LEVEL SETTINGS

Product Level Settings 

Eligibility Settings 

Under this section we can determine the products that we want to make eligible for automatic assignment. 

• To enable automatic assignment for a product, simply turn the toggle on against the product 
• Users can also search for a specific product using the search bar

Distribution Settings 

The distribution settings define what percentage of orders for a product will be assigned to an AMC. The system checks assigns these orders in a round robin format until an AMC reaches its maximum capacity of orders. 

• Select a product from the drop-down 
• For each product, the list of AMC’s are displayed 
• Define a percentage of workload for each AMC, the total percentage needs to be 100 across all eligible AMC’s 

 

Client / Branch Level Setting 

Under this setting, you can configure client and client’s branch level automatic assignment settings. These settings can also be found on client’s/branch’s profile. 

• Enable the option to auto assign to the client. 
• Users can further configure and turn off / on the setting for specific branches on that client by click on the Show button. 

State Level Settings 

Under this setting, you can configure automatic assignment for individual states. Orders can either be assigned to appraisers, or AMCs, or both. Workloads for AMCs can be defined here as well. 

Vendor Selection Criteria 

• Assign to appraiser only 

• Assign to AMC only 
• Assign to Appraiser and AMC both (AMC will be assigned when no eligible appraiser is found) 

In cases when the “Assign to AMC only“ & “Assign to Appraiser and AMC both“ is selected, users can also define the workload for the AMCs for a state 

Once these configurations are completed, click on Save Settings  

Automatic Assignment Settings:  

Client level Setting: 

To view and configure these settings: 

Login as the Amsadmin → Go to Client Profile → Scroll down to Vendor Selection Settings 

Under the Vendor Selection settings, there are multiple settings as mentioned below: 

• Use Only Approved Appraisers: 

This setting can be enabled to ensure that only the appraisers approved by the client are being assigned the orders. 

In case no approved appraiser is found, users can also configure to auto assign to non-approved appraisers using the following setting: 

• Use non-approved appraisers when no approved appraiser is found (Applies to Automatic Assignment) 

If turned ON, the system will first try to search for an approved appraiser but in case no approved appraiser was found, it will assign to a non-approved appraiser who qualifies the other requirements for the order. 

• Use Only Approved AMC: 

Similar to the appraisers, clients can also configure order assignment to only the approved list of AMCs. 

• Use Only Certified Appraisers:

 

Branch Level Settings: 

Automatic Assignment can further be configured specific to each branch. To configure Automatic Assignment for a specific branch: 

Go to Client Profile → Branches → Open a Branch Profile → Edit Branch Details → Scroll down to Automatic Assignment Settings 

• Use Branch Level Auto Assignment Settings for order assignment. 

Under this setting, you can configure automatic assignment for individual states for the branch. Orders can either be assigned to appraisers, or AMCs, or both. Workloads for AMCs can be defined here as well. 

• Use branch level Approved Appraisers for this branch 

It can be set if only approved appraisers for the branch should be assigned for this client branch or not. 

• Use client level approved appraisers when no appraiser is found in the branch's approved panel 

If turned ON, the system will first try to search for an approved appraiser but in case no approved appraiser was found, it will assign to a non-approved appraiser who qualifies the other requirements for the order. 

• Use branch level approved AMCs for this branch 

It can be set if only approved AMCs should be assigned for this branch or not 

• Use client level approved AMC when no AMC is found in the branch's approved panel 

If turned ON, the system will first try to search for an approved AMC but in case no approved appraiser was found, it will assign to a non-approved AMC who qualifies the other requirements for the order. 

Product Level Setting: 

This setting determines whether or not a product is eligible to be queued in for automatic assignment. To turn this setting on: 

Go to Products → Select a Product → Enable the setting “Eligible for automatic vendor assignment” → Click Save