Claims Screen Layout

 

The Claims interface is composed of the following:

      Title Bar

      Menu Bar

      Information Bar

      Buttons (Find, Reports/Letters)

      Detail Tabs (Claims, Tasks, Notes)

Figure 2: Claims module

 

The Title Bar and Menu Bar are standard through the application.  The Information Bar lists the Claims title and information specific to the record selected within the main working grid:

      Access to the Third Party Application Error Management

      Order Number

      Order Name

      Branch

      Sales Person

      Adjuster

      Claim Number

This information will change when a different record is selected.

Below the Information Bar is the Find and Reports/Letters menu.  When pressed, the Find evokes the Find Claim(s) By window.

 

Figure 3: Find Claim(s) By dialog

 

Reference the Find, Claims Information Search Criteria and Order Information Search Criteria topics for general information. 

 

The Reports/Letters menu allow a user to generate claim-specific reports and Microsoft Word documents for selected records.  Refer to the Accessing Documents through Buttons topic for information on using this feature.

 

Figure 4: Sample options from the Reports/Letters drop-down