About the Inspectors

For details on the factors that resulted in allocated amounts, invoice amounts, and asset change amounts, use the Inspectors within Quadra. 

These records illustrate how amounts are calculated and the various client-specified rules that impact the final results.

Read more about:

The Asset Change Inspector, a record of the actions that triggered asset changes.

The Charge Inspector, a record of the process that results in the allocated amounts at the account and coverage level.

The Invoice Inspector, a record of the factors that produce final invoice charges.

Access the Inspectors from the Allocation Schedule

On the Allocation Schedule, the binocular icon next to allocated amounts, asset changes, or invoices indicate that there is an Inspector available. Clicking on the Schedule Type will open the list of dates.

From the scheduled dates page, select a date and then click the option under the action menu.

Alternatively, click on the amount. 

Note that for the Allocated Amounts, you must select By Account & Coverage as the view to access the Inspector.