Claims

When you access the Claims module you will be presented with the following screen:

This will show you a list of all applicable claims, however, should you wish to filter a more specific selection you can do so using the above filter selections.

You can also go to a specific claims page or choose how many claims you would like to see on the page by editing the page number box and the 'Results per page' box which appear at the bottom of the claims list:

For more in depth information on how this module works please refer to; Claim reference view, Risk reference view and Client reference view.

If you have certain claims that are of regular interest the Create View function is a useful way of making them easily accessible without having to filter each time. Simply click on 'Create View' in the top right of the module:

You will then have the following view:

Here you can create a specific view tailored to you requirements, which will be saved and is accessible on the left hand side of the screen under 'My Views'.