Assignments

9 articles

Search

Search is a powerful feature that allows you to filter and view any combination of assignments in your company. You can customize your results by adding columns, using saved column and filter sets, c…

3 articles by 1 author

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 2 months ago 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 2 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 6 months ago by Mara K

Send an Assignment

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

Updated 6 months 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 and activity reporting. In XactAnalysis®, sta…

Updated 4 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.