Often, similar losses will have the same list of scopes in every area. To make the adjuster’s job easier, Simsol allows the adjuster to create Macros for those scopes. A Macro is a list of scopes that are stored in Simsol and recalled in each area that has the same damages. Macros can be made for water, fire, smoke, mold and hail losses for example.  Macros are easy to create and even easier use:

Record a Macro

  1. To record a Macro, go to the Virtual Scope Sheet (VSS).

  2. The Macro can be recorded in the VSS View or the List View of the VSS.  In the VSS View or mode, all scopes selected will be recorded.

  3. Select “Macros” from the VSS Menu located on the title bar.

    1. A Pull-Down Menu will appear and select 'Record Macro'. Simsol will ask for a name for the Line Item Macro. Title it with a descriptive name for that type of repair and select 'Done'.

  4. The Macro is now saved in Simsol and can be used in this claim or any other.

 

 

Selecting Specific Items for a Macro

In the List View, only those scopes that are manually selected by the adjuster will be recorded. 

  1. To manually select scopes in the List View, use the Shift key and select the first and last scopes in a series.


  1. This will select all of those scopes between the first and last picked. The Control key can be used to select individual scopes instead. The scopes selected will be highlighted.

  2. Since the Macro function addresses the database, Custom Items cannot be saved in a Macro.

  3. Select ‘Macros’ from the Menu and select ‘Record Macro’. Simsol will ask for a name for the Line Item Macro. Title it with a descriptive name for that type of repair and select ‘Done’


The Macro is now saved in Simsol and can be used in this claim or any other.


Learn how to Apply Macros to an Estimate >