For all intents and purposes, a moving company can close its responsibility of managing a claim, and this closure can be reflected within Claims by, simply, changing the Status of the claim record to “Closed” (or other indicative type).

 

Although there are no hard and fast rules for claims managements, we do suggest that each Claim Item have its own status set appropriately, and that all transactions related to the claim are in balance by viewing the information within the Summary tab and the Claims Out of Balance report.

 

Closing a Claim

1.   Access the Claims interface within the Mover’s Suite application,

2.   Open the Claims tab,

3.   Use the Find feature to locate specified records, or click on Add to define a claim record,

4.   Select the claim record from those available within the main grid,

5.   Press Edit and the Claim Detail dialog should appear,

6.   Change the Status field to “Closed”,

7.   Press Save to keep the changes and exit the dialog.

 

An alternate method of closing a claim is to select the claim record from within the main grid and set the Status through the options available from a right-mouse click (e.g. Change Status > Closed).

 

At any time, the status of the claim record can be changed, even if the record was previously closed.