Select an Action in Advanced Search Results (enGB)

The Select an Action menu in XactAnalysis® Advanced Search Results allows you to complete various tasks for one or more assignments. Many options in the Select an Action menu appear based on preferences and user rights.

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

 

Related: Advanced Search, FAQ > Assignment Questions

Use the Select an Action menu

  1. Go to Advanced Search and complete a search. If more than one assignment matches your search criteria, the Advanced Search Results page appears.
  2. Select the check boxes next to the assignments you want to modify.
  3. Click the Select an Action menu and click an action.
  4. Click Go.

Complete an action

This section provides detailed instructions about every available option in the Select an Action menu found in Advanced Search Results. Select a link below to learn more about that action.

Actions marked with an asterisk (*) are preferences and can be enabled for your company by calling your product specialist or account manager.

 

Related: XASP Assignment Queue, Complete actions from the Assignment Detail page

Assign*

Assign selected assignments to an adjuster or contractor from Advanced Search Results. This option only appears if your company uses the XASP Assignment Queue®. This option is not available for read-only users.

  1. Select the check boxes next to the assignments you want to assign.
You may only assign assignments with an XactAnalysis status of In Queue, and you may select multiple assignments only if they are from the same data set and postcode.
  1. Click the Select an Action menu and select Assign.
  2. Click Go. The Assign dialogue box appears.
  1. Type a name, XactNet address, Xactimate version, or address in the Search field to automatically filter the list by your criteria.
  2. Click a name in the list.
  3. Click Assign.

Reassign*

Reassign selected assignments to a different adjuster or contractor from Advanced Search Results. This option only appears if your company uses the XASP Assignment Queue®. This option is not available for read-only users.

  1. Select the check boxes next to the assignments you want to reassign.
You may only reassign assignments that have already been assigned out of the Assignment Queue (they do not have a status of In Queue). You may select multiple assignments to reassign only if they are from the same data set and postcode.
  1.  Click the Select an Action menu and select Reassign.
  2. Click Go. The Reassign dialogue box appears.
  1. Type a name, XactNet address, Xactimate version, or address in the Search field to automatically filter the list by your criteria.
  2. Click a name in the list.
  3. Click Assign.
  4. Export All to Excel*

When you select this option, all of your results are exported to an Excel spreadsheet. This option is not available for read-only users.

Export Selected to Excel*

Export selected rows of your search results to an Excel spreadsheet. This option is not available for read-only users.

  1. Select the check boxes for the results you want to export.
  2. Click the Select an Action menu and select Export Selected to Excel.
  3. Save the Excel file to your computer when the download is complete. Open the file to view your search results.

Download All Details to Excel*

When you select this option, all of your results are exported to an Excel spreadsheet. This option is not available for read-only users. This option differs from Export All to Excel in that the columns in the exported file are pre-defined and unchangeable.

Download Details to Excel*

Download the details of selected assignments to an Excel spreadsheet. This option differs from Export Selected to Excel in that the columns in the exported file are pre-defined and unchangeable.

Mark Read/Unread

Mark selected assignments in the list as either Read (normal text) or Unread (bold text).

Map Assignments

View selected assignments with Google Maps. This option appears for all users.

  1. Select the check boxes for the assignments you want to map.
  2. Click the Select an Action menu and select Map Assignments.
  3. Click Go. A map appears that marks the selected assignments. Zoom in on an assignment's marker and select it to view assignment details.

Export to [third-party company]*

Send assignment information to a third-party company of your choice for selected assignments. This option only appears if your company has an account with the third-party company and the data set you are using has been set up by XactAnalysis to use the third-party company export. This option is not available for read-only users.

  1. Select the check boxes next to the assignments you want to export.
  2. Click the Select an Action menu and select Export to [third-party company].
  3. Click Go.
  4.  A dialogue box appears; click OK.
  5. The assignments are exported to the company. Another dialogue box appears; click OK.

Related: Xactware Integrations

 

 

 

 

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