Search filters

Office

This filter allows you to select one or more offices. Search only displays assignments from the selected offices.

Date

Only view assignments that had a specified status within a specified date range. Click the menu to select a status and a preset or custom date range.

Status Type

Only view assignments that have a specified status.

Claim Reference

Search for assignments based on their claim reference. Click the menu to open a dialog box where you can enter up to 500 comma-separated claim s.

Address Status

This filter allows you to search for assignments with or without an invalid address.

Approval Status

You can search for assignments with several approval statuses, for example, QA Approved, QA Not Yet Approved, QA Rejected, Client Approved, Client Not Approved, Client Rejected.

Assignee

Search for assignments by the name of the assignee.

Carrier Review Status

Only view assignments with a specified review status from a carrier.

CAT Code

Enter the catastrophe code to search for assignments with a specific catastrophe code. Separate multiple entries with commas.

City

This filter allows you to find assignments based on the city where they are located.

Client Approval Status

This filter allows you to find assignments based on their current Client Approved status.

Country/Region

Select a country or region to filter your search results by that selection.

Data Set

Only view assignments within specified insurers.

Estimate Value

This filter allows you to search for estimates that fall within a specified minimum and maximum estimate value.

File Status

XactAnalysis classifies assignments as File Open, File Closed, or File Reopened. A file might be reopened if something needs to be added to the assignment after its initial completion. Select a file status to search for assignments currently at that status. Separate multiple entries with commas.

Hide Cancelled Assignments

Select to hide canceled assignments.

Include Test Assignments

Select to include test assignments in the search.

Independent Adjuster Review Status

Search for estimates that have a particular independent adjuster review status. Searchable statuses include Not Yet Reviewed, Reviewer Assigned, Review Accepted, Initial Review, Initial Review with Exceptions, Initial Review Without Exceptions, Reviewed, Reviewed With Exceptions, and Reviewed Without Exceptions.

MFN

Only view assignments with specified master file names. Click the down arrow on the MFN chip to type one or more MFNs separated by commas.

Policy Reference

Search for assignments by the policy reference.

Policy Holder

Search for assignments by the name of the policyholder.

Postcode

Search for assignments within a particular postcode.

Project Manager

Enter the first and last name of the project manager. This filter does not match the user ID.

Quick Search

This filter works like the Quick Search field at the top of every page. It allows you to enter a series of comma-separated key words and compares them to claim references, insured names, adjuster names, postcodes, and policy numbers.

QA Approval Status

This filter allows you to find assignments based on their current QA Approved status.

Returned Estimate Contains (Coverage Types)

Returned estimates can contain up to four possible categories of line items: Structural Items, Other Structures, Contents Items, and No Items. Structural Items are items comprising the structure of the main building, such as flooring or masonry products. Other Structures refers to estimates with items comprising the structure of a secondary building. Contents Items are independent of the property’s structure and can include items like appliances and furniture. No Items refers to estimates in which items are not tied to a coverage. Select a coverage type to search for assignments with that coverage type.

Roof Damage

This filter allows you to filter roof damage claims by Partial Repair/Replacement, Total Replacement, None, or Both.

Show Only My Assignments

Search for assignments assigned to me.

Select a state or to filter your search results by that selection.

Unique ID

Search for assignments by Unique ID.

Workflow Status

Statuses by which an assignment’s progress is tracked, for example, Customer Contacted, Job Completed, or Client Billed. These statuses are updated by the assigned adjuster or contractor. Select a status to search for assignments currently at that status.

XactAnalysis Status

Statuses by which an assignment’s progress is tracked, for example, Delivered, Returned, or Cancelled. These statuses are automatically updated by XactAnalysis. Select a status to search for assignments currently at that status.

XactNet Address

Search for assignments by XactNet Address. Separate multiple entries with semicolons.

Estimate Value

This filter allows you to search for estimates that fall within a specified minimum and maximum estimate value.