Claims Bulk Operations

Getting Started

To view your organization's list of Claims, click the "Claims" button on the MRO Manager Navigation Tab.

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Location of Claims Tab in MRO Manager


Claims List Layout

The MRO Manager Claim List shows your organization opened/closed claims.

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MRO Manager Claims Tab


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: Click the checkbox on the leftmost column of the Claims you want to select.

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Exporting Claims


Step 2: The option to Export will appear on the top of the Claim List. Click "Export" to export Table Data.

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Exporting Table Data from Claim List


Step 3: Your template will be downloaded onto your local computer immediately.

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Table Data exported and downloaded onto your local computer


Step 4: You may open the template in Excel format and view the data on your computer.

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Excel template example


Updating Claims Details

Update Status of Claims

To update the statuses of Claims, select the checkbox at the leftmost column of the Claim List.

Step 1: The option to update the statuses will appear at the top of the Claim List. Click "Update Status" to proceed.

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Updating the status of claims


Step 2: Under the "Status" section, Click to expand the dropdown menu to select the status to update your Claims.

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Select the status to update your claims


Step 3: Once you have updated the statuses of your Claims, click "Update" to confirm your selection.

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Confirm update of Claims statuses


Step 4: Once your Claims statuses are successfully updated, a green banner will appear at the top of the Claim List.

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Claims statuses were successfully updated