Compliance

1. Write and commit the estimate in Mitchell Estimating.
2. If you have more than one compliance profile, select the profile in the Profile list.
3. In Mitchel Estimating, click Run Compliance. Results appear in the Mitchell Estimate Advisor report. Failures and warnings are summarized at the top of the report.

   

4. Do one of the following:

• If there are no failures, click Done.
• If there are failures you can correct, click Done and make the required corrections in Mitchell Estimating.
• If there are failures you do not want to correct, commit your estimate and click Run Compliance. Enter explanations in the Failure Explanation fields, and then click Done.

5. In Mitchell Connect, do one of the following:

• On the Jobs Overview page, click Add Completed Estimate on the Estimate card, and then click Add Estimate on the Estimate page.
• On the Estimate page, click Add Estimate.

6. Click Compliance report on the Estimate card if you would like to review the report.

   

Note: For additional details about Estimate Advisor, view the help system in Mitchell Estimating.

If you are using third-party estimating software such as CCC or ADP (Audatex), follow the steps below:

1. On the Jobs Overview page, click Check & Add Estimate on the Estimate card.

   

2. On the Estimate page, click Check Compliance. The Compliance window appears.

   

3. In the Compliance window, verify that the correct profile is selected in the Profile list. If the wrong profile is selected, select the correct one in the Profile list and click Run Compliance.

   

4. Do one of the following based on the results:
   No Failures

   • Click Done.

     

   Failures you can correct

   1. Click Done in the Compliance window.

      

   2. Make the required correction in your estimating software, and commit your estimate.
   3. On the Jobs Overview page in Mitchell Connect, click Check & Add Estimate on the Estimate card.

      

   4. On the Estimate page, click Select Estimate next to the estimate you corrected. The Compliance window appears.

      

   5. Click Done in the Compliance window.

      

   Failures you cannot correct

   1. Click Done in the Compliance window.

      

   2. Review you estimate in your estimating software. Commit your estimate.
   3. On the Jobs Overview page in Mitchell Connect, click Check & Add Estimate on the Estimate card.

      

   4. Click Select Estimate on the Estimate page. The Compliance window appears.

      

   5. Enter explanations in the Failure Explanation fields, and then click Done.

      

   6. Click Add Estimate.

6. Click Compliance report on the Estimate card if you would like to review the report.

   

1. On the Jobs Overview page, click Compliance report on the Estimate card.

   

2. On the Compliance Report window, click Print.
3. Click Close.

If you want the insurance company to review an estimate, even if it passes compliance or is automatically approved, you can request a review in Mitchell Connect.

1. Add an estimate and run Estimate Advisor.
2. Click Send.
3. In the Items to Send window, click the Request Review check box.
4. Click Send.

   

   Note: The Items to Send window will include the insurance company's name.