General Settings
The Claim General Settings section serves as the central configuration hub for the Claim application. This area allows administrators to define default behaviours and automation rules that streamline claim workflows, improve document organisation, and ensure consistency across all claim records.
Claim General Settings provide system-wide controls that affect how claim entries are created and managed throughout the platform. By setting global defaults and automation rules, teams can reduce manual steps and ensure every claim follows a standardised path. These settings are typically configured by administrators or system managers during onboarding or process reviews.
The Claim General Settings allow you to create a consistent foundation for claim management—ensuring that critical tasks such as assignment and file organisation are handled automatically. These global configurations apply automatically to all new claim entries, streamlining task delegation and accountability whilst maintaining clear audit trails.
Quick Check - Before You Start
- Confirm the intended Default Claim Manager exists as an Enabled user in Staff.
- Limit Default Members to the small set that should see every new claim notification.
- Decide default folder names for claims files before enabling automatic folder creation.
Default Claim Manager
The Default Claim Manager setting allows administrators to pre-assign a specific user who will automatically be assigned to manage all new claims. This streamlines task delegation and ensures designated personnel are engaged from the moment a claim is created, improving accountability and response times.
Configuration Instructions
To configure the Default Claim Manager:
- Navigate to Site Settings › Claim › Claim General Settings.
- Locate the Default Claim Manager field.
- Select the user from the dropdown. Only enabled staff members from Site Settings › Company › Staff will appear.
- Click Save to apply the configuration.
Note
- The selected user will be automatically assigned to all new claims created after this configuration.
- Existing claims are not affected by changes to the default claim manager.
- Users can still manually reassign claims to different managers after creation if required.
Automatically Create a Folder
When enabled, this setting automatically generates a dedicated folder for each new claim when it is initiated. This ensures that all related documents, attachments, and supporting files—such as invoices, images, or approvals—have a designated storage location from the moment the claim record is created, for easy retrieval.
Configuration Instructions
To enable automatic folder creation:
- Click the Files section.
- Click the "Add another item".
- Input the name of the file folder.
- The system will automatically save the folder;
Note
This setting is global and applies platform-wide to all new claim entries. Existing claims are not affected by changes to this setting. Changes take effect immediately for all claims created after the setting is modified.
Default Members
The Default Members setting allows administrators to pre-assign specific team members to all new claims automatically. This ensures that designated personnel are notified and engaged from the moment a claim is created, improving accountability and response times.
Configuration Instructions
To configure default members for the Claim module:
- Go to Site Settings › Claim › Claim General Settings.
- Click the Members section.
- Click Add another item to display all enabled staff members.
- Select one or multiple members from the list. Only enabled members from Site Settings › Company › Staff will appear.
- The system will then automatically save the changes you've made.
Note
- Selected members will be automatically added to all new claims created after this configuration.
- Existing claims are not affected by changes to default members.
- Removing a member from the default members list in this pop-up does not delete or disable the staff member in Site Settings › Company › Staff. It only removes them from being automatically assigned to new claims.
- Users can still manually add or remove members from individual claims after creation, regardless of the default members configuration.
Tip
Default Claim Manager:
- Set the Default Claim Manager to the most active or responsible team member to reduce manual reassignment.
Default Members:
- Designate default members who have system-wide claim oversight responsibilities, such as claim managers or quality assurance leads.
- Limit default members to 2–4 personnel to maintain focus and prevent notification overload. Additional members can always be assigned manually to specific claims.
- Review default member assignments when staff transitions occur to ensure continuous oversight without gaps in accountability.
Folder Management:
- Enable automatic folder creation to ensure every claim includes a dedicated space for essential documents such as invoices, images, and approvals.
- Auto-folder creation is especially helpful for storing supporting documentation and maintaining clear audit trails.
- Combine this setting with standardised document naming conventions to maximise organisational benefits.
Troubleshooting
Why is my default claim manager not applied to new claims?
The dropdown only affects claims created after you save the setting, and the user must stay Enabled in Staff.
Steps to resolve:
- Re-save Default Claim Manager after picking the correct staff member.
- Create a test claim and confirm the assignment; manually update older claims if needed.
Why are too many people notified on every new claim?
Default Members broadcasts to each person in the list.
Steps to resolve:
- Trim the list to the recommended 2–4 oversight roles.
- Use manual membership for specialist claims instead of adding everyone by default.
Why did automatic folders not appear on a new claim?
The feature applies only after configuration is saved and only to new claims.
Steps to resolve:
- Revisit Automatically Create a Folder and confirm a folder name was added via Add another item.
- Create another test claim; existing claims will not retroactively receive folders.