Why Can't I Find My CCC Estimate Files?

The Claim Numbers on the estimate and the Assignment must match exactly or you will not be able to upload your estimate files.

CCC ONE

1. On the toolbar click, Configure, then click Machine Settings.

2. From Machine Settings, expand the Import/Export options, and then click EMS Extract Preferences. These options determine when or if CCC ONE will create an extract and if you will receive a confirmation message

3. Click File Export. Select EMS 2.01 Estimate as the Export Type.

4. Select the Location(s) to apply to this setting.

5. Locate the EMSOUT directory path.

6. Click OK to add this export path to your Machine Settings

   Once you have the EMS Rules set up, you can create EMS Extracts. When you create an EMS Extract, your data is saved to the path you chose in the EMS Export. Your EMS files should automatically export upon locking the estimate, but you can also extract them manually:

 

CCC Pathways

1. Log on to Pathways with Supervisor user rights. Ensure all other users are logged off.
2. In the list at the top of the left navigation pane, click Setup, click the Software icon, and then double-click Software Modules. The Software Module window appears in the right pane.
3. Double-click EMS Interface Software Module.
4. On the Extract Points tab, in the Create extract during PRELIMINARY Workfile when section, select the Lock Estimate check box.
5. On the Rules tab, select the Create EMS Extract check box, and under Extract Format, click EMS Version 2.01 or EMS Version 2.6.
6. Next to the Rules tab, click the Back One Folder icon (it looks like an open file folder with a left arrow above it). The Software Modules window again appears in the right pane.
7. Double-click Communications Software Module.
8. Click the Directory Interfaces tab. Make sure your shop name appears in the Company list. If it does not, select it now.
9. Double-click the EMS Extract action of Send. The Update Interface dialog box appears.
10. In the Directory Path field, do one of the following:
    • If there is already a path, leave it as is.
    • If the field is blank, select a path from the list (for example: C:\PATHWAYS\DATA\ EXTCOMM\EMSOUT\).
11. Click Update.

12. In the list at the top of the left navigation pane, click Workflow. Other users can now log back in.

    This completes the process to enable EMS export and set your export directory in Pathways. The system will now automatically create and export EMS files to the export directory when an estimate is committed.

After you Lock your estimate, you must export your EMS files from the Actions menu (Actions>EMS Export).