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Type

The Claim Type section enables administrators to create, modify, and manage categories used to classify different types of claims across the platform. These categories help standardise entries and enable more effective filtering, reporting, and workflow routing, whilst ensuring that each claim is properly categorised from the moment it is created.

Claim Type

Configuring claim types provides a structured foundation for claim classification throughout the system. By defining clear, consistent categories, teams can improve traceability, support downstream reporting, and ensure that claim data remains organised and searchable. Administrators can add, edit, delete, and organise types directly within the admin interface, with all changes applied immediately to the claim management workflow.

Claim Type Overview

Quick Check - Before You Start
  • Agree naming standards with finance and QA so filters stay meaningful (Chargeback, Quality, Logistics, etc.).
  • Export the current list before bulk deletes.
  • Remember renames propagate everywhere the type is referenced.

Add New Claim Type

The Add New action allows administrators to create a new claim type category. Each type is defined by a description or name that will appear throughout the Claim module when users create or filter claims.

Configuration Instructions

To add a new claim type:

  1. Navigate to Site Settings › Claim › Type.
  2. Click the Add New button at the top left.
  3. Enter the description or type name in the required field.
  4. Click Save to add the new claim type.

Add Type

Note

  • Use clear, consistent naming for claim types to support downstream filtering and reporting.
  • New types become available immediately for use in new and existing claims.
  • Regularly review and remove obsolete types to keep data clean.

Edit Claim Type

Administrators can modify existing claim types to reflect changes in terminology or process. Edits apply across the platform wherever the type is used.

Configuration Instructions

To edit an existing claim type:

  1. Navigate to Site Settings › Claim › Type.
  2. Click the pen icon next to the type you want to edit.
  3. Make the necessary changes to the description or type name.
  4. Click Save to update the type.

Edit Type

Note

  • Changes to a type's name or description will update all claim records using that type.
  • Renaming a type does not affect claim history or existing reports.

Delete Claim Type

Claim types can be removed individually or in bulk when they are no longer needed. Deletion helps maintain a clean, relevant list of categories and avoids clutter in filters and dropdowns.

Delete a Single Claim Type

  1. Navigate to Site Settings › Claim › Type.
  2. Click the trashcan icon on the respective row.
  3. Confirm deletion when prompted.

Single Delete Claim Type

Bulk Delete

  1. Navigate to Site Settings › Claim › Type.
  2. Select multiple rows using the checkboxes.
  3. Click the bulk delete action and confirm deletion.

Bulk Delete Claim Type

Note

  • Ensure no active claims rely on types you intend to delete. Consider backing up or exporting the list before bulk deletion.
  • Export lists before bulk editing for backup or review purposes.

Other Actions

Additional tools are available to refine how you view and export claim type data:

Action Description
Filter Toggle by status: Enabled or Disabled. Claim Filter
Export Download the current list in .xlsx format. Claim Export
History Export a full change log in .xlsx format. Claim History

Customisable Table

Users can customise the display of the claim type table with the following options:

Feature Description
Sort by Reorder entries in ascending or descending order.
Pin Column Keep selected columns visible whilst scrolling.
Autosize Column Automatically fit column width to content.
Choose Columns to Display Show or hide columns from view.
Reset Columns Restore the table to its default configuration.

Customisable Table

Tip

  • Use clear, consistent naming for claim types to support downstream filtering and reporting.
  • Regularly review and remove obsolete types to keep data clean.
  • Export lists before bulk editing for backup or review purposes.
  • Combine claim types with standardised workflows to maximise organisational benefits.

Troubleshooting

Why did renaming a claim type change old claims?

Claim types are shared labels; edits update every record pointing at that type.

Steps to resolve:

  1. Communicate renames before saving.
  2. If you need distinct reporting, create a new type and disable the legacy one instead of recycling names.
Why can I not delete a claim type?

Active claims may still rely on the category.

Steps to resolve:

  1. Filter claims by type in the Claim module and reassign or close them per process.
  2. Disable the type to hide it from new entries while preserving history.
Why is my new type missing in the claim form?

Types must be Enabled and saved.

Steps to resolve:

  1. Open Site Settings › Claim › Type and confirm the row shows Enabled.
  2. Refresh the claim creation screen to pull the refreshed dropdown.