Associating Claim Documentation to a Different Assignment

Claim documentation is automatically associated with a specific assignment in Estimate and in Workspace when it is added. This is the Active assignment and it includes all objects in the claim: estimates, floorplans, forms, documents, photos, and photo folders. 

Important to note:  

1. The assignment must be accepted before you can apply claim documentation to that assignment.   Additionally, if there is only one assignment made to a vendor, then all added documentation by that vendor will be under that assignment.
2. Estimates can only be associated with another of the vendor’s assignments on the same claim if its status is In Progress and has never been changed to another status previously.
3. When adding a new object, there is a confirmation as to which assignment it has been associated.
4. A vendor can only use the change assignment feature to associate objects between their own assignments on the same claim.

Active Assignment

In a claim, there are a couple of ways to identify the Active assignment. With Assignments selected in the Claim Navigation tab, the active Assignment is displayed in the Active Assignment drop-down at the top left. When you expand Assignments to display all the Assignments, the bolded Assignment is the Active assignment.

You can choose a different assignment from the drop-down list to make it the Active assignment.

Change an associated assignment in Estimate

Diagram Example 

By default, all added objects, including diagrams, will be associated with the Active assignment.

In this example, the Active assignment is Originator. When adding the diagram, a confirmation of the association appears at the bottom of the Claim Navigation pane. As the screenshot shows, you can select Change assignment, then select the Network Contractor (Mat Prescott) assignment below.   

*Note:  You can also right-click on a blank spot in the canvas and select Change assignment. 

View the documentation associated with each assignment

Navigate to an assignment and click to display the Assignment pane. By default, you will be on the general tab.  

Each Assignment pane has a Documentation tab that shows which objects are associated with that assignment.  

Estimate Examples 

As with other claim documentation, all added objects, including estimates, will be associated with the Active assignment by default. Therefore, when working with multiple estimates, it’s important to make sure that the estimate is associated with the correct assignment.

Look through the Claim Navigation pane and locate Assignments. Notice that the Originator assignment is bold, and that Mat Prescott is not. A bold assignment indicates that that assignment is currently active. 

If you want to add an estimate that is associated with the Default (Charlie Mullin) assignment, you can first make it the active assignment by clicking Assignments, and then selecting that assignment from the drop-down menu.

 Click Add at the bottom of the Claim Navigation panel to display the drop-down where you can select what you want to add. 

The confirmation is displayed where you still have another opportunity to change the assignment.

 Note: In addition to the confirmation statement showing the associated assignment, the Emergency estimate is also bold, indicating that it is the active estimate. This indicates that any line items you add to a diagram will go into the Emergency estimate, since it is now set to active.  

Changing the active assignment for any element

You can select any element, including estimates, diagrams, photos, forms, and documents, and change its assignment.

For example, after selecting the Floorplan simple diagram, expand the drop-down in the upper-right, hover the mouse over Change Assignment, and select another assignment.

 Notice the other options available to you in this drop-down, including Rename, Default Coverage, View Related Estimates, and Delete:

Change an associated assignment in Workspace  

Open the claim and navigate to the Documentation tab, and select the element you are changing. In this case, we chose photos. Click the ellipsis, and click Change assignment. From there, choose the desired assignment.  

You can now group your items in the Documentation tab by Assignment to view the documents associated with each assignment.