Task Name | Assigned Role | Due | Details |
Assessment Call To Schedule | Assessor | 1 hour after job creation | Call the primary contact to schedule a time for an assessor to visit the site. |
Refer Assessment Back To Insurer | Admin Coordinator | 1 day after the 4th failed 'Assessment Call To Schedule' task | Contact the insurer to let them know you can't get hold of the primary contact and can't get on-site. |
Book Assessor | Admin Coordinator | 1 day after 'Assessment Call To Schedule' task marked complete | Contact the assessor and book in a time for the assessment. |
Submit Assessment to Insurer | Assessor | 12 hours after task 'Book Assessor' marked complete | Once the builders assessment is complete, submit it to the insurer |
Quote Review Required | Assessor | 1 hour after site attended the timestamp | If the job requires an estimator, then you need to review the quote prior to submission. |
Send Specialist Report Purchase Order | Assessor | 1 hour after custom field 'Speciality report obtained?' filled out in builders report | IF the job requires a specialist report, then send a PO for a report to the relevant specialist |
Submit Specialist Report | Assessor | 1 day after task 'Book Assessor' marked complete | When you've received the specialists report, submit this to the insurer |
Invoice Assessment | Finance | 1 day after task 'Submit Assessment to Insurer' marked complete | Once all documents have been submitted, create an invoice for the assessment and send to the insurer. |