Getting started in Xactimate One

What is Xactimate One?

Xactimate One is a united claims management platform with several features that allow you to manage the entire life cycle of insurance claims.

To give you a general overview of what it can do for you or your company, we compiled some of the most basic features into this getting started guide.

Manage an account

An account is a virtual network that allows you to share and communicate securely with other members of your organisation. Accounts are customised with specific configurations and settings that fit your workflow.

To access your company's account settings, click Admin in the left-hand navigation and select Account Settings. From Account Settings, you can view key account information on the Info tab, specify which locations you work in on the Service Area tab, and select which services you provide on the Services tab.

Manage project settings

In the Project Settings page you can manage things like claim settings, document headers, roles, perils, depreciation, inspection rules, and forms. It also allows you to create different project templates for each of your different workflows. To access Project Settings, click Admin in the left-hand navigation and select Project Settings.

Add service level agreements

You can set Service Level Agreements (SLAs) on specific tasks to ensure your employees and vendors are complying with their business objectives and delivering quality customer service. Participants can see which tasks have SLAs associated with them, when they are due, and whether or not they have met the time requirements of the SLAs.

Connect with vendors

In the Vendor Management page you can keep track of the companies and accounts that you work with. You can also add new vendors and manage your settings. To access Vendor Management, click Admin in the left-hand navigation and select Vendor Management.

Manage users

As an admin user, you can add, edit, or delete users in your account. You can also grant rights to these users via user groups, and assign licence types with expiration dates.

To add a user:

1. Click Admin in the left-hand navigation.
2. Select Users.
3. Click . The Add User(s) drawer opens.
4. Type one or more email addresses in the Email address field.

1. Select a user group from the User Group menu. This gives the user the rights associated with that group.
2. Select a licence type from the Licence menu.

1. If you want the user's licence to expire, select an expiration date from the Remove licence on field.

1. Click ADD USER. An email invitation is sent to each user. The email includes a link to create an Xactimate One account for users that don't already have one.

Manage user rights

In order to grant rights to users, you must first create a user group that has the desired rights. You can then add user groups to your users. You can create user groups with rights for each type of user (structural, contents, supervisors, field workers, etc). Each user can only be assigned to one user group at a time.

To create user groups, click Admin in the left-hand navigation and select User Groups.

Receive Notifications

You can receive multiple types of notifications in Xactimate One. When you receive one, a message box appears in the top-right corner of the page with the notification type and received time. The notification icon also updates with the number of unread notifications. To view the full notification, click the message box or the notification icon. This opens the Notifications panel.

Notification panel

The Notification panel displays the 25 most recent notifications.

• You can click Show More to open the next 25 notifications.
• You can click the x in the top-right corner of a notification to remove it, or you can click the Dismiss All icon to remove all notifications.
• You can click the History icon to view all notifications.

Notification types

Notifications are divided into five types:

• Xactware: Official announcements from Xactware. Click the notification to view more information in a new browser tab.
• Project: Notifications related to specific projects. Click the notification to go to the project.
• Xactware ID: Notifications related to your Xactware ID. Click the notification to go to the Account Settings page.
• Message: Notifications from administrators. Click the notification to mark it as read. If an attachment is included, it opens in a new browser tab.

Messages from administrators

Admins can send notifications to the users in their account.

1. Click Admin in the left-hand navigation.
2. Select Admin Notifications.
3. Click  at the top of the page. The Add Notification panel appears.
4. Select a recipient group from the Recipients menu: All Users, User Groups, or Users with a Licence.

1. Enter the notification text in the Notification field. 
2. If you need to include additional information, enter a URL or upload an attachment.

1. Click SEND.

Licences

The Licences page gives admins a breakdown of all available, assigned, and expiring licences. To access the Licences page, click Admin in the left-hand navigation and select Licences.

Create a claim

Xactimate One helps you manage all aspects of a claim, including its creation, settings, participants, and jobs.

My dashboard

Click My Dashboard in the left-hand navigation to view your personal dashboard. This page lists all of all the projects and jobs that you are currently responsible for. You can click the tabs across the top of the dashboard to sort the projects by the following statuses: Invites, In Progress, Reviews, and Closed.

Audit log

If you have the appropriate rights, you can view an Audit Log of all changes that are made within your account. This includes changes to Users, User Groups, Vendor Management, Licences, Transactions, Account Settings, Service Areas, and Project Settings.

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