Search

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

How To

  1. On the Search menu select Assignments.

    2. Searchable text boxes appear in the Workspace.

  2. Enter the keyword(s) or date range(s) for the assignment you want to find.

    3. The Created Date range is the only required information.

  3. Click Search.

    4. The assignments matching your keyword(s) and date range(s) appear in the Work Queue.

  1. Select the Resource Type from the two lists (if available).
    • If only one list appears, select Staff or Non-Staff.

    Note: If you know the Name or User ID of the resource you want to find, you can enter it directly in the appropriate text box.
  2. Select a Dispatch Center (if available).
  3. Select the Distance radius you want.
  4. Expand ( ) the With all of the following Expertise section, and select the check boxes for the types of skills needed for the assignment.
  5. Click Search.

    6. The Search Criteria section collapses and a list of results appears in order of proximity.

 

Reference

Claim Information  
Claim suffix The claim and suffix number.
Insured/Claimant/Last Name The family name of either the insured or claimant.
Dispatch Center Select a Dispatch Center from the list.
Created Date The date range (mm/dd/yyyy) within which the assignment was created. Click to set the date using the calendar window.
Last Date The date range (mm/dd/yyyy) within which the most recent action was recorded on the assignment. Click to set the date using the calendar window.
Assigned Type Select Original of Supplement.
Assigned To  
Resource Lookup button. Click to open the Resource Lookup window.
Name Enter the Name of the resource to which the assignment was assigned.
ID Enter the ID of the resource the assignment was assigned to.
Status  
  Select the check box for any of the assignment statuses you want to include in the search.
  Click to begin the search according to your search criteria
  Click to clear all of the criteria settings you have made.