Searching for Assignments

Using the Search menu, you can easily find specific assignments.

Note: The insured's name text box requires at least four characters and the claim number text box requires at least six characters.

ClosedTo search for an assignment

  1. On the Search menu select Assignments.

    2. A variety of text boxes appears in the Workspace.

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

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

Reference

ClosedComponent Descriptions

Claim-Suffix ID

The Claim number including any additional identifying number.

Assigned To

The company or individual who is assigned to review the estimate. Click to search for the company or individual using the Resource Lookup window.

Status

The status of the assignment. For example, Open, Closed, or Cancelled.

Due Date

The date range (mm/dd/yyyy) within which the assignment is due. Click to set the date using the calendar window.

Sent Date

The date range (mm/dd/yyyy) within which the assignment was sent for reinspection. Click to set the date using the calendar window.

Type

The type of assignment. For example, Vehicle Reinspection or Quality Reinspection.

See also

Workspace Components

Resource Lookup