Add an Auto Appraisal

Note: You must have authority to add, edit and delete an appraisal (Claim Appraisal group).

 

Auto appraisals, which can be sent to independent adjusters, may be entered by accessing the Vehicle tab.

 

 

At the top of the Claim Appraisal Detail screen, all information relative to the selected auto is displayed.

 

The lower part of the screen contains five (5) tabs:

 

Main Information

Repair Assignment

Inspection Instructions

Special Instructions

Appraiser Assignment

 

Once all entries and selections have been completed, choose the Save button. This returns the Vehicle Information screen with a system generated number assigned to the appraisal, the appraisal's status / type and the date assigned in the Data Grid View.

 

If any changes need to be made, highlight the appraisal and choose the pencil icon. Make any changes necessary on any of the tabs, and choose Save.

Print / Email

Note: Prior to using this function, you will need to set up system settings in Diamond System Editor. In the Claims / Notify Underwriting / Email / SMPT folder:

 

 

Once an appraisal has been added and is shown in the Grid View, a Print / Email tab is shown. Options include:

 

 

To exit the Vehicle Information screen, choose Save.