Team member helps index

Updated 10 months ago by Jennifer B.

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Projects and Claims Library
Link to XactAnalysis and Xactimate
Video collaboration
How do I start a live call?
What do I do if the policyholder isn't receiving the invitation to participate in a collaboration?
How do invitees know when to join a live call?
Can the live call participant take pictures during the call?
Can live call participants record videos during the call?
How do I know if there are connection problems during a live call?
What if I don't get any videos or snapshots from a live call?
How long can a live call last?
How do I add a scope?
How do I delete a scope?


Viewers
What are viewers?
How do I invite viewers to join a live call?
How do I use Viewer Chat?
How do I remove viewers from live call sessions?

Measure tool
What is the Measure tool?
How do I know if I can use the Measure tool?
How do I know if a device used for a video collaboration live call is AR-compatible?
How do I open the Measure tool?
Why are my video collaboration buttons disabled?
How do I take a measurement using the video collaboration Measure tool?
How do I take a snapshot of a measurement I am taking?
How do I take a video of the measurements that I am taking with the Measure tool?
How do I change the unit of measure that is being used in the measure tool?
What if I mark the wrong point?
How do I exit the Measure tool?
Files
Messages
In-app notifiations
Shared calendar
Feedback and satisfaction
Primary Contact
The role of the primary contact
How are primary contacts different from other team members?
How do I save a conversation made of multiple messages?
How do I assign a task?
How do I change the project's primary contact?
How do I know if an invoice has been processed?
How do I keep track of users who accept legal terms?
Who can flag items?

Working with team members
What are project resources?
How do I add team members to a project?
When can I hide or unhide team members from the policyholder's view?
How do I know if team members are visible to policyholders?
How do I accept someone's request to become a team member of a project?
How do I reject someone's request to become a team member of a project?
How do I remove a team member from a project?
How do I give a team member full rights to a project without making them the primary contact?
How do I revoke a team member's full rights to a project?
How do I hide a team member from the policyholder's view?
How do I make hidden team members visible to a policyholder?
In what ways can hidden team members participate in a project?
How do I inform a team member removed from a project that they have been re-added?
How do I add a resource to a project?

Working with your policyholder
How do I invite a policyholder to a project?
What should I do if my policyholder doesn't respond to my invitation to use ClaimXperience?
How do I edit my policyholder's information?
What are policyholder preferences?
When should I edit my policyholder's personal preferences?
How do I change my policyholder's preferences?
How do I start the additional living expenses (ALE) task?
How do I allow the policyholder to request the return of clean/storage items?

Services
Image Analytics
Why am I seeing alerts in an image's File Details drawer?
How do I know if images have been flagged?

Hazard Recognition
What is hazard recognition?
How do I provide feedback about missing or incorrectly identified hazards?
How does submitting feedback benefit my company?
How do I know if potential hazards are missing or incorrect?
Who gets to see hazard recognition check results?
How do I know if a hazard recognition check has been run?
How does submitting feedback benefit my policyholder?
Where do I find hazard recognition check results?
What are some examples of the hazards that the Hazard recognition feature currently looks for?

RealTwiin Characteristics
How do I use Verisk RealTwiin Characteristics?
The images I received from RealTwiin Characteristics are not for the address shown for the policyholder. How do I get the correct images?

Personal property
How do I initiate a personal property inventory?
How do I share a personal property task?

How do I complete a Flagged Item task?
What are the benefits of flagging an item?
How do I let project participants know that they are assigned to work on a flagged item?
How do I assign a flagged item task?
How do I accept changes to flagged item details?
How do I reassign a flagged item?

Locked projects and the limited version of ClaimXperience
How do I know if a personal property inventory is linked to ContentsTrack?
Personal Property
Personal property inventory
Can I see inventory lists from ContentsTrack?
How do I export a personal property inventory to Excel or Xactimate/XactContents?
How do I create a ClaimXperience project through ContentsTrack?
When should I submit changes to a personal property inventory?
How do I know if I can participate in a personal property task?
Who can attach an image to a personal property inventory?
How do I add items to a personal property inventory?
How do I know if changes have been made to a personal property inventory?
How do I find a specific item in a personal property inventory?
How to I add a file attachment to a personal property item?
What are Personal Property sheets?
How to I know where a personal property media file attachment was captured?
How do I submit changes to a personal property inventory?
How do I create a Personal Property sheet?
How do I know if a clean/storage item has been requested for return?
How do I see personal property clean/storage items?
How do I see personal property clean/storage item details?
How do I delete a personal property inventory item?
How do I add replacement items to a personal property inventory?
How do I edit personal property replacement item details?
How do I view personal property replacement item information?

Tasks and Flagged Items
How do I filter flagged items?
How do I see the details of a flagged item?
How do I complete a flagged item task?
Who can flag a replacement item?
How do I reset the flagged item filter setting?
How do I know if I need to work on a flagged item?
How do I track flagged items?
How do I know if I can participate in a personal property task?
How do I share a personal property task?
Policyholder preferences
Custom tasks
Additional Living Expenses (ALE)
ALE overview
What are additional living expenses (ALE)?
How do I invite someone to start submitting additional living expenses?
How do I edit the additional living expenses overview?
What does it mean if there is an alert next to an expense?
How do I export expenses?
Is the policyholder prevented from submitting excluded expenses?

Additional mileage
What is additional mileage?
How do I add additional mileage?
How do I edit the reimbursement rate?

Payments
Can I choose what day to use when making a payment?
How do I delete a payment?
How do I see a document of a payment I recorded?
How do I void a payment?
How do I create a pdf of a payment I recorded?
Can I pay only part of what is due?

Normal expenses
What are normal expenses?
How do I select normal expense categories?
How do I add a normal expense amount?
How do I prevent the policyholder from making changes?

Temporary addresses
How do I add a temporary address?
How do I edit temporary housing information?

Housing company
How to I add a housing company?
How do I edit housing company information?
How do I see previous housing companies?

Expense receipts
How do I add additional living expenses?
How do I edit additional living expenses?
How do I know if a receipt request was sent?
How do I resend the link a policyholder uses to upload receipts?
How do I cancel the link a policyholder was sent to upload receipts?

When can policyholders edit expenses?
How do I approve an expense?

How do I deny an expense?
How do I mark an expense incurred by a housing company?


How Did We Do?


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