1.   Access the Claims interface within the MoversSuite application,

2.   Click on the Add button and the Find dialog box will appear.  This is similar to the Find used to locate existing claims and order records in use throughout the application.  In addition to selecting a record by Order Information, a user can also find by Dispatch Information and/or Store Information, as well.

 

Figure 32: General Find dialog used to locate order records to place a claim against

 

3.   Specify information in any, or all, tabs within the dialog to find the order record that the claim is to filed under,

4.   Press the Find button and either a warning will appear indicating that no records were found, or the Claim Details dialog will appear with information painted in to some fields,

Note: If multiple records were found as part of the search, then a selection grid will appear within the Find dialog and will require the user to select a record or refine their search.

 

Figure 33: Claim Detail dialog

 

5.   Fill in all necessary data as it relates to the claim, using the table below as a guide,

 

Claim Detail Field	Description
Last Name, First Name (required)	This is the initial company or individual’s name from the order record.  It can be changed to that of the actual claimant, which may be different than that of the order. Changing these fields will not affect the order record.
Adjuster	Claim adjuster assigned to work the claim.
Task Definition, Task Group	Assign this claim to be part of a task definition and group, such as the “Claims” group.  Task Group is dependent upon what is specified in the Task Definition field.
Type (required)	Associate the claim to a specific, preset type of claim.
Status (required)	Indicate the state of the claim as one of the predefined values available from the drop-down menu.
Branch (required)	Associate the claim to a branch.
Claim Assigned To	Name of person assigned to manage the claim.  This may be a third-party entity, for example.
Multiple Loss Alert Number	If this claim record is part of a larger claim, then enter the number assigned to that grouping of multiple loss claims. This field is also part of the claim information included in a find.
Amount Claimed	Initial or estimated amount of the claim.

 

6.   Press Save to keep the information and create a claim record under the order.

 

Once a claim record has been created, specifics associated to the claim can be done by adding Claim Items.