Once your org has set up external assignments to pull from XactAnalysis, you can start creating claims from your incoming assignments.
*Note that users need Standard permissions or higher to do this.
Watch the video or refer to the instructions below.
Creating a New Claim
1. From the claim inbox, swipe right or tap the 3 bars at the top left.
2. Select External Assignments.
3. Select the incoming assignment from the list.
4. Select Create New Claim.
5. Enter any additional claim details as desired and click Save.
Merging with an Existing Claim
If you've already set up an Encircle file for this job, you can merge the incoming assignment with an existing Encircle claim.
1. Select the incoming assignment.
2. Select Merge Claim.
3. Use the search bar to find a claim with the same name, address, claim number, etc.
4. Select the claim with matching job details.
5. Click Merge.
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