Details
The Details section of a claim captures its core information, providing essential context for auditing, recovery, and communication.
Located at the top of each claim, this section summarises its resolution, value, and categorisation. Completing these fields accurately is crucial for effective tracking and reporting.
Quick Check - Before You Start
- Configure Staff, Claim Type, and currency-related options under Site Settings so dropdowns populate correctly.
- Know the claim resolution outcome and accurate Total Value / Recovered Value figures before you edit the record.
Fields and Configuration
| Field | Description |
|---|---|
| Claim No. | A unique identifier automatically generated for each claim (e.g.,CLM220). |
| Description | A brief summary explaining the nature of the claim (e.g.,Wrong fabric supplied). |
| Resolution | The outcome of the claim, chosen from predefined options (e.g.,Full Payment, Partial Payment). |
| Total Value | The total financial amount being claimed, in the site-configured currency. |
| Recovered Value | The portion of the total value that has been successfully recovered. |
| Staff | The internal team member responsible for managing the claim. This list is populated from theStaff module in Site Settings. |
| Type | The categorisation of the claim (e.g.,Fabric Fault). These options are managed in Site Settings. |
Administrator Configuration Required
The dropdown menus for Staff, Type, and Currency are configured in Site Settings. Ensure these are set up before creating claims.
Example
In this example, claimCLM143 was raised for a fabric issue. The claim was resolved with a Full Payment, and the full $120.00 USD was recovered.
Helpful Tips
- Use clear and concise descriptions to make claims easy to find and understand.
- Ensure all financial values are entered correctly to maintain accurate reporting.
- Regularly review the options inSite Settings to keep dropdown lists for Staff and Claim Type current.
Related Actions
Troubleshooting
Why are Staff, Type, or currency dropdowns empty or incomplete?
Those lists are maintained in Site Settings. An administrator must add staff, claim types, and currency configuration before they appear on the claim. Update Site Settings and refresh the claim if options were added recently.
Why does my reporting not match the values on the claim?
Total Value and Recovered Value drive financial reporting. Re-check amounts and currency, ensure Resolution reflects the actual outcome, and correct any typos in Description so claims remain searchable and consistent.
How do I keep claim types and staff lists current?
Periodically review Site Settings for Staff and claim Type options. Remove or update obsolete entries so teams choose accurate categories and assignees.