Workflow Action Box

The workflow action box shows: 

1. The trade assigned and the corresponding workflow.  Detailed explanation for the different workflows. 
2. Several buttons that will update the claim
3. A grid that shows: 

• The claim status
• The days allowed for each status (according to the workflow)
• Completed/Due-When the status was updated
• A quick narrative explaining each of the status update. 

View Buttons

View Claim Activity Log:  Gives a detailed activity log that is time stamped.  It will show the activity and the person responsible for the activity. 

View All Related Docs: Shows a list (in grid form) of all the attachments, captions, file name and the person that uploaded the documents

View All Photos: Will show all photos in thumbnails by catagories:  Loss photos, Estimate, Work Authorization, Certificate of Satisfaction, etc. 

Suspend History

Will detail the person that placed the claim in suspend status, along with the supporting comments. 

Estimate

This will show any/all estimates in pdf format in a new window.  From here they can be saved and/or printed. 

Return to Active Claim Main Page