Mark a Folder as Final Reviewed

Overview

The final step of the repair process is marking a folder as reviewed. This is the closest thing to "closing an RO".

You can mark a folder as reviewed two different ways:

From the Folder:

Open the Summary tab of the Folder and check the "Folder has been Reviewed" checkbox. Select the Save button to apply changes.

From the Vehicle Center:

Open Vehicle Center and navigate to the Final Review tab. Select the Folder's row, and select the Mark as Reviewed button in the bottom-right corner of the screen.

Managing the Final Review Worklist in the Vehicle Center

The Final Review tab of the Vehicle Center displays any folder that is currently not marked as reviewed. A folder will automatically move to this tab once it has been delivered and invoiced in Nexsyis. There are also certain actions performed in Nexsyis that will automatically remove the Final Review check within a folder after it has been set by a user. These actions include updates or changes to the folder regarding the estimate, work order, AP invoice, and/or labor allocation. When the Final Review check is removed, the folder is routed to display once again in the Final Review tab for further assessment.

Column Definitions

The columns pictured below are specific to the Final Review tab within the Vehicle Center:

• Unreviewed: Date when the folder's review date was removed due to an action performed in Nexsyis.
• Last Reviewed: Date when the folder was last marked as reviewed.
• By: Nexsyis ID of user who last marked the folder as reviewed.
• AP: A 'Y' in the column indicates accounts Payable (AP) changes were made that affect the folder's cost since the folder was previously reviewed.
• Labor: A 'Y' in the column indicates labor allocation was updated since the folder was previously reviewed.
• WO: A 'Y' in the column indicates that action was taken regarding an estimate or supplement since the folder was previously reviewed
• Est: A 'Y' in the column indicates that action was performed on the work order intentionally or automatically (due to estimate updates) since the folder was previously reviewed.

Re-Reviewing a Folder in Vehicle Center

A folder can have a Final Review date assigned by a Nexsyis user, but any of the actions listed below will automatically remove the date and trigger the folder to the Final Review tab in Vehicle Center. These changes are denoted with a 'Y' in the column to signify what type of change was made (pictured below):

Please see below for a breakdown of what changes are performed by Nexsyis users that would trigger a folder to the worklist for re-review:

Accounts Payable ('AP') Changes

There are selective AP changes that affect the folder's cost which will remove a folder's reviewed date.

Actions that will require the folder to be reviewed again include:

• Adding a new invoice to the folder
• Updating an existing invoice to include the folder
• Updating the invoice amount

Labor Allocation ('Labor') Changes

Updating a folder's labor allocation after it has been reviewed will move it to the Final Review Worklist.

Actions that trigger a folder to the worklist include:

• The addition of a labor allocation resource
• The removal of a labor allocation resource
• Adding a new labor allocation resource with the 'O' (override) type

Estimate ('EST') Changes

Any updates to an estimate will automatically trigger the folder for final review, even if it was marked as reviewed previously.

Estimate-related updates that require review include:

• Creating a new manual estimate
• Marking an estimate inactive
• Re-importing an estimate into a folder
• Importing a supplement
• Removing an estimate

Work Order ('WO') Changes

Changes to a folder's work order will trigger it to be placed in the worklist for final review again.

WO-related actions that send a folder for Final Review include:

• Adding a manual line to a work order
• Converting a work order 
• Changes to an estimate that updates the WO as well

Final Review Audit Trail

Within the Final Review worklist, users can select a folder's row to view an audit trail in the bottom pane of the screen. The audit trail specifically pulls a list of actions performed on the selected folder that have triggered it for final review again.