ACI Sky™ Workbench Features and Functionality

by Josh Hook | Apr 22, 2026

Welcome to Workbench

Overview

This guide provides an overview of the main features currently available in ACI Sky Workbench. It is designed to help appraisers understand how to open an order, move through report sections, use the Order Workspace, and complete the assignment.

The Progress Tracker is the primary way to complete the report in Workbench. The Order Workspace provides supporting tools and reference materials to help the appraiser complete the assignment.

Some areas visible in Workbench today are placeholders for future features. In this guide, visible placeholders are identified as Coming Soon, while future capabilities are identified as Planned functionality.

Getting Started in Workbench

This section provides a simple walkthrough of the basic Workbench workflow. It outlines the main steps for opening an order, completing report sections, reviewing the report, and delivering the assignment.

1. Open an existing order or create a new one from the Order Dashboard.
2. Use the Progress Tracker on the left side of the order screen to open and complete sections of the report.
3. Use the Order Workspace to review assignment details, research the subject property and comparables, manage files, and preview the PDF.
4. After completing the required report sections, review the Conditional Relevance selections.
5. Click Review to check the report for errors or missing items.
6. Make any needed corrections and click Review again until the report passes review.
7. When the report passes review, click Deliver to complete the assignment.

Order Dashboard

After logging in, the Order Dashboard displays. This is the main page for managing appraisal orders.

Layout

Orders are displayed by due date and can be filtered using the available filter options, such as New and Unscheduled.

Navigation

To open an existing order, click View Order.

To start a new order, click Create Order in the upper right corner of the dashboard, then complete the fields in the Create Order dialog box.

Opening an existing order or creating a new order takes you to the order screen.

Order Screen

The order screen has two main working areas:

1. Progress Tracker on the left
2. Order Workspace on the right

Use the Progress Tracker to move through sections of the report. Use the Order Workspace to access supporting views and tools.

Progress Tracker

The Progress Tracker is located on the left side of the order screen and contains the report sections needed to complete the assignment.

A progress bar at the top shows overall progress as sections are completed. Sections may be completed in any order.

To open a section, click the section name.

Information entered in one section carries forward to other applicable sections of the report.

Order Workspace

The Order Workspace includes five tabs across the top of the order.

Click each tab to access a different part of the assignment:

• Assignment Information provides a consolidated view of key property and assignment details, including maps, photos, and other reference materials.
• Subject & Market Research supports subject research, comparable selection, and market analysis used to complete the report.
• Report Builder is currently a placeholder and will provide high-level progress tracking by section, along with access to larger portions of the report in one place.
• Files & Photos serves as a central location to upload, store, organize, and manage documents and images related to the assignment.
• PDF View displays a PDF preview of the report so the appraiser can review how entered information appears before finalizing the assignment.

Each section is described in more detail below.

Assignment Information

The Assignment Information tab provides a centralized view of key property and assignment reference materials. Use this tab to review the subject property in context and access supporting materials for the assignment.

From this tab, you can view:

• Street view
• Map view
• Listing photos, if applicable
• Floor plans, if applicable
• Appendix materials
• Inspection and comparable photos

Subject & Market Research

The Subject & Market Research tab supports subject property research, comparable selection, and market analysis used to complete the report. This tab includes Subject Insights, Comparables, and Analytics.

Subject Insights

The Subject Insights section provides reference information about the subject property from public record and MLS sources, when available. Use this section to review site information, utilities, property characteristics, and interior and exterior details.

Planned functionality

In a future release, information displayed in Subject Insights will populate applicable report fields and may be editable from within the report.

Comparables

The Comparables section allows the appraiser to identify, map, and manage comparable properties for the assignment.

From this section, you can:

• Use the drawing tools in the upper left corner of the map to define a search boundary
• Select or clear the checkbox next to a comparable to include or exclude it
• Click a property address to view comparable details
• Use the Filters button to adjust the default search criteria
• Import additional comparable data from supported sources, such as DataMaster, TrueFootage, or MLS, by selecting a source and uploading a CSV file

Analytics

Coming Soon

The Analytics section is currently displayed in Workbench as a placeholder. When available, this section will allow appraisers to create charts, graphs, and exhibits to support market analysis. These visuals may be used to illustrate trends such as pricing, supply and demand, marketing time, sales activity, distressed competition, property characteristics, and other relevant market factors, and may be included as exhibits in the report.

Report Builder

Coming Soon.

The Report Builder tab is currently displayed in Workbench as a placeholder and does not yet provide active functionality. Sections of the report are currently accessed through the Progress Tracker on the left side of the order screen.
Sections of the report may be completed in any order. To work in a section, click the applicable item in the Progress Tracker.

As information is entered and saved, the Progress Tracker displays the status of each section as Not Started, In Progress, or Completed.

Within report sections, additional fields may appear as information is entered or responses are selected from drop-down lists. These dynamic field-level validations help guide completion of the report.

Within report sections, use Next to move to the next portion of the report.

Planned functionality
In a future release, the Report Builder tab will provide an additional view of section progress and allow the appraiser to access larger portions of the report from within the tab.

Files & Photos

The Files & Photos tab provides a central location to upload, organize, preview, and manage documents and images related to the assignment.

From this tab, you can:

• Upload files, download the workfile, or return to the report using the controls at the top of the page (1)
• Download or delete individual files using the action icons next to each file (2)
• Filter displayed content by file type using the buttons at the top of the file list (3)
• Select a file from the list to preview it on the right side of the screen

Use the Search Workfile field to locate a specific file.

PDF View

The PDF View tab provides a preview of the report based on the information entered up to that point. Open this tab at any time during the assignment to review the report layout and see where entered information appears in the PDF.

Completing an Order

Conditional Relevance

After all required sections of the report have been completed, the appraiser is taken to the Conditional Relevance page. This page allows the appraiser to select which conditionally relevant fields should appear in the final report. Even when information has been entered, those fields will only display in the final PDF when they are selected for inclusion.

Review

When Conditional Relevance selections are complete, click Review to start the compliance review. Workbench checks the report for errors and items that require correction.

After corrections are made, click Review again to rerun the check. Continue this process until the report passes review.

Once the report passes review, the Deliver option becomes available and the assignment can be completed.

Additional Information

For additional information or assistance, please call 800-234-8727 or email workbench@aciweb.com.

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