CSI Template Screen
Use this screen to add or edit template rules.
Description of fields on the screen
| Field Label | Description |
|---|---|
| Template Name | Enter a name that describes the template. |
| Share CSI data with external business partner |
Select this option to activate the template, and to allow the CSI company access to the rules. Select the company from the droplist. |
| Add | This option opens the Add Insurance Companies screen. |
| Delete | Selecting this option deletes the selected rule. |
| Insurance Company | This is the name of the insurance company that was selected from the Add Insurance Companies screen. |
| Minimum Estimate $ | Enter the estimate amount threshold in this field. For estimates that exceed this amount, the workfile data is not transferred to the CSI company. |
| Assignments | Use this droplist to include All repair orders or Assignments only. Data from workfiles that match this filter is transferred to the CSI company. |
| Total Loss | Use this droplist to Include or Exclude workfile marked as Total Loss. Data from workfiles that match this filter is transferred to the CSI company. |
|
When checked, indicates the type of Payer on the workfile. This option is checked by default for Insurance Company. |
| OK | Select this option to save your selections and close the screen. |
| Cancel | Selecting this option closes the screen without saving. |
