An ICBC estimator completes a site visit at a repair facility once an activity has been assigned to them.
Prerequisites
An EST - Repair Facility Site Visit
activity has been assigned to request site visit.
When this applies
Express Desk and Mobile Estimators have different procedures to complete a site visit at a repair facility.
Process
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Express Desk.
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Review the activity to determine if the claim requires a site visit.
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Speak to the repair program participant about their concerns, such as
- insufficient information
- disagreement with the estimate cost, or
- additional input required.
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Make a Journal Note in WorkCenter.
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Create an EST - Repair Facility Site Visit activity in .
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Assign the activity to the servicing claim office.
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Make a detailed note in .
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Reject the estimate in WorkCenter.
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Mobile Estimator.
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Navigate to the Mobile Estimating queue in .
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Filter out non-relevant queues.
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Locate the applicable claim.
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Click: Assign to me.
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Open the claim to review it.
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Open WorkCenter from the claim.
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Click: Supplement to Self.
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Open the claim to be supplemented in Mitchell Connect.
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Click: Write estimate.
Note: The claim will display in the Jobs List in Mitchell Connect.
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Open the claim for review at the repair facility.
If changes are ... |
Then ... |
required |
- make changes in Mitchell Cloud Estimating (MCE)
- commit estimate, and
- send the claim.
|
not required |
use the SITE VISIT COMPLETED My Templates Line to reflect the site visit is complete. |