Searching for Previous Assignments

Using the Search Criteria, you can quickly find specific assignments and resources.

To search for a previous assignment

  1. On the Search menu, select Previous Assignments.
  2. A variety of text boxes appears in the Search Criteria section.

  3. Enter the or date range and (optionally) keyword(s) for the previous assignment you are searching for.
  4. You must at least enter a date range.

  5. Click Search.
  6. The assignments matching your search criteria appear in the Workspace.

  7. To view details of a previous assignment, click the Claim Suffix ID.
  8. The Assignment Details window appears. You can Print the details.

  9. To return to your assignments window, on the Work Queue menu, click Itinerary.

Reference

ClosedScreen Components

Claim Information

Claim-Suffix ID

The claim and suffix number.

Customer First and Last Name

The customer's given and family names.

Date Range From and To

The date range (mm/dd/yyyy) within which the assignment was created. Click to set the date using the calendar window.

Type

Select the type of assignment from the list.

Status

Select the assignment status from the list.

Click to begin the search according to your search criteria.

Click to clear all of the criteria settings you have made.

See Also