Collection Buttons



Collection Buttons


Make

The Make button is where you should store basic make and model data. This screen is pretty intuitive, and is used to reduce keystrokes on other screens that need the same information. It should be one of the first screens populated (Fig: 6.1). Scroll down the screen to see the other nine Collection related buttons.

History

The History button gets the Asset Short Name in grey from the Main Asset Screen short name.This also appears in yellow text in the upper black bar. The Asset Short Name can only be edited from the Main Asset Screen. The History screen is where you should store the manufacturer history, provenance, and pedigree information related to the asset. Prior or unique ownership can be detailed here also. I have found that a good paragraph or two on the manufacturers history, units produced, production periods, special features and period advertising is good for future documentation. (Fig: 6.2). Scroll down the screen to see the other nine Collection related button.

Awards

The Awards button has an Award Listing which leads to an Award Detail screen. Each award received will have a listing on the Award Listing screen that summarizes the Event, the Award Class and the Award Date. Scroll down the screen to see the other nine Collection related buttons.

To add an award, touch the Add New Award white text in the upper right black bar. This will bring up the Award Detail screen where the particulars of the award can be entered (Fig: 6.3).

To edit an existing award, touch the listing to bring up the Award Detail screen, edit the fields, and save. Selecting the | Delete | button will delete the award and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Accreditation

The Accreditation button has an Accreditation Listing which leads to an Accreditation Detail screen. Each accreditation received will have a listing on the Accreditation Listing screen that summarizes the Accreditation Received, the Accreditation Agency and the Accreditation Date and allows for a detail Description. If you have a scan or a photo of the accreditation letter you can attach that with photos in the Asset Gallery. Scroll down the screen to see the other nine Collection related buttons.

To add an accreditation, touch the Add Accreditation white text in the upper right black bar. This will bring up the Accreditation Detail screen where the particulars of the accreditation can be entered.

To edit an existing Accreditation Listing, touch the listing to bring up the Accreditation Detail screen, edit the fields, and save (Fig: 6.4). Selecting the | Delete | button will delete the accreditation and its detail from the listing. This action CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Condition

The Condition button allows you to rate the assets condition referencing an industry accepted rating scale of one to six. Simply select a Rating and the Text will display the description of that rating. You can also set the Overall Condition in the drop-down by selecting from Survivor, Original, Driver, Restored, or To Be Restored categories. (Fig: 6.5)

The Rating, Overall Condition, and Condition Class feed forward to the Valuation Screen.

Scroll down the screen to see the other nine Collection related buttons.

Valuation

The Valuation button allows you to establish your own valuation of the asset based on the referenced Rating, Overall Condition, and Condition Class from the Condition Screen.

Simply enter the Current Valuation and select the Valuation Date from the drop-down spinner. You can also select the Valuation Type from the drop-down selecting from an official Appraisal, Market comparables, Owner stated, Price Guide look up, Auction comparables, or a Web Search. (Fig: 7.1)

This information is fed forward to the Insurance Screen to support reporting to your insurance provider.

Scroll down the screen to see the other nine Collection related buttons.

If you want quick access to an excellent online valuation tool, the App currently links to the Hagerty Online Valuation website that allows you to research and obtain an excellent downloadable PDF report based specifically on your asset. (Fig: 7.2) Touch on the | Link to Online Valuation | button to be redirected to their valuation page. Don’t forget to consider Hagerty for your classic vehicle insurance needs.

Title

The Title button is where you should store titling and registration data which can be found on your title. This screen is pretty intuitive, and uses basic Model information entered on the Model Screen (Fig: 8.1).

Be sure and enter the Plate Expiration* date. If the current date is after the plate expiration date, the Title button will turn red to notify you the registration has expired. You may also want to make sure that you have a Maintenance Activity set up for the asset in advance of the expiration date so you will receive a notification to renew the registration ahead of the expiration period.

Scroll down the screen to see the other nine Collection related buttons.

Insurance

The Insurance button allows you to track information related to insurance policies on the asset. This screen is pretty intuitive. (Fig: 8.2).

For stated value policies the Policy Valuation is pulled from the Valuation Screen. of the asset based on the referenced Rating, Overall Condition, and Condition Class from the Condition Screen.

Scroll down the screen to see the other nine Collection related buttons.

You can also toggle between assets in your collection by selecting different asset names from the yellow text in the upper black bar.

If you have a scan of your policy on your mobile device, you can store that image with photos in the Asset Gallery.

If you want to get an online insurance quote from Hagerty, the App currently links to the Hagerty Online Quote website tool that allows you to obtain a quote online. (Fig: 8.3) Touch on the | Get Insurance Quote | button to be redirected to their online quote page.

Notes

The Notes button has a Notes Listing which leads to a Notes Detail screen. The note functionality is the same in both the Collections and Projects Notes Screen. (Fig: 8.4).

Each note will have a listing on the Note Listing screen that summarizes the Note Title, and the Note Date. Scroll down the screen to see the other nine Collection related buttons.

To add n note, touch the Add New Note white text in the upper right black bar. This will bring up the Note Detail screen where the particulars of the note can be entered. The Note Title appears in the listing for organizational purposes so make the title something that is indicative of the note such that it is easy to recall in the Note Listing. The Note itself can be as long as you need it. Select the Note Date from the drop-down and select the Note Source from the drop-down choosing between Phone, In-Person, Forum, or Other source.

Since the Note function can apply to a Collections asset or a Projects asset, there is a Note Class drop-down where you designate whether this note is to appear in the listing while it is a Project, or when it is in Collections, or when it is to appear in Both places. This selection can be changed at any time.

 

To edit an existing award, touch the listing to bring up the Award Detail screen, edit the fields, and save. Selecting the | Delete | CANNOT BE UNDONE. You will be prompted to verify deletion. Please proceed with caution for any deletion!

Forum