Use Resource Lookup to Select a Resource

Use the Resource Lookup to assign work to a resource during the claims process. Use Resource Lookup to assign resources such as:

  • Adjusters

  • Reviewers

  • Appraisers

The Resource Lookup will be available whenever you need to assign work.

How to

Use one of the following methods to open the Resource Lookup window, depending on the specific task and workflow:

  • Select Choose Resource.

  • Select Resource Lookup.

  • Select .

  1. In the Resource Lookup window, select the Search tab.

  2. Select a Resource Type.

  3. Optionally, enter any other desired search criteria.

  4. Select Search.

  5. Select the desired resource from the Search Results list.

  6. Click Select.

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

  1. In the Resource Lookup window, select the Browse tab.

  2. Select a Company, Region, Division, and Office from the appropriate lists.

  3. Select the desired resource from the Search Results list.

  4. Click Select.

You can favorite a resource for easy access. See Favorite a Resource for more information.

To access the favorites list:

  1. In the Resource Lookup window, select the Favorite tab.

  2. Select the desired resource from the list.

  3. Click Select.

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 Select the desired check box(es) to 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.
Workload Factor

The percentage of time the resource will take to complete the work.

For example, if an assignment is 60 minutes and the appraiser will take 60 minutes to complete it, then the Workload Factor is 100%.
Capacity The number of open or active repairs a body shop can have at any given time without accumulating a backlog.
Related Topics Link IconRelated topics