Use the Assignments Work Queue

The Work Queue allows you to view your desired work items in the workspace. When you open Assignments from the Work Queue menu, the assignments are divided between two tabs:

The Work Queue list shows up to twenty-five records per page and is initially sorted by Claim-Suffix ID. Use the list controls to change the sorting order, and to page through the list.

Note: Green text in the Work Queue list indicates that the estimate has been sent from Mitchell Cloud Estimating with an attachment.

How to

  1. On the Work Queue menu in the navigation bar, select Assignments to open the Assignments Work Queue page.

  2. Select the appropriate tab to view the desired assignment list.

  3. Use the available filters to limit the assignment list to only show the items you want.
  4. Select any column heading to sort the list. A next to the column heading indicates ascending order. A next to the column heading indicates descending order.

Your filter selections persist between sessions.

  1. On the Work Queue menu in the navigation bar, select Assignments to open the Assignments Work Queue page.

  2. Select the appropriate tab to view the desired assignment list.
  3. Select Filters to expand the filter view.

  4. Modify filters as desired.

  5. Select Save & Apply.

You can view notes on the status of an assignment without opening the assignment itself.

  1. On the appropriate Work Queue tab, view the list of assignments. Assignments with Status Notes have a in the Claim-Suffix column of the list.

  2. Select the to view the Status Notes.

  3. In the Status Notes window, select the check box and select Confirm once you have read the notes.

Reference

Name Description
Dispatch Center Select a dispatch center to view only the assignments whose claim-suffixes are associated with that center.
Inspection Site Select an inspection site to view only the assignments whose claim-suffixes are associated with that site.
Urgency Select an urgency level from the list to view only those assignments whose claim-suffixes have that level of urgency.
Assignment Type Select All, Original, or Supplement to view only assignments of that specific type.
Status Select a claim-suffix status to view only the assignments whose claim-suffixes have that status.
Address Validation Select All, Valid, or Invalid to view only assignments with that type of address validation.
Appraisal Resource Select All, Assigned, or Unassigned to view only assignments that have/have not been assigned to a resource.
Assignment Locations Enter the City, State/Province, and ZIP/Postal Code to view only assignments within that location. You can enter more than one City or ZIP/Postal Code by separating them with commas.
Maintain Location Filters Select the check box to retain the Assignment Location filters if you select Clear Filters. This allows you to clear all filters except the Assignment Location filters.
Created Date The date the claim was first entered. Select a range, or select to choose an exact date.
Clear Filters Select to reset the filters. When the Maintain Location Filters check box is selected, the Assignment Locations will not be cleared.
Name Description
Canceled

You can cancel an assignment at any stage of the process before the assignment is complete.
Completed Indicates an estimate has been uploaded and received.
Dispatched Indicates an appraisal assignment has been sent to an appraiser.
Downloaded Indicates the assignment has been downloaded by the assigned resource.
In-Progress Indicates that the appraiser has opened the file and sent a notification that the appraisal is in progress.
Incomplete Indicates the claim-suffix requires more information before it can be sent to the appraisal resource.
Not ready Indicates that the claim-suffix is complete but needs to be assigned to an appraisal resource before it can be sent.
Ready Indicates that the claim-suffix is complete and ready to be sent.
Reschedule Indicates the assignment needs to be rescheduled.
Name Description

The assignment contains unread status notes.
The assignment's status notes have been read.