Using the Review Estimate Window

Once an estimate has been reviewed, the results appear in the Review Estimate window. Alerts include a line number (if applicable), a description of the alert, the actual value used in the estimate, and the guideline value.

Note: The Actual amounts displayed on the Review screen in some cases represent the total dollar amount calculated from the estimate for the item. For example, if you normally enter Mask For Overspray as 0.2 labor units and $5.00 for materials (assuming an actual labor rate of $40) then the Actual column for Cover Car would indicate $13.00 (0.2 × 40 + 5).

To review an estimate

Open Estimate Review and then click Review Estimate.

The Select Estimate window appears.

If the list of estimates is very long, you can select Display Estimates Created Today Only below the list to limit the list to the most recent estimates.

Below the list of estimates, in the Select Profile list, select the appropriate profile for the estimate.
In the list of estimates, select the estimate that you want to review. Then, click Review.

The Review Results window appears and shows whether the estimate passed the review or the number and type of found errors.

If the profile creates a log file, and the folder where the logs are to be saved does not exist, click Yes, when prompted, to create the folder.

To review the estimate using a different profile, select the profile from the Profile list and click Review Estimate.
To override a compliance exception or add an explanation, at the end of the line under Explanation click Add. A text box appears below the line.

Enter a comment of up to 200 characters.
To allow the line as a compliance override, select the Override this exception check box.

Note: If the estimate has failed the review, you must enter an explanation before you can select the Override this exception check box.

Click Save.

The text box closes. To change the text or override setting, click Edit.

To print the list of compliance exceptions, click Print Preview.

The Print Preview window appears.

To Close the Review Results window, click Back.

To delete an estimate that has been reviewed

Reference

Review Estimate Component Descriptions

Criteria
Insured	Name of the insured party and the Claim number.
Profile	Indicates the compliance profile used to review the estimate.
Show	Select whether to see All Exceptions or only the lines that have passed the compliance review.
Review Estimate	Click to begin reviewing the estimate against the selected compliance profile.
Compliance Details
Estimate Lines	Shows the estimate line items that have not passed the compliance review. Each line shows the following: Line—The line item number in the estimate. Severity—The severity (Failure or Warning) of the discrepancy. The severity is determined by whether the compliance criteria is required (Failure) or not (Warning). Description—A description of the why the line was not in compliance. Actual—The amount entered in the estimate. Guideline—The guideline amount specified in the compliance profile. Explanation—Click Add or Edit to open a comment box where you can explain why the exception is required. You can also select a check box to override the exception. Click Save or Cancel to close the comment box.
Profile (Rates, taxes, amounts)	Shows the estimating system's settings that are our of compliance. Each line shows the following: Severity—The severity (Failure or Warning) of the discrepancy. The severity is determined by whether the compliance criteria is required (Failure) or not (Warning). Description—A description of the why the line was not in compliance. Actual—The amount entered in the estimate. Guideline—The guideline amount specified in the compliance profile. Explanation—Click Add or Edit to open a comment box where you can explain why the exception is required. You can also select a check box to override the exception. Click Save or Cancel to close the comment box.
Administrative Information	Shows the estimate administrative items that have not passed the compliance review. Administrative items may include the VIN, Loss Type, mileage, etc. Each line shows the following: Severity—The severity (Failure or Warning) of the discrepancy. The severity is determined by whether the compliance criteria is required (Failure) or not (Warning). Description—A description of the why the line was not in compliance. Explanation—Click Add or Edit to open a comment box where you can explain why the exception is required. You can also select a check box to override the exception. Click Save or Cancel to close the comment box.
Display Overrides	Select to show all compliance exceptions. Clear the check box to limit the list to show only those lines that have not been overridden.
Print Preview	Opens the Print Preview window.
Back	Closes the Review Results window and returns you to the Select Estimate window.