Enterprise Users will be able to view and interact with pages. Performance Managers/Modellers can edit pages and objects, and Model Administrators have full permissions.

You will still need to check your personal permissions to access this area with your site Administrator.

Legal/Claims Management

Create Claim

To create a new Legal record, click on the ‘Create Claim’ button.

This will open the Feedback Questionnaire. Fill in the necessary fields, and then click ‘Submit’ at the bottom of the Questionnaire.

 
My Claims

This page displays all Legal records that are assigned to the user viewing the page. The ‘counts’ that run across the screen display how many records of each type are assigned to the user.

The details of the records display below.

To view the details of a record, double-click on the item in the table, and the Questionnaire will be shown in a pop-up window.

You can make any amendments that you need to, and at the bottom of the Questionnaire, a series of buttons will display, that allows you to move the Feedback record between the different Workflow Stages.

Please note that the buttons will vary, depending on which Stage in the Workflow the record is currently sitting in.

Open/Closed Claims

These pages display the details of all Legal records in the system, not just those that are assigned to the user viewing the page.

The pages are split between ‘Open’ and ‘Closed.'

The ‘Open’ page contains records that are set in the following Workflow Stages.

• Potential
• Confirmed

The ‘Closed’ page contains records that are set within the following Workflow Stages.

• Completed
• Rejected
• Archived

The page is structured in a similar way to the ‘My Claims’ page, with ‘count’ visualisations displaying how many records sit within the different ‘types’.

Claim Actions

This page displays details of all Actions that have been added against Legal/Claims records.

You can filter the tables using the slicers at the top and can edit the Actions by clicking on the ‘Data Entry Mode’ icon. If needed, the Action table can be exported to Excel by clicking on the icon in the top right corner.

Claim Search

This page allows you to search for any Legal/Claims record.

You can enter your search criteria into the fields running down the left-hand side of the page, and then click ‘Search’ once all your search criteria have been entered.

The search results will then be populated in the table, along with a ‘count’ of the number of results found.