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Managing Claim Items

The Items section of a claim allows you to list the specific components related to the issue, detailing quantities, costs, and faults. Each item contributes to the claim's total value and is crucial for accurate tracking and accountability.

How to Add Claim Items

  1. Navigate to the Items section within the claim.
  2. Click the plus (+) icon to open the item selection window.
  3. In the pop-up, search for and select the relevant components.
  4. Click Add to attach the selected items to the claim.
  5. You can then edit the following details: price, colour, size, responsibility, quantity, and value directly in the table.
Example

Add Claim Items

Value Calculation

The claim's Total Value is automatically calculated based on the items you add:

  • Automatic Calculation: If the Total Value field is empty, the system will automatically sum the value of all listed items and populate the total for you.
  • Manual Override: If you manually enter or edit the Total Value, the system will lock that amount and will not override it, even if you add or remove items.

This provides flexibility for claims where the item values are for reference only and the total claim amount is predetermined.

How to Delete Claim Items

  • Single Item: Click the trash icon in the item's row to delete it.
  • Bulk Deletion: Select the checkboxes of the items you want to remove, then click the main delete icon that appears in the toolbar.

Delete Claim Items

Deletion is Permanent

Deleted items cannot be recovered. Please be certain before confirming, especially when performing a bulk deletion.