This content applies solely to Connected Claims, which must be purchased separately from the Appian base platform. This content was written for Appian 21.4 and may not reflect the interfaces or functionality of other Appian versions. |
The Connected Claims Field Inspection module allows you to schedule on-site inspections and provide full visibility to your settlement team on inspection progress. You can quickly schedule and edit field inspection work orders, allowing your settlement team to manage their work.
This guide demonstrates the basic pages and actions required to complete work within the Field Inspection module. Note that your specific implementation of the Connected Claims application may have more or less functionality.
Peter is a manager for the field inspection team of a large insurance company. He oversees the scheduling of his inspectors and verifies the findings from their work orders are logged accurately.
Peter's daily tasks require him to be capable of the following actions:
At the beginning of the week, Peter needs to check his team's schedule and make any modifications. From the Connected Claims home page, Peter clicks the Field Inspection card.
Once within the Field Inspection module, the Inspection Team dashboard displays by default. This screen provides Peter a view of inspections in progress, notes, and his team's plan for the week.
Peter can display his team's weekly plan in the form of a heat map by clicking Show heat map next to TEAM WEEKLY PLAN.
The inspection team can enter notes on the Inspection Team dashboard using the text field in the INSPECTION TEAM COLLABORATION section.
To enter a note:
Once a note has been saved, it can be managed with the Reply, Edit, and Delete buttons.
Every field inspection Peter creates is tracked via a Work Order. To view the current Work Orders, Peter clicks on FIELD VISIT in the navigation bar. This displays the Field Visit dashboard, which features a record table of Work Orders.
To filter the record table:
To filter the record table by site location:
Clicking the X removes the filter.
Peter clicks on the hyperlink in the ORDER# column, bringing him to the Work Order Summary page.
Two of the more frequent tasks Peter must complete are creating new work orders and inspection sites. Both tasks are completed from the Field Visit dashboard.
To create a new work order:
The correct inspection line items populate based on the value entered in the Work Type field.
To create a new inspection site:
Appointments may be edited or canceled from a work order via the SERVICE APPOINTMENTS section on the Work Order Summary page.
To edit an appointment:
To cancel an appointment:
When new information becomes available, Peter records it as a note on a work order.
To add notes to a customer service case:
One of Peter's most important tasks is ensuring his inspectors' schedules are accurate, and that work orders are assigned to the appropriate inspector based upon their skill set.
From the navigation bar, Peter clicks on INSPECTOR, presenting the Field Agent dashboard, which features a record table of field agent information. Clicking on the hyperlink in the AGENT column opens the Inspector Summary page.
The Inspector Summary page provides a view of an inspector's upcoming appointments, recently closed appointments, contact information, and more.
The following actions are available through the tabs located along the top of the Inspector Summary page:
Peter can view a summarized version of an inspector's schedule by clicking the Schedule tab. The view can toggle between monthly and weekly views via a toggle.
Peter can view a summarized version of an inspector's work orders by clicking the Work Order tab. Work orders can be filtered using the Work Type and Work Order Status fields.
Peter assigns his inspectors to different work orders in a way that plays to the inspector's strengths.
To update an inspector's skills:
Now that you have walked through the various steps demonstrating the ways in which you can create work orders and schedule inspections, you can start using the Field Inspection module to effectively manage your inspection team.
How to Conduct a Field Investigation