Administration

33 articles

Add Queue Rule fields and menus

Some of the following fields and menus are only available in certain queues. Data Set(s). Select one or more data sets to allow estimates from those data sets to enter the queue. If you select more t…

Updated by Arianne G.

Adjuster/Contractor Rotation

The XactAnalysis rotation feature evenly distributes your assignments to each of your adjusters/contractors. Contact your product specialist or account manager to activate this feature. The screen sh…

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Change Passwords

In Change Passwords, you can view all the users in your company along with their user ID, user name, and account. You can change the password for any user in your account from this page. Select Chang…

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Column Admin

Column Admin allows you to select which columns appear in Advanced Search Results and the Estimate Review Queue. If you have the Column Admin right, you can access the Column Admin module, which allo…

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Coverage Areas

Use Coverage Areas to view the number of qualified contractors available for a data set and/or job type in a specific geographic area. The screen shots in this document are generic, and your company’…

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Estimate Scope Overlap and Item Inclusion Algorithms

Before uploading an estimate to XactAnalysis, Xactimate checks it for any inconsistencies or possible errors. The events in the Estimate Scope Overlap and Item Inclusion category in Personal Rules ar…

Updated by Bethany W.

Custom Groups

Using Custom Groups, you can create groups of adjusters and contractors for reporting purposes and for Payment Queue rules (if your company uses the Payment Queue). For example, if you set up a group…

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Desk Adjuster

Desk adjusters are individuals who are assigned to assignments and track their progress from beginning to end. They make sure that estimates are returned to XactAnalysis® by field adjusters and contr…

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Email Template Admin

Email Template Admin lets you manage and create the email templates you want available for selection on the Email Assignment page. You can build an email template, add a subject line, use tokens to p…

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Personal Address Book

In the Personal Address Book, you can add, view, and sort your personal contacts. You can also add contacts directly into the personal address book from an Excel file or from the XactNet® Address Boo…

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Hierarchy

Hierarchy allows you to set up your company’s geographical structure in XactAnalysis®. This must be set up before any other administrative module. When your geographic hierarchy is in place, users wi…

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How to Use a Template in an Email

You can use email templates to avoid possible errors in copying many of the fields that are found in assignments. In an email template, some assignment details can be represented by a token. For inst…

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License Admin

License Admin allows XactAnalysis® users to view or modify Xactimate® licenses. You must have the License Admin application right to access this feature. This is a powerful tool that affects your Xac…

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Manage Accounts

You can link or unlink XactAnalysis accounts with your Xactware ID on the XactAnalysis landing page. An account must be linked with your Xactware ID before you can access the account. See Xactware ID…

Updated by Bethany W.

Notification Center

XactAnalysis allows you to create assignment rules that send you notifications when they're triggered. The Notification Center allows you to view and browse your notifications in detail. Access Notif…

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Organization Hierarchy

Organization Hierarchy allows you to set up your company’s organizational structure in XactAnalysis®. This is done by grouping claim reps, adjusters, individual contractors, and managers (anybody who…

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Personal Rule Notifications

The Personal Rules module allows you to set up notifications to inform you when events occur within a specified data set and category. You can instruct XactAnalysis® to notify you when assignments’ s…

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Price Lists

When an assignment is submitted to XactAnalysis by an adjuster/contractor, reviewers can compare its selected price list to the checkpoint price list for that area. On the Price Lists page you can cr…

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Program Rule Notifications

The Program Rules module allows you to set up notifications to inform you of issues with service providers and internal programs. In the Assignment Escalation tab, you set up notifications for assign…

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Qualifications

In the Qualifications module, you can qualify adjusters and contractors to receive assignments via XactAnalysis®. You can also edit their settings, add notifications, and perform a number of other ac…

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Qualify and Rotate Data Sets

If you have data set rotation enabled, the Qualifications page allows you to qualify adjusters, contractors, and data sets for assignments. It also allows you to manage a data set rotation for assign…

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Queue Admin

The Queue Admin page allows you to add, edit, and delete rules for Estimate Review Queue and Payment Queue. The screenshots in this document are generic, and your company’s interface may vary. Access…

Updated by Arianne G.

Recipient Branch Admin

Recipient Branch Admin allows you to select an office branch in each of your data sets to act as a default recipient for assignments. When assignments with the specified data set are sent to the Assi…

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Status Admin

Before you can use the Status Admin page, you need to turn on the Status administration application right in User Administration. Once the application right is turned on, you can find Status Admin un…

Updated by Arianne G.

User Column Admin

The User Column Admin module allows you to customize the column display in Advanced Search Results and the Estimate Review Queue. You can create and edit personal column sets that may be shared with…

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User Information

In User Information, you can view the following information about your XactAnalysis® account: name, user ID, Xactware ID, profile picture, contact information, user rights, language settings, and tim…

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User Rights

User rights give users access to specific areas of XactAnalysis. A new user cannot log in to XactAnalysis until their user rights have been set up in the Edit User page in User Administration. There…

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XactNet Address Book

In the XactNet® Address Book you can view and sort the list of assignees (recipients of an assignment) available to your company. The XactNet Address Book also includes other useful information about…

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XactAnalysis Preferences

The XactAnalysis Preferences page contains a list of preferences that control features in XactAnalysis. You can modify aspects of features in XactAnalysis by changing the preferences on this page. Th…

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Xactware ID Help

You need an Xactware ID to access your XactAnalysis® products and accounts. This document describes how to create and manage your Xactware ID, reset your password, link your XactAnalysis accounts to…

Updated by Arianne G.