Administrator: How do I configure a task to allow the task assignee to accept or decline the displayed estimate net claim amount?

Updated 1 year ago by Jennifer B.

  1. Click Custom tasks in the Tasks menu on your dashboard.
  2. Click the Automation tab.
  3. Switch Enable this task for damage assessment automation (DAA) in the Damage Assessment Automation section to on.
  4. Click the Display estimate amount to the task assignee toggle on the Workflow card.
  5. Select the appropriate options.
  6. Click the Allow the task assignee to accept/decline estimate amount toggle.
  7. Select the appropriate options.
  8. Click Save.

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