Your assignments

An assignment is a single loss or claim. It's your home base for everything you capture.

The assignments list

When you open the app you land on your assignments. Each card shows:

• Name & reference — e.g. "Smith Fire Loss · Claim #44821".
• Status — Active, In review, Submitted, Completed, or Archived.
• Sync indicator — at a glance, whether your captures are fully uploaded ( synced) or still pending ( count).

Use the filter chips above the list to narrow by status (Active, In review, Submitted…) or by when the assignment was created (Today, 7 days, 30 days) — handy once the list grows.

Tap an assignment to open it.

9:41

Assignments

Sync

Sync now

Smith Fire Loss

active

3

Garage Theft · 4421

active

Public Storage · Unit 88

in review

1

Your assignments — name, status, and a pending-upload count.

9:41

Smith Fire Loss

2

active

Rooms

Master Bedroom›

Garage›

Kitchen›

Add a room

e.g. Master Bedroom

Add room

People

Sync status

Inside an assignment — rooms, status, and quick actions.

Inside an assignment

You'll see:

• Rooms — the areas you're documenting (add as many as you need). See Rooms.
• "N media ready for submission" — one tap hands everything you've captured to the downstream team as a sealed batch. See Submitting to your team.
• Submissions — the history of what you've already handed off (appears after your first submission).

Create an assignment from the app (admins)

If you are an org, business unit, or team admin, you can start a new assignment right from the field:

1. Tap the button at the top of your assignments list.
2. Pick the team (if you manage more than one) and the capture profile.
3. Give it a name and, optionally, the claim reference.
4. Tap Create assignment. It appears immediately, ready for rooms and captures, and reaches your teammates on their next sync.

You need a connection to create an assignment, and the team must have a published capture profile (built in the admin console). If you don't see the button, either your role doesn't allow it or your organization has turned off admin actions from the mobile app.

Delete an assignment you created

Started one by mistake, or with the wrong name? If you created it in the app with the button, you can remove it yourself:

1. Open the assignment.
2. Scroll to the bottom and tap Delete this assignment.
3. Confirm.

It disappears for you and for your team, along with its rooms and everything captured in it. There is no undo in the app, so read the confirmation.

Two limits are deliberate:

• Only the person who created it can delete it from the field. A team admin cannot delete a teammate's assignment from the phone; that belongs in the admin console, where the action is audited.
• Completed and Archived assignments cannot be deleted from the app. At that point it is a finished record of work, not a mistake to tidy up.

You need a connection: the assignment belongs to the whole team, so the deletion has to reach the server. If the app tells you the assignment is not on the server, it removes the leftover copy from your phone instead. See the FAQ if that is happening to a whole list of assignments.

NOTE

Deleting is reversible on the back end: the assignment is marked deleted rather than erased, so an admin can recover it if someone deletes the wrong one. Ask your admin.

Status, explained

Status	What it means for you
Active	The job is open — capture away.
In review	The downstream team is building the inventory. Usually read-mostly.
Submitted	Everything captured so far has been submitted. New captures flip it back to Active.
Completed	Documentation is done.
Archived	Closed out and tucked away.

TIP

Don't see an assignment you expect? Pull down to refresh, confirm you're signed in with the invited email/phone, and check you're in the right organization.

Next: Rooms.