Once a tangible component of the claim is assessed, a Claim Item should be created to log it. 

 

Keep in mind that a claim can be closed without having any Claim Items created for it.  The larger purpose of the Claim Item is to create a link of culpability for all, or a portion, of a claim and to allow for the management of its settlement.

 

Create a Claim Item

7.   Access the Claims interface within the MoversSuite application,

8.   Use the Find feature to locate the existing claim record,

9.   Once found, select the claim record within the main grid,

10.  Press the Add button within the Claims Items panel and the Add Claim Item dialog should appear,

Figure 34: Add Claim Item dialog

 

11.  Fill in data as needed (use the table below as a guide),

 

Claim Item Fields	Field Description
Damage Type (required)	Enter the type of damage to associate to the item from the list.
Item Status	Enter the status of the Claim Item from the list of presets available in the drop-down menu.
Denial Code	Enter the predefined code from the available list of denial reasons.
Description	Enter up to a 50-character description of the Claim Item. Note: The Description will display in all output.
Exceptions Noted	Enter any exceptions that need to be noted for this item (up to 128 characters in length).
Tag Color and Tag Number	Packaging specifics on the location of the damaged item.  This is information is typically a reference to the driver’s inventory and is important for validation.
Amount (required)	The amount claimed for damage listed under this Claim Item.   A $0.00 (zero) amount can be specified.

 

12.  Press Save to create the Claim Item.

 

If successful, there should be a Claims Item record listed within the Claims Item grid, where it can be edited, deleted, or be assigned for settlement.