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Property Assignments

A Property closing report will be required to be filled out for assignments that have business group set to property.

Access to the Report​

The report is located in the assignment details. It's under the Reporting Tile's 'required reports'. In the below photo the report is highlighted in red. Click on the report to open it.

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The completed report is now required in order to close an assignment.

Completing the Report​

None of the fields are required to complete the report.

When the report is complete the user needs to press 'save changes' in order to save and complete the report.

When the changes are saved a PDF is automatically generated from the report. The PDF that is created will be added into the attachments section of the assignment.

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The pdf includes information that was filled out from the assignment detail tile such as: claimant address, policy number, claim number, adjuster, date of loss, and inspection date. If any of these fields on the detail tile change, a new report will need to be generated to reflect the changes. to do that, you must open the report from the Reporting Tile. Open it up from the Reporting Tile's 'Attached Forms' section. Once open press 'save changes' so that a new PDF report is generated with the changes on the assignment detail tile.

When the assignment is closing and gets sent / extracted, the PDF version of the report will get emailed to whom ever's email address is included in the package recipient field. This report gets emailed in a bundled PDF along with the Time and Expense report.