• enAU
    Deutsch (DE) English (AU) English (CA) English (GB) English (IE) English (NZ) English (US) Español (CL) Español (ES) Español (MX) Français (BE) Français (CA) Français (FR) Nederlands (BE) Nederlands (NL)

Getting Started

Getting Started

Welcome Page

What's New

Assignments

Search

Search

Search Filters

Payment Queue

Assignment Detail

Send Work Assignment

Assignment Queue

Estimate Review Queue

Estimate Collaboration

Reassign an Assignment

Referral Assignment

Statuses

Assignment Workflow Status Batch Update

Claim View

Action Item Centre

Bulk Assignment Import

Video Collaboration

Reports

Insights

Search in Insights

Worksheets and columns

Claims worksheet

Line Item worksheet

Search in Insights

Keywords

Pinboards

Pinboards

Insights overview

Answers

SpotIQ

Insights frequently asked questions

M.I. (Management Information) reports

Graphical Management Reports

Trend Management Reports

Text Management Reports

Activity Reports

Excel Management Reports

Assignment Volume Report

Real-Time Management Dashboard

Administration

User Administration

User Information

User Rights

XactNet Address Book

Personal Address Book

Hierarchy

Qualifications

Qualify and Rotate Data Sets

Assessor/Builder Rotation

Organisation Hierarchy

Program Rule Notifications

Personal Rule Notifications

Desk assessor

XactAnalysis Preferences

Change Passwords

Queue Admin

Column Admin

User Column Admin

Custom Groups

Price Lists

Notification Centre

Recipient Branch Admin

Email Template Admin

How to Use a Template in an Email

Estimate Scope Overlap and Item Inclusion Algorithms

Xactware ID Help

Manage Accounts

All Categories ​>​ ​Assignments ​ > ​ ​Search

Search

3 articles

Search

Search is a powerful feature that allows you to filter and view any combination of assignments in your company. You can customise your results by adding columns, using saved column and filter sets, c…

Updated 2 years ago by Mara Kellogg

Search Filters

Insurer. This filter allows you to select one or more insurers. Search only displays assignments from the selected insurers. Date. Click the date filter in the ribbon to select an assignment status a…

Updated 2 years ago by Jill Bowers

Payment Queue

The Payment Queue is a Search filter that gathers all of the estimates submitted for payment and lists them for desk review. When an estimate is in the queue, administrators assign the estimates out…

Updated 2 years ago by Mara Kellogg

Powered by HelpDocs (opens in a new tab)

Contact