Using the Integrated Work View

You can filter the list in a variety of ways and combine the filters to limit the list, for example, to specific types of assignments created within a certain date range. The assignment list is initially sorted by Claim Number, but you can sort the columns as needed.

You can also reassign or manually close items using the buttons at the bottom of the list.

Note: You can manually close one assignment at a time here, but you can close multiple assignments on the Appraisal Assignment window.

How to

  1. On the Work Queue menu, select Tasks.

    2. The Integrated Work View appears.

  2. Use the available filters to limit the Work View list to only those items you want.

    3. You can also customize what columns are shown in the list and in what order they appear.

    • If you cannot see the filter section click to the left of the Filter section title.
  3. Click Save View.
  4. Click the column headings to sort the list as needed.
    • If there are more than 50 items in the list, you may need to use the navigation controls to find the item you want.
  5. Click the item you want to open:
    • To open the Claim Summary, click the Claim Number.
    • To open the Claim Suffix view, click the Suffix number.
    • To open the Assignment or Estimate, click the Task Type.

  1. On the Work Queue menu, select Tasks.

  2. Click the New View tab.

  3. Use the available filters to limit the Work View list to only those items you want in your custom view.

    4. You can also customize what columns are shown in the list and in what order they appear.

    • If you cannot see the filter section click to the left of the Filter section title.

  4. Enter a View Name and then click Save New View.

    5. The view you created appears as a tab between the Default and New View tabs.

  1. In the Filters section, click Configure Columns.

    2. The Configure Columns window appears.

    The Selected Columns box indicates the column titles and order currently showing in the Integrated Work View list. The Available Columns box indicates column titles you can add to the Selected Columns box.

  2. Select a column title in one of the boxes and use the Add or Remove buttons to move the column to the other box.
  3. Continue adding and removing column titles until the Selected Columns box contains all the columns you want.

  4. To change the order of the columns, select a column title and use the up and down arrows to change its place.

    The top of the list indicates the leftmost column in the Work View list.

  5. Click Save when you are done configuring columns for the work view.

Reference

Claim

Claim Number

Limits the list to the claims which begin with the information you enter here. You must include at least the first six alphanumeric, hyphen and underscore characters.

Assigned By

Anyone

Includes claims assigned by any user.

Resources

Narrows the list to only those claims assigned by a specific user. Enter the user's ID or click  to open Resource Lookup.

Assigned To

Anyone

Includes claims assigned to any user.

Resources

Narrows the list to only those claims assigned to a specific user. Enter the user's ID or click  to open Resource Lookup.

Groups

Limits the list to claims assigned to a group. Enter the group's ID or click  to open Resource Lookup.

Unassigned

Limits the list to claims that are not assigned.

View Name

View Name

Displays the name of the view. If you are creating a new view, you can to enter the view name here.

Make this my initial view

Select this check box to make this view the default.

Task Details

All Open Tasks

Includes all open tasks.

Selected Tasks

Allows you to view a combination of tasks and their dispositions (statuses). Click  to open Choose Tasks. Select the tasks you want to include, and then select the task dispositions.

Task Date

Today

Includes only assignments for the current day.

Date Range

Limits the list to those assignments created with a certain date range. You can select a predefined date range from the list or select Other to enter your own date range.

Exact Date

Enter the date (MMDDYY format), or click to select a date.

Click to save a new view.

Click to save an existing view.

Click to remove a view.

Opens the Configure Columns window.

Resets to the default filter settings, removing any settings you have made.

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