Welcome Page

The XactAnalysis SP Welcome page is divided into four sections: menus, customisable icons, Quick Search, and Quick View reports.

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

Related: Getting Started, Manage Accounts, FAQ > System Requirements

Menus

The Assignments, Reports, Administration, and Help menus appear at the top right of every page in XactAnalysis SP. Use these menus to access almost every area of XactAnalysis SP. The three main menus, Assignments, Reports, and Administration, correspond with training sections in the left pane of this guide.

Manage Accounts

• Click your name in the top right corner of the page and select Manage Accounts to link or unlink accounts with your Xactware ID. See Manage accounts for more information.
• If you have more than one linked account, click your name in the top right corner of the page and select one of the accounts to switch to it.

 Customisable menu options

The Welcome page includes a number of icons you can click to jump to your most frequently used XactAnalysis SP modules. By default, the Advanced Search, In Progress, Activity Reports, and All Action Items icons appear.

• Click Customise Options to go to the Customise Options page where you can add or remove module icons from the Welcome page and change your default start page.

Quick Search

The Quick Search bar at the top of every page has two modes to help you find assignments. Click the menu button to the left of the bar and select an option:

• The Claim Reference option allows you to search for a claim reference without any date range restrictions. Only exact matches are returned, and if only one assignment has that claim reference, you are automatically taken to its assignment details.
• The Quick Search option allows you to search for assignments by claim reference, insured name, assignee, policy number, or postal code within the last three years.

Select a default menu option

You can select a defult menu option by clicking the menu, hovering over an option, and clicking the star that appears next to the option. That option is selected every time you log in to XactAnalysis.

Customise Claim Reference columns

When you select the Claim Reference option and type a claim reference in the search bar, a results box appears with four customisable columns. You can change which columns appear in this box to display different information about your claim results.

To change the columns, click the Columns button in the top-left corner of the results box, disable any of  the four currently selected columns, and select up to four new columns.

Quick View

The Quick View section displays assignment data in a number of reports, including Recently Viewed Assignments, Active Task List, Average Response Times, and Completed Assignment Summary.

• Select these reports from the Quick View menu.

Recently Viewed Assignments

This report displays a list of assignments you have recently viewed.

• Select an assignment to go to its Assignment Detail page.

Active Task List

This report displays the number of assignments awaiting download, in progress, and completed (in the last two weeks), by assignor.

• Select an Assignor name or Totals to see the selected data in the Assignment Activity report format.

Average Response Times

This report displays the average time it takes your company to perform specific assignment tasks. The average time is calculated from assignments sent to your company over the last 90 days.

• Adjust the number of days using the menu directly above the table.

Completed Assignment Summary

This report displays completed assignment data by assignor, helping you see the volume and pound value of assignments received from each assignor.

• Select an Assignor name or Totals to see the selected data in the Assignment Summary report format.