Manage Resources in Resource Lookup

The Resource Lookup maintains a database of service providers that can be assigned to claims, including:

  • Shops

  • Staff appraisers

  • Independent appraisers

  • Adjusters

When you assign work during the claims process, the Resource Lookup window shows the available resources that you can select. You can view and modify the resources that appear in the window to ensure a streamlined workflow.

How to

  1. On the Manage menu in the navigation bar, select Resources.

  2. Select a Resource Type.

  3. Optionally, enter any other desired search criteria.

  4. Select Search.

Note: Resource Type is the only search criteria that is required, but you can add more search criteria to narrow results.

  1. Select the desired resource's name from the Search Results list.

  2. In the resource information window that appears, select the desired tab to view additional information about the resource.

  1. Do one of the following:

    • Hover over the desired resource's name in the Search Results list and select Edit.

    • In the resource information window, selectEdit This Resource.

  2. On the Resource Details page, modify information as desired.

  3. Select Save & Close.

You can mark resources as favorites for quick access when assigning work.

  1. Select the desired resource's name from the Search Results list.

  2. In the resource information window that appears, select the heart icon.

Reference

Name Description
Resource Type Select either a Staff or Non-Staff resource from the first list, then select a category of staff or non-staff resource from the second list.
Only Shops in Network If you have selected a Non-Staff Body Shop, select the check box to limit your search to shops that are in network.
Dispatch Center

If applicable, select a dispatch center to view only appraisers assigned to that location.
Name Enter the name of the resource.
User ID

Enter the username of the resource.
With all of the following Expertise Narrow the search to resources with specific areas of expertise.
Search By Select the check box to narrow the search to resources within a specific area radius or territory.
Distance Select a search radius distance (in miles) from the ZIP/postal code or address.
Country Select a country.
Street Address Enter the street address.
ZIP/Postal Code Enter a ZIP/Postal Code.
Name Description
Resource Name The resource's name.
Partnerships Indicates how a resource connects with other systems, like Repair Center or MSO Integration.
ID

The resource's unique identification number.
Group Type The resource's category (staff, non-staff, shop, etc.)
Address

The resource's address.
Contact The resource's telephone and e-mail address.
Open Capacity The number of appointments a shop can accept at a given time.
Rating The rating you've given the resource.
Expertise The resource's areas of expertise.
Assignments The number of assignments currently assigned to the resource.
Distance The resource's distance (in miles) from the ZIP/postal code or address you entered in the search.