Use the Mover’s Suite Administration to setup the following Note Type records and any others.  Further, define any types that may need to be associated for a van line upload.  This setting can be found within Note Type (MMS > General > Note Type) setup.

 

The following Note Types will need to be defined for claim tasks to work properly:

•      Claims

•      Claim Notification

 

The type of “Claims” is used in conjunction with the tasks and can also be used to specify general comments with.  The “Claim Notification” type is used to establish a Claim Alert on the record (see the Claim Notes and Alerts section for more information).

 

Figure 50: Notes tab within the Claims interface

 

Other claim-specific Note Types can be established to suit your needs, such as defining those for a general comment on a claim or one for delay in a claim, etc.