Administration

12 articles

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…

Updated by Arianne G.

Custom Groups

Using Custom Groups, you can create groups of assessors, builders, or reinspectors for reporting purposes. For example, if you created a group of five assessors in Custom Groups, the group would appe…

Updated by Arianne G.

Notification Centre

Use Notification Centre to check your Notifications and create Notification Rules. Notification Rules are Personal Rules, Program Rules, Assignment Escalation, Notification Setup, and Elapsed Time Ru…

Updated by Arianne G.

Personal Address Book

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

Updated by Arianne G.

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® Quality Review (QR) to notify you…

Updated by Arianne G.

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…

Updated by Arianne G.

Queue Admin

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

Updated by Arianne G.

User Column Admin

The User Column Admin module allows you to customise the column display in Advanced Search Results, Reinspection Queue, Claim Review Queue, and Calibration Queue. Create and edit personal column sets…

Updated by Arianne G.

User Information

In User Information, you can view the following information about your XactAnalysis® Quality Review (QR) account: name, user ID, Xactware ID, profile picture, email address, user rights, XactNet addr…

Updated by Arianne G.

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…

Updated by Arianne G.

XactNet Address Book

In the XactNet® Address Book you can view and sort the list of assignees (assessors/builders) available to your company. The XactNet Address Book also includes other useful information about each ass…

Updated by Arianne G.