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Getting Started

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M.I. (Management Information) reports

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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 3 years ago by Mara K

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 K

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