Reassign an Assignment

You can reassign assignments to an adjuster/contractor or to the Assignment Queue of a data set. Individual assignments can be reassigned from Assignment Detail or multiple assignments can be reassigned from Advanced Search Results.

In order to create, assign, or reassign assignments, you need to have the Send Work Assignments application right. To activate this right, contact your administrator or account manager.

The screen shots in this document are generic, and your company’s interface may vary.

Reassign from Advanced Search Results or Assignment Detail

  1. Open an assignment's Assignment Detail page.
  2. If you are in Advanced Search Results, select the check boxes for the assignments you want to reassign.
  3. Click the Select an Action menu and select Reassign.
  4. Click Go. The Reassign dialog box appears.
  1. You can type a name, XactNet address, XM8 Version, or address in the Search field to instantly filter the list by your criteria.
  2. When the Display all qualified adjusters/contractors for the selected data set check box is selected, all adjusters/contractors that are qualified for the assignment are included in the list. When it is not selected, the list only includes adjusters/contractors whose qualifications only match the assignment. For more information about qualifying adjusters/contractors, see Qualify Adjusters.
  3. You can either reassign the assignment to an adjuster/contractor, or to a data set's Assignment Queue.
  • To reassign the assignment to an adjuster/contractor, select a data set from the Data Set menu, click their name in the list, and click Assign.
  • To reassign the assignment to a data set's Assignment Queue, select a data set from the Data Set menu and click Assign to Queue.
In order to reassign multiple assignments from Advanced Search Results, the selected assignments must all be in the same data set. If you select assignments from different data sets and reassign them, Multiple appears in the Data Set menu and you are unable to view the adjuster/contractor list.

Reassign to a program location

  1. Open an assignment's Assignment Detail page.
  2. If you are in Advanced Search Results, select the check boxes for the assignments you want to reassign.
  3. Click the Select an Action menu and select Update Program Location.
  1. In the Update Program Location dialog box that appears, click the menu and select a program location from your company's hierarchy.
  2. Click Update.

 

 

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