Assessor work management

> Can I review and manage an Assessor's work?

> How do I reassign the work of an Assessor who goes on leave?

The Assessor work management module comprises of the following key features: 

• Google map and routing
• User role management 
• Delegated authority limits
• Cognito / Federated SSO (Azure)
• MFA (Amazon)
• Zone management and automated job allocation
• Leave and capacity management
• Job weighting management

Can I review and manage an Assessor's work?

From the Manage Assessor Workload screen, you can search based on selected criteria to return a table of Assessors and a table of their related jobs.

The assessor's table shows the number of Jobs broken down by status:

• Primary Quotes
• Supplement quotes
• Follow-up
• Other

The Jobs table shows the number of each job of the Assessor in more detail enabling you to click into a specific job or reassign.

1. Click Manage Assessor Workload from the side menu

2. Enter the search criteria from the options available or select Show All

3. Click Submit

To refine the Job search result down by Assessor:

1. Select the checkbox next to the name of the assessor you want to include
   
2. Click Load List

The jobs list will filter to only show the selected assessors. To reassign a job:

1. Find the job you want to reassign 
2. Click on Select One dropdown under the Reassign to column on the far left
3. Select the Assessor name to reassign to
4. Click Submit

How do I reassign the work of an Assessor that goes on leave?

As well as being able to reassign Jobs individually this action can be completed in bulk.

1. Click Leave Assignment from the side menu
2. From the dropdown select Assessor Leave
3. Complete the following details:
   • Start date (of leave)
   • End date (of leave)
   • Name of Assessor
   • Reassign to Assessor Name
   • Zone
4. Click Submit

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