Configure Field-Level Settings

For many fields in this section, you can select Hidden to hide the field from users or Locked to prevent users from changing the value.

To configure field-level settings:

  1. On the Valuation dashboard, click Tools and then click Administration.
  2. On the Administration page, click the Settings tab and then click Field Level Settings.
  3. Do the following:
To configure... Do this...
Valuation Fields
  1. Select a default value basis from the list.
  • Reconstruction
  • New Construction
  1. Enter the default estimate expiration date. Enter the number of days from the creation of the valuation that you want the estimate to expire.
  • The estimate expiration date is the date the estimate will expire and be removed from the system if a valuation number has not been assigned. Typically, this date is 90 days from the creation of the valuation, but you can use a different duration. If you change the effective date of a valuation, this date automatically updates.
  • If desired, select Hidden to hide the field from users or select Locked to prevent users from changing the value.
  1. Enter the default expiration date.

The expiration date is the date when the policy is up for renewal. The expiration date is the current date plus one year plus one day. If you change the effective date of a valuation, this date automatically updates.

  1. Select a feedback counter setting from the list. The feedback counter displays a running valuation total in the header.
  • RCV (Non-depreciated). RCV is reconstruction cost value.
  • ACV (Depreciated totals). ACV is actual cash value.
  1. Enter the default account number label.
  • If you select the Hidden check box, the Account Number field does not appear on the Create New Valuation page.
  • The Account Number field always appears on the Valuation Summary page even if you select the Hidden check box.
  1. If you want to make the Business Name field a required field, select the Required check box.
  1. If you want the Use Insured Address as Property Address check box on the Create New Valuation page to be selected by default, select the Default check box for Insured & Property Address.
Location Fields,
  1. Select a default country from the Country Default list.
  2. If desired for Climate, Seismic Zone, and High Wind Zone, select Hidden to hide the field from users or Locked to prevent users from selecting it.
  3. Select the default industry code you want to use for the business.
  • NAICS
  • SIC
  1. Select the default contents quality.
  • Average
  • Very Good
  • Superior
  • Premium
Building Fields
  1. Enter the default coinsurance requirement.
  2. Enter the default current coverage amount.
  3. If you want the Separate Insurance Exclusion Costs check box on the Building Insight Summary page to be selected by default, select the Default check box.
Section Fields
  1. Enter the default commercial and agricultural architect fee percentages.
  2. Enter the default commercial and agricultural overhead and profit percentages.
  3. If you want to hide the Demolition/Debris Removal field on the Building Insight Summary page, select Hidden.
  4. If desired for Custom Adjustments, select Hidden to hide the User Adjustments section on the Building Insight Summary page or Locked to prevent users from selecting it.
  5. Select default values for the following fields:
  • Hillside calculation type
  • Hillside degree of slope
  • Site position
  • Hillside site accessibility
  • Soil condition
  • Construction quality

You can edit construction quality levels. For more information, see Configure List Settings.

  1. Enter the default depreciation percentage.
  2. Select the default depreciation entry mode.
Default Building Assumptions

Apply System Defaults

  1. In the Enable Fire And Elevator Assumptions field, do one of the following:
  • If you want to use fire protection and elevator assumptions, select Yes.
  • If you do not want to use fire protection and elevator assumptions, select No.

Default Mechanical / Materials User Overrides

  1. In the Passenger Elevator and Freight Elevator fields, do one of the following:
  • To use the system assumptions, select System Assigned.
  • To turn off system assumptions, select None.
  1. In the Sprinkler System, Manual Fire Alarm System, and Automatic Fire Alarm System fields, select one of the following:
  • System Assigned
  • None
  • Custom
  1. If you selected Custom in any field, then enter the percentage.
  1. Click Save.