Line Item worksheet
Updated
by
Arianne G.
Insights includes Xactware-specific terms, called columns, that you can use in your search.
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 XactAnalysis-specific attributes that the Line Item worksheet includes.
Activity
The activity performed for a line item (replace, remove and replace, etc.).
Assignee
The name of the adjuster or contractor that the assignment is assigned to.
Assignee company name
The company that the assignee works for.
Assignee email
The email address of the assignee.
Assignment created by
The system that created the assignment (SWA, EDI, Referral, Reassignment, etc.).
Assignment status
Statuses mark an assignment’s progress in the claim process. Because workflows can vary from company to company and from team to team, the statuses in XactAnlaysis are highly customizable. For more information, see our Statuses help article.
Business unit
Some companies use a feature in XactAnalysis that allows them to create business units. For example, a company may create separate units for their commercial and residential business.
CAT code
A code for a catastrophe; when added, the column will display the name of the catastrophe as entered by an account user.
CAT/non-CAT
This identifies whether an assignment has a catastrophe code or not; the column displays Y or N.
Category code
The code used to divide price list items into usable categories; most category codes are 3 letter abbreviations (i.e. PNT for Painting, RFG for Roofing, and DRY for Drywall).
Cause of loss
The thing or event that caused the type of loss to occur; similar to the type of loss, but more specific. If the type of loss is FIRE, the Cause of Loss could be Candle, Cooking, or Defective Appliance.
Checkpoint price list
This column displays the checkpoint price list for the estimate. A checkpoint price list provides a frame of reference for the estimating price list(s), which are applied when the estimate is created.
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 that some customers use to identify the person who is managing the claim.
Claim rep name
The name of the person who manages the claim for the carrier.
ClaimXperience policyholder collaborated
This column indicates whether a ClaimXperience Policyholder Collaboration occurred.
Contents coverage type
This specifies whether or not contents of the home are covered by the policy. The column will display either Contents or Not Contents.
Coverage name
The name attached to a coverage type in Xactimate.
Coverage type
Coverage refers to the situations, property types, types of loss, and other agreed upon stipulations in the insurance policy. There are several common types of coverage including (but not limited to) Contents, Structural, Other Structures.
Data set
Companies use data sets to separate their assignments into groups (departments or specializations).
Desk adjuster
The name of the desk adjuster; a desk adjuster estimates and settles simple claims such as theft, vandalism, or minor fire and water damage over the phone, allowing field adjusters to focus on larger, more complex claims. They may also coordinate the multiple assignments on a claim with contractors, independent adjusters, or other industry professionals.
Estimate price list
This column displays the name of the estimate price list that’s applied to the estimate when it’s created. Price lists are compiled by Xactware and consist of general quote items, contents cleaning items, and sales tax jurisdictions.
Estimated onsite
This indicates whether or not the estimate was performed onsite.
Flooring category
This specifies what kind of flooring (carpet, carpet pad, laminate, non-flooring, resilient, stone, tile, vinyl, or wood) was used in an estimate.
Flooring NFCP Item
This indicates if the National Floor Covering Program was used for an item (NFCP Item, Non-Flooring, or Non-NFCP Item). When an estimate uses the NFCP, samples of flooring are sent to ITEL (a third party vendor) who sends back information about the flooring’s make and grade so the adjuster or contractor can install an exact match or arrive at an exact price.
Hierarchy level (1 – 4)
Geographical hierarchies, such as countries, provinces, cities, etc.; You can add multiple hierarchy levels to the same report. This allows you to group data by city or province.
Industry trade
The industry trade used for the assignment, such as drywall, flooring, painting, and HVAC.
Insights benchmark group
The benchmark groups are Peer Group (Operations), AM Best 10, AM Best 25, and All Industry. Make sure to always select this column when searching industry data. Without it, the Industry Data does not work.
Inspected onsite
This indicates whether or not the assignment had an onsite inspection.
Item description
The description of a line item, such as "vanity" or "range hood."
Item primary group
The highest category level of items. There are three possible groups in this column: contents, structural, and other.
Item quality
These are categories for the quality of line items. Compared to Item Quality Group, Item Quality has a broader range of options (such as low, high, premium, deluxe, and more).
Item quality group
These are categories for the quality of line items. Compared to Item Quality, Item Quality Group has a smaller range of options (Below Standard, Standard, and Above Standard).
Job size
The size of the job based on cost; the column displays sizes ranging from Small to Extra Large.
Job type
The type of work that an adjuster or contractor will need to complete (General, Emergency, etc.).
Organization hierarchy level (1 – 7)
XactAnalysis accommodates seven different command levels, often the top-level equivalent to a corporate management and a bottom-level equivalent to individual claim reps or adjusters. These hierarchies will vary depending on your organization and your workflow. They are not used by all Xactware customers.
Other structure coverage type
This specifies whether or not a structure other than the primary dwelling is covered by the policy. The column will display either Other Structure or Not Other Structure.
Owner
This column displays the name of the project owner as specified in Xactimate projects.
Paid onsite
This indicates whether or not the assignment received a manual onsite payment.
Policy type
The type of insurance policy (homeowner, commercial, etc.); policies can have multiple coverages.
Printed onsite
This indicates whether or not the estimate for an assignment was printed and given to the policyholder onsite.
Received date
The date and time the XactAnalysis system receives the assignment. This is an automatically generated timestamp.
Risk address
The address of the risk location, which is where the property damage occurred.
Risk census division
The census division that the risk location is in.
Risk city
The city that the risk location is in.
Risk country
The country that the risk location is in.
Risk county
The county that the risk location is in.
Risk postal code
The postal code for the risk location.
Risk province
The province that the risk location is in.
Risk state
The state that the risk location is in.
Risk ZIP Code
The ZIP Code of the risk location.
Roof damage type
The type of damage that occurred to a roof.
Room name
The name of the room assigned to the line item in Xactimate.
Selector code
When combined with a category code, the selector code identifies an individual price list item.
Type of loss
Category of loss (Collapse, Earthquake, Fire, etc.).
View Assignment Details
This column provides links to the assignment details pages for each claim.
Zero dollar estimate
This indicates whether or not the estimate had a value of zero dollars.
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 XactAnalysis-specific measures that the Line Item worksheet includes.
ACV
Actual Cash Value. Actual cash value is the value of an item after depreciation (RCV Total - Amount of Depreciation).
Estimate count
The number of estimates.
Item depreciation amount
The monetary amount of an item's depreciation.
Item equipment amount
The cost of equipment for a line item; line items are made up of material (MAT), equipment (EQU), and labor (LAB) components.
Item labor amount
The cost of labor for a line item; line items are made up of material (MAT), equipment (EQU), and labor (LAB) components.
Item market conditions amount
A temporary variation in unit price from the normal price list, usually due to catastrophes.
Item material amount
The cost of material for a line item; line items are made up of material (MAT), equipment (EQU), and labor (LAB) components.
Item material depreciation amount
The amount of depreciation applied to material line items.
Item non-material depreciation amount
The amount of depreciation applied to non-material line items.
Item overhead total amount
The total amount of overhead for a line item.
Item price
The price of a line item; Xactware uses material (MAT), equipment (EQU), and labor (LAB) components to calculate the cost of an item. For more information, see our Pricing Methodology white paper.
Item profit total amount
The total amount of profit for a line item.
Item quantity
The quantity of a specific line item.
Non-recoverable depreciation amount
The amount of depreciation that is not eligible for reimbursement, according to the insurance policy.
Number of line items
The number of line items in an estimate.
RCV
Replacement Cost Value. Replacement cost value is the value of an item without deduction for depreciation.
Recoverable depreciation amount
The difference between the actual cost value (ACV) and replacement cost.
Total cost
The cost of the line items as reported by the insured.