Assignments

9 articles

Assignment Detail

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

Updated by Arianne G.

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 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 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.

Updated by Arianne G.

Assignment Detail (New)

This article is for the new version of Assignment Detail launched in July 2024. This new version is still in progress but is available for you to preview and explore. If you need information about th…

Updated 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 by Mara Kellogg