Assignment Detail

On the Assignment Detail page, you will see a Detail Summary that includes information about the insured name, claim number, data set, assignee, status, and estimate total. You will also see a Select an Action menu that you can use to complete a number of actions, and a number of tabs from which you can review assignment information, update statuses, and add notes and files.

The screen shots in this document are generic, and your company’s interface may vary.

Related: FAQ > Assignment Questions, Statuses

Access the Assignment Detail page

There are many ways to access an Assignment Detail page for a specific assignment:

• Select an assignment from Advanced Search Results, the Assignment Queue®, the Reinspection Queue, or many of the Management/Activity reports.
• Type a claim number into the Quick Search field on the Welcome page. Click Search.
• Select a claim number from the Recently Viewed Assignments table on the Welcome page.

Assignment Summary

Assignment Summary is an exciting new feature that provides a quick overview of the assignment. It includes an AI-generated summary of the assignment’s notes and loss instructions, along with key claim information, coverages, and the top line items by cost.

To view the assignment summary, select the Summarize Assignment icon in the lower right corner of the page.

Complete actions using the Select an Action menu

You can complete a number of actions by using the Select an Action menu in the Detail Summary section:

Resend QR Assignment

This option is a preference. It appears only if your company has turned on this feature and after a QR assignment has been sent to an adjuster/contractor. When an assignment is lost or not received by an adjuster/contractor, or if an assignment needs additional work, you can resend the assignment to the assignee.

Email Assignment

Select Email Assignment to email the entire Assignment Detail page or a selected portion of the Assignment Detail page to selected recipients. This may be useful when working with the insured, interested parties, or collaborators.

Edit CAT Code

Select Edit CAT Code to add or edit a catastrophe code associated with the assignment. Many features in XactAnalysis can sort data by CAT code, and reports can be generated with data based on specific CAT codes.

Download Details

Select Download Details to download an Excel spreadsheet that includes insured, policy, and loss information, as well as estimate amounts and status completion dates.

Uncompress Files

This option appears if you have accessed an older assignment. After an assignment ages a set amount of time, the assignment is archived and associated documents, photos, and sketches are compressed. Select Uncompress Files to access any document, photos, and sketches associated with this assignment.

Create Duplicate Assignment

When you select Create Duplicate Assignment, the Send Work Assignment page appears with property owner/risk information, claim information, and policy information already populated from the assignment. This makes it easy to create a new assignment with the same Client/Policy information.

Send Read-Only Estimate

Select Send Read-Only Estimate to send a read-only estimate to an XactNet Address. The recipient will be able to view the estimate but make no alterations. This option is only available after an assignment is assigned.

Export to (Third Party)

This option appears when you have an account with a third-party company and are in a data set with the appropriate rights. Select Export to (Third Pary) to export the assignment to a third-party company.

Already Exported to (Third Party)

This is not a selectable option. This bookmark appears when you have already exported the assignment to a third-party company.

Request (Third-Party) Roofing Measurement

This option appears when you have an account with a third-party roofing-measurement company and are in a data set with the appropriate rights. Select Request (Third-Party) Roofing Measurement to request a roofing measurement from a third-party company.

(Third-Party) Roofing Measurement Already Requested

This is not a selectable option. This bookmark appears when you have already requested a roofing measurement from a third-party company.

Resend (Company) Roofing Measurement to Xactimate

This option appears when you have already requested and received a roofing measurement from a third-party company. Select Resend (Company) Roofing Measurement to Xactimate to resend the roofing measurement to an Xactimate user.

Add to Reinspection Queue

This option appears if your company uses the Reinspection Queue. Select Add to Reinspection Queue to add the assignment to the Reinspection Queue. In the field that appears, you can either type a reinspector’s name to assign a reinspector or type Unassigned to leave the reinspection unassigned. Assignments that have not been returned with an estimate cannot be assigned a reinspector.

Create Referral Assignment

When completing an estimate, an assignee may need the assistance of additional adjusters/contractors with other areas of expertise, such as contents or roofing specialists. They can refer assignments to these specialists, who can then complete portions of the estimate. Select Create Referral Assignment to create a referral assignment. For more information, see Referral Assignment.

Save Documents

This option allows you to save assignment information, including documents and images, to your computer. This may be useful if you need to work remotely. When you select Save Documents, a page appears that allows you to download information, documents, or images.

Assign Business Unit

Some companies use a feature in XactAnalysis that allows them to create business units. For example, a company may create separate commercial and residential business units. Many features in XactAnalysis can sort data by business unit, and reports can be generated with data based on specific business units. This option appears when a company has turned on the business unit feature and created business units. Select Assign Business Unit to assign the assignment to a specific business unit.

Reassign Business Unit

This option appears when an assignment has already been assigned to a business unit. Select Reassign Business Unit to reassign the assignment to a different business unit.

Update Program Location

This option allows you to reassign the assignment to a different program location within your company's hierarchy.

View in the GIC Viewer

This option allows you to access Geospatial Insurance Consortium (GIC) high-resolution imagery from an assignment. GIC allows you to compare before and after aerial images of damage to the claim area. You must have a GIC subscription to use this feature.

Assignment Detail tabs

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

The Detail Summary also displays an estimate’s Inspection Score if the estimate was completed in Xactimate. The Process and Estimate scores are displayed next to the total score. 

You will also see a number of tabs from which you can review assignment information, update statuses and add notes and files. The following sections discuss each tab.

DETAILS

The Details tab is displayed by default and shows the assignee information, XactAnalysis® statuses, workflow statuses, and approval statuses (see Statuses for a complete list of statuses in XactAnalysis).

The Assignee Information section displays information about the contractor or adjuster assigned to the assignment and their contact information. The XactAnalysis Status section displays system-based statuses that are automatically tracked by XactAnalysis. The Workflow Status and Approval Status sections display statuses that can be updated manually.

Adjuster/contractor tasks

The following tasks are usually accomplished by the adjuster or contractor in Xactimate®:

Customer Contacted

This status informs the carrier when the customer was contacted. You update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.

Site Inspected

This status informs the carrier when the property was inspected. You update this status in the Details tab, or XactAnalysis updates it with information received from Xactimate.

Job Started

This optional status informs the carrier when the job has been started.

Job Completed

This optional status informs both parties then the job has been completed.

Job Not Sold

This optional status informs both parties when the client or insured has refused the job.

File examiner tasks

The following tasks are usually accomplished by file examiners:

Reviewer Assigned

This status indicates that a completed estimate has entered the estimate review queue to be reviewed, and the review administrator has assigned it to a specific reviewer.

Review Accepted

This status indicates that the person assigned to complete the review has accepted the review.

Reviewed with Exceptions

This status indicates that the reviewer completed reviewing the estimate but found problems. In this situation, the estimate often requires additional work. When the additional work is complete, the estimate is uploaded again, and a subsequent review is performed.

Review Completed

This status indicates that the estimate review is complete and has no problems.

QA Approved

This is an optional quality-control status that carriers or service provider companies often use to indicate that a specific type of review has been satisfactorily completed.

Client Approved

This is also an optional quality-control status that carriers or service provider companies often use to indicate that a specific type of review has been satisfactorily completed.

File Status

This optional status allows the carrier to mark the assignment Closed. When an assignment is marked Closed, the assignee can no longer update the estimate, unless the carrier updates the status to File Reopened.

Other tasks

The following tasks can be accomplished by anyone with appropriate rights:

Collaboration Status

This status allows any user with the Collaboration Admin user right to assign an estimate for collaboration, and shows the date and time of any collaboration that has occurred. For more information, see Estimate Collaboration.

Attention Status

This status allows any user to mark an assignment as Attention Needed, indicating that the assignment is time-sensitive or requires special considerations.

Update a status

In XactAnalysis Quality Review, you can only update the Onsite Reinspection status on the Details tab.

1. Click Update in the Onsite Reinspection row. The Update Status dialog box appears.

1. Complete the Update Status dialog box as follows:

• Date Updated: This field defaults to the current date. You can change the date as needed.
• Onsite Reinspection Reason: Select the reinspection reason from the drop-down menu.
• Comment/Note: Type a note in this field. The note will be added to the Notes tab.
• Email To: Enter a recipient email address, or select email addresses from your address book. Check the boxes to send an email to additional recipients and to include the Note text in the email.
• Send to XactNet® Address: Enter a recipient XactNet address, or select XactNet addresses from your address book. Separate multiple addresses with a semicolon.

1. Click Update Status. The status is updated on the Details tab.

Related: Statuses

CLIENT/POLICY

The Client/Policy tab displays the property owner and risk information, claim information, client information, and policy information that was entered when the assignment was created.

MAP

The Map tab displays a Google Map of the assignment's location.

• Click the plus and minus buttons in the bottom right corner of the map to zoom in and out.
• Click the Fullscreen icon in the top right corner of the map to expand the map so it fills your entire screen.
• Click the Satellite button in the top left corner of the map to view the map in satellite imagery mode.
• Click the person icon in the bottom right corner of the map and drag it to a location on the map to see actual photo imagery of the location.
• Click the reset icon in the bottom right corner of the map to reset the map with the assignment location in the center.

The coordinates provided in the map are also included in assignment email notifications along with a link to the location in Google Maps.

ACTION ITEMS

In the Action Items tab, you can view and create action items (or tasks) related to the completion of the assignment. For example, you can create a Customer Contacted action item with a due date of seven days, and assign it to the adjuster assigned to the assignment. The adjuster receives an email about the action item. When the adjuster contacts the customer and marks the action item complete, you receive an email notification. If the adjuster does not complete the action item within seven days, you both receive an email notification.

XactAnalysis automatically updates the status of some action items when certain actions are completed. For example, when an assignment enters the Assignment Queue or estimate is uploaded. You can create action items for these tasks to communicate deadlines and receive notification if something is past due. Some action items, including all custom action items, must be marked complete by a user. Past due action items appear red.

You can create a program rule that automatically adds an action item in the assignment when a specified time elapses. Just select the Notify Assignee check box when you create the program rule.

Add an action item

1. Click Add Action Item. The Add Action Item dialog box appears.

1. Complete the Add Action Item dialog box as follows:

• Notifications Section

  • To Be Performed By: Select the radio button to indicate to whom this task is assigned. You can select either the assignee (for example, the contractor) or the creator of the action item (yourself).
  • Notify When Created: Select the Notify When…Created check box to notify the assignee or other email recipients when this action item is created.
  • Notify When Past Due: Select the Notify When…Past Due check box to notify the assignee, yourself, or other email recipients when the action item is not completed by its due date.

• Action Item Information

  • Custom: Select this radio button to create a custom action item. Name the action item in the provided field.
  • Standard: Select this radio button to create a standard action item. Choose an action item from the drop-down menu. See the standard action-item list at the end of this section for more information.
  • Due In: Select the radio button to indicate the number of days in which this action item is due. You can select 1, 7, 14, 28 Days, or Other.
  • Due Date: This will display the due date or, if you selected Other, allow you to fill in the due date.
  • Time: Enter the time at which this action item will be due
  • Comment/Note: Enter any additional note regarding this action item

1. Click Save.

Delete an action item

1. Click Delete next to the action item. A confirmation dialog box appears showing the action-item details.
2. Click Delete. The action item is removed from the Action Items tab.

Mark an action item complete

1. Click Mark Complete next to the action item you want to mark as complete. The Update Status dialog box appears.

1. Complete the Update Status dialog box as follows:

• Date Updated: This field defaults to the current date. You can change the date as needed.
• Comment/Note: Enter a note in this field. The note will be added to the Notes tab.
• Email To: Enter a recipient email address, or select email addresses from your address book. Select the check boxes to send an email to additional recipients and to include the Note text in the email.
• Send to XactNet® Address: Enter a recipient XactNet address, or select XactNet addresses from your address book. Separate multiple addresses with a semicolon.

1. Click Update Status. The action item no longer appears in the action-item list, and a note is added to the Notes and Activity Log tabs.

Standard Action Item list

The following list of standard Action Items allows you to set a task:

Assignment Received

The date the assignment was first received into the Assignment Queue or assigned to an adjuster or contractor .  If the assignment was sent to the Assignment Queue first, the Received date is updated when it is assigned to an adjuster or contractor . After being assigned the first time, the Received date is no longer updated (the Reassignment, Referral, or Collaboration statuses are used instead).

Enter Assignment Queue

To request notification when the assignment has entered the Assignment Queue.

Send Notification

To send notification to selected individuals.

Download Assignment

For a contractor or adjuster to downloaded the assignment.

Contact Customer

To make contact with the insured.

Inspect Job Site

To inspect the job site.

Upload Non $0 Estimate

To upload a non $0 estimate for the assignment.

Upload Estimate

To upload an estimate for the assignment.

Upload Correction

To upload a correction for the assignment.

Upload Report

To upload a report for the assignment.

Submit to Carrier Review Queue

To request the assignment be reviewed by the carrier.

Submit to Service Provider Review Queue

To request the assignment be reviewed by an independent adjusting company.

Assign Carrier Reviewer

To request that a carrier reviewer be assigned by a specific date.

Assign Service Provider Reviewer

To request that a contractor or adjuster reviewer be assigned to the assignment by a specific date.

Carrier Review with Exceptions

Carrier has marked the assignment Reviewed w/ Exceptions.

Carrier Review

To request that the carrier review the assignment.

Service Provider Review with Exceptions

Service Provider has marked the assignment Reviewed w/ Exceptions.

Service Provider Review

To request that the associated contractor or independent adjusting company review the assignment.

Review with Exceptions

The assignment has been marked Reviewed w/ Exceptions.

Review

To request a review of the assignment.

Assigned Out of Assignment Queue

The assignment should be assigned out of the Assignment Queue.

QA Rejected

The assignment has been marked QA Rejected.

QA Approved

The assignment has been marked QA Approved.

Collaboration Checked Out

The assignment has been checked out for collaboration.

Collaboration Checked In

Collaboration has been completed, and the assignment is checked back in.

Client Approved

The assignment has been marked Client Approved.

Client Rejected

The assignment has been marked Client Rejected.

Start Work

To start work on the assignment.

Complete Job

To complete the job and mark it Job Completed in Xactimate.

File Closed

The assignment has been marked File Closed.

Entered Reinspection Queue

The assignment has been sent to the Reinspection Queue.

Assign Reinspector

To request that the assignment be assigned to a reinspector.

Complete Reinspection

To request a time when the reinspection of the assignment should be complete.

NOTES

In this tab, you can manually enter notes related to the assignment. XactAnalysis also automatically adds system notes as certain assignment events occur, for example status updates or action item events.

• Change whether or not XactAnalysis SP users can view a note by clicking the link in the Excluded from XASP column.
• You can add a reply to non-automated notes by clicking the Reply link next to the note. Reply notes appear under the original note as well as anywhere else notes are displayed.

Add a note

1. Click Add a Note. The Add a Note dialog box appears.
2. Complete the Add a Note dialog box as follows:

• Note: Type the text of the note. You can add formatting (for example bold, italics, and underline) and use spell check.
• Email To: Enter any email addresses you would like to notify regarding this note. Each address must be separated by a comma. You can also click the smart list icon to select email addresses from your address book.
  Check boxes are available that allow you to quickly send the email to individuals involved with the assignment. There are also check boxes that allow you to include the note in the body of the email notifications, exclude the note from XactAnalysis SP, and include a custom signature with your notes.
• Send to XactNet Address: Enter any XactNet address to which you would like the note sent, or select XactNet addresses from your address book. Separate multiple addresses with a semicolon.

1. Click Add Note.

DOCUMENTS

When an estimate is completed and returned to XactAnalysis, it has a number of documents attached, such as the Report Rough Draft, Price List Variation Report, and Audit Report, as well as any custom documents that were uploaded by the adjuster/contractor .

• Click a document name to view it in a separate window.
• Change whether or not XactAnalysis SP users can view a document by clicking the link in the Excluded from XASP column.
• Send a document to Xactimate by clicking No in the Send to Xactimate column.

Add a document

1. Click Add Documents. The Upload Documents dialog box appears.
2. Click Select Files. Select files to upload.
3. To upload a document to Xactimate as well, select the Send to Xactimate checkbox.

1. Type a file description in the Description field.
2. Click Complete Upload. The documents appear in the Documents tab.

Approve or reject items

Companies use the Approve and Reject statuses in various ways. Some companies use these statuses to trigger an export of documents to another system. Some independent adjusters and contractors may prevent a carrier from accessing documents until they are marked approved.

• To approve an item in the documents list, select the check box at the end of the item row. Click Approve Item(s).
• To reject an item in the documents list, select the check box at the end of the item row. Click Reject Item(s).

The View Labor Efficiencies by Trade report

When an estimate is created in a version of Xactimate that allows a separate labor efficiency setting by trade, a View Labor Efficiencies by Trade link appears above the document list. The labor efficiencies link displays each labor-efficiency setting that was used for each trade.

PHOTOS

The Photos tab displays thumbnails of any images associated with an assignment.

• Click a photo name to view it in a separate window.
• Change whether or not XactAnalysis SP users can view a photo by clicking the link in the Excluded from XASP column.
• Send individual photos to Xactimate by clicking the link in the Send to Xactimate column.
• Send multiple photos to Xactimate by selecting their check boxes and clicking Send to Xactimate.

Add a photo

Be careful when you add photos to an assignment. Once uploaded, the images and their associated data are permanent and cannot be deleted or edited. However, photos can still be excluded from XASP and sent to Xactimate after they have been uploaded.

1. Click Add Photos. The Upload Images dialog box appears.
2. Click Select Files. Select files to upload.
3. Type a file description in the Description field.
4. Type a tag in the Tags field, if needed.
5. Click Complete Upload. The photos appear in the Photos tab.

Filter by tags

Photos can be tagged in Xactimate or in XactAnalysis.

1. Click the menu to the left of the Filter by Tags button.
2. Select whether you want to search for photos that have all of your selected tags or any of your selected tags using the appropriate radio button.
3. Select the check boxes for the tags that apply to your search.
4. Click Filter by Tags. Photos with the selected tags appear in the Photos tab.

VIDEOS

If the Video Collaboration feature is enabled, you can initiate video chat sessions with users of the ClaimXperience mobile app. To initiate a video chat session, click Start Video Collaboration. Any recordings made during a video chat session are stored here. Click a video to watch it in a separate window.

Approve or reject items

Companies use the Approve and Reject status in different ways. Some companies use these statuses to trigger an export of data to another system. Some independent adjuster and contractor may prevent a carrier from accessing documents until they are marked approved.

• To approve an item in the videos list, select the check box at the end of the item row. Click Approve Item(s).
• To reject an item in the videos list, select the check box at the end of the item row. Click Reject Item(s).

THIRD PARTY

This tab shows which third-party vendors are available to you and allows you to easily submit order requests to them.

There’s also a table that displays any orders made to your third-party vendors.

SKETCHES

When Xactimate Sketches are uploaded with an estimate, they are rendered as a PDF with one image per level.

• Click a sketch name to view it in a separate window.

ACTIVITY LOG

The Activity Log tab displays the date and time of assignment events, including when photos, documents, notes, videos, sketches, and action items are added. These events are sorted into collapsible lists by date.

• Click the drop-down menu on the User Name column to filter a list.
• Click a document, photo, video, or sketch name to view it in a separate window.

HISTORY

If an assignment has been reassigned, a History tab appears on the Assignment Details page. This tab shows the Details tab information for each previously assigned adjuster/contractor. The current assignee information is shown on the Details tab.

PREVIOUS LOSS

The Previous Loss tab displays all loss information from previous claims associated with the policy number. XactAnalysis does this by comparing the policy number of the claim with the policy number of all previous claims. If there is a match, XactAnalysis sends the previous loss information with the assignment. The following information is displayed in both Xactimate and XactAnalysis:

• Policy #
• Claim #  
• Date of Loss
• Type of Loss
• Estimate Amount (Gross Estimate Total)
• Deductibles

Click the Claim # to view the Assignment Detail page for the previous loss.

CLAIM SEARCH

Customers of ClaimSearch® can receive ClaimSearch information in XactAnalysis and Xactimate. When a new assignment is created, XactAnalysis sends a search request to ClaimSearch, and any claims with the same loss address are displayed in XactAnalysis and Xactimate.

In XactAnalysis, the results are displayed as a report on the Claim Search tab.

• Click the report link to view the PDF report in your browser. Contact your product specialist or account manager to have this feature configured for your company.

EXTERNAL DATA

When reports are ordered from outside XactAnalysis, the information from those reports appears in this tab.

• To view a report from outside XactAnalysis, click the External Data tab and select one of the options.