Changing the Assigned Resource

Using the Work Queue you can change the assigned appraiser or resource for a single assignment or for several assignments as a batch. You can also change the assigned appraiser using the assignment details window.

When you assign an appraiser using either the Work Queue or assignment details window, it will overwrite any previously assigned appraiser.

How To

  1. On the Work Queue menu, select Assignments.
  2. Filter and sort the list as needed so that you see the assignment you want.
    • If you want to find a specific assignment and know the claim-suffix number, use the Search feature to find the assignment and open the assignment details window.
  3. There are two ways to select an assignment. Do one of the following:

    • Select the check box to the left of the Claim-Suffix number. Then, at the bottom of the column, click Assign to Resource.

    • Open the assignment and in the Claim/Policy Information section click .

    The Resource Lookup window appears.

  4. Use the Browse or Search tab to find the appraiser you want, then select the appraiser and click Select.

    5. The Resource Lookup window closes to show the Work Queue, and the Resource column is updated with your resource selection.

  1. On the Work Queue menu, select Assignments.

  2. On the Sent Assignments tab, locate the assignments you want to reassign.

  3. Select the check box for every assignment for which you want to change the resource.

  4. At the bottom of the Work Queue, click Change Resource.

    5. The Resource Lookup window appears.