Assignments

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Assignment Detail

The Assignment Detail page hosts a Detail Summary that includes the insured name, claim number, data set, assignee, status, and estimate total. Assignment Detail also has a Select an Action menu you…

Updated 7 months ago by Arianne G.

All Action Items

The All Action Items page allows you to see and manage the action items for all assignments on the same page. Related: Assignment Detail > Action Items Access All Action Items. Click the Assignments…

Updated 3 years ago by Mara K

Send an Assignment

Send an Assignment allows you to create assignments and send them to individuals in your organisation. You can then track and evaluate the assignments using other tools in XactAnalysis SP. Prior to s…

Updated 3 years ago 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 11 months ago by Arianne G.

Video Collaboration

You can access videos recorded during video collaborations in the Videos tab. You can also access notes and photos from these collaborations in the Notes and Photos tabs.