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How to Reset a Claim in WorkCenter Appraisal

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TitleHow to Reset a Claim in WorkCenter Appraisal
SummaryHow to reset a claim in WorkCenter Appraisal and where to find reset folders.
ObjectiveProvides instructions on resetting a claim to remove it from the Open Claims list.
EnvironmentWorkCenter Appraisal
Procedure
 
  1. Click the Settings (gear) icon on the bottom left of the page.
  2. Click General.
  3. Scroll down to Utilities, and then click Reset a Claim.
  4. Select the Claim.
  5. Click the Reset button.  A Warning box will appear.  You are given a choice to Cancel, Unlock Attachments, or Reset Claim.
  6. Click Yes, Reset Claim.
  7. The claim will be deleted from the claims list, and a message will display the location of the reset folder. Either use Copy to Clipboard for immediate copy/paste, or click Done.
  8. Click Done to exit. An information message will appear telling you the claim was successfully deleted.
  9. Click Claims to exit settings.
 
Additional NotesResetting the folder a second time will overwrite a first reset folder. To preserve its contents, rename the first folder before resetting again.

Folders are named by claim number and located under C:\Users\<user name>\Mitchell\WCAP\ResetClaims.
I.e., the folder for claim #11-11111-01 would be C:\Users\<username>\Mitchell\WCAP\ResetClaims\11-11111-01. 

Technician may need to unembed UltraMate and export the estimate, prior to resetting the folder. Refer to "WCAP: How to Unembed Mitchell Estimating (UltraMate)".
URL NameHow-to-Reset-a-Claim-in-WorkCenter-Appraisal

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