Assignments

18 articles

Assignment Detail

On the Assignment Detail page, you will see a Detail Summary that includes information about the insured name, claim reference, data set, assignee, status, and estimate total. You will also see a Sel…

Updated by Arianne G.

Classic Assignment Queue

This article refers to an older version of the Assignment Queue and is no longer being updated. The Assignment Queue is now a part of Search. Please see our updated article for more information. The…

Updated by Arianne G.

Classic Reinspection Queue

The Reinspection Queue is a module in XactAnalysis® Quality Review (QR) that places all designated assignments into a list for reinspection. The first half of this guide explains how to access and us…

Updated by Arianne G.

Reinspection Form Scoring

The reinspection form is automatically scored and rated by XactAnalysis® Quality Review (QR) when the form is saved. Scoring and rating is based on the percentage of answers marked Yes out of all the…

Updated by Arianne G.

Classic Claim Review Queue

Sometimes estimates need additional review after an initial estimate review or even after a reinspection. Queue administrators can place these estimates in the Claim Review Queue and then assign them…

Updated by Arianne G.

Action Item Centre

The Action Item Centre allows you to easily view, filter, and access the action items for all assignments under your account, based on your user rights. Action items are tasks that are related to the…

Updated by Arianne G.

Bulk Assignment Import

The Bulk Assignment Import feature allows you to upload up to 500 assignments into XactAnalysis at a time. The images in this document are generic, and your company’s interface may vary. All import r…

Updated by Arianne G.

Estimate Collaboration

Estimate Collaboration allows a claim handler/adjuster who is not the assignee to perform work on a returned estimate without changing the ownership (assignee). When an estimate has been checked out…

Updated by Arianne G.

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 reassig…

Updated by Arianne G.

Referral Assignment

While completing an estimate, an adjuster or contractor may need the assistance of additional adjusters or contractors with specific areas of expertise, such as contents or roofing specialists. They…

Updated by Arianne G.

Share media files between assignments

The Share media files feature allows you to share documents, photos, and sketches from one assignment to another when the assignments share the same claim reference or risk address. This eliminates t…

Updated by Arianne G.

Statuses

Statuses mark an assignment’s progress and provide benchmarks you can use in assignment searches, personal and program rule notifications, and management information reporting. In XactAnalysis®, stat…

Updated by Arianne G.

Video Collaboration

The video collaboration feature allows XactAnalysis users to hold video chat sessions with users of the ClaimXperience™ mobile app. During the chat session, the mobile app user can record video and t…

Updated by Arianne G.