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M.I. (Management Information) reports
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Real-Time Management Dashboard
Administration
User Administration
User Information
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Hierarchy
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Desk assessor
XactAnalysis Preferences
Change Passwords
Queue Admin
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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 > Administration
27 articles
1 article by 1 author
In User Information, you can view the following information about your XactAnalysis® account: name, user ID, Xactware ID, profile picture, contact information, user rights, language settings, and tim…
Updated 2 years ago
User rights give users access to specific areas of XactAnalysis. A new user cannot log in to XactAnalysis until their user rights have been set up in the Edit User page in User Administration. There…
In the XactNet® Address Book you can view and sort the list of assignees (recipients of an assignment) available to your company. The XactNet Address Book also includes other useful information about…
In the Personal Address Book, you can add, view, and sort your personal contacts. You can also add contacts directly into the personal address book from an Excel file or from the XactNet® Address Boo…
Hierarchy allows you to set up your company’s geographical structure in XactAnalysis®. This must be set up before any other administrative module. When your geographic hierarchy is in place, users wi…
In the Qualifications module, you can qualify assessors and builders to receive assignments via XactAnalysis®. You can also edit their settings, add notifications, and perform a number of other actio…
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 assignmen…
The XactAnalysis rotation feature evenly distributes your assignments to each of your assessors/builders. Contact your product specialist or account manager to activate this feature. The screen shots…
Organisation Hierarchy allows you to set up your company’s organisational structure in XactAnalysis®. This is done by grouping case managers, loss assessors, individual builders, and managers (anybod…
The Program Rules module allows you to set up notifications to inform you of issues with service providers and internal programs. In the Assignment Escalation tab, you set up notifications for assign…
The Personal Rules module allows you to set up notifications to inform you when events occur within a specified data set and category. You can instruct XactAnalysis® to notify you when assignments’ s…
Desk assessors are individuals who are assigned to assignments and track their progress from beginning to end. They make sure that estimates are returned to XactAnalysis® by field assessors and build…
The XactAnalysis Preferences page contains a list of preferences that control features in XactAnalysis. You can modify aspects of features in XactAnalysis by changing the preferences on this page. Th…
In Change Passwords, you can view all the users in your company along with their user ID, user name, and account. You can change the password for any user in your account from this page. Select Chang…
The Queue Admin page allows you to add, edit, and delete rules for Estimate Review Queue and Payment Queue. The screen shots in this document are generic, and your company’s interface may vary. Acces…
Updated 2 years ago by Arianne G.
Column Admin allows you to select which columns appear in Advanced Search Results and the Estimate Review Queue. If you have the Column Admin right, you can access the Column Admin module, which allo…
The User Column Admin module allows you to customise the column display in Advanced Search Results and the Estimate Review Queue. You can create and edit personal column sets that may be shared with…
Using Custom Groups, you can create groups of assessors and builders for reporting purposes and for Payment Queue rules (if your company uses the Payment Queue). For example, if you set up a group of…
When an assignment is submitted to XactAnalysis by an assessor/builder, reviewers can compare its selected price list to the checkpoint price list for that area. On the Price Lists page you can creat…
XactAnalysis allows you to create assignment rules that send you notifications when they're triggered. The Notification Centre allows you to view and browse your notifications in detail. Access Notif…
Recipient Branch Admin allows you to select an office branch in each of your data sets to act as a default recipient for assignments. When assignments with the specified data set are sent to the Assi…
Email Template Admin lets you manage and create the email templates you want available for selection on the Email Assignment page. You can build an email template, add a subject line, use tokens to p…
You can use email templates to avoid possible errors in copying many of the fields that are found in assignments. In an email template, some assignment details can be represented by a token. For inst…
Before uploading an estimate to XactAnalysis, Xactimate checks it for any inconsistencies or possible errors. The events in the Estimate Scope Overlap and Item Inclusion category in Personal Rules ar…
Updated 2 years ago by Bethany W.
You need an Xactware ID to access your XactAnalysis® products and accounts. This document describes how to create your Xactware ID, link your XactAnalysis accounts to your Xactware ID, manage your Xa…
You can link or unlink XactAnalysis accounts with your Xactware ID on the XactAnalysis landing page. An account must be linked with your Xactware ID before you can access the account. See Xactware ID…
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