XactXpert

6 articles

How does Xactimate sync rules after they change in XactAdmin?

After a rule is enabled or disabled in XactAdmin, Xactimate needs to sync to apply the changes. A sync automatically occurs before an initial inspection runs in Xactimate, and when Xactimate first op…

Updated 4 months ago by Jill Bowers

Scoring and weighing rules

You can set custom weights for estimate, group, and process rules in the Rules tab. Setting custom weights makes configuring your inspection score easy, and the score you set in XactAdmin easily and…

Updated 2 months ago by Jill Bowers

Full list of rules

Reference ID CAT Code RuleName 2675-02 WTR TCR Including WTR sanding of exposed framing with TCR personal protective equipment (PPE) in the same scope may be incongruent. 2674-02 WTR TCR Including WT…

Updated 2 weeks ago by Jill Bowers

Editing XactXpert rules in XactAdmin

Profile owners and instance admins can customize rules in either profiles or instances, or both, as needed. Log in to XactAdmin. Select Profiles from the left menu. . Select your profile. . Select th…

Updated 1 month ago by Jill Bowers

FAQs for XactXpert in XactAdmin

What is the difference between Process rules, Profile rules, Instace rules, and Verisk rules? Process rules – Process rules are similar to profile rules in that they are made by customers or were cus…

Updated 1 month ago by Jill Bowers

Rules by category code

WTR Rules Reference ID CAT code Rule description 2675-02 WTR TCR Including WTR sanding of exposed framing with TCR personal protective equipment (PPE) in the same scope may be incongruent. 2674-02 WT…