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Once you have the Claims record we recommend running the Job Type Creator and choosing a Claims Job Type. This will add a set of claims-specific Diary tasks, that can automatically be associated to a role (Coordinator) or a person (Claims manager). Additionally, costs associated with the claim can be added to a new cost option or by combining it with an existing cost option.
Note: A Claims Job Type may have been configured during the implementation of Moveware and should be edited if necessary only by an experienced Administrator.
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Follow the instructions on Add a Misc Jobtype.