Claims Management – Details

The Details tab of Claims Management displays the same information for a Claim as the Claims tab of the Jobs module.

A Claim is normally added on the Claims tab of the Jobs module, since it automatically links the Claim to the Job and fills out some information using the Job record. However, a Claim can be added from the Details screen of Claims Management as well. To add a new Claim, click the Add button in the Smart Panel at the top of the screen. Double click the R/Plan field to choose the Job/Removal that this claim is associated with.

Any changes make to the Details tab of Claims Management will update the Claim record, and those changes will be reflected on the Job and in Claims Management. Once the Claim is resolved, toggle the Resolved field to Y.

Any items added to the Claim which are given a Type of “Missing” will display on the Missing Items screen.

For a description of all the fields on the Claims Management – Details screen, see Claims Management – Details Fields.