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Filling in Details

  • Regardless of whether you received a web assignment, one through integration, or entered one manually, you may have to insert additional details within the sections outlined below.

Adding Data

  • Click inside a field to be able to type text.

    • For example, to add text on the Details tile within the Assignment Information (where the cursor is):

    Tabbing from field to field, Typing in Fields, and Making Selections

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1). Make sure your cursor appears within a text field.

  • For dropdown boxes, click the down arrow on your keyboard or press the first letter of the word on the list you want to select. Users can also use the mouse to click the dropdown box's down arrow.

2). Type text or make your selection.

3). Tab to another field.

4). Be sure to click the Save icon or button on the Detail tile when making changes to this tile. On other tiles, the system saves data in the background when you switch tiles.

Note:- If any changes are made to a previously-saved Assignment, be sure to click the Save button to save the information and send an updated notification to the Appraiser. Otherwise, the updated information is not saved and the Appraiser will not receive the update within a new notification.

Detail Tile Sections​

Client Information- Specifies Client's name, branch, adjuster, and delivery information.

Assignment Information- Indicates Claim and Policy number as well as business group, line, and type, which drives the formation of the Business Group / Business Line sub-section.

  • *These sections contain required fields.

Required fields on the Details tile within the Assignment Package

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Entering Adjuster Email Data​

Note: Delivery and Status email information is populated from the National CPA for a given Client if the Business Group and Business Line are the same for the CPA.

CPA Shows Client-Specified Status Email

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CPA Contact Information Appears within the Client Information Section of the Detail Tile

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You can enter multiple different types of email for the Adjuster, if needed. Follow these Steps to enter Adjuster email:

1). From the Detail tile, click the Delivery tab in the Client Information section to enter delivery emails.

2). Click in the grid area on the first available line to enter the first email.

3). If additional emails are required, click the next line and enter the next email address.

4). Repeat Steps 2 and 3 until all delivery type email addresses have been entered for the specific Adjuster.

5). Click the Status tab to enter status emails.

6). Repeat Steps 2 and 3 until all status emails have been entered.

7). Click the Invoice tab to enter invoice emails.

8). Repeat Steps 2 and 3 until all invoice emails have been entered.

9). Click the Save button or icon to save your information.

Changing Status or Delivery Email Info for an Assignment​

Keep in mind that the Status and Delivery emails for a Client come directly from the CPA. If you change any of those emails in an Assignment, your Assignment no longer matches the CPA.

Follow these Steps to change a Status or Delivery Email for an Assignment:

1). Within an open Assignment, click the specific communication type tab in the Client Information section on the Detail tile — either Delivery or Status.

2). Highlight the email you wish to change.

Selecting Email Type and Email to Update

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Entering an Email Address Not on the CPA

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3). Type in the new email address.

As soon as you start over-typing an address within either Delivery or Status, the system asks if you want to continue.

System Prompt

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4). Click OK to continue; otherwise, click Cancel.

5). Click either the Save button or the save icon to save the Assignment.

Accessing the Smart Scheduler​

The Smart Scheduler allows you to schedule an assignment to an appraiser based on their entered skillsets. To access the scheduler, the entire address must entered (street, city, state, and zip) and verified.

There are three possible displays after an address has been entered (must have the four fields mentioned above):

Address Verified: The address is verified and will reflect correct mileage. Smart scheduler will be shown.

Recommended Address: The address is found; however, is recommended that the given button is used to ensure the correct address/mileage is utilized. Smart scheduler will be shown.

Invalid Address: The address does not match any records. The Smart Scheduler will not be shown until either the Override button is used or the address is corrected. Note: If Override is used, the mileage will be based on the center of the entered zip code.

Note: SDS/NDS require the address to be validated. Using Override will not make an assignment applicable for SDS/NDS.

Entering Optional Information​

All other sections on the Details tile contain optional fields that you may still want to complete.

Insured / Claimant Information - Name and contact info for either the insured or the claimant.

Selected Business Group / Business Line Information - Section to provide year, make, and model, as well as other property type data, depending on the selected group and line.

Location Information - Provides specifics for where the property is currently located.

Notes - Offices can input notes into a given portion of the Assignment Work-Flow Process so that Appraisers are made aware of exact Client needs for a specific Assignment tile. These notes pop up when the specified tiles are opened.

Contact Information - Date and time that contact is made with the property owner, notes, and the Assigned Appraiser.

  • When entering a date in Contact Information, you must select both a date and time.
  • Enter a date that is within 3 days prior to the current date and not a future date.
  • If you try to close without selecting both, you will receive an error message.

Service Types​

  • Physical Damage - Damage to Claimant vehicles.
  • Collision Appraisal - Damage to Insured vehicles.
  • Photos Only - Photos only, no estimate.
  • Diminished Value - Determine the decreased value of a vehicle due to an accident.
  • Re-Inspection - Reinspection of a vehicle before, during or after repairs.
  • California Re-inspections - Required by law in CA. Certain percentage of vehicles must be reinspected.
  • LIST/MIST (Low Impact Soft Tissue / Minor Impact Soft Tissue) - Low speed impact which requires additional photos/documentation.
  • Desk Review - Review of an estimate written by another party.
  • Drive-In - Owner of damaged vehicle can drive in to have it inspected at your location.
  • Mass Re-Inspections - Required by law in MA. Certain percentage of vehicles must be reinspected.
  • Rental - Rental car inspections.
  • Repossession Inspection - Repossessed vehicle inspections.
  • Lease Turn in Inspection - Vehicles in which the lease has ended are inspected prior to turn in.
  • No Show - Confirmed appointment where owner is not present when appraiser arrives for appointment.
  • ACV only Request - Total Loss only work up on a vehicle.
  • Auto Assessment - Assessing the value of a vehicle, such as in a divorce settlement.
  • Other - All other items not defined.