Assignments

16 articles

Assignment Detail

The Assignment Detail page displays a Detail Summary that includes the insured name, claim number, data set, assignee, status, and estimate total. You can use the Select an Action menu to complete a…

Updated by Arianne G.

Send Work Assignment

Using the Send Work Assignment form, you can create assignments and send them to assessors and builders electronically via XactAnalysis®. You can then track and evaluate the assignments using other t…

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Assignment Queue

The Assignment Queue displays all of your unassigned and in-progress assignments on an interactive map. It allows you to filter the assignments displayed on the map and assign them to qualified asses…

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Estimate Review Queue

The Estimate Review Queue is a module that places all designated assignments returned from your assessors into a list for a desk review. The administrator assigns specific estimates to individual rev…

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Estimate Collaboration

Estimate Collaboration allows a case manager/ assessor who is not the assignee to perform work on a returned estimate without changing the ownership (assignee). When an estimate has been checked out…

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Reassign an Assignment

You can reassign assignments to an assessor/builder or to the Assignment Queue of a data set. Individual assignments can be reassigned from Assignment Detail or multiple assignments can be reassigned…

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Referral Assignment

While completing an estimate, an assessor or builder may need the assistance of additional assessors or builders with specific areas of expertise, such as contents or roofing specialists. They can re…

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Statuses

Statuses mark an assignment’s progress and provide benchmarks you can use in assignment searches, personal and program rule notifications, and management information reporting. In XactAnalysis®, stat…

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Assignment Workflow Status Batch Update

The Assignment Workflow Status Batch Update feature in XactAnalysis allows you to update the statuses of an entire batch of claims by uploading an Excel spreadsheet with the updated claim information…

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Claim View

The Claim View feature allows you to manage multiple assignments linked to the same claim file and gives you an overview of the activities that occur on each of the assignments. This feature is only…

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Action Item Centre

The Action Item Centre allows you to easily view, filter, and access the action items for all assignments under your account, based on your user rights. Action items are tasks that are related to the…

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Bulk Assignment Import

The Bulk Assignment Import feature allows you to upload up to 500 assignments into XactAnalysis at a time. The images in this document are generic, and your company’s interface may vary. All import r…

Updated by Arianne G.

Video Collaboration

The video collaboration feature allows XactAnalysis users to hold video chat sessions with users of the ClaimXperience™ mobile app. During the chat session, the mobile app user can record video and t…

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