Claim Search
Claim Search lets you find and manage claims across your organisation. Use filters, keywords, and column customisation to locate claims quickly and perform bulk updates.
Claim Search provides access to all claim records with standard search features—bulk actions, column grouping, inline editing, favourites, and export.
Columns Available
You can customise your Claim Search view by adding or removing columns. The following columns are available:
| Column | Description |
|---|---|
| Image | Preview image of the claim. |
| Claim Number | Unique identifier for the claim. This field cannot be edited. |
| Description | Brief summary of the claim. This field can be edited. |
| Style Number | Style associated with the claim. This field cannot be edited. |
| Order Number | Order associated with the claim. This field cannot be edited. |
| Agent | Agent managing the claim. This field cannot be edited. Clicking the agent will display the Company Details pop-up, showing the: Agent Name Country Manufacturing ID Agent Profile Photo Monthly Capacity Number of Order, Componenent, Claim, License, Costing, and Compliance - Shows the number of assigned/shared items to the company. Capacity Overview - Quick comparison of the Capacity (in percentage) and Quantity (in numbers) for current year and succeeding year per month. Staff - List of staff names for the company and their respective emails. |
| Factory | Production factory associated with the claim. This field cannot be edited. Clicking the factory will display the Company Details pop-up, showing the: Agent Name Country Manufacturing ID Agent Profile Photo Monthly Capacity Number of Order, Componenent, Claim, License, Costing, and Compliance - Shows the number of assigned/shared items to the company. Capacity Overview - Quick comparison of the Capacity (in percentage) and Quantity (in numbers) for current year and succeeding year per month. Staff - List of staff names for the company and their respective emails. |
| Status | Current claim status (e.g., Draft, Pending, Cancelled, Completed). This field can be edited. |
| Completed Date | Date the claim was marked as Completed. |
| Created By | The user who created the claim record. This field cannot be edited. |
| Created Date | Date and time the claim was created. This field cannot be edited. |
| Department | Department assigned from the Style item. This field cannot be edited. |
| Due Date | Date by which the claim is due. This field can be edited. |
| Recovered | Amount recovered from the claim. This field cannot be edited. |
| Resolution | Outcome of the claim (e.g., Full Payment, Partial Payment). This field can be edited. |
| Shared | Displays the agent/factory name in which the claim was shared. This field cannot be edited. |
| Staff | Internal team member responsible for managing the claim. This field can be edited. The list in this dropdown can be configured in Site Settings › Company › Staff. |
| Total | Total value of the claim. This field cannot be edited. |
| Type | Claim categorisation. This field can be edited. The list in this dropdown can be configured in Site Settings › Claim › Type. |
| Updated | Date and time of the last update. This field cannot be edited. |
Filter
The following filters are available to narrow your search results:
| Filter | Description |
|---|---|
| Agent | Filter by agent. The list in this dropdown can be configured in Site Settings › Company › Suppliers. |
| Completed Date | Filter by claim completion date. |
| Created | Filter by creation date. |
| Created Between | Filter by date range when the claim was created. |
| Created By | Filter by user who created the claim. |
| Department | Filter by department. The list in this dropdown can be configured in Site Settings › Order › Department. |
| Due Date | Filter by due date. |
| Factory | Filter by factory. The list in this dropdown can be configured in Site Settings › Company › Suppliers. |
| Keywords | Free-text search across claim fields. |
| Resolution | Filter by claim resolution outcome. |
| Staff | Filter by staff member. The list in this dropdown can be configured in Site Settings › Company › Staff. |
| Status | Filter by claim status. |
| Type | Filter by claim type. The list in this dropdown can be configured in Site Settings › Claim › Type. |
| Updated | Filter by last update date. |
| Updated Between | Filter by date range when the claim was last updated. |
Bulk Actions
Claim Search supports bulk actions with these functionalities:
| Action Bar | Fields |
|---|---|
| Actions | Delete |
| Fields | Agent — Agent managing the claim. Due Date — Date by which the claim is due. Factory — Production factory associated with the claim. Resolution — Outcome of the claim (e.g., Full Payment, Partial Payment). Status — Current claim status (e.g., Draft, Pending, Cancelled, Completed). Type — Claim categorisation. |
For full details on bulk actions and how to use them, see Manage Data in Search.