Unscheduled Assignments Screen
Use this screen to manage assignment workfiles with no appointment date.
Description of fields on the My Work panel screen
| Field Label | Description |
|---|---|
| (calendar) | The current month is displayed. The current date displays in red. Use the month and year arrows to display the corresponding calendar. |
| Today | Selecting this option displays the current month and year calendar. The current day displays in red. |
| Day + Map | Selecting this option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. This view includes a map showing each appointment location. The assignment workfile and Task preview pane is not available for this option. |
| Day | This option displays the Assignments and Tasks for the selected date. These items are arranged according to their due date and time on the calendar timeline grid. The assignment workfile and Task preview pane appears using this option. |
| Week | Select this option to view appointments and Tasks for the selected week. The assignment workfile and Task preview pane appears using this option. |
| Unscheduled Assignments | Select this option to view assignment workfiles with no appointment date. The number of unscheduled assignments is also displayed. |
| Tasks | This option opens the Tasks screen which displays the list of Tasks assigned to you. An overdue Task is displayed in red text. |
| Configure calendar | Click on this link to set up work days and hours per day you are working. |
| Workfiles | Select this option too view the Workfiles screen. |
| Calendar | This option displays the Calendar screen. |
| Messages | Selecting this option displays the Messages screen. |
Description of fields on the Calendar screen
| Field Label | Description |
|---|---|
| New | Select this option to create a Task or workfile. New Task is the default selection. |
| Refresh | This option refreshes the data in the current screen. |
| Select this option to print the Tasks list. | |
| Print Preview | Selecting this option allows you to view the Tasks list on your screen. |
| Export to CSV | This option exports the Tasks list data in Comma Separated Value (CSV) format. |
| Owner Primary Phone Vehicle Claim Number Site Inspection Address City Zip |
These fields are the information for the selected workfile. |
| View | This workfile mini-toolbar option allows you to view the selected workfile tab. Selecting a tab from this droplist opens the workfile and displays the selected tab. |
| Action | Use this mini-toolbar option allows you to export a workfile copy or to delete the selected workfile. |
| Edit Appointment | Selecting this option opens the Edit Appointment screen. This mini-toolbar option allows you to view and edit the selected workfile appointment information. |
| Selecting this mini-toolbar option opens the selected workfile and displays the Print Workfile Documents screen. Select a report to print from the list. | |
| (workfile preview pane) | The assignment workfile details include inspection, vehicle owner, vehicle, claim and attachment information for the selected workfile. |
