Progress went backwards, Stalled projects, Documentation gaps, Turnaround time, Vendor scorecard and Portfolio exposure.

**4. Ask box.** Type a question in plain language. Shape the answer with words like as a table, as a chart, top 10, last 90 days, by lender, by state or build a report.

![The Analytics ask box (4).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/20-ask-box.webp)

**5. History.** In the Ask AI chat. Keeps every past conversation, read-only. See Using Ask AI.

![Ask AI: History (5).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/21-ask-ai-history.webp)

**6. Message box.** Type a request, for example "Order a draw inspection for next Monday." Ask AI knows the project you're viewing, shows a preview and creates nothing until you confirm.

![Ask AI: the message box (6).](https://getaraze.com/images/docs/ordering-engine/ordering-engine-button-glossary/22-ask-ai-message.webp)

## Step 10: Status Indicators, Not Buttons

**Inspection Status.** On the Jobs tab. New orders start as Lender Open, and Submitted means the report is ready for your review. See Understanding Job Statuses.

**Not configured and Active.** On each Workflow card. If no jobs are being created, check that the Order Inspection card shows Active.

**Alerted.** On the Questionnaire tab, a flagged answer shows Alerted. See Reviewing the Inspection.

**Sample preview.** Under the Inspection Name field. It shows the name your variables build, up to 50 characters.

## Tips

**DO**
- Check the total number of jobs before you save a recurring order.
- Use Quick - repeat last for the next draw on a project that already has a job.
- Read flagged answers and photos before you click the check mark.
- Copy the Project GUID from the System tab for any support request.

**WATCH FOR**
- The circle in the Action column. It rejects the inspection.
- The Institution. It is hard to change once inspections exist.
- Utilize "Final" Template. The inspector needs 25 photos to submit.
- Budget lines that don't total exactly 100%. Saving is blocked.

## Troubleshooting

**Q: I don't see Accept or Reject.**
A: They appear after the inspector submits. If your institution uses auto-approve, submitted inspections move to Lender Approved on their own.

**Q: Quick - repeat last is unavailable.**
A: The project has no job yet. Use Custom for the first order.

**Q: I can't find a project.**
A: Type part of the project name in the search bar at the top of any page.

**Q: A button I see in the Ordering Engine isn't listed here.**
A: This glossary covers the buttons the Ordering Engine guides use. Ask about any other button through Need Help below.

## Need Help?

Email RAZE support at contact@getaraze.com, or send a support request from https://getaraze.com/tools.