Searching for Resources

Using the Search function, you can find all resource types (shops, staff appraisers, independent appraisers, and adjustors, etc.) by entering a combination of the available search criteria: name, user ID, and radius. If work groups have been set up, you can include a Dispatch Center and narrow the search further by selecting specific expertise needed for the assignment.

When you review the search results, capacity and number of current assignments for each resource is listed so you can select the resource with the best availability.

To search for resources

Select the Resource Type from the two lists (if available).

If only one list appears, select Staff or Non-Staff.

Note: If you know the Name or User ID of the resource you want to find, you can enter it directly in the appropriate text box.

Select a Dispatch Center (if available).
Select the Distance radius you want.
Expand ( ) the With all of the following Expertise section, and select the check boxes for the types of skills needed for the assignment.
Click Search.

The Search Criteria section collapses and a list of results appears in order of proximity.

Reference

Search Criteria Components

Resource Type	For Staff resources, select Staff from the first list. Then, from the second list, select among: All Adjusters Reinspectors Reviewers Staff Appraisers Supervisors Manager Dispatcher For Non-staff resources, select Non-Staff from the first list. Then, from the second list, select among: All Body Shop Independent Appraisers Consolidators Salvage Yard Tow Yard Other
Only Shops in Network	This check box appears when you are searching for a Non-Staff Body Shop. Select the check box to limit your search to Network-only shops.
Dispatch Center	Select the Dispatch Center (team of appraisers) you want to search by. The search will return a list of appraisers assigned to that dispatch center only. An example of a dispatch center is a drive-In location. If no dispatch centers have been created, this selection does not appear.
Name	If you know the name of the resource you want, enter it here.
User ID	If you know the user ID of the resource you want, enter it here.
With all of the following Expertise
	Select the expertise types you need for the appraisal. You can assign the appropriate resource by narrowing your search to appraisers that have expertise specific to the assignment. Vehicle Types: Auto, RV, Collectible, Rental, Snowmobile, etc. Loss Types: CAT, Fire, Theft Recovery Property Types: Mobile Homes, Fixed property, etc. Special Skills: Custom paint, Audit, Aluminum repairs, etc. Languages: Spanish and French
Search By
Radius	Select this option to search by a radius within a set number of miles from the address.
Appraisal Territory	Select this option (and then enter the ZIP/Postal code) to pull up only those resources with territories defined with that ZIP/Postal code. Note: You must define the resource's territory by ZIP code.
Within X miles of	(For the Radius search selection only.) Enter the radius for the area you want to search within based on a ZIP/postal code or address.
Street Address	Enter the full street address to get point-to-point driving directions that you can provide to the caller.
City and State	Enter the City and State if you want to view or send the map to the caller. You can also enter the ZIP or postal code.
ZIP/Postal Code	Enter the ZIP or postal code if you want to view or send the map to the caller. You can also enter just the City and State.
	Click to search according to the search criteria.
	Click to reset the search criteria to the default settings.

Results List Components

Search Results
Resource Name	The name of the resource.
	Select the Favorite icon to add this resource to your "Favorite" list. See Working with Favorites.
ID	The resource's unique identification number.*
Network	Indicates if this resource is "in Network." (Shop only)
Type	The resource's category (staff, non-staff, shop).*
Address	The resource's address.
Contact	The resource's telephone and e-mail address.*
Capacity / Workload Factor	Indicates the resource's availability. If the number of open assignments is greater than the defined limit for that resource, the number appears in red text indicating that the resource is over capacity.
Comment	Any comments entered for the resource by your administrative user. (Shop only)
Rating	The resource's rating as set by the administrative user.* (Shop only)
Expertise	Unique appraisal skills for this resource.
Territory	The area the resource covers; either radius miles or ZIP/postal code.
Distance	The distance from the caller's location to the resource's location. This information is more accurate as a more complete address is provided.* For example, if your search criteria only includes the ZIP or postal code, the distance is calculated from the center of the code zone to the resource's location.
*	Click the column title to sort the list by that category.