Getting Started

Under the Claims tab of your Repair Order Details page, you can manage your repair order claims.

Adding Claims

Step 1: Click “Add Claim” from the top right-hand corner of the Claim List or within the empty List.

Step 2: Select the assets for your Claim on the leftmost column of Repair Order Assets.

Alternatively, you can modify your selected Repair Order Assets Quantity by changing the number in the “Selected Quantity” column.

Step 3: Click “Next” once the assets are selected.

Step 4: Provide details for your Claim.

Under Claim Details, there are three required sections to be filled.

Status (Required)

Select the Claim Status of your Repair Assets (Open or Closed).

Customer Claim Raised (Required)

Select the date on which the customer claim was raised.

Reason for Claim (Required)

Select Reason Code and enter remarks (if necessary).

Claim Reference Number

The Claim Reference Number section is optional. You can enter additional details for your Claim in this section. Click on the collapsed section to expand it.

Step 4: After entering the relevant Claim Details, click “Submit”.

Step 5: A green banner will appear at the top of the Claim List when your Claim is added successfully.

Editing Claims

Under Edit Claims, there are three different operations for you to edit your Claims.

• Edit Claim Details
• Edit Claim Assets
• Add Repair Orders

To edit your Claims, click on the Claim from the Claim List to edit.

Editing Claim Details

You will be redirected to the Claim page to edit your Order Claim.

Step 1: Update fields of your Claim Details.

Step 2: Click “Save” to confirm the changes.

Editing Claim Assets

Removing Claim Asset(s)

Step 1: On the default claim page, click on “Assets” to navigate to the Assets tab.

Step 2: Select your assets for your Claim on the leftmost column of the Claim Assets List.

You can expand your Claim Assets to select specific assets for removal.

Step 3: On the top right hand corner of the table, click "Remove".

Step 4: Click “Remove” to confirm to remove the claims from the table.

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Once you remove the Asset(s), the action cannot be undone/restored.

Step 5: A green banner will appear at the top of the Claim Assets List when your claim asset(s) is removed successfully.

Adding Claim Assets

Step 1: On the top right-hand corner of the Claim Assets List, click “+ Add/Remove Asset”.

Step 2: On the Repair Order Assets List, select the Asset(s) for your Claim on the leftmost column of Repair Order Assets.

Step 3: Once you have confirmed your selection, click "Confirm".

Step 4: A green banner will appear at the top of the Claim List when your Claim Asset(s) is added successfully.

Creating a Repair Order within your Claim

Step 1: On the default Claim page, click “Repair Orders” to navigate to the Repair Orders tab.

Step 2: On the top right-hand corner of the Repair Orders List, click “+ Add Repair Order”.

Step 3: Enter the PO Number for your repair order.

Step 4: Click “Add” to confirm once the PO number is entered.

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PO Number for Repair Order is unique. Duplicated PO Number on the entry field that coincides with existing records of PO Numbers cannot be added.

Step 5: A green banner will appear at the top of the Repair Orders List when your repair order is added successfully.

Managing Repair Order in Claim

You can manage your Repair Order after adding it to your Claim. The Claim Repair Order created can be managed as other regular Repair Orders.

Viewing the Repair Order created in Claim

Step 1: Click on the Repair Order. You can view your Repair Order in Claim by clicking on the Repair Order in the Repair Orders List.

Step 2: Once clicked upon, you will be redirected to the Repair Order Details page of the Claim Repair Order. For other available operations on the Repair Order Details page, you can refer to Repair Order Details.

Updating the Repair Order in Claim

You can update the Repair Order in Claim via the Repair Orders List.

Step 1: Click on the checkbox on the leftmost column of the Repair Orders List.

Step 2: The option to "Bulk Update" will appear on the top of the Repair Orders List. Click “Bulk Update” to choose the data you want to update on the dropdown list.

Step 3: You will be redirected to the Repair Order Asset Groups List on which the repair orders you selected will be shown. You can update the repair orders or export them into an excel template and update it on your computer. For more information regarding updating Repair Orders, see Repair Order Bulk Operations.

Step 4: Update the repair order.

Step 5: Once all your data has been updated, click “Submit” to complete the update.

Step 6: When your Repair Order is successfully updated, a green banner will appear at the top of the Repair Orders List.