XactXpert Impact worksheet
Updated
by
Arianne G.
The XactXpert Impact worksheet is at the claim level and reports on the XactXpert resolve value. XactXpert is a tool in Xactimate online that tracks errors in an estimate, such as missing information and other unmet requirements, and displays alerts to inform the user.
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 Impact worksheet includes.
Assignee
The name of the adjuster or contractor that the assignment is assigned to.
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 XactAnalysis are highly customizable. For more information, see our Statuses help article.
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.
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.
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.
Claim rep name
The name of the person who manages the claim for the carrier.
Contacted Date
The date when the claimant was contacted.
Contents Coverage Type
The type of coverage for contents.
Customer Company Name
The name of the customer company.
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.
Dwelling coverage type
This specifies whether or not a dwelling is covered by the policy. The column will display either Dwelling or Not Dwelling.
Estimate Count Bin
This column groups assignments by the number of estimates they have.
Estimate Reviewer
The name of the most recent estimate reviewer.
Final Contacted Date
The last date that the customer or policyholder is contacted for the whole assignment chain.
Final Received Date
The date of the last Xactanalysis assignment for the whole assignment chain.
Final Returned Date
The date of the last estimate returned to XactAnalysis for the whole assignment chain.
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.
Industry type
The type of industry.
Inspected Date
The date when the inspection occurred.
Instance name
The name of the instance associated with the project.
Invoice Date
The date that the Invoice Status was updated in Assignment Details.
Last Estimator
The name of the last estimator.
Last Project Completed Date
The date when the project review was completed.
Last XactXpert Review Initiated Date
The date when the XactXpert review was last initiated.
Last XactXpert Review Initiator
The name of the last XactXpert review initiator.
Loss date
The date the damage occurred to the property.
Loss Received Date
The date the carrier received the claim.
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.
Original Contacted Date
The first date that the customer or policyholder is contacted for the whole assignment chain.
Original Received Date
The first date an assignment was received for the whole assignment chain.
Original Returned Date
The date of the first estimate returned to XactAnalysis for the whole assignment chain.
Other Structure Coverage
This column indicates whether or not the Other Structures coverage type was selected.
Policy type
The type of insurance policy (homeowner, commercial, etc.); policies can have multiple coverages.
Profile name
The name of the profile associated with the project.
Project created date
The date the project was created.
Project Key
The unique identifier for the project.
Proxy Desk Adjuster
The name of the proxy desk adjuster.
QA approval status
This indicates whether an assignment was approved by Quality Assurance (Not Yet Approved, QA Approved, QA Rejected). See Approval statuses for more information.
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.
Returned Date
The date that an estimate is first returned to XactAnalysis.
Risk address
The address of the risk property.
Risk city
The city the property damage occurred in.
RIsk country
The country the property damage occurred in.
RIsk county
The county the property damage occurred in.
Risk state/province code
The state/province code for the damaged property.
Risk ZIP/postal code
The ZIP/Postal code that the property damage occurred in.
Type of loss
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.
XactXpert Review Date
The date of the XactXpert review.
Zero Dollar Estimate
This indicates whether or not an estimate was a zero-dollar estimate.
Zero Dollar XactXpert Review
This indicates if a zero-dollar XactXpert review was initiated.
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 Impact worksheet includes.
ACV
The actual cash value amount.
Alert Bypassed Count
The number of bypassed alerts
Alert Caution Count
The number of caution alerts.
Alert No Longer Occurring Count
The number of alerts that are no longer occurring.
Alert Resolved Count
The number of resolved alerts.
Alert Violation Count
The number of violation alerts.
Alert Warning Count
The number of warning alerts.
Assignment Count
Total number of assignments.
Contacted Count
The total number of contacts made.
First Completed Line Item ACV
The total line item ACV amount at the first XactXpert completion.
First Completed RCV
The total estimate RCV amount at the first XactXpert completion.
First Gross Estimate
The first gross estimate amount recorded for the current version of estimate.
Fourth Gross Estimate
The fourth gross estimate amount recorded for the current version of estimate.
Gross Estimate
The total gross estimate amount.
Initial to First Completed Line Item Changes ACV
The total line item ACV dollar change from the Initial XactXpert review to first XactXpert completion.
Initial to First Completed Line Item Changes RCV
The total estimate RCV dollar change from the Initial XactXpert review to first XactXpert completion.
Initial XactXpert Review Line Item ACV
The total line item ACV amount at the initial XactXpert review.
Initial XactXpert Review RCV
The total estimate RCV amount at the initial XactXpert review.
Line Item Count
The number of line items in the estimate.
Number of Corrections
The total number of corrections made.
Overhead Amount
The amount allocated for overhead.
Overhead And Profit Count
The number of overhead and profit items.
Profit Amount
The amount allocated for profit.
Resolve Absolute Value
The Absolute amount resolved.
Resolve Net Value
The Net amount resolved.
Second Gross Estimate
The second gross estimate amount recorded for the current version of estimate.
Third Gross Estimate
The third gross estimate amount recorded for the current version of estimate.
XactXpert Review Count
The number of times XactXpert has run on the estimate.