1. Evolution Global - FileTrac CMS Support
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  4. Settings Page

Adjuster Skills & Background - Created in Settings for the Admin

Overview

There are two sections on the Settings page to create information on your adjusters.  The Adjuster Skills Section and the Adjuster Background Section is where you will create your lists. The Settings page is where you will be adding your list of Certifications. Once a Certification is added in Settings an Admin User will be able to select the Certification, include the validation or re-certification dates, along with the certification number. Once this information is being used in the system you will be able to search out users who meet the criteria to fill a position. 

  1. Click on the Settings tab on the top bar.

       

Click on any of the blue sections under General Setup to jump to that section.

 

 

Adjuster Skills

This is where you will start building more information about your adjusters.  The following categories are found within Adjuster Skills:  Adjuster Certifications, Adjuster Languages, Adjuster Licenses, Adjuster Software.  Certifications and Licenses can be tracked in FileTrac and if you have upgraded to the new system, FT2020, you will have the ability to use Business Intelligence to locate adjusters with expiring Certifications. 

  1. Click the drop-down box and make your selection
  2. Check mark the box and type in the type the skill/license/certification
  3. Click Add/Save Changes

 

Adjuster Background

This is where you will continue to build more information about your adjusters to include an Adjuster Rating if you would like to rate your adjusters.  You can create your own list of Adjuster Specialties

  1. Click the drop-down box and make your selection for Adjuster Background Type and check mark the box and type in the rating or specialty
  2. Click Add/Save Changes

 

 

 

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