Notes are used within the application to pass information from one functional area, or user, to another.  Often they are imported from a van line or other outside source.  In either case, referencing note information is no different in Claims than it is from any other place within the application.

 

The Note Type of “Claims” is required to use the Claims Notes functionality.  It is a generic type that a user can associate general notes to a claim record by.  A second, required type is that of the “Claim Notification” which, when a note is created with this type, will trigger a Claim Alert be placed at the order record level.

 

Typically an alert is placed upon initial notification of the claim being filed and is placed against the order record, therefore a claim record does not need to be initially set up to generate the alert. 

 

 

 

Setting (or viewing) a Claim Alert,

1.   Access the MoversSuite application,

2.   Locate an order record,

3.   Open the Claim Alert dialog through the application’s main toolbar by Tools > Claim Alerts,

 

Figure 40: Accessing the Claim Alert

 

4.   Enter a description within the Memo field,

5.   Set the optional fields of Note Scope and Send to Van Line,

6.   Click on the Save button to activate the Claim Alert for the record and to close the dialog.

 

Once set, anytime a record is being referenced that has a Claim Alert against it, any user in the system will be able to view the description of the notification through the application’s main toolbar (Tools > Claim Alerts).

 

Only the first claim notification will be visible through the Claim Alerts feature.  All other notes defined with a type of “Claim Notification” will only appear as notes for the order (claim) record.

 

Contact your system administrator to identify other types of claim-specific notes that can be used.  They are defined within the Note Type table and can be accessed through the Mover’s Suite Administration (refer to the Note Types Definitions section).