Assignment Volume Report
Updated
by
Arianne G.
The Assignment Volume reports enable you to view and sort your company’s assignments. You can filter the assignments by geographic area, loss type, data set, estimate total, catastrophe status, assignment status, and date range.
The report also displays a catastrophe table with current catastrophe information based on date range, data set, estimate value, loss type, and state. The data in both the table and map can be based off of the same filters, or the table and map can be filtered independently of each other. You can view all current catastrophes or drill down to one specific catastrophe to see additional detail.
The screen shots in this document are generic, and your company’s interface may vary.
Access the Assignment Volume report
Select Assignment Volume from the Reports menu. This takes you to the Assignment Volume page.
Apply Assignment Filters and Map Settings
In the Assignment Volume report, you will see a map plotting each assignment’s location. In the Filter Results area, you can filter the assignments by loss type, data set, estimate total, CAT and non-CAT, date range, or workflow status.
- You can drill down to a specific postal code area in Map Settings. See the Use the CAT Table Filter section below for information about the CAT Table Filter.
- Click Filter to apply filters and settings.
- Double-click on the map or use the zoom buttons on the right side of the map to zoom in.
- When you zoom in, the In Progress Assignments table appears to the right of the map, and assessor and builder locations are displayed as coloured boxes on the map. The coloured boxes correspond to the boxes in the In Progress Assignments table.
Use the In Progress Assignments table
The In Progress Assignments table shows data for assessors and builders with in-progress assignments in the viewable geographic area, including each assessor and builder’s XactNet® address, number of total assignments, and number of in-progress assignments.
Each assessor and builder is assigned a coloured box that corresponds to the coloured boxes on the map that shows where assignments are located. This information can help you visualise assessor and builder workload in a given area.
- Clear the check boxes in the table to remove the coloured boxes from the map.
Use the CAT Table Filter
The catastrophe table, or CAT table, allows you to filter assignments based on loss type, data set, estimate total, state or province, CAT codes, date range, or workflow status.
- The data in the table and map can be filtered independently of each other or can be based off of the same filters by selecting the Use CAT Table Filter for Assignment Map check box. You can view all current catastrophes or drill down to one specific catastrophe to see additional detail.
- Click Filter to apply filters and settings.
View Assignment Volume results in Search
- Zoom into an area on the map until the "Shown" number above the map becomes a hyperlink.
- Click the Shown number hyperlink.
The Assignment Volume results appear in Search. See Search for more information.