Managing Resources

You can manage a variety of helpful resource information for staff and non-staff resources.

For non-staff resources (body shops and independent appraisers), you can modify administrative information, define the appraiser's expertise, and set workload capacity.

Note: For body shops, you can also assign a rating value and enter comments.

For staff resources, you can modify administrative information, define the appraiser's expertise, set workload capacity, schedule hours of operation, and set calendar appointments.

In addition, if you use WorkCenter Dispatch for your field appraisals, you can set alternate starting locations, restricted locations, and required locations.

How to

  1. On the Manage menu, click Resources.
  2. Enter the Search Criteria, and then click Search.
  3. In the Search Results list, hover your mouse pointer over the resource, and click Edit.
  4. If you are not sure this is the resource, click the Resource Name, review the Resource Card, and if this is the correct resource, click Edit This Resource.
  5. Do the following as needed:
  6. Add or update the resource's profile information (General, Address, and Hours of Operation or Schedule). See Reference Manage Resources on this page for detailed descriptions of these window components.
  7. Manage the resource's Calendar as needed. See To manage the staff resource calendar on this page.
  8. Modify the resource's Appraisal Locations.
  1. To view the Calendar, expand ( ) the Schedule section.
  2. To add an appointment to the calendar, click the month arrow and use the forward and back arrows ( ) to display the month when the appointment occurs.
  3. Double-click the day of the month, and in the To popup text box, type a description of the appointment.
  4. For a full-day one-time appointment, click Save. Otherwise, click Options, and use the All day and Recurrence check boxes to select the options that accurately define the appointment(s).
  5. Click Save to add the appointment(s) to the calendar.

Reference

ClosedManage Resources

General / Resource Details

Resource ID / Resource Type / Region / Division / Office

Read-only information about the resource.

Note: Not all of these fields appear for all resource types.

Resource Name

Enter the resource's name. (Non-staff only.)

Dispatch Center

Select an associated dispatch center if appropriate.

Shop in Network

Select this check box to designate the shop as in-network. (Body shops only.)

Remove from recommended Inspection Method results

Select this check box to remove the shop from Inspection Advisor search results.

Rating / Rating Comment

Select a star rating and enter a comment if desired. (Body shops only.)

Resource has the following expertise

Select the check boxes for the expertise items applicable to the resource.

Contact First Name / Contact Last Name / Phone / Fax / E-mail

Enter the resource name (staff) or contact name (non-staff) and the contact information.

Address / City / State/Province / ZIP/Postal

Enter the resource's or contact's address information.

Note: For field appraisers, this is the Primary Address.
Validate

Click to validate the address. (A complete address is required.)

With a valid address, maps and directions to the resource and/or location are available.

Appraisal Territory

Enter a ZIP or postal code(s) or the radius in miles from the primary address to define the resource's territory. (Staff and independent appraisers only.)

Workload Factor

The percentage of time the appraiser will take to complete the assignment.

For example, if an assignment is 60 minutes, then 100% of the 60 minutes is accounted for on the appraiser's schedule. For a new or inexperienced appraiser, you might decide to increase the workload factor to account for more time to complete the assignment. For example, for the same 60-minute assignment, a workload factor of 110% would account for 66 minutes on the appraiser's schedule.

The default value is 100%. You can modify the value from 25% to 1000%.

Capacity

The number of open or active repairs a body shop can have at any given time without accumulating a backlog.

Alternate Address(es)

(Staff)
 

This section appears if you use WorkCenter Dispatch for your field appraisals. You can add two addresses to be used as alternate starting locations for the field appraiser.

Add Location

Click to expand this section and enter alternate address information.

Delete

Click to delete the displayed address.

Address / City / State/Province / ZIP/Postal

Enter the resource's alternate address information.
Validate

Click to validate the address. A complete address is required.

With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.

Schedule

(Staff)

Hours of Operation

Select the check boxes for the days of the week and enter the hours the resource typically works. Select the location or address the resource will be on each of the selected days.

Time is displayed in the resource's time zone.

Lunch Break

Select the length of time for the lunch break and the window of time within which the break must be taken.

Calendar

The calendar is a visual representation of the resource's work schedule.

You can enter exception periods (sick time, vacation days, meetings, non-working days) to block out the resource's time, even into the future, and define them as one-time or recurring events. You can also override preexisting holidays.

Hours of operation

(Non-staff)

 

Select the check boxes for the days of the week the shop is open, and enter the hours of operation.

Time displays in the resource's time zone.

Required Appraisal Locations

(Staff)

 

This section appears if you use WorkCenter Dispatch for your field appraisals. Required Appraisal Locations are shops that have specifically requested that only certain appraisers (or an appraiser) be assigned to them.

Add Required Location

Click to expand this section and enter address information for the shop that requires this appraiser be assigned to them.

Delete

Click to remove this shop from the "required" list for this appraiser.

Choose Shop

Click to open the Resource Lookup to search for and select the shop.

Address / City / State/Province / ZIP/Postal

Enter the shop's address information.
Validate

Click to validate the address. A complete address is required.

With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.

Restricted Appraisal Locations

(Staff)

 

This section appears if you use WorkCenter Dispatch for your field appraisals. Restricted Appraisal Locations are shops that the appraiser should not be assigned to.

Add Restricted Location

Click to expand this section and enter address information for the shop this appraiser should not visit.

Delete

Click to remove this shop from the "restricted" list for this appraiser.

Choose Shop

Click to open Resource Lookup to search for and select the shop.

Address / City / State/Province / ZIP/Postal

Enter the shop's address information.
Validate

Click to validate the address. A complete address is required.

With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.

Associated DRP Rep

(Non-staff)

Associated Resources

An associated DRP rep is a staff appraiser associated with a Dispatch Center.
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