Experience with donors using the Appraisal module?

[Tricia Patterson]

Hi all,

Does anyone have experience setting up a donor (or someone that works on behalf of the donor) in the Appraisal module, to select what gets transferred? I know it was built with that user functionality in mind, but I am looking for feedback on how it works in practice. 

If you have experience -- how did it go? Was there feedback from the donor on the usability? Did you set them up in their home/space, have them come into the library, or use a VM? Tips for how to streamline the process?

Thanks!

Tricia