Reinspection Exception worksheet
Updated
by
Arianne G.
Insights includes Xactware-specific terms, called columns, that you can use in your search.
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 XactAnalysis-specific attributes that the Reinspection Exception 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.
Business Unit
Some companies use a feature in XactAnalysis that allows them to create business units. For example, a company may create separate units for their commercial and residential business.
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.
Category Code
The code used to divide price list items into usable categories; most category codes are 3 letter abbreviations (i.e. PNT for Painting, RFG for Roofing, and DRY for Drywall).
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.
ClaimXperience Policyholder Collaborated
This column indicates whether a ClaimXperience Policyholder Collaboration occurred.
ClaimXperience Used
This column indicates whether ClaimXperience was used for an assignment or not.
Contents Coverage
This specifies whether or not the contents of the home are covered by the policy. The column will display either Contents or Not Contents.
Data Set
Companies use data sets to separate their assignments into groups (departments or specializations).
Dwelling Coverage
This specifies whether or not a dwelling is covered by the policy. The column will display either Dwelling or Not Dwelling.
Estimated Onsite
This indicates whether or not the estimate was performed onsite.
Exception Line Number
A unique identifier within the assignment for that particular exception.
File Status
XactAnalysis tracks assignments as having been opened, reopened, and closed.
Final Received Date
The date of the last submitted estimate to XactAnalysis.
Form Name
This column displays a list of policy forms and endorsements.
Industry Trade
The industry trade used for the assignment, such as drywall, flooring, painting, HVAC, and mitigation.
Industry Type
The industry type used for the assignment, such as mitigation, staff adjusters, specialty providers, independent adjusters, unassigned, and contractors.
Inspected Onsite
This indicates whether or not the assignment had an onsite inspection.
Insured Name
The name of the policyholder.
Job Not Sold Reason
The reason provided for the job not being sold.
Job Size
The size of the job based on cost; the column displays sizes ranging from Small to Extra Large.
Job Type
The type of work that an adjuster or contractor will need to complete (General, Emergency, etc.).
Onsite Reinspection Status
The onsite status of the reinspection (Received Assignment, Onsite Reinspect Needed, etc.)
Original Received Date
The first date an estimate was received.
Other Structure Coverage
This specifies whether or not a structure other than the primary dwelling is covered by the policy. The column will display either Other Structure or Not Other Structure.
Over/Under Description
This shows whether the exception was an overwrite or underwrite.
Policy Number
The insurance policy number.
Policy Type
The type of insurance policy (homeowner, commercial, etc.); policies can have multiple coverages.
Project Manager Name
The name of the project manager.
Reason Description
The reason description for the exception.
Received Date
The date and time the XactAnalysis system receives the assignment. This is an automatically generated timestamp.
Reinspection Assigned Date
The most recent date the reinspection was assigned.
Reinspection Completed Date
The most recent date the reinspection was completed.
Reinspection Queue Date
The most recent date the reinspection entered the queue.
Reinspection Queue Rule
The description associated with a rule alert.
Reinspection Status
The current status of the reinspection (Reinspector Accepted, Reinspected, etc.)
Reinspector
The name of the person who completed the reinspection.
Risk City
The city that the risk location is in.
Risk Country
The country that the risk location is in.
Risk County
The county that the risk location is in.
Risk State
The state that the risk location is in.
Risk ZIP Code
The ZIP Code of the risk location.
Roof Damage Type
The type of damage that occurred to a roof.
Selector Code
When combined with a category code, the selector code identifies an individual price list item.
Type of Loss
Category of loss (Collapse, Earthquake, Fire, etc.).
Type of Loss Group
This displays more general information than the Type of Loss column. For example, if the Type of Loss is "Smoke", then the Type of Loss Group might be "Fire".
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.
Xactimate Mobile Used
This indicates whether or not the assignment used Xactimate mobile.
XactNet Address
A person or company's unique identity, similar to an email address, which is used to send, receive, and update assignments and estimates via XactAnalysis.
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 XactAnalysis-specific measures that the Reinspection Exception worksheet includes.
Depreciation Amount
The depreciation amount of the exception.
Exception Count
A count used to add up the total number of exceptions.
Line Item ACV
The ACV amount of the exception.
Line Item RCV
The RCV amount of the exception.
Xactimate Mobile Count
The number of assignments that used Xactimate mobile.