A preset list of tasks, or duties, to be performed before, on, or after a specific date can be managed within the Claims interface.  This list can be directly related to claim information that exists for the record and is established by setting the Task Definition and Task Group values within the Claims Detail dialog.

 

 

Figure 41: Setting Task Definition and Task Group within the Claim Details dialog

 

 

Manage the task list through the Tasks tab, which initially displays only those tasks specifically setup for Claims (Module value of the Task Definition), but a user can access all tasks associated to the entire order by placing a check in the box next to Show All.

 

Refer to the Tasks Definitions section for specifics on the task definition that may be in place on your system.

 

Task List Report

 

View the standard Task List report to see information on what tasks are assigned under a user’s profile or by the Coordinator Type; which can be that of the claims adjuster. 

 

To view the report, launch it from the MoversSuite application’s main toolbar by Tools > Reports > Task List.