Assign Assignments from the Scheduling Board

Use the Scheduling Board to assign work using one of the following methods:

  • Manual assignment: Drag and drop assignments directly on the Time View tab.

  • Automatic assignment: Use the Assign To and Auto-Assign functions to intelligently schedule assignments based on the options configured in the Scheduling Engine.

Note: The Scheduling Engine is configured during system setup.

How to

Use drag-and-drop scheduling to manually assign work to a specific appraiser at a specific time.

Note: The assignment is scheduled exactly where it is placed on the Time View tab, regardless of any overlap or scheduling conflicts.

  1. On the Scheduling Board, select the Unassigned tab.

  2. Select the lines next to the Claim Suffix number of the desired assignment.

  3. Drag the assignment to the desired location on the Time View tab.

Use the Assign To function to assign work to a specific appraiser while allowing the system to automatically determine the optimal placement for the assignment within the appraiser’s schedule.

  1. On the Scheduling Board, select the Unassigned tab.

  2. Select the check box(es) next to the desired assignment(s).

  3. Select Assign To.

  4. In the Assign to Resource window, select a Resource Group from the drop down list to view all appraisal resources in that group.

  5. Enter a date or select to select a date from the calendar.

  6. Do one of the following:

    • Select a Resource Group to assign the assignment to the group rather than a specific individual.

    • Select an individual resource's name to assign the assignment.

  7. Select Assign.

  8. View the Time View tab to see when the assignment was scheduled.

Use the Auto-Assign function to allow the system to automatically determine the optimal appraisal resource and scheduled time for the assignment.

  1. On the Scheduling Board, select the Unassigned tab.

  2. Select the check box(es) next to the desired assignment(s).

  3. Select Auto-Assign.

  4. View the Time View tab to see to whom the assignment was assigned and when it was scheduled.

Reference

Name Description
Claim-Suffix The claim number including its suffix. Select the number to View Assignment Details.
Insured/Claimant / Assign. Type / Street Address / City / State / ZIP / Loc. Name / Loc. Type

General information taken from the assignment. The Street Address is a link to the assignment on the Map View tab.
Status The dispatch status of the assignment: Ready, Not Ready. You can assign an assignment that has a Not Ready status as long as it has a valid address. Once it is assigned, its status changes to Ready.
Assigned to

The appraisal resource for the assignment.

Attempts The number of times an assignment has been dispatched.
Scheduled The date and time the appointment is scheduled. Select to view the assignment on the Time View tab.
Related Topics Link IconRelated topics