Statuses

XactAnalysis statuses
File statuses
Referral Assignment statuses
Reassignment statuses
Collaboration statuses
XactContents Collaboration statuses
Flood statuses
*Estimate Review Queue statuses
Workflow statuses
Payment Queue statuses
Denial statuses
Approval statuses

Statuses mark an assignment’s progress and provide benchmarks you can use in assignment searches, personal and program rule notifications, and management and activity reporting. In XactAnalysis®, statuses are either assigned by default at certain milestones (for example, when the assignment is sent to the contractor) or they are assigned by whomever is currently working on the assignment such as the adjuster, contractor, reviewer, or processor.

Statuses can be used as filters in Search and the various queues (such as the Estimate Review Queue, Assignment Queue®, and Payment Queue). They display on the assignment detail page so XactAnalysis users can track assignment activity at every step of the estimate process. Many of these statuses can also be set up as triggers for Personal Rules and Program Rules, as well as data exports. Some statuses that appear in multiple areas of XactAnalysis have slightly different names from area to area.

Because workflows can vary from company to company and from team to team, the statuses in XactAnlaysis are highly customizable. The definitions listed below may not be accurate for your company. Talk to your account administrator if you aren't sure what a status means for you. To add or remove statuses marked with an asterisk (*), please contact your Xactware account manager or product specialist.

XactAnalysis statuses

XactAnalysis Statuses highlight actions taken in XactAnlaysis. These statuses can be seen in the Detail Summary, the Details tab, and Advanced Search. They can also be set up as triggers for Personal Rules, Program Rules, and Estimate Review Queue Rules.

Status	Location of status in XactAnalysis	Definition	How to update
*Assignment Entered Queue	Details tab	The date and time the assignment enters the Assignment Queue. This status is only visible if an assignment enters the queue at some point.	XactAnalysis updates this status in the Details tab when the assignment enters the queue.
*In Queue	Advanced Search, Detail Summary	The assignment is in the Assignment Queue waiting to be assigned to an assignee (Xactimate® user).	XactAnalysis updates this status in the Details tab when the assignment enters the queue.
*In Assign Queue	Estimate Review Queue Rules	The assignment is in the Assignment Queue waiting to be assigned to an assignee (Xactimate user).	XactAnalysis updates this status in the Details tab when the assignment enters the queue.
*Entered Assignment Queue	Program Rules, Elapsed Time Rules	The assignment is in the Assignment Queue waiting to be assigned to an assignee (Xactimate user).	XactAnalysis updates this status in the Details tab when the assignment enters the queue.
*Assigned From Queue	Search, Assignment Tracking Personal Rule	The assignment in the queue is assigned to an assignee (Xactimate user) and leaves the Assignment Queue.	XactAnalysis updates this status in the Details tab when the assignment leaves the queue.
*Assigned Out of Assignment Queue	Program Rules, Elapsed Time Rules	The assignment in the queue is assigned to an assignee (Xactimate user) and leaves the Assignment Queue.	XactAnalysis updates this status in the Details tab when the assignment leaves the queue.
Assignment Received	Details tab	The date the assignment was assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).	XactAnalysis updates this status automatically when the assignment is first sent to an adjuster or contractor.
Received	Program Rules, Elapsed Time Rules	The date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor. If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).	XactAnalysis updates this status automatically when the assignment first enters the Assignment Queue or when it is first sent to an adjuster or contractor.
Estimate Received	Estimate Review Queue Rules	The date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor. If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor. After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).	XactAnalysis updates this status automatically when the assignment first enters the Assignment Queue or when it is first sent to an adjuster or contractor.
Notify Pending	Detail Summary	The assignment is assigned to an assignee (Xactimate user) and the assignee is not yet notified. This status appears in the Detail Summary when the assignment has been assigned (Received). The name and email address of the person who assigned it appears below this status.	XactAnalysis updates this status in the Detail Summary when the assignment is assigned.
Note Added in XactAnalysis SP	Elapsed Time Rules	An adjuster or contractor hasn't added a note to an assignment by a specified time.	You can schedule this notification in Elapsed Time Rules.
Contractor Notified	Details tab	The date and time the assignment’s assignee (Xactimate user) is notified.	XactAnalysis updates this event automatically when the assignee is notified.
Notified	Search, Estimate Review Queue Rules	The date and time the assignment’s assignee (Xactimate user) is notified.	XactAnalysis updates this event automatically when the assignee is notified.
Claim Rep Notified	Assignment Tracking Personal Rule	The date and time the assignment’s assignee (Xactimate user) is notified.	XactAnalysis updates this event automatically when the assignee is notified.
Notification Sent	Program Rules, Elapsed Time Rules	The date and time the assignment’s assignee (Xactimate user) is notified.	XactAnalysis updates this event automatically when the assignee is notified.
Assignment Delivered	Details tab, Assignment Tracking Personal Rule	The date and time the assignment is downloaded to Xactimate by the assignee.	XactAnalysis updates this event automatically when the assignment is downloaded in Xactimate.
Delivered	Search, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time the assignment is downloaded to Xactimate by the assignee.	XactAnalysis updates this event automatically when the assignment is downloaded in Xactimate.
In-Progress Estimate Returned to XactNet	Details tab	The date and time the recipient (Xactimate user) returns the estimate to XactAnalysis before it is complete.	XactAnalysis updates this event automatically when an incomplete assignment is returned.
*First Report Uploaded	Details tab	The date and time the first report is uploaded to XactAnalysis from Xactimate.	XactAnalysis updates this event automatically when the first report is uploaded from Xactimate.
Returned Pending	Detail Summary, Search	The completed estimate is uploaded to XactAnalysis from Xactimate and is waiting to be exported to the carrier. This status appears in the Detail Summary.	XactAnalysis updates this event automatically.
Returned	Detail Summary, Search, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time the completed estimate is uploaded to XactAnalysis from Xactimate.	XactAnalysis updates this event automatically.
First Estimate Upload > $0	Program Rules, Elapsed Time Rules	The completed estimate is uploaded to XactAnalysis from Xactimate. This is updated automatically and appears in the Detail Summary.	You can schedule this notification in Elapsed Time Rules.
Estimate Returned to XactAnalysis	Details tab	The date and time the estimate is uploaded to XactAnalysis from Xactimate.	XactAnalysis updates this status automatically every time the Xactimate estimate is returned to XactAnalysis.
*Estimate Returned to Carrier	Details tab	The date and time the estimate is returned to the carrier.	XactAnalysis updates this status automatically every time the Xactimate estimate is returned.
Corrected	Detail Summary, Search, Program Rules, Elapsed Time Rules	The date and time the corrected estimate is uploaded to XactAnalysis.	XactAnalysis updates this status automatically when a corrected estimate is uploaded from Xactimate.
Corrected Estimate Uploaded	Assignment Tracking Personal Rule	The date and time the corrected estimate is uploaded to XactAnalysis.	XactAnalysis updates this status automatically when a corrected estimate is uploaded from Xactimate.
Correction Returned to XactAnalysis	Details tab	The date and time the corrected estimate is uploaded to XactAnalysis.	XactAnalysis updates this status automatically when a corrected estimate is uploaded from Xactimate.
Correction Received	Estimate Review Queue Rules	The date and time the corrected estimate is uploaded to XactAnalysis.	XactAnalysis updates this status automatically when a corrected estimate is uploaded from Xactimate.
Canceled	Detail Summary, Search, Estimate Review Queue Rules	The assignment is canceled in XactAnalysis or via EDI by the carrier and insurer. This status appears in the Detail Summary.	You cancel an assignment by selecting Cancel in the Assignment Detail Select an Action drop-down menu.
Assignment Canceled	Assignment Tracking Personal Rule	The assignment is canceled in XactAnalysis or via EDI by the carrier. This status appears in the Detail Summary.	You cancel an assignment by selecting Cancel in the Assignment Detail Select an Action drop-down menu.
Cancellation Received	Details tab	The date and time XactAnalysis receives a cancellation for the assignment.	XactAnalysis updates this status after you cancel an assignment.
Adjuster/Contractor Notified of Cancellation	Details tab	The date and time the assignee is notified of the cancelled assignment.	XactAnalysis updates this status after when the assignee is notified that the assignment is canceled.
Rejected	Detail Summary, Search	The date and time the assignment is rejected or deleted by an assignee (Xactimate user) in Xactimate. This status appears in the Detail Summary.	XactAnalysis updates this status automatically after the assignee rejects or deletes the assignment in Xactimate.
Assignment Rejected	Details tab, Assignment Tracking Personal Rule	The date and time the assignment is rejected or deleted by an assignee (Xactimate user) in Xactimate. This status appears in the Detail Summary.	XactAnalysis updates this status automatically after the assignee rejects or deletes the assignment in Xactimate.
Rejected by Recipient	Estimate Review Queue Rules	The date and time the assignment is rejected or deleted by an assignee (Xactimate user) in Xactimate. This status appears in the Detail Summary.	XactAnalysis updates this status automatically after the assignee rejects or deletes the assignment in Xactimate.
*Roof Measurement Analysis Sent	Program Rules, Elapsed Time Rules, Search (Third Party filter), Detail Summary	A roof measurement is sent to a roof measurement provider.	XactAnalysis updates this status automatically when the roof measurement analysis is first requested from a measurement provider.
*Roof Measurement Analysis Completed	Program Rules, Elapsed Time Rules, Search (Third Party filter), Detail Summary	A roof measurement is completed and returned from a roof measurement provider.	XactAnalysis updates this status automatically when the roof measurement analysis is returned by a roof measurement provider.
Job Completed excludes Not Sold	Program Rules, Elapsed Time Rules	The assignment is not marked Job Not Sold and is marked Complete. You can exclude this type of assignment from notifications in Program Rules and Elapsed Time Rules by selecting this status.	You can schedule this notification in Elapsed Time Rules.

File statuses

XactAnalysis tracks assignments as having been opened, reopened, and closed.

Status	Location of status in XactAnalysis	Definition	How to update
Open	Details tab	The assignment is created or received in XactAnalysis via EDI and is not yet marked Closed.	XactAnalysis updates this status in the Details tab.
File Open	Search	The assignment is created or received in XactAnalysis via EDI and is not yet marked Closed.	XactAnalysis updates this status in the Details tab.
Reopened	Details tab	The assignment, previously marked File Closed in XactAnalysis, is subsequently marked back to File Reopened in the Details tab. A file may be reopened if something needs to be added after the initial completion.	You reopen an assignment using the Assignment Detail Select an Action menu.
File Reopened	Search, Assignment Tracking Personal Rule, Program Rules, Elapsed Time Rules	The assignment, previously marked File Closed in XactAnalysis, is subsequently marked back to File Reopened in the Details tab. A file may be reopened if something needs to be added after the initial completion.	You reopen an assignment using the Assignment Detail Select an Action menu.
Closed	Details tab	The assignment is marked as closed.	You close an assignment using the Assignment Detail Select an Action menu, by changing the file status to File Closed in the Details tab, or by sending an assignment update via EDI. You can also ask your product specialist or account manager to set up an internal automatic status update that marks the assignment Closed if it reaches a specified status.
File Closed	Search, Assignment Tracking Personal Rule, Program Rules, Elapsed Time Rules	The assignment is marked as closed.	You close an assignment using the Assignment Detail Select an Action menu, by changing the file status to File Closed in the Details tab, or by sending an assignment update via EDI. You can also ask your product specialist or account manager to set up an internal automatic status update that marks the assignment Closed if it reaches a specified status.

Referral Assignment statuses

For more information about referral assignments see Referral Assignment.

Status	Location of status in XactAnalysis	Definition	How to update
*Referred	Detail Summary, Search	The assignment is referred to another adjuster, contractor, or service provider in Xactimate or XactAnalysis.	You refer an assignment using the Assignment Detail Select an Action drop-down menu.
*Created by Referral	Detail Summary, Search	The date and time an assignment is created by a referral rather than through Send Work Assignment. This status appears in the Detail Summary of the new assignment.	XactAnalysis updates this status automatically when the original assignment is referred to another assignee.

Reassignment statuses

These statuses indicate whether or not an assignment was reassigned. For more information see Reassign an Assignment.

Status	Location of status in XactAnalysis	Definition	How to update
*Reassigned	Detail Summary, Search	The assignment is reassigned to another adjuster, contractor, or data set.	You reassign an assignment using the Select an Action drop-down menu in Advanced Search Results or Assignment Detail. A copy of the estimate is sent to the new assignee.
*Created by Reassignment	Detail Summary, Search	The new assignment is created by reassignment and sent to the new assignee. This status appears in the Detail Summary of the new assignment.	XactAnalysis updates this status automatically when the original assignment is reassigned to another assignee.
*Not Reassigned	Search	The estimate has not been reassigned.	XactAnalysis updates this status automatically.

Collaboration statuses

To use collaborations and view collaboration statuses, you must be set up with the Collaboration application rights in User Administration. For more information, see Estimate Collaboration.

Status	Location of status in XactAnalysis	Definition	How to update
Never Collaborated	Search	Collaborators were never assigned.	You assign collaborators using the Select an Action menu in the Assignment Details.
Collaboration in Progress	Search	A collaborator is assigned to the assignment. When assigned, the collaboration is In Progress and only the collaborator may do work on the estimate.	You assign collaborators using the Select an Action menu in the Assignment Details.
In Progress	Details Tab	A collaborator is assigned to the assignment. When assigned, the collaboration is In Progress and only the collaborator may do work on the estimate.	You assign collaborators using the Select an Action menu in the Assignment Details.
Collaboration Checked Out	Program Rules, Elapsed Time Rules	The date and time a collaborator checks out the assignment.	XactAnalysis sets this status automatically when the collaborator checks out the assignment.
Collaboration Checked In	Program Rules, Elapsed Time Rules	A collaborator checks in the assignment after completing their portion of the estimate.	You can schedule this notification in Elapsed Time Rules.
Collaboration Canceled	Search	The collaboration is canceled.	You update this status in the Details tab.
Cancelled	Details Tab	The collaboration is canceled.	You update this status in the Details tab.
Collaborated	Search	The collaboration is marked complete.	You update this status in the Details tab.
Completed	Details tab	The date and time the collaboration is marked complete. The Details tab also shows the correction amount.	You update this status in the Details tab.

XactContents Collaboration statuses

To use XactContents collaborations and view XactContents collaboration statuses, you must be set up with the Collaboration application rights in User Administration and use XactContents.

Status	Location of status in XactAnalysis	Definition	How to update
Created	Details tab, Search	An XactContents collaboration is created.	You update this status in the Details tab.
Contents Collaboration Accessed	Program Rules, Elapsed Time Rules	A Contents Collaboration page is accessed by the insured.	XactAnalysis updates this status automatically.
Contents Collaboration Initiated	Program Rules, Elapsed Time Rules	A Contents Collaboration page is initiated by the assignee to enable the insured to provide information about personal property loss.	XactAnalysis updates this status automatically.
Inventory Received	Details tab, Search	The policyholder submits the inventory.	You update this status in the Details tab.
Contents Collaboration Submitted	Program Rules, Elapsed Time Rules	The policyholder submits the inventory.	You update this status in the Details tab.
Info Requested	Details tab, Search	The adjuster requests additional information from the policyholder.	You update this status in the Details tab.
Contents Collaboration Additional Info Requested	Program Rules, Elapsed Time Rules	The adjuster requests additional information from the policyholder.	You update this status in the Details tab.
Contents Collaboration Additional Info Submitted	Program Rules, Elapsed Time Rules	The policyholder submits additional inventory information.	XactAnalysis updates this status automatically.
Info Received	Details tab, Search	The policyholder submits additional information to the adjuster.	You update this status in the Details tab.
Receipts Requested	Details tab, Search	The adjuster requests receipts.	You update this status in the Details tab.
Receipts Received	Details tab, Search	The policyholder submits receipts.	You update this status in the Details tab.

Flood statuses

These statuses indicate whether flood reports have been returned from Xactimate. The statuses include a date and time stamp.

Status	Location of status in XactAnalysis	Definition	How to update
Preliminary Report Returned	Details tab	A Preliminary flood report was uploaded from Xactimate.	XactAnalysis updates this status automatically.
Final Report Returned	Details tab	A Final flood report was uploaded from Xactimate.	XactAnalysis updates this status automatically.
Advance Request Returned	Details tab	An Advanced Request flood report was uploaded from Xactimate.	XactAnalysis updates this status automatically.
Proof of Loss Report Returned	Details tab	A Proof of Loss flood report was uploaded from Xactimate.	XactAnalysis updates this status automatically.

*Estimate Review Queue statuses

Review statuses are seen in the Estimate Review Queue, Advanced Search, and Assignment Details under Workflow Status. They can also be set up as triggers for program and personal rules. Estimates with multiple reviewers show statuses for each reviewer (Carrier reviewed or service provider reviewed).

To use these statuses, your company must be set up to use the Estimate Review Queue and you must be set up with the Estimate Review application rights in User Administration.

All statuses that appear in the Estimate Review Queue also appear in the Estimate Review Queue—Queue Filter.

Status	Location of status in XactAnalysis	Definition	How to update
In Queue	Estimate Review Queue filter	The estimate enters or is in the Estimate Review Queue.	XactAnalysis updates this status when the estimate enters the Estimate Review Queue.
In Assign Queue	Estimate Review Queue Rules	The estimate enters or is in the Estimate Review Queue.	You can use this status to set an Estimate Review Queue rule.
Entered Carrier Review Queue	Program Rules, Elapsed Time Rules	The estimate entered the Estimate Review Queue.	You can use this status to trigger Program Rules and Elapsed Time Rules.
Not Yet Reviewed	Details tab, Search	The date and time the estimate is uploaded and submitted to the Estimate Review Queue.	XactAnalysis updates this status automatically.
Reviewer Assigned	Details tab, Search, Program Rules, Elapsed Time Rules	A reviewer is assigned.	You assign a reviewer using the Estimate Review Queue Select an Action drop-down menu. XactAnalysis updates the date/time of this event in the Details tab.
Carrier Reviewer Assigned	Program Rules, Elapsed Time Rules	A reviewer is assigned.	You assign a reviewer using the Estimate Review Queue Select an Action drop-down menu. XactAnalysis updates the date/time of this event in the Details tab.
Review Pending	Estimate Review Queue filter	A reviewer is assigned, but has not yet updated the review status.	XactAnalysis updates this status automatically.
Review Accepted	Details tab, Search, Program Rules, Elapsed Time Rules	The reviewer accepts the assigned estimate review.	The reviewer updates this status in the Details tab.
Review Not Pending	Estimate Review Queue filter	Only for multiple reviewers, if the estimate has been reviewed by one party and is not going to be reviewed by the other party, then the status is Review Not Pending.	The initial reviewer updates this status in the Details tab.
Reviewed	Details tab, Search	The reviewer marks the estimate as Estimate Reviewed in the Details tab. This status appears green in the Detail Summary.	Update this status in the Assignment Details.
Estimate Review Complete	Detail Summary	The reviewer marks the estimate as Estimate Reviewed in the Details tab. This status appears green in the Detail Summary.	Update this status in the Assignment Details.
Review Completed	Program Rules, Elapsed Time Rules	The reviewer marks the estimate as Estimate Reviewed in the Details tab. This status appears green in the Detail Summary.	Update this status in the Assignment Details.
Carrier Reviewed	Program Rules, Elapsed Time Rules	The reviewer marks the estimate as Estimate Reviewed in the Details tab. This status appears green in the Detail Summary.	Update this status in the Assignment Details.
Reviewed with Exceptions	Details tab, Search	The reviewer marks the estimate as Estimate Reviewed with Exceptions in the Details tab. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Estimate Review Complete with Exceptions	Detail Summary	The reviewer marks the estimate as Estimate Reviewed with Exceptions in the Details tab. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Carrier Reviewed with Exceptions	Program Rules, Elapsed Time Rules	The reviewer marks the estimate as Estimate Reviewed with Exceptions in the Details tab. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Review Completed with Exceptions	Program Rules, Elapsed Time Rules	The reviewer marks the estimate as Estimate Reviewed with Exceptions in the Details tab. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
*Estimate Rejected	Detail Summary, Details tab, Search	The reviewer rejected the estimate. This status appears red in the Detail Summary. When enabled, this status replaces Estimate Reviewed With Exceptions.	Update this status in the Assignment Details.
*Estimate Not Reviewed	Detail Summary, Details tab, Search	The date and time the estimate is uploaded and submitted to the Estimate Review Queue. This status appears blue in the Detail Summary. When enabled, this status replaces Not Yet Reviewed.	XactAnalysis updates this status automatically.
*Estimate Authorized	Detail Summary, Details tab, Search	The estimate is authorized by a reviewer. This status appears green in the Detail Summary. When enabled, this status replaces Estimate Reviewed.	Update this status in the Assignment Details.
Estimate Reviewed Pending Client Decision	Detail Summary, Details tab, Search	The estimate is reviewed, but client approval is still needed. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Estimate Authorized Pending Final Validation of Costs	Detail Summary, Details tab, Advanced Search	The estimate is authorized, but a final cost approval is needed. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Estimate Authorized Pending Pre-Start Work	Detail Summary, Details tab, Advanced Search	The reviewer updates this status in the Details tab. This status appears yellow in the Detail Summary.	Update this status in the Assignment Details.
Documents Received	Estimate Review Queue Rules	A document is uploaded to the assignment in XactAnalysis. This status is also updated when an in-progress assignment in Xactimate is uploaded with documents.	XactAnalysis updates this status automatically.

Workflow statuses

Because workflows can vary from company to company and from team to team, the statuses in XactAnlaysis are highly customizable. The definitions listed below may not be accurate for your company. Talk to your account administrator if you aren't sure what a status means for you. If you would like to add these statuses please contact your product specialist or account manager. For more information about the Details tab see Assignment Detail.

Status	Location of status in XactAnalysis	Definition	How to update
*Planned Inspection Date	Details tab, Search	An inspection is scheduled.	You can update this status by adding the date the inspection will be performed in the Details tab.
*Ready for Assignment	Details tab, Search	The assignment is ready to send to an adjuster/contractor.	XactAnalysis updates this status with information received from Xactimate.
*Attention Needed	Detail Summary, Details tab, Search, Personal Rules—Assignment Tracking	Additional review is needed.	You update this status in Send Work Assignment or the Details tab.
*Has Appointment	Search	An assignee added the date and time of an appointment to the assignment.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
*Appointment	Details tab	The date and time of the scheduled appointment.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
*Doesn’t Have Appointment	Search	An assignee added the date and time of an appointment to the assignment.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
*Appointment	Details tab	The date and time of the scheduled appointment.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
Contacted	Search	A contacted date and time is added to the assignment.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
Customer Contacted	Details tab, Personal Rules—Assignment Tracking	The date and time the customer is contacted.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
First Contact	Program Rules, Elapsed Time Rules	The date and time of the initial contact with the insured.	You can use this status to set your Program Rules and Elapsed Time Rules.
Inspected	Search	The date and time that an inspection occurred.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
Site Inspected	Details tab	The date and time that an inspection occurred.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
Onsite Inspection	Program Rules, Elapsed Time Rules	The date and time that an inspection occurred.	Depending on your account settings, you update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.
*Target Start Date	Details tab, Program Rules, Elapsed Time Rules	The target date to start the estimate.	You update this status in the Details tab.
*Target Completion Date	Details tab, Program Rules, Elapsed Time Rules	The date the estimate should be completed.	You update this status in the Details tab.
*Job Started	Details tab, Search, Program Rules, Elapsed Time Rules	The date and time that the job started.	You update this status in the Details tab.
*Job Completed	Details tab, Search, Program Rules, Elapsed Time Rules	The date and time the job is completed.	You update this status in the Details tab.
*Job Not Sold	Details tab, Search	This optional status informs both parties when the client or insured has refused the job.	You update this status in the Details tab.
*Billing Pending	Details tab, Search	Billing has not yet been sent to the client, but is being prepared to send.	You update this status in the Details tab.
*Client Billed	Details tab, Search	Billing is sent to the client.	You update this status in the Details tab.
*Payment Received	Details tab, Search	Payment is received.	You update this status in the Details tab.
*Drying Started	Details tab, Program Rules, Elapsed Time Rules	Mitigation drying is started.	You update this status in the Details tab.
*Drying Completed	Details tab, Program Rules, Elapsed Time Rules	Mitigation drying is complete.	You update this status in the Details tab.
*Invoiced / Not Yet Invoiced	Details tab	This read-only status indicates if an invoice is added by an XactAnalysis SP user.	The invoice document is available in the Documents tab.
Delayed	Details tab	A delay in the workflow process that means the assignment is not complete by the target completion date.	You update the delay reason as well as the start and finish dates in the Details tab in the assignment.
*ClaimXperience Personal Property Status	Details tab	When you click the Create Collaboration button in Assignment Details, it detects whether the associated instance is for Contents Collaboration or ClaimXperience. Then it allows you to invite users to collaborate on the project in the appropriate product.	Click the Create Collaboration button next to the ClaimXperience Personal Property Status. Enter the email address of the team member that you want to collaborate with. Click Update Status.

Payment Queue statuses

For more information see Payment Queue.

Status	Location of status in XactAnalysis	Definition	How to update
Paid	Details tab, Advanced Search, Payment Queue filter, Update Status	The insured was paid for the claim.	You update this status in the Details tab.
Paid on Site	Details tab	The insured was paid by the adjuster or contractor on site.	You update this status in the Details tab.
Not Paid	Details tab, Payment Queue filter	The insured was not paid for the claim.	You update this status in the Details tab.
Processor Assigned	Advanced Search	The date and time a payment processor is assigned.	You assign a payment processor using the Payment Queue Select an Action menu.
Payment Processor Assigned	Details tab	The date and time a payment processor is assigned.	You assign a payment processor using the Payment Queue Select an Action menu.
Assigned	Payment Queue filter	The date and time a payment processor is assigned.	You assign a payment processor using the Payment Queue Select an Action menu.
Processor Accepted	Advanced Search	The payment processor accepts the assignment.	XactAnalysis updates this status when the payment processor accepts the assignment. You can search for assignments with this status in Search and in the Payment Queue.
Accepted	Payment Queue filter	The payment processor accepts the assignment.	XactAnalysis updates this status when the payment processor accepts the assignment. You can search for assignments with this status in Search and in the Payment Queue.
Submitted for Payment	Details tab	Payment is requested.	You update this status in the Details tab after a processor has been assigned.
Submit for Payment	Advanced Search, Payment Queue	Request payment.	You update this status in the Details tab after a processor has been assigned.
Submitted	Payment Queue filter	Payment is requested.	You update this status in the Details tab after a processor has been assigned.
Payment Received	Details tab, Advanced Search, Payment Queue	Payment is requested.	You update this status in the Details tab.
Rejected	Payment Queue filter	Payment is rejected.	You search for assignments with this status in the Payment Queue Filter.
Unprocessed	Advanced Search	The payment has not been processed.	You search for assignments with this status in Advanced Search.

Denial statuses

Denial statuses appear in the Workflow section of the Details tab. You can also search on them in Advanced Search. Because workflows can vary from company to company and from team to team, the statuses in XactAnalysis are highly customizable. The definitions listed below may not be accurate for your company. Talk to your account administrator if you aren't sure what a status means for you.

Status	Location of status in XactAnalysis	Definition	How to update
*Covered Loss	Details tab, Search, Estimate Review Queue filter, Payment Queue filter	The assignment is approved as a covered loss.	XactAnalysis updates this status with information received from Xactimate.
*Partial Denial	Details tab, Search, Estimate Review Queue filter, Payment Queue filter	The assignment is partially denied.	You update this status in the Details tab.
*Denied	Details tab, Search, Estimate Review Queue filter, Payment Queue filter	The assignment is denied.	You update this status in the Details tab.
*Non Denial Letter	Search, Estimate Review Queue filter, Payment Queue filter	A non denial letter is received from Xactimate.	XactAnalysis updates this status with information received from Xactimate.

Approval statuses

Approval statuses are seen in Advanced Search, the Estimate Review Queue, and the Details tab under the Approval Status heading. They can also be set up as triggers for Personal and Program Rules. Because workflows can vary from company to company and from team to team, the statuses in XactAnalysis are highly customizable. The definitions listed below may not be accurate for your company. Talk to your account administrator if you aren't sure what a status means for you.

Status	Location of status in XactAnalysis	Definition	How to update
*QA Not Yet Approved	Advanced Search	The estimate has not yet been marked QA approved.	You update this status in the Details tab.
*Not Yet Appr.	Details tab	The estimate has not yet been marked QA approved.	You update this status in the Details tab.
*QA Approved	Details tab, Advanced Search, Estimate Review Queue filter, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time a quality assurance team member approves the assignment.	You update this status in the Details tab.
*Assignment is QA Approved	Personal Rule—Assignment Tracking	The date and time a quality assurance team member approves the assignment.	You update this status in the Details tab.
*QA Rejected	Details tab, Advanced Search, Estimate Review Queue filter, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time a quality assurance team member rejects the assignment.	You update this status in the Details tab.
*Assignment is QA Rejected	Personal Rule—Assignment Tracking	The date and time a quality assurance team member rejects the assignment.	You update this status in the Details tab.
*Client Not Yet Approved	Details tab, Advanced Search	The estimate has not yet been marked Client Approved.	You update this status in the Details tab.
*Client Approved	Details tab, Advanced Search, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time the client approved the estimate.	You update this status in the Details tab.
*Assignment is Client Approved	Personal Rule—Assignment Tracking	The assignment is approved by the client.	You update this status in the Details tab.
*Client Rejected	Details tab, Advanced Search, Program Rules, Elapsed Time Rules, Estimate Review Queue Rules	The date and time the assignment is rejected by the client.	You update this status in the Details tab.
*Assignment is Client Rejected	Personal Rule—Assignment Tracking	You can set up a personal rule to notify you when a client rejects an assignment.	You update this status in the Details tab.