Assignments

8 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 2 authors

Assignment Detail

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

Updated 1 month ago by Arianne G.

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 2 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 and activity reporting. In XactAnalysis®, sta…

Updated 1 year 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.

Updated 2 years 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 1 year ago by Mara Kellogg