Automation / Damage Assessment Automation (DAA)

11 articles

Administrator: How do I enable a task for damage assessment automation (DAA)?

Tasks that can be submitted more than once cannot be enabled for damage assessment automation (DAA) until the multiple submissions setting is disabled. A task can only go through the automated damage…

Updated 1 year ago by Jennifer B.

Administrator: How do I customize damage assessment automation (DAA) messages?

Follow the steps on this page to customize damage assessment automation (DAA) messages.

Updated 1 year ago by Jennifer B.

Administrator: How do I know if a task is enabled for damage assessment automation (DAA)?

Tasks enabled for damage assessment automation have the [ Task enabled for Damage Assessment Automation TM ] designation on the Custom Tasks page.

Updated 1 year ago by Jennifer B.

Administrator: How do I set the damage assessment automation (DAA) workflow?

Click Custom tasks in your Task menu. Find the task you want to configure for damage assessment automation (DAA). Click [ Open actions menu ]. Select Edit. Click Automation. Switch Enable this task f…

Updated 1 year ago by Jennifer B.

Administrator: What happens when I configure a task for damage assessment automation (DAA)?

When you configure a task for damage assessment automation (DAA), you Determine the workflow that will be followed when an estimate is returned, specifically regarding displaying the estimate amount…

Updated 1 year ago by Jennifer B.

Administrator: What happens when a damage assessment automation (DAA) task is submitted?

When a damage assessment automation (DAA) task is submitted, An estimate is automatically generated and, based on the task's configuration, the estimate total is displayed for the policyholder to acc…

Updated 1 year ago by Jennifer B.

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

Click Custom tasks in the Tasks menu on your dashboard. Click the Automation tab. Switch Enable this task for damage assessment automation (DAA) in the Damage Assessment Automation section to on. Cli…

Updated 1 year ago by Jennifer B.

Administrator: How do I specify which reports should be auto-generated?

Click Custom tasks in your Tasks menu. Click for the damage assessment automation (DAA) task with reports you want to have automatically generated. Click Automation. Switch Damage assessment automati…

Updated 1 year ago by Jennifer B.

Administrator: How do I specify which reports should automatically be shared with the task assignee?

Reports are only auto-shared with the task assignee if the estimate amount is configured to show in the Workflow section on the AUTOMATION page. Click Custom tasks in your Tasks menu. Click for the d…

Updated 1 year ago by Jennifer B.

Administrator: What is automated task assignment?

Automated task assignment is a way to streamline repeated workflows by automating the assignment of tasks at a specified milestone in the project, when certain team members join a project, or when a…

Updated 1 year ago by Jennifer B.

Administrator: How do I enable task assignment automation for a task?

Click Custom Tasks in your Tasks menu. Select the task you want to enable for automation. Click Delivery. If the task requires additional information, select that information from the drop-down menus…

Updated 1 year ago by Jennifer B.

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