Reassign a Policy Checking Comparison

Use this procedure to reassign a policy checking comparison to an employee other than the one who submitted it or began reviewing it. Policy Checking comparisons remain available for review and reassignment for 60 days after the automated check is complete.

1. To access Policy Checking Comparisons from the Home screen, do one of the following:
• Click Procedures > Policy Checking on the navigation panel.
• Click Areas > Procedures > Policy Checking on the menubar.
• Click the down arrow next to Home on the options bar and select Procedures > Policy Checking.
• Click Policy Checking Comparisons on the navigation panel.
2. The Policy Checking Comparisons list initially loads blank. To locate policy checking comparisons that meet specific criteria, use the search bar.

   Make a selection in each dropdown menu and enter a criterion in the field, if necessary, to populate the list.

   

   These are the choices in the first dropdown menu:

   • Account Code
   • Account Name
   • Date Submitted
   • Description
   • Last Accessed
   • Last Accessed By
   • Owner
   • Status
   • Submitted By
   • Unassigned

   The choices available in the second dropdown menu vary, depending on the selection you made in the first dropdown.

   • Begins With: Enter at least one letter or number of the search criterion (e.g., part of the description or claim number) in the field to the right. Click Find.
   • Equals: Enter the search criterion (e.g., the full description or folder name) in the field to the right, or select the correct date from the dropdown calendar (if applicable). Click Find.
   • Within Range: Search between two calendar dates. Click the down arrow to the right of each field to choose dates from the dropdown calendars. Click Find.

   To see the filter that is currently applied to the list, hover over the Search where text. To clear the currently applied filter for the current session only, click the Clear Filter link label.

   Note: Your filters will save automatically and will default the next time you access this list.

   You can apply multiple filters if necessary.

   1. To apply multiple filters to the list, do one of the following:
      • Click the Edit Filter button . 
      • Press [Ctrl] + E.
   2. The Edit Filter pop-up window displays. 
      
      Note: You can also use the Edit Filter button, rather than the search bar, to apply a single filter to the list if you prefer.

   

   3. Select and/or enter your desired search criteria using the dropdown menus and fields, and then click the Add button. The Name, Compare Type, and Criteria for your filter display in the list. Click one of these column headings to sort the list by that column. To reverse the sort order, click the column heading again.
   4. To apply additional filters, enter additional search criteria and continue clicking Add. To remove a filter from the list, select it and click the Delete button.
   5. Click Finish when you have applied all of your desired filters.
      
      To exit the dialog without applying any filters, click Cancel.
3. Select the comparison to be reassigned.
4. Click Actions > Reassign Policy Checking or right click the selected comparison and select Reassign Policy Checking. To select multiple comparisons for reassignment, hold the [Ctrl] or [Shift] key while clicking.
5. On the Reassign Policy Checking screen, the description and current policy checking assignment display.
6. Select the user to whom you are reassigning the comparison from the Reassign To dropdown menu.
7. Click Finish to complete the reassignment, or click Cancel to exit the workflow without reassigning the comparison.