Assignment Detail (New)

Updated by Arianne G.

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 the previous version, see the other Assignment Detail article.

The Assignment Detail page is a record of an assignment and the work done to accomplish it. From here, you can easily find the claim number, estimate total, contact information, type of loss, coverage details, notes or comments, current statuses, and more.

Right now, you can add notes and photos to an assignment and edit statuses. As we continue to add both new features and features from the previous Assignment Detail, we would love your feedback on the direction of this page and the features you would like to see added.

Decorative screen capture of the new assignment detail page.
While this feature is in beta, all actions you take here are added to the assignment and are visible in both the new and old versions of Assignment Detail.
This feature is turned on using application and account rights. The screenshots in this document are generic, and your company’s interface may vary based on the features enabled. If you do not have access to this feature, please contact your account administrator or Verisk Customer Success Manager.

Why are we making this change?

Assignment Detail is the heart of XactAnalysis, so we know that changing anything here will affect how you work, and we do not want to make your day harder in any way. We also know that the previous version of Assignment Detail wasn't very user-friendly (for example, users had to click and scroll a lot to find what they needed). Our intention, in addition to modernizing the underlying technology of the page, is to put the information and features that you use the most front and center for easy access.

Since this is such an important feature, we're not rushing to release it. We'll add features to the page as we go and ask you to try it out and tell us how you like it. Make sure to come back often to see what's new and give us your feedback.

When we're sure that the page has everything you need (including everything from the old Assignment Detail and more), we’ll start a gradual transition from the old version to the new one. We have not set a cutover date yet, but we plan to add new features each release for the next few years.

Access the new design

To access the new version of Assignment Detail, click the Preview new design toggle in the upper-left corner of the Assignment Detail page. The banner with the toggle is persistent on both the old and new versions of the Assignment Detail page, so you can easily switch between them.

Screenshot of the "Preview New Design" toggle located to the upper-left of the page just below the main header

Assignment Detail Organization

While a lot of the features of the new design may be familiar to you, they may be moved around.

Detail Summary

The Detail Summary is now divided into two sections: information about the claim and information about the current assignee.

Screenshot of the detail summary; the claim information section includes the claim number, estimate total, insured contact info, date of loss, type of loss, CAT code, data set, and job typ; the assignee section includes assigned to, xactnet address, and assignee contact info

Click Pin me! to keep this section visible when you scroll down.

Screen capture of the pin me button

Click the Copy button below the claim number to quickly copy the claim number.

If enabled for your user and account, you can quickly edit the claim number by clicking Edit .

Status tracker

The status tracker allows you to immediately see where the assignment is in your workflow. When a status is updated, both the date and the icon change to reflect the new update.

Image of status tracker; the status name, date modified, lines and circles indicate milestones in a process. Cirlces will be filled in with a white check mark if complete and empty with a gray outline if incomplete.

Expand a section

Some sections where users spend the most time can be expanded so you can see more detail at once. Click Expand to see the information in a larger view.

Statuses

Statuses mark an assignment’s progress and provide benchmarks you can use in assignment searches, personal and program rule notifications, and management and activity reporting. To learn more about specific statuses, see Statuses.

Show notes

You can choose to show or hide notes on statuses by selecting or clearing the Show notes check box on the Statuses card.

Sort statuses

Click the Sort by dropdown menu to sort the statuses by Default, Most recent, and Not updated.

Update a status

Click the Edit icon in the row of the status you want to update. From here, the process is the same as it was in the previous Assignment Detail design.

Notes

Notes are the running record of what is happening on the assignment. You can add them individually or as part of another action, like changing the Status or completing an Action Item.

Search notes

Using the search bar in the Notes card, you can search your notes by their content or by the person who added them.

GIF of searching using the word "report" followed by searching using the name "Bethany"
Filter notes

To filter notes, click the filter icon next to the search bar. There are three filter options: All, User notes, and System notes.

Add a note

XactAnalysis also automatically adds system notes as certain assignment events occur, such as status updates or action item events.

Assignment notes are permanent and cannot be deleted or edited.

To add a note:

  1. Click Add Note in the Notes section.
    Screen image of add note button on Notes card; button is in the upper-right corner of the card below the expand button and right of the Search
  2. Enter your comment in the Note field and format as necessary.
    1. The rich text editor allows you to bold, italicize, underline, strikethrough, subscript, superscript, number, or bullet your message.
      Screen capture of a text box with a rich text editor toolbar that includes buttons to bold, italicise, underline, strikethrough, subscript, superscript, number, and bullet text.
  3. Optional: Select the Include Signature check box to add a custom signature to the message.
    1. The rich text editor allows you to bold, italicize, underline, strikethrough, subscript, superscript, number, or bullet your message.
    2. Click Add Logo to insert the company logo set in XactAnalysis.
    3. If you select Save Signature, your signature is saved and appears automatically when you add another note and select Include Signature.
  4. Optional: you can send your note to other people using different methods.
    1. Email: enter email addresses separated by a comma or select them from your Personal Address Book by clicking the Address Book button next to “Email To.”
    2. XactNet Address:
      1. The note is sent to the user in Xactimate/XactAnalysis.
      2. The assignee’s XactNet address is automatically added here so that you don’t need to add them.
      3. Select other XactNet addresses by entering a semicolon-separated list or by clicking the Address Book button next to “Send to XactNet Address”.
    3. Role: Select the check box for the roles that you want to send the assignment to. Possible roles include:
      1. Assignee
      2. Desk Adjuster
      3. Project Manager
      4. Surveyor
      5. Reviewer
        Screen capture of the communication options of the notes; email to is a text field, send to xactnet address is a text field, and all other options are check boxes in a list
Selecting Exclude from “XactAnalysis For Service Providers” hides the note from any contractors or adjusters who only have access to XactAnalysis SP.
Reply to a note

You can reply to a note by clicking the Reply button on the note.

This will open a similar window to the Add note window. Once you have sent your reply, it will appear on the same line as the note you replied to.

Photos

The Photos card displays thumbnails of any digital images associated with the assignment.

Share photos

When you hover over a photo’s thumbnail, you can access a menu with the following options: Send to Xactimate, Download, and Print.

Add photos

Click the Add photos button to add a new photo to the assignment. From here, the process is the same as it was in the previous Assignment Detail design.

Documents

In the Documents card, you can view and add documents. This card is in its early stages and will be enhanced in future releases.

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