Overview
Once you have created a new job in DASH or Mitigate you will be able to push that job to the other system to link them.
TABLE OF CONTENTS
Sending a job from DASH > Mitigate
If you have a job that exists in DASH but has not been created in Mitigate yet, you can send it from DASH > Mitigate by following the steps below:
- Navigate to the job in DASH
- Expand the Linked Assignment Information dropdown found under the Job Information section.
- Once expanded, you will click Export Assignment. A popup window will appear and you will select Mitigate (fka MICA) from the dropdown.
- Once complete, you will be able to locate the loss in your Mitigate Environment.
- Pushing this information over to Mitigate is a one-time push. Keep in mind that if any customer/job information is updated in DASH or in Mitigate, it will need to be manually updated in the other system (ex: customer name, loss address, claim number, loss description, customer phone number, customer email address).
- The information that is sent over from DASH to Mitigate includes:
- Customer name
- Loss Address- City, State, Zip Code
- Customer Main Phone number
- Customer Email address
- Claim Number
- Policy Number
- Loss Description
- Date of Loss
Linking jobs from Mitigate > DASH
All jobs that are created in Mitigate will automatically be sent over to DASH and be able to be accepted one of two ways:
- New job: any Mitigate job can create a new job in DASH from Administration > Accept Job (if the job does not already exist this will create a shell of a new job in DASH with the MICA job linked)
- Existing job in DASH: if the job already exists in DASH you can link it from the Linked Assignment section of the job slideboard
Accepting a new Mitigate job via Accept Job
If the job does not already exist in DASH, you can create a new shell of a job with the Mitigate job already linked:
- Within your DASH environment, hover over Administration and select Accept Job
- All Mitigate jobs automatically sync over - you will need to filter the results on this page by using the Claim Number, Customer name, or Job Address filters
- Once you locate the Mitigate job, click Create Linked Job
- This will bring up a new create job screen - basic job details will be filled out / brought over from Mitigate. Click Save & Go to Slideboard to create the new job.
Linking a Mitigate job to an existing DASH job
You can link an existing Mitigate (fka MICA) job to an existing DASH job by following the steps below:
- Log into your Mitigate website
- Navigate to the existing Mitigate job and open the loss
- Click on "Send to DASH" to send the job over
- Log into your DASH environment
- Navigate to the existing job in DASH that you would like to link the existing Mitigate job to
- Expand the Linked Assignment Information dropdown found under the Job Information section.
- Click Link Job to Assignment
- Select Not Linked to Any Claims and choose Mitigate (fka MICA) from the dropdown
- Check the box next to the Mitigate job you want to link to the existing DASH job
- Keep in mind that if any customer/job information is updated in DASH or in Mitigate, it will need to be manually updated in the other system (ex: customer name, loss address, claim number, loss description, customer phone number, customer email address).
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