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Values Data Collection Groups
This video highlights setting up values collection groups. These groups allow you to customize the data each user enters in a values collection program.
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Managing Values Collection
This video highlights the process of managing communications during the values collection process.
Setting up Values Tracking
This video shows how to set up exposure value tracking for locations and location folders.
Overview of Values Collection
This video gives an overview of how Origami can simplify the exposure values collection process.
Values Collection Data Entry
This video highlights setting up emails and data entry screens for your users during a values collection process.
Values Trending
This video shows how to use values trending to set next year's estimated exposure values based on this year's actual amounts.
Using the Values Worksheet
This video shows how to use the Values Worksheet to enter exposure values across locations.
Round Robin Assignments
This video shows how to create round robin assignments to automatically assign items to users based on caseload. For example you could assign claims to adjusters or inspections to inspectors based on existing caseload.