Personal Property

7 articles

How do I initiate a personal property inventory?

If you are a project’s primary contact and your company has enabled the Personal Property functionality, you can start a personal property inventory and invite project participants, including the pol…

Updated 1 year ago by Jennifer B.

How do I complete a flagged item task?

You are notified when a flagged item task is assigned to you. Click the link in the notification email. Click Personal Property in your Tasks menu. Click Flagged. Click the item you want to want to w…

Updated 1 year ago by Jennifer B.

How do I filter flagged items?

Click Personal Property in your Tasks menu. . Click Flagged. . Click Search and filter items [ ]. . Select the type of items displayed. . Select the filter condition. . Click the item criteria you wa…

Updated 1 year ago by Jennifer B.

What are the benefits of flagging an item?

Flagging personal property replacement items allows primary contacts and team members with full-access to a project to: Identify items that are missing information required to resolve a claim. Bulk o…

Updated 1 year ago by Jennifer B.

How do I let project participants know that they are assigned to work on a flagged item?

Policyholders and team members are notified by email when you assign them to work on personal property flagged items. The notification is sent to the email address associated with the user selected f…

Updated 1 year ago by Jennifer B.

How do I accept changes to flagged item details?

Option 1: individual items Click Personal Property in your Tasks menu. Click Flagged. Click the flagged item you want to review. Check the information added by the assignee. Click Accept. Option 2: o…

Updated 1 year ago by Jennifer B.

How do I reassign a flagged item?

Option 1 Click Personal Property in your Tasks menu. Click the flagged item you want to reassign. Check the information added by the current assignee. Click Reassign. Update the fields you want to fl…

Updated 1 year ago by Jennifer B.

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