Search Filters
Updated
by
Jill Bowers
Data Set Group
This filter allows you to select one or more data sets. Search only displays assignments from the selected data sets.
Date
Click the date filter in the ribbon to select an assignment status and a custom or preset date range. This filters the list by assignments that had that status within that date range. You can click Add Date Filter to add additional statuses with their own date ranges.
Queue Type
This filter allows you to only view assignments in a specified queue. When you select a queue from the menu, all other filters are cleared, and pre-defined set of filters are applied that causes Search to function exactly like the selected queue.
Claim #
Search for assignments based on their claim number. Click the menu to open a dialog box where you can enter up to 500 comma-separated claim number s.
Address Status
This filter allows you to search for assignments with or without an invalid address.
Appointment
You can choose to filter out either assignments that have an appointment or assignments that need an appointment.
Approval Status
You can search for assignments with several approval statuses, for example, QA Approved, QA Not Yet Approved, QA Rejected, Client Approved, Client Not Approved, Client Rejected.
Assigned From Assignment Queue
You can use this filter to see assignments that were assigned from the Assignment Queue.
Assignee
Search for assignments by the name of the assignee.
Assignment Type
This filter allows you to find assignments based on their assignment type.
Attention Needed
This event is used to notify you when an assignment needs urgent attention and its status is updated to Attention Needed. Depending on your company's preferences, an assignment may be marked as needing attention for a number of specific reasons.
Audit Results
Statuses by which an assignment’s audit standing is tracked. You can search for estimates with or without audit findings.
Business Unit
You can search for assignments by business unit in a particular data set. The options under Business Unit change depending upon the selected data set.
Carrier Attribute 1
You can customize this filter to fit your organization's needs. This filter is customized through the use of preferences. See your account manager to customize this filter.
CAT Code
Enter the catastrophe code to search for assignments with a specific catastrophe code. Separate multiple entries with commas.
City
This filter allows you to find assignments based on the city where they are located.
Claim Reps Code
A claim rep code is assigned to every claim in Xactimate®. Enter the claim rep code to search for assignments with a specific claim rep .
Claim Reps Status
Search on whether an assignment has a Claim Rep assigned or not.
Client Number
Search on client number. Separate multiple entries with commas.
Client Approval Status
This filter allows you to find assignments based on their current Client Approved status.
Collaboration Status
Collaboration occurs when an adjuster or contractor who is not the assignee performs work on an estimate without changing the ownership (assignee) of the estimate. This menu allows you to search for assignments based on their collaboration standing, for example, Never Collaborated or Collaboration in Progress. These statuses are automatically updated by XactAnalysis. Select a collaboration status to search for assignments currently at that status.
Data Set
Only view assignments within specified data sets.
Denial Status
You can filter on one or more Denial status including All, Covered Loss, Partial Denial, Denied, and Non-Denial Letter.
Delay Status
This filter allows you to find assignments with or without delay statuses.
Desk Adjuster
An individual assigned to an assignment to monitor its progress. Assignments may or may not be assigned a desk adjuster. Enter the desk adjuster’s name to search for assignments assigned to a specific desk adjuster.
Desk Adjuster Status
Search on whether an assignment has a desk adjuster assigned or not. Separate multiple entries with commas.
Enterprise ID
Search on a specific ID assigned by the contractor company. Separate multiple entries with commas.
Estimate Reviewer
This filter allows you to search for estimates by the name of the reviewer assigned to them. You can enter multiple names, but they must be separated by commas. If you select the Assigned and Unassigned checkboxes, you can filter the Search Results by assignments that are assigned or unassigned. If both checkboxes are selected, both assigned and unassigned assignments appear in the results.
Estimate Review Queue Rule
This filter allows you to select one or more Estimate Review Queue rules in your account. Search only displays estimates that were sent to the Estimate Review Queue by these rules.
Estimate Value
This filter allows you to search for estimates that fall within a specified minimum and maximum estimate value.
File # (or Branch - File #)
Search for assignments by their associated file number.
File Status
XactAnalysis classifies assignments as File Open, File Closed, or File Reopened. A file might be reopened if something needs to be added to the assignment after its initial completion. Select a file status to search for assignments currently at that status. Separate multiple entries with commas.
Has Audit Findings
Select to include assignments containing audit findings in the search.
Hide Canceled Assignments
Select to hide canceled appointments.
Include Test Assignments
Select to include test assignments in the search.
Independent Adjuster Review Status
Search for estimates that have a particular independent adjuster review status. Searchable statuses include Not Yet Reviewed, Reviewer Assigned, Review Accepted, Initial Review, Initial Review with Exceptions, Initial Review Without Exceptions, Reviewed, Reviewed With Exceptions, and Reviewed Without Exceptions.
Job Type
An assignment can be assigned one of several job types, as customized by your company. Common job types include emergency, general, and mitigation. Select a job type to search for assignments with that job type.
Job Not Sold Reason
This filter allows you to find assignments based on their Job Not Sold reasons.
Office Levels
Select an office level and choose a region in which to search.
Org Levels
Select an organization level in which to search.
Payment Status
Statuses by which an assignment’s billing process is tracked, for example, Paid, Processor Assigned, or Unprocessed. These statuses are automatically updated by XactAnalysis. Select a status to search for assignments currently at that status.
Policy #
Search for assignments by the policy number.
Policy Holder
Search for assignments by the name of the policyholder.
Policy Type
The policy type as defined in the policy, for example, Residential or Commercial. Select a policy type to search for assignments with that policy type.
Project Manager
Enter the first and last name of the project manager. This filter does not match the user ID.
Quick Search
This filter works like the Quick Search field at the top of every page. It allows you to enter a series of comma-separated key words and compares them to claim numbers, insured names, adjuster names, postcodes, and policy numbers.
QA Approval Status
This filter allows you to find assignments based on their current QA Approved status.
Reassignment Status
Assignments are sometimes reassigned to a different adjuster or data set. Use this menu to search for assignments that have or have not been reassigned.
Reinspection Status
This filter allows you to find assignments based on their current reinspection status.
Referral Status
Some adjusters and contractors refer a portion of the assignment to another adjuster or contractor with a specialized skill, such as a contents specialist or roofing specialist. You can search for assignments with two possible referral statuses: Referred and Created by Referral.
Returned Estimate Contains (Coverage Types)
Returned estimates can contain up to four possible categories of line items: Structural Items, Other Structures, Contents Items, and No Items. Structural Items are items comprising the structure of the main building, such as flooring or masonry products. Other Structures refers to estimates with items comprising the structure of a secondary building. Contents Items are independent of the property’s structure and can include items like appliances and furniture. No Items refers to estimates in which items are not tied to a coverage. Select a coverage type to search for assignments with that coverage type.
Reviewed Automatically
This filter allows you to find estimates that were automatically marked as Reviewed due to a program rule.
Review Status
Estimates that trigger a queue rule are reviewed. You can search for these estimates by a number of statuses that indicate the progress of the review, for example, Not Yet Reviewed, Reviewer Assigned, Review Accepted, Initial Review, Initial Review With Exceptions, Initial Review Without Exceptions, Reviewed, Reviewed with Exceptions, or Reviewed Without Exceptions.
Roof Damage
This filter allows you to filter roof damage claims by Partial Repair/Replacement, Total Replacement, None, or Both.
Show Only My Assignments
Search for assignments assigned to me.
State/Province
Select a state or province to filter your search results by that selection. type first letter letter to get to state quickly
Type of Loss
An assignment can be assigned one of several types of loss. A type of loss is a general incident, like Theft or Fire, which necessitates a claim. Select a type of loss to search for assignments with that type of loss.
Unique ID
Search for assignments by Unique ID.
Workflow Status
Statuses by which an assignment’s progress is tracked, for example, Customer Contacted, Job Completed, or Client Billed. These statuses are updated by the assigned adjuster or contractor. Select a status to search for assignments currently at that status.
XactAnalysis Status
Statuses by which an assignment’s progress is tracked, for example, Delivered, Returned, or Cancelled. These statuses are automatically updated by XactAnalysis. Select a status to search for assignments currently at that status.
XactNet Address
Search for assignments by XactNet Address. Separate multiple entries with semicolons.
ZIP/Postal Code
Search for assignments within a particular ZIP or postal code.