CCC ONE Repair Facilities release 31.0.0.9290

Here's what's new in CCC ONE® Estimating for Repair Facilities for release 2022.09.30.

Note: The availability of the features listed below may vary based on the products licensed by your company.

Purchase Order Print Preference

The purchase order confirmation pop-up now remembers the print setting selected from the last time a purchase order was created.  This applies to both electronic and non-electronic purchase orders.

To access this feature:

1. Create a new purchase order and click Save
2. In the order confirmation screen, check or uncheck the Print purchase order option

Notes:

• Only users with Create, search, view and void purchase orders permission may create purchase orders. 
• Only the Print purchase order setting is remembered in the confirmation pop-up.

Figure 1

Insurance Change Request Summary Report

Insurance Change Request Summary reports are now saved to the workfile. Previously the Change Request Summary report was only accessible from the Change Request screen.  Now, when a change request is viewed, the report is added to the workfile Attachments tab.  The report is also available to print from the Workfile Print screen.

To access this feature:

1. Open a workfile with changes requested from insurance
2. Open the Change Request form by clicking the link in the orange warning bar in the bottom right corner of the workfile screen
3. Accept or reject the change request
4. Go to the Attachments tab in the workfile to view the attachment
5. Select Print in the workfile ribbon bar to access the report in the Workfile Print screen

Notes:

• While the Change Request Summary report is added to workfile Attachments, it does impact attachment limits and it cannot be shared with insurance or customers.
• An insurance change request may only be received on an assignment from the insurance company

Figure 2

Central Review Change Request Summary Report

Central Review Change Request Summary reports are now saved to the workfile. Just like change requests from insurance, when a Central Review change request is viewed, the Change Request Summary report is added to the workfile Attachments tab.  The report is also available to print from the Workfile Print screen.

To access this feature:

1. Open a workfile with changes requested from Central Review
2. Open the Change Request form by ...
3. Accept or reject the change request
4. Go to the Attachments tab in the workfile to view the attachment
5. Select Print in the workfile ribbon bar to access the report in the Workfile Print screen

Notes:

• Only shops enabled with Central Review Redline functionality have access to the Change Request Summary report
• The Change Request Summary report does impact workfile attachment limits and cannot be shared with insurance or customers.

Figure 3

Insurance Review Report

Shops that receive insurance change requests now have access to the Insurance Review Report under System Reports. The Insurance Review Report provides insurance change request activity and details on workfiles created within the specified date range.

To access the Insurance Review Report:

1. Select Reports > Find Report in the application menu bar
2. In the Reports menu, select Estimating
3. Under System Reports, click on Insurance Review Report

Note: Only users with View estimating reports permission will have access to the Insurance Review Report.

Figure 4

Bulk Copy Profile (IA only)

Independent Appraiser users now have the ability to overwrite existing claim office profiles when using the Bulk Copy action.  Previously this action only created new profiles at the selected "copy to" locations.

To access this feature:

1. Select Configure in the application menu bar
2. Select Profiles
3. In the profiles screen, click the Bulk Copy button in the toolbar
4. Check the box next to Overwrite profile when one already exists
5. Select one or more Copy to Locations, then click OK

Note: Only users with permission to Edit claim office profiles may update claim office profiles for the IA Company.

Figure 5