XactXpert Rule Alerts worksheet
Updated
by
Arianne G.
The XactXpert Rule Alerts worksheet contains columns associated with the XactXpert tool in Xactimate. XactXpert tracks errors in an estimate, such as missing information and other requirements that are not met, and lets the user know about them by displaying alerts.
All search columns fall under two categories: attributes or measures.
Some chart types require a specific number of attributes and measures.
Attributes
Attributes are date or text values, such as names, addresses, and phone numbers; they’re highlighted in blue in the search field. Attributes usually appear on the x-axis of your charts. Below are the attributes that the XactXpert Rules Alerts worksheet includes.
Adjuster Custom Group
Using Custom Groups in XactAnalysis, you can create groups of adjusters and contractors for reporting purposes and for Payment Queue rules (if your company uses the Payment Queue). This column displays the name of the custom group associated with the project.
Alert Status
Specifies whether an alert is not resolved, no longer occurring, bypassed, or resolved.
Alert Type
The type of alert triggered by XactXpert Rules in Xactimate. There are three types of alerts: violations, warnings, and cautions. For more information, see What alerts are in Xactimate?
Bypass Note
The note the bypasser entered to bypass the triggered alert. Violations cannot be bypassed.
Bypassed Date
The date an alert was bypassed and a bypass note was entered.
Bypasser Name
The name of the user who bypassed the alert and entered the bypass note.
Claim Number
The identification number for the claim. This is entered or imported when the assignment is created.
Claim Rep Code
This is an optional field in XactAnalysis some customers use to identify the person who is managing the claim.
Estimator Name
The user with the estimator role associated to the project.
Inspection Date
The date the XactXpert inspection was run.
Instance Name
The name of the instance associated with the project.
Loss City
The city the property damage occurred in.
Loss Date
The date the damage occurred to the property.
Loss State/Province Code
The state/province code for the damaged property.
Loss Postal Code
The ZIP/Postal code that the property damage occurred in.
Price List Name
The name of the price list associated with the project.
Profile Name
The name of the profile associated with the project.
Project Created Date
The date the project was created.
Project Status
The status of the associated progress, either in progress or completed.
Received Date
The date the assignment was created in XactAnalysis. If an assignment is never created in XactAnalysis, this column will display a null value.
Resolved Date
The date a triggered alert was resolved.
Resolver Name
The person who fixed the estimate so the rule isn't triggered any longer.
Room/Area Name
The name of the room/area in the project’s Sketch.
Rule Description
The description associated with a rule alert.
Rule Name
The name of the rule.
Rule Owner
The party for which the rule is run. There are three possible parties: Instance, Profile, or Verisk.
Peril
The category of loss (Collapse, Earthquake, Fire, etc.).
XactAnalysis ID
The user ID in XactAnalysis, which is unique from all other XactAnalysis users. XactAnalysis user IDs are assigned to a user by an administrator when they are first added to XactAnalysis.
Measures
Measures are numeric values, such as age or monetary amounts; they’re highlighted in green in the search field. Measures usually appear on the y-axis of your charts. Below are the measures that the XactXpert Rules Alerts worksheet includes.
Alert Count
The number of alerts.
Bypassed Count
The number of alerts that were bypassed.
Ceiling Square Metres
This column shows the M2 Ceiling amount listed in Xactimate’s Report Rough Draft.
Exterior Wall Square Metres
This column shows the External Wall Area amount listed in Xactimate’s Report Rough Draft.
Floor Square Metres
This column shows the M2 Floor amount listed in Xactimate’s Report Rough Draft.
Interior Wall Square Metres
This column shows the Internal Wall Area amount listed in Xactimate’s Report Rough Draft.
Resolved Count
The number of alerts resolved.
Rule Version
The number of times the rule logic has been modified.
Rule Weight
The weight associated to the rule. Users can distribute rule weights based on the rule type. The total score of the estimate is then determined from the weights assigned to each rule and the distribution of the weights based on the rule type. The total of the rule weight percentages must equal 100. For more information, see Scoring and weighing rules.
Sketch Floor Square Metres
This column shows the Floor Area amount listed in Xactimate’s Report Rough Draft.
Sketch Floor Square Metres Total
This column shows the Total Area amount listed in Xactimate’s Report Rough Draft.
Sketch Roof Hip Linear Metres
This column shows the Total Hip Length amount listed in Xactimate’s Report Rough Draft.
Sketch Roof Perimeter Linear Metres
This column shows the Total Perimeter Length amount listed in Xactimate’s Report Rough Draft.
Sketch Roof Ridge Linear Metres
This column shows the Total Ridge Length amount listed in Xactimate’s Report Rough Draft.
Sketch Roof Square Metres
This column shows the Surface Area amount listed in Xactimate’s Report Rough Draft.
Sketch Roof Squares
This column shows the Number of Squares amount listed in Xactimate’s Report Rough Draft.
Walls and Ceiling Square Metres
This column shows the M2 Walls and Ceiling amount listed in Xactimate’s Report Rough Draft.
Walls Square Metres
This column shows the M2 Walls amount listed in Xactimate’s Report Rough Draft.