General / Resource Details
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Resource ID / Resource Type / Region / Division / Office
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Read-only information about the resource.
Note: Not all of these fields appear for all resource types.
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Resource Name
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Enter the resource's name. (Non-staff only.)
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Dispatch Center
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Select an associated dispatch center if appropriate.
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Shop in Network
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Select this check box to designate the shop as in-network. (Body shops only.)
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Remove from recommended Inspection Method results
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Select this check box to remove the shop from Inspection Advisor search results.
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Rating / Rating Comment
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Select a star rating and enter a comment if desired. (Body shops only.)
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Resource has the following expertise
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Select the check boxes for the expertise items applicable to the resource.
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Contact First Name / Contact Last Name / Phone / Fax / E-mail
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Enter the resource name (staff) or contact name (non-staff) and the contact information.
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Address / City / State/Province / ZIP/Postal
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Enter the resource's or contact's address information.
Note: For field appraisers, this is the Primary Address.
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Click to validate the address. (A complete address is required.)
With a valid address, maps and directions to the resource and/or location are available.
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Appraisal Territory
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Enter a ZIP or postal code(s) or the radius in miles from the primary address to define the resource's territory. (Staff and independent appraisers only.)
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Workload Factor
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The percentage of time the appraiser will take to complete the assignment.
For example, if an assignment is 60 minutes, then 100% of the 60 minutes is accounted for on the appraiser's schedule. For a new or inexperienced appraiser, you might decide to increase the workload factor to account for more time to complete the assignment. For example, for the same 60-minute assignment, a workload factor of 110% would account for 66 minutes on the appraiser's schedule.
The default value is 100%. You can modify the value from 25% to 1000%.
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Capacity
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The number of open or active repairs a body shop can have at any given time without accumulating a backlog.
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Alternate Address(es)
(Staff)
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This section appears if you use WorkCenter Dispatch for your field appraisals. You can add two addresses to be used as alternate starting locations for the field appraiser.
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Click to expand this section and enter alternate address information.
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Delete
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Click to delete the displayed address.
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Address / City / State/Province / ZIP/Postal
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Enter the resource's alternate address information.
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Click to validate the address. A complete address is required.
With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.
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Schedule
(Staff)
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Hours of Operation
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Select the check boxes for the days of the week and enter the hours the resource typically works. Select the location or address the resource will be on each of the selected days.
Time is displayed in the resource's time zone.
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Lunch Break
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Select the length of time for the lunch break and the window of time within which the break must be taken.
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Calendar
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The calendar is a visual representation of the resource's work schedule.
You can enter exception periods (sick time, vacation days, meetings, non-working days) to block out the resource's time, even into the future, and define them as one-time or recurring events. You can also override preexisting holidays.
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Hours of operation
(Non-staff)
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Select the check boxes for the days of the week the shop is open, and enter the hours of operation.
Time displays in the resource's time zone.
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Required Appraisal Locations
(Staff)
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This section appears if you use WorkCenter Dispatch for your field appraisals. Required Appraisal Locations are shops that have specifically requested that only certain appraisers (or an appraiser) be assigned to them.
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Click to expand this section and enter address information for the shop that requires this appraiser be assigned to them.
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Delete
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Click to remove this shop from the "required" list for this appraiser.
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Choose Shop
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Click to open the Resource Lookup to search for and select the shop.
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Address / City / State/Province / ZIP/Postal
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Enter the shop's address information.
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Click to validate the address. A complete address is required.
With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.
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Restricted Appraisal Locations
(Staff)
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This section appears if you use WorkCenter Dispatch for your field appraisals. Restricted Appraisal Locations are shops that the appraiser should not be assigned to.
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Click to expand this section and enter address information for the shop this appraiser should not visit.
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Delete
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Click to remove this shop from the "restricted" list for this appraiser.
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Choose Shop
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Click to open Resource Lookup to search for and select the shop.
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Address / City / State/Province / ZIP/Postal
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Enter the shop's address information.
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Click to validate the address. A complete address is required.
With a valid address, maps and directions to the resource/location are available when assigning the resource to an assignment.
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Associated DRP Rep
(Non-staff)
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Associated Resources
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An associated DRP rep is a staff appraiser associated with a Dispatch Center.
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