Claims Bulk Operations

Getting Started

To view your organization's list of Claims, click the 'Claims' button on the MRO manager navigation tab.

Claims List Layout

Searching on Claim List

The Search Bar on the Claim List allows you to search for specific Claims within your organization. You can use a variety of parameters to search for your Claims.

Searchable Parameters
Status
Vendor ID
Customer ID
Vendor Name
Customer I-TAG No.
Customer RCA No.
RMA Number
Vendor Claim Number
Customer Claim Number
Reason for Claim
User
PO Number
Work Order Number
Customer PO Number
Customer Work Order Number
Customer Issue Number
Customer Nominal Number
SECT Code
ASSY Code
ATA No.
Module Code
OTC Code
ORT Code

Exporting the Claim List

You can export your Claims to view or update them from the platform.

Step 1: From the Claims List, select claims you want to export.

Step 2: Click ‘Export’ and then select 'Table Data'.

Step 3: The Excel file containing the claims details will be exported and downloaded to your computer.

Step 4: Open the template in Excel format and view the data on your computer.

Updating Claims Details

Update Status of Claims

Step 1: From the Claim List, select claims you want to update status.

Step 2: Under the 'Status' section, select status.

Step 3: Click 'Update' to confirm your selection.

Once your claims statuses are successfully updated, a green banner will appear at the top of the claim list.

Updated 8 days ago