Qualify and Rotate Data Sets

If you have data set rotation enabled, the Qualifications page allows you to qualify assessors, builders, and data sets for assignments. It also allows you to manage a data set rotation for assignments.

The screen shots in this document are generic, and your company’s interface may vary.

Access Qualifications

Select the Qualifications option from the Administration menu.

buildersadjustersQualify assessors or contractors

Click the Assessor/Builder tab to qualify assessors or builders for assignments. For detailed information, see Qualify Assessors.

Qualify data sets

  1. Click the Data Set Rotation tab.
  2. Select a data set from the Select a Data Set menu.
  3. The Service Area section displays all of the countries, regions, and post codes that the data set is qualified to work in. To edit these areas, click the Edit button. This opens the Define Service Area page were you can add or remove areas at the country, region, and post code level.
  4. Click Update.

Manage data set rotation

  1. Click the Data Set Rotation tab.
  2. Select a data set from the Select a Data Set menu.
  3. In the Rotation section, select either Yes to Include the data set in the rotation list or No to exclude the data set from the rotation list.
  4. In the Capacity section, enter the maximum number of assignments the data set can receive per week and month.
  • If either limit is reached, the data set will remain at the bottom of the rotation list and will not rise in the list until the next week or month.
  • If the Weekly or Monthly fields are left blank, no limit is placed on the number of assignments that can be assigned to the data set.
  • If you enter 0 in the Weekly or Monthly fields, the data set remains at the bottom of the rotation list.
  • Any data set can be selected manually for assignments, but if it is not the next in rotation, an exception reason will need to be given.
  1. Click Update.

 

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